Salesforce Rollout Guide

When to Engage Professional Services

Once you’ve assembled your team you’ll need to choose between implementing salesforce.com yourself, engaging our professional services team, or utilizing one of our nationwide implementation partners. Your decision should be guided by your implementation scope, taking into consideration the complexity of your business and the skill set of your team.


We highly recommend that at least one member of the project team attend Administrator Training. You'll gain valuable context for how all the applications work together and will be better able to estimate your project's scope and need for professional services. If you do decide to self-implement, you'll learn best practices from a Salesforce expert so the customization choices you make today will continue to serve your business as it changes.

Self-Guided Implementations
Self-guided implementations are common in companies with straightforward needs and less than a dozen users. These organizations can easily map salesforce.com to the businesses with the help of the Salesforce.com Rollout Guide , online training, message boards and support in the application.

Quick Start Implementation Services
Note that while self-guided implementations are common amongst small businesses, engaging professional services is often a wise investment. We offer a wide range of affordable implementation services for companies of all sizes, and those who take part get up and running faster with higher levels of adoption and business automation.

Enterprise Consulting Services
For larger organizations with more complex requirements we highly recommend engaging salesforce.com professional services or one of our local partners. With a team of specialists and a proven methodology, you’ll ensure that your implementation runs smoothly, and the project is ultimately a success. To learn more please contact your account executive.

0 Comments