Salesforce Cloud

Analytics Cloud

Our typical Salesforce Analytics Cloud process starts with a Discovery phase where we gather requirements from the customer, and based on those requirements, an implementation plan is created. An implementation includes, among others: 

  1. User and Organization setup.
  2. Pipeline Management (Leads, Accounts, Opportunities, Contracts, Orders etc.)
  3. Campaign Management.
  4. CPQ (Configure, Price, Quote) Configuration.
  5. Price books & Catalogs.
  6. Data Import & Migration.
  7. Reports & Dashboards.
  8. Forecasting.
  9. Training & Adoption.