Our typical implementation project 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:
- User and Organization setup
- Pipeline Management (Leads, Accounts, Opportunities, Contracts, Orders etc.)
- Campaign Management
- CPQ (Configure, Price, Quote) Configuration
- Price books & Catalogs
- Data Import & Migration
- Reports & Dashboards
- Forecasting
- Training & Adoption
Full vs. Quick Start Implementation
Our Full implementation is handled as a project where we gather customers needs and do an implementation that is customized to their needs. Quick Start implementations have a fixed scope, mainly due to the fact that they are designed to be completed in a short time frame. Depending on the Salesforce Edition, number of licenses and the extent of customizations needed, an AppShark account representative can suggest the best path for you.