About Project
DEF Retail was using an older version of Salesforce CRM that lacked modern features and integration capabilities. The outdated system led to inefficiencies in sales processes, poor customer engagement, and difficulties in data management.
Solution Approach
DEF Retail decided to upgrade to the latest version of Salesforce and leverage its advanced features, including AI-driven analytics and improved integration capabilities.
1.Assessment and Planning:
- Evaluated the existing Salesforce setup, customizations, and integrations.
- Identified gaps and opportunities for improvement with the latest Salesforce features.
- Developed a detailed upgrade roadmap, including a data migration plan and user training schedule.
2.Preparation:
- Cleaned up and prepared the data for migration.
- Set up a new Salesforce sandbox environment to test the upgrade process.
- Configured necessary integrations and customizations in the sandbox.
3.Upgrade Execution:
- Conducted the upgrade in the sandbox environment first to ensure compatibility and functionality.
- Migrated data using Salesforce Data Loader and validated the integrity of the data.
- Tested all customizations and integrations thoroughly.
4.Go-Live and User Adoption:
- Performed the final upgrade in the production environment during a scheduled downtime.
- Conducted user training sessions to familiarize staff with the new features and interface.
- Provided ongoing support to address any post-upgrade issues.
5.Post-Upgrade:
- Monitored system performance and user adoption closely.
- Gathered feedback from users and made necessary adjustments.
- Implemented Salesforce Analytics to gain deeper insights into sales and customer data.
UI/UX
Key Results
What Our Clients Say
We collaborated with Silverspace on AI & ML solutions, and their expertise has been a game changer for our data analytics capabilities. It helped us drive more informed business decisions.
Lisa M. Data Science Lead