Salesforce Implementation

It’s no secret that is the one of the world’s largest CRM platforms. Salesforce is highly customizable, maintainable, and it can be integrated with many popular ERPs, CMS, and sales-oriented systems – to name a few.

The #1 problem that many small-medium businesses (SMBs) and large enterprises all share in common is the lack of qualified people who can build, scale, and manage their Salesforce implementations.

Hire Levexa to administrate and develop your Salesforce Sales Cloud, Service Cloud, Marketing Cloud, and managed packages for you.

Levexa – we help companies assess their skills and choose a new direction which utilizes the talents of the team and resources most productively.

how we manage Salesforce

Invest in your technology like you would invest in your business.

why hire Levexa?

More than ever, businesses utilize the platform for managing their sales and marketing operations. Because Salesforce is not the most affordable platform, it makes sense to hire the right professionals to properly manage and implement your Salesforce instance according to your business needs. We strive to:

  • Give your Salesforce the proper dedication and attention it needs
  • Implement solutions that coincide with your business requirements
  • Produce secure, scaleable solutions that adapt according to changes in processes

our Salesforce process

We work with you to understand and assess your business needs and goals.

After understanding your business requirements and goals, we aim to define the scope of the project. For example, what Salesforce features and benefits exist that will help you achieve your goals? What is the timeline for implementation, testing, and user acceptance?

We define a Scope of Work as a means of listing the requirements in a more comprehensive format. Through this Scope of Work, we will agree on the next steps of the project (e.g. quote acceptance and payment, implementation, deadlines, etc.).

You provide us with access to your Salesforce production and sandbox instances, and work begins! Throughout this phase, we’ll be building out features to meet your requirements through native Salesforce tools and frameworks such as Apex, Visualforce, Lightning, Process Builder, and Visual Flows.

Our testing process ensures full quality assurance.

We offer extensive support and post-deployment support to ensure that your new Salesforce implementation can go live successfully.

“Ron was a pleasure to work with both as a consultant. He helped us through a full Salesforce revamp and put in a ton of our infrastructure to set us up for long term success. He was always thinking about long term scalability and provided great leadership for our junior folks too. I’d love to work with him again in the future!”

Abheek D.
Director of Operations, Jobber

Ready to get started?