Salesforce implementations designed and built for your business
We design and implement Salesforce around the way your teams really work - with clear decisions, sensible technology and proper support for the people using it.
A strong Salesforce implementation starts before the build.
Salesforce is flexible, which is a major strength. It also means a successful implementation depends on making good decisions about process, data, ownership and adoption – not simply switching features on.
Art of Cloud help organisations of all shapes and sizes introduce Salesforce as a practical business platform. We work with leaders, subject-matter experts and end users to understand what needs to improve, then translate that into a clean solution your team can use with confidence.
From discovery and solution design through data migration, integrations, testing, training and go-live, we keep the work visible and the language straightforward. You will understand what we are building, why it matters and what your team needs to do next.
What you can expect
An end-to-end implementation that balances business needs, technical quality and user adoption.
A clean, scalable solution design
We favour standard Salesforce capability where it meets the need and use custom development when there is a clear reason. The aim is a platform that is effective now and manageable later.
Data and integrations planned properly.
We identify what data should move, what should stay, who owns it and how quality will be protected. Integrations are designed as part of the operating process, not treated as an afterthought.
Testing, training and change support.
We help your team prepare realistic test scenarios, understand new responsibilities and learn Salesforce in the context of their own day-to-day work.
What is included in a Salesforce Implementation?
Every implementation is different, but a complete engagement can include...
- Business discovery, process mapping and requirements
- Salesforce product and licence guidance
- Solution architecture and technical design
- Configuration, automation and custom development
- Data cleansing, mapping, migration and reconciliation
- Integration with existing business systems
- Reports, dashboards and management information
- Security, access and governance design
- User acceptance testing and defect management
- Training, communications and adoption planning
- Go-live, cutover and early-life support
- Introducing additional Salesforce products or capabilities
Our Salesforce Implementation process
1.
Discover: We agree the outcomes, understand current processes and identify the people, data and systems affected.
2.
Design: We turn the findings into a solution design, delivery plan and clear set of priorities.
3.
Build and demonstrate: We configure and develop in stages, showing progress regularly and resolving decisions quickly.
4.
Migrate and integrate: We prepare data, connect agreed systems and test the complete flow of information.
5.
Test and train: Your users validate real scenarios while we prepare them for the new platform and ways of working.
6.
Go live and improve: We support launch, stabilise the platform and agree the next improvements based on live use.
Still have questions?
Let’s answer them
How long does a Salesforce implementation take?
It depends on the number of teams, processes, products, integrations, data sources and decisions involved. After discovery, we provide a delivery plan with clear phases and responsibilities rather than a generic estimate.
Can you help us choose the right Salesforce products and licences?
Absolutely. We map products and licence types to real user needs and planned capabilities. Final commercial terms come from Salesforce, but we can help you avoid designing around assumptions or unnecessary access.
Can you migrate data from spreadsheets or another CRM?
100%. We help decide what should be migrated, map it to the new Salesforce structure, improve quality where practical and reconcile the results. We never recommend moving poor or obsolete data simply because it exists.
Which Salesforce products do you implement?
Our team works across core Salesforce products and the wider platform, including solutions for sales, service, data, portals, automation, revenue processes and AI. The recommended combination depends on the business requirement.
What happens after go-live?
We can provide early-life support, administrator help, a managed support service and a roadmap of further improvements. Your team also receives the agreed documentation, training and knowledge transfer.