2
Implement
Business Processes Integration
Security & Sharing Community
Analytics
WorkflowsAssignment Rules
Custom Object Definitions
Escalation Rules
Approval ProcessesValidation Rules
Page Layouts
Visualforce Pages
Apex Triggers & Classes
Record TypesEmail AlertsCampaign Management
Big Deal AlertsSalesforce Content
Outlook/Notes Integration
Data Migration
Data Cleanse
Lead2CloseWeb-to-Lead
Salesforce Mobile
Salesforce Offline
Integrations and Custom LinksWeb-to-Case
Email-to-Case
Roles
ProfilesTerritories
Multi-Currency
Security Settings
Sharing Rules Audit Settings
Reports DashboardsForecasts
App Exchange
Chatter
Salesforce-to-Salesforce
Customer Portal
Self-Service Portal
Partner Portal
At Axispoint Solutions we understand that business never stops.We’ll work with you to ensure the transition is smooth and you have continuity of service.
Salesforce ‘Sandboxes’ allow for complete testing away from the production environment before solutions are implemented.
The possibilities often appear endless, but by always calculating RoI, we will make sure you hit the most profitable areas first.
3
Consult
RoI
Business Processes
Departments
Roles and Actors
Axispoint Solutions have a proven track record in putting their clients first. Before we implement any systems, we analyse the business processes involved.
All Axispoint-led projects will involve a number of people in a variety of clearly defined Roles. The result is a list of potential improvements – all with a calculated Return on Investment.
Only then will we work on implementing the solution.
4
Review
Business Changes
Expansion of Salesforce into new
depts.
Salesforce Releases
Nothing ever stays the same.
That’s why it’s a good idea to review your Salesforce implementation periodically.
As your business evolves, there will be new ways to maximise your Salesforce usage.
Salesforce is also evolving – every quarter a new release comes along with new and enhanced tools. This is all part of your Salesforce licence. We’re here to help you take advantage of what you’re already paying for.
And as Salesforce proves itself in your company, other areas of your organisation may want to join you in the Cloud!
5
Support
Training Administration Development
Axispoint offers you access to our Salesforce Certified Professionals to help you with any Salesforce requirement. We expect that you will feel comfortable in tackling many Salesforce tasks without any help, but we’re available for those times when you might want a hand. Our ticketing system means that we’re there when you need us – and you’re not paying us when you don’t!
6
Engagement Map
1. Consult
• Map out Business Processes• Ascertain Departments involved • Define Roles and Actors• Calculate RoI
2. Implement
• Business Processes Implemented• Security & Sharing• Integration• Community• Analytics
3. Review
• Refresh Salesforce for latest company developments
• Ensure Salesforce best practices• Integrate new releases
Support•Administration•Development•Training