Salesforce Implementation Services

Global companies rely on Customertimes to implement and customize Salesforce as a reliable partner with deep knowledge and experience in enterprise-scale cloud computing implementation.


Business Process Review

Define key requirements based on the goals of the project, review and document the “as is” processes and outline the “to be” requirements and KPIs for success

  • Engage with cross functional business groups (Marketing, Sales, Support, etc.) to define all key business requirements
  • Determine overall project success factors
  • Discuss business workflow and reporting requirements per group
  • Detail any additional system integration or development work needed

Configuration Services

Configure to meet business needs as defined during business process review.

  • Configure requirements
  • Optimize user interface
  • Set up security parameters: role hierarchy, sharing model
  • Enable workflow automation
  • Create reports and dashboards

Data Migration

Achieve main CRM goal: centralize data.

  • Analyze: Determine where and how your data should be loaded into
  • Cleanse: Data cleansing, validation
  • Extract, export, transform and import all relevant data sources
  • Applications experience: SAP, Siebel, MSCRM, NetSuite, Outlook, 1C, home grown apps and others

Training & User Adoption

Provide customized end-user and administrative training.

  • Onsite or web-based use case and overall training sessions
  • Creation of client user manuals, quick reference guides, videos
  • User adoption activities, adoption program development

Application Integration

Integrate existing systems with

  • Integrate ERP/Accounting systems, Custom Home grown databases, other web-based apps, e-Commerce, Point of Sale, Sites, legacy apps and more
  • Experience with a variety of integration tools
  • Experience with local vendors integration (1C and other) Development

  • Build, develop, test and roll-out custom applications
  • Use VisualForce to create a custom tailored solution
  • Build mobile apps


  • Combines proactive (day-to-day administration and support) & reactive (requests and ongoing case resolution) support services into a single program
  • Provides direct access to an experienced and certified multi-functional support team (Administrators, Developers and Trainers)
  • Reduces support staff spending and risks associated with turnover, vacation time and training
  • Allows for efficient planning and rollout of new Salesforce Platform services and features

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