Salesforce Implementation

We optimize every implementation through best practices and proven experience

We are experts in strategic implementation across the Salesforce Customer Success Platform. Our team of certified developers along with our Salesforce MVPs, can design and implement your Salesforce standard and custom objects to extend the value of your investment.

Salesforce Architecture

Our certified Salesforce architects are key members of every implementation team. With years of experience and thought leadership, they are responsible for the overall technical design of the solutions that we implement for our clients. They will also work closely with your IT and business users to identify problems in the current setup and design of your existing Salesforce implementation.

Implementation Methodology

We are firm believers in the power of the platform.  So our approach is always configure, extend and then customize. We help to analyze your current processes and look at options to streamline and maximize your capabilities, not just bring old practices into a new platform.  The Salesforce AppExchange provides over 3,600 apps that can be used to extend the capabilities of your sales, service and marketing teams without adding a single line of custom code.

Data Migration

When you move to the Salesforce platform, you’ll inevitably have to tackle the onerous job of bringing over some or all of your historical customer and company data. Whether the data resides in your email client, spreadsheets, an accounting system, internal database or in a legacy CRM system, our team will identify the best approach to importing your data into Salesforce.

“Trifecta places a personal touch in their engagements; our project work was a true partnership, one team working towards one goal. Their entire team’s skills and knowledge were clearly aligned with the task at hand. We are already working on our 2nd phase and chose Trifecta after an exhaustive RFP of 4 other potential partners. Recommended.”
Sean SchusterDirector of Customer Experience, Monark Premium Appliances