Transform Your Salesforce Experience with appSavvy group

At appSavvy group, we understand that every organization is unique. That’s why we approach each engagement with a comprehensive and tailored process, designed to ensure your Salesforce solution is perfectly aligned with your business needs and goals.

Discovery Session: Building a Foundation for Success

When you partner with appSavvy group, we kick things off with a Discovery Session, an in-depth exploration of your current processes. Our goal is to gain a deep understanding of how your organization operates, including:

• How your sales team interacts with clients.

• How contacts move through your sales pipeline.

• The information managers need to make strategic decisions.

• How sales data is communicated to teams delivering your products or services.

• The role of other departments like marketing, development, delivery, and customer support.

We’ll work with you to document your requirements, ensuring no detail is overlooked. Once you sign off on the documented requirements, we’ll design a future-state "To Be" process, setting the stage for a Salesforce implementation that elevates your operations.

Implementation Planning: Turning Vision into Action

Based on the insights gained during the Discovery Session, we develop a comprehensive implementation plan. This includes defining critical steps like identifying custom fields, determining sales stages, and designing workflows. Together, we’ll review the plan, and with your approval, we’ll begin bringing it to life.

Salesforce Setup: Choose the Right Edition and Start Strong

Whether you’re new to Salesforce or already have an account, we’ve got you covered:

• Existing Users: Grant us access, and we’ll assess your setup to identify areas for improvement.

• New Users: We’ll help you choose the right Salesforce edition—Group, Professional, Enterprise, Unlimited, or Developer—and guide you through the account setup process.

Our approach minimizes costs by leveraging your existing administrator licenses wherever possible.

Customizing Salesforce: Tailored to Your Needs

Once we understand your goals, we’ll begin customizing Salesforce to suit your specific requirements. From adding fields and optimizing page layouts to advanced configurations like Flows, Triggers, and Lightning Web Components, we ensure your system supports every aspect of your business.

Data Migration: A Seamless Transition

Transitioning from another CRM? We’ll assist with data export and import, ensuring your contacts, opportunities, activity history, and custom databases are seamlessly integrated into Salesforce.

Pipeline Definition and Optimization

A well-defined sales pipeline is key to success. We’ll help you map out every stage, from raw leads to satisfied customers, and document clear criteria for advancing prospects. This ensures alignment across your team and sets the foundation for effective training and management.

Actionable Insights with Reports and Dashboards

Gain real-time visibility into your business performance with customized reports and dashboards:

• Reports: Track key metrics to make data-driven decisions with confidence.

• Dashboards: Visualize critical insights at a glance, just like a car dashboard, ensuring you stay informed and proactive.

Email Templates and Communication

We’ll configure email templates with your company’s branding, enabling your team to send professional, personalized communications quickly. Salesforce’s mass email functionality lets you engage with customers at scale, while managing opt-outs seamlessly.

Driving Adoption: Making Salesforce Indispensable

The best tools are only valuable if they’re used effectively. We’ll develop strategies to drive adoption, turning Salesforce into a tool your team wants to use—not one they feel forced to. Through engaging reports, dashboards, and collaborative sessions, we’ll ensure Salesforce becomes an integral part of your team’s daily workflow.

Training for Success

Once your system is ready, we provide engaging, hands-on training sessions to empower your team. Whether through one-on-one or group sessions, we’ll teach your team how to navigate Salesforce confidently and maximize its potential.

Partner with appSavvy group
Let us help you transform Salesforce into a powerful tool for growth, efficiency, and collaboration. With our proven approach and commitment to excellence, you’ll be equipped to take full advantage of Salesforce’s capabilities, driving success at every level of your organization.

Questions and Answers
The best part—appSavvy group becomes a member of your team. After everything is set up, we’ll have an in-depth understanding of your Salesforce system, as well as your business processes. This allows us to help you or any of your team members with Salesforce issues, whenever they arise. We’re happy to receive questions and promise to provide thorough, timely answers—whether by email or phone.