Sandyx’s Methodology: Delivering Salesforce Success

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Sandyx's Methodology: Delivering Salesforce Success

Sandyx's Methodology: Delivering Salesforce Success

Implementing Salesforce, the world’s leading CRM solution, can be a game-changer for businesses, but it requires a well-defined methodology to ensure success. 

At Sandyx, a certified Salesforce Implementation Partner, our methodology is built upon years of experience and a deep understanding of our client’s needs. 

In this blog, we will delve into Sandyx’s methodology and how it enables us to deliver Salesforce success for our clients.

Experience-Driven Approach:

Sandyx brings a wealth of experience to each Salesforce implementation project. Our methodology is rooted in the lessons learned from numerous successful implementations across various industries. We leverage this experience to tailor our approach and provide insights that are specific to your business needs, maximising the value you gain from Salesforce.

Requirements Gathering and Analysis:

The first step in our methodology is a thorough requirements gathering and analysis process. We work closely with your team to understand your unique business processes, pain points, and objectives. By conducting in-depth discussions and workshops, we gain a comprehensive understanding of your requirements, allowing us to design a Salesforce solution that addresses your specific needs.

Solution Design and Configuration:

Based on the requirements gathered, Sandyx’s team of skilled consultants designs a tailored Salesforce solution for your organisation. We map out the optimal configuration of Salesforce’s powerful features and modules to align with your business processes. Our consultants work closely with you to ensure that the solution is optimised for efficiency and scalability, enabling your team to work smarter and achieve better results.

Agile Development and Iterative Testing:

To ensure a seamless implementation, Sandyx follows an agile development approach. We break down the project into manageable sprints, delivering incremental functionality throughout the implementation process. This iterative testing allows for quick feedback loops, enabling us to address any issues promptly and make adjustments as needed. By involving you at each stage, we ensure that the solution aligns with your expectations.

Data Migration and Integration:

Data is a critical asset for any organisation. Sandyx’s methodology includes a robust data migration and integration strategy. We carefully plan and execute the migration of your existing data into Salesforce, ensuring accuracy, data integrity, and minimal disruption. Additionally, we seamlessly integrate Salesforce with your existing systems, enabling smooth data flow and eliminating silos within your organisation.

User Training and Change Management:

User adoption is crucial for the success of any Salesforce implementation. Sandyx provides comprehensive user training programs tailored to your organisation’s needs. We empower your team with the knowledge and skills to leverage Salesforce effectively, ensuring a smooth transition and maximising the benefits of the system. Our change management approach focuses on driving user engagement and fostering a positive mindset towards Salesforce adoption.

Ongoing Support and Optimisation:

Sandyx’s commitment to your success extends beyond the initial implementation. We offer ongoing support and maintenance services to address any technical issues, provide system enhancements, and optimize your Salesforce solution as your business evolves. Our dedicated support team is available to assist you, ensuring that Salesforce continues to drive growth and efficiency for your organisation.

Sandyx’s methodology is designed to deliver Salesforce success by combining our experience, deep understanding of client requirements, and agile implementation practices. From requirements gathering to solution design, data migration, user training, and ongoing support, our methodology ensures that your Salesforce implementation is tailored to your unique needs and drives tangible results for your business.

Ready to experience the power of Salesforce with a trusted partner? Contact Sandyx today, and let us guide you on your journey to Salesforce success.

Contact Information:

Email: sales@sandyx.com

Phone: 0161 710 3250

Website: www.sandyx.com

Salesforce Summer ’18 is here!

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Summer 2018 is here, in more ways than one. Not only have we been enjoying the summer sun here in Manchester, but the latest release of Salesforce is now available across all production orgs. The most obvious sign of this is that the bear is no longer watering his plants, he is now enjoying a swim.   The number of improvements and enhancements to the key Salesforce components is too large to list here – the release notes provided by Salesforce currently run to around 500 pages – but there are a couple of standout features that we here at Sandyx thought worthy of mention.

Salesforce Lightning Report Builder

New for Summer ’18 is the announcement that Lightning Report Builder is no longer a Beta product. If you have Lightning enabled, it is now the default method for creating new reports in Salesforce.com. This feels like it has been a long time coming and our Salesforce Admin is over the moon that she no longer has to suffer the old classic reports interface, shoe-horned into the Lightning UI.

There’s also a matching Admin Permission to make this available to desired Profiles

 

Paths now available in Cases

Paths is one of the great features that has been introduced in the Lightning Experience. We have found that customers really love them and we build them into nearly every new engagement. They are especially useful in Opportunities and help guide a user through the Sales process – moving Opps from one stage to another.   We’ve seen a gradual increase in the number of objects where Paths is available, over the last few Salesforce releases. Summer ’18 has addressed the final big gap – Cases. We can now guide Support Staff through the Case management process, using help and guidance tips.

How we can help

If you would like to discuss any aspects of the latest release, or understand how Salesforce can help your business, then please get in touch. You can also ring us directly on 0161 710 3250

Sandyx supporting International Women’s Day 2018

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Claire MacIntyre, Office Manager at Sandyx – My Role As A Manager In The Workplace I’ve been with Sandyx for over 6 years now, and for the last 5 of these years I’ve been here in the capacity of the Office Manager.

If you look up the responsibilities of an office manager, one of the key things that’s always listed is the ability to organise; organise processes, organise people and possibly the most important, organise yourself. Now this skill may not be as noteworthy as others but it’s a skill that has enabled me to contribute greatly to the workings of every company I have worked for, whether in a small departmental capacity, or in the position I find myself in today. it’s also a skill that transcends to all aspects of my life helping me achieve a good ‘work life balance’ (well most of the time), whilst I juggle the responsibilities of being a manager, a mother, a wife, a housekeeper, a daughter and a friend, simultaneously.

In terms of being a woman there are some roles that you naturally just fall in to; being a mother for example or any kind of caregiver, and some roles you achieve through hard work and experience. However, no matter what capacity I find myself in, I give every role my all and I am equally proud of my achievements within each of them. I have spent most of my working life in various administrative and office-based roles and secured my first office job when I was only 16 years old and still at school, after a very successful two-week, work experience placement at a busy delivery depot.

Since then I’ve moved on to bigger and better jobs adding to my skill set, but always aspiring to be greater and to achieve more. I also have a first-class degree in Psychology which I am vastly proud of and even though most psychology theorem doesn’t really apply to the day to day running of an office, except maybe Warrs Vitamin model (1987)! the skills I developed in obtaining my degree do.

For me the best jobs, including my current position have been ones with good higher managerial support, flexibility and positive reinforcement; whether in the form of 1:1 catch up meetings, time off at short notice without reproach, or the acknowledgement of a job well done. All of the above minimise stress and improve confidence which in turn promotes job satisfaction. It’s a positive cycle and it works well for me because it acknowledges that my role as a manager; even though its important, is not my only role.

How we can help

If you would like to discuss any aspects of the topics discussed in this article, or understand how Salesforce can help your business, then please get in touch. You can also ring us directly on 0161 710 3250