Salesforce Implementation Services

We’ve got the perfect solution for your Salesforce platform!

Salesforce Implementation Services by RT Dynamic

RT Dynamic having years of experience in Salesforce CRM implementation has the right knowledge and skills to provide businesses with the most effective Salesforce Implementation Services. Our proactive approach to overcoming the possible implementation challenges gives businesses the opportunity to focus on growing their business! We thrive by helping progressive companies grow and deliver efficient services that guarantee success. RT Dynamic being a Certified Salesforce experts, helps businesses meet their goals with its holistic approach to cloud technology solutions such as Salesforce integration services, customization and Salesforce data migration.

Ensuring all touch points of the customer journey are covered is one of the key features of a good CRM system. Being Certified Salesforce consultants, we strive to offer our clients the best Salesforce solution! Our team of highly skilled and experienced individuals has full control over the Salesforce implementation process; allowing our valuable clients to improve their business productivity.

Stages of Salesforce Implementation Services

Gathering Business Requirements and KPIs

Specifying and documenting business requirements such as functionalities, processes, and workflows is crucial for improving the effectiveness of Salesforce’s implementation. Hence, conducting a complete audit of your business is a key practice we follow at RT Dynamic; allowing us to identify your business mission and goals, the products and services your business offers as well as the key performance indicators. Once that’s done, an analysis is conducted to identify where your business lacks in terms of technology; helping us implement Salesforce accordingly.

Business requirement
Salesforce consultant

Salesforce Consulting

Once the audit is complete, a plan is created in order to offer the right Salesforce consultancy for your business. In this part of the process, your business requirements and processes are analyzed after which data is migrated into Salesforce. Goals and KPIs are defined along with required customizations and integrations ensuring that the Salesforce solution plan complies with your business requirements.

Salesforce Customization and Configuration

RT Dynamic offers extensive Salesforce expertise with its highly skilled team of Certified Salesforce Developers. Customizations and configurations, such as custom reports and dashboards are necessary to leverage the software to its fullest; ensuring that the system is being used in accordance with your business model. Your business solution can be tailored either through modifications such as modifying Salesforce default capabilities with point-and-click tools or through a development process that offers extensive customization features using the Apex code.

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Salesforce Integration

Salesforce integrations with systems such as ERP, e-commerce platforms, and document management systems ensure the smooth running of Salesforce tasks with third party systems, increasing the visibility of data flows across integrated applications.

Data Migration from Old CRM Into Salesforce CRM

Migrating valuable data from one system to another can be risky; however, we ensure the smooth migration of data into Salesforce eliminating risks of data loss or corruption. With our thorough analysis of data and structure, a safe and secure migration process is ensured.

Data Migration
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Salesforce User Training

The implementation of Salesforce is not the final step; ensuring that users i.e. employees are trained enough to use the system is necessary to ensure smooth communication and usage of the software. RT Dynamic offers Salesforce training to its valuable clients to help the workforce improve their Salesforce efficiency.

Salesforce Based CRM Solution Launch

After the successful creation of a Salesforce-based solution, our specialized team of QA engineers conducts thorough testing. Once tested and approved, the Salesforce solution is migrated to the UAT (user acceptance testing) environment, allowing users to test out the system and check if it meets their requirements. Once approved by the customer, RT Dynamic’s experts launch the new Salesforce solution in the production environment.

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Salesforce CRM Software After-launch Support

Constantly improving and updating your Salesforce CRM is necessary to ensure that the software runs smoothly. You may want to add additional features or services to your CRM, or maybe you would like to implement additional workflows; however, these updates require professional knowledge and skills. We’ve got you covered! Our continuous and ongoing Salesforce Support Services make sure you hit the ground running with your Salesforce system, providing you with after-launch support services at the start of your Salesforce usage.

Custom Salesforce Solutions

Saleforce Integration

Before migrating data from your platform to Salesforce, a thorough data assessment is conducted where data is cleaned and organized; ensuring effective migration and integration of your data.

Saleforce Lightning Migration

The migration process from Classic to Lightning can be quite complex. Our team helps businesses understand how business goals can be aligned with the features and benefits that the new Salesforce Lightning platform offers.

Saleforce Marketing Automation

Automating marketing processes and eliminating tedious tasks from your daily routine can help improve efficiency as well as speed up processes that help businesses deliver results. We offer marketing automation action plans based on your business needs and goals to help you grow and succeed.

Saleforce Cloud Solutions

All Salesforce Clouds including service, sales, community, financial, commerce to media, health and experience cloud include multiple implementation and customization services to meet your needs.

Salesforce Customer Relationship Management Services by RT Dynamic

Salesforce Integration Services by RT Dynamic

  • Comprehensive Assessment of your unique requirements, objectives, and existing systems for Salesforce implementation
  • Custom Integration Strategy that will outline the technologies, tools, and methodologies best suited to your business’s needs
  • Rigorous Testing ensure a seamless transition for your operations
  • Seamless Implementation that ensures every element falls into place seamlessly
  • Ensuring that data flows smoothly between systems, maintaining integrity and accuracy at all times
  • Real-time Monitoring to troubleshoot any real-time issues
  • Post-Integration Optimization

Salesforce Customization and Configuration Solutions by RT Dynamic

  • Tailored solutions for optimal efficiency
  • Automated workflows for enhanced productivity
  • Seamless integration with third-party applications, creating a Unified data for informed decision making
  • Enhanced user adoption for maximum impact

Salesforce Data Migration Solutions by RT Dynamic

  • Assessment and Planning
  • Data Mapping and Selection
  • Testing and Validation
  • Data Migration
  • Quality Assurance
  •  Post Migration Assistance and Support

Salesforce Training Solutions by RT Dynamic

  • Tailored training solutions
  • Hands-on experience
  • Change Management Support
  • Stakeholder Buy-in
  • Continual assistance and feedback
  • Measurable progress

Salesforce Development Solutions by RT Dynamic

  • Custom App Development
  • Lightning Components and App Building
  • Data Migration and Integration
  • Automation and Workflow Optimization
  • AppExchange Solutions
  • Consultation and Strategy Development
  • ailored Solutions for Every Business Need

Salesforce Cloud Services by RT Dynamic

  • Salesforce Sales Cloud
  • Salesforce Marketing Cloud
  • Salesforce Commerce Cloud
  • Salesforce Service Cloud
  • Salesforce Health Cloud

Salesforce Lightning Services by RT Dynamic

  • A Future Ready Architecture
  • Improved Communication
  • Smart Analytics
  • Intelligent Customization
  • Seamless Integration
  • Improved Productivity
  • Enriched User Experience

Salesforce Support Services by RT Dynamic

  • Around-the-clock Salesforce CRM Support
  • Maintenance to Reinforce Salesforce Performance
  • Mastering Data Dynamics
  • Empowerment through user support
  • Innovative Troubleshooting solutions
  • System upgradation

Salesforce Pricing by RT Dynamic

  • Starter- A simple CRM suitable for a team of up to 5 people
  • Professional- A complete CRM solution suitable for teams of any size
  • Enterprise- A highly customizable CRM to cater to your unique business needs
  • Unlimited- Unlimited CRM support and power
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    Contact Information

    • California
    • 795 Folsom St, San Francisco,
      CA 94103, USA
    • +1 415 800 4489
    • Minnesota
    • 1316 4th St SE, Suite #203-A,
      Minneapolis, MN 55414
    • 1-(612)-216-2350