Salesforce Implementation
Salesforce Implementation Services
We set up Salesforce around the way your team actually sells and supports customers. That means a clean data model, migrated records you can trust, integrations that keep working, and reps who log in on day one because the system saves them time.
Trusted by product, analytics and growth teams
Sales Cloud rollout
Typical plan- 011–2 weeks
Discover
Process map and ranked requirements
- 021 week
Design
Data model, security and automation design
- 032–3 weeks
Build
Configured sandbox, demoed each cycle
- 041–2 weeks
Migrate and test
Reconciled data, signed-off UAT
- 051 week
Launch
Go-live, training, hypercare
Typical durations for a single-team rollout. Your plan is set after discovery.
- 01Go live with a pipeline, fields and stages that match how deals really move.
- 02Bring your old CRM data across cleaned, de-duplicated and checked against the source.
- 03Hand your admin a documented org they can change without calling us.
- What it is
- Setting up Salesforce so it fits your sales and service process
- Typical timeline
- 4–8 weeks for one team, 2–4 months with integrations
- Who you work with
- A consultant, an admin/developer and a data engineer
- How it is priced
- Fixed quote per scope, agreed after discovery
Services
Salesforce implementation, start to finish
Most failed Salesforce projects were configured before anyone agreed how the business works. We do that part first, then build.
- 01
Discovery and process mapping
We sit with sales, support and operations and write down the real process: who creates a lead, when it becomes an opportunity, what has to be true before a deal closes. The build follows that document, not a generic template.
- 02
Org setup and configuration
Objects, fields, record types, page layouts, validation rules, profiles and permission sets. We prefer standard features and keep custom objects for things Salesforce genuinely does not model.
- 03
Automation with Flow
Lead assignment, approvals, renewal reminders, case escalation and follow-up tasks built in Flow. Each automation is named, described and listed so you know what fires and when.
- 04
Data migration
We export from your current CRM or spreadsheets, map every field, remove duplicates, load into a sandbox, and reconcile record counts and totals with you before anything touches production.
- 05
Integrations
Connect Salesforce to your ERP, billing, marketing platform, support desk, telephony or data warehouse using native connectors, middleware or the API. We define which system owns each field so records stop overwriting each other.
- 06
Reports and dashboards
Pipeline, forecast, win rate, lead response time and case backlog reports that use the same definitions your leadership already quotes in meetings.
- 07
Training and adoption
Role-based sessions for reps, managers and admins, plus short written guides with screenshots of your own org. We track logins and record creation in the first weeks and fix what people avoid.
- 08
Support after go-live
A hypercare window for fixes and small changes, then an optional monthly plan for new requests, release reviews and admin backup.
Products
Salesforce products we implement
You rarely need all of these at once. We help you decide what to switch on now and what can wait.
Process
How a Salesforce implementation runs
Five stages, each with something you can review before the next one starts.
- 01
Discover
Workshops with each team, review of the current CRM and reports, and a written list of requirements ranked by must-have and later.
- 02
Design
Data model, security model, automation and integration design. You approve this before we configure anything.
- 03
Build
Configuration in a sandbox in short cycles, with a demo at the end of each so feedback arrives while changes are cheap.
- 04
Migrate and test
Trial data load, user acceptance testing with real scenarios, fixes, then a final load during a planned cutover.
- 05
Launch and support
Go-live, training, daily check-ins in the first week, and a hypercare period for anything that surfaces with real use.
What you get
What is handed over at the end
You should be able to run and change the org without us. These are the things that make that possible.
Solution design document
The agreed process, data model, automation list and integration map, kept current through the build.
Configured and tested org
Production org with a matching sandbox, test scripts, and sign-off from the people who will use it.
Migrated data with a reconciliation sheet
Record counts and key totals compared between the old system and Salesforce, with every exception explained.
Admin handbook and training recordings
How to add a field, change a stage, edit a flow or build a report, written for your org and not copied from help docs.
Best fit
Who this is for
First-time Salesforce customers
You have bought licences and want the first setup done properly, not rebuilt in a year.
Teams moving from another CRM
You are leaving HubSpot, Zoho, Dynamics or spreadsheets and cannot afford to lose history.
Orgs that grew without a plan
Hundreds of unused fields, flows nobody understands, and reports that disagree with each other.
Companies adding a cloud
Sales Cloud is live and you now need Service Cloud, CPQ, Experience Cloud or a marketing connection.
We are probably not the right choice if
- You only need licences resold. Buy those from Salesforce directly.
- You want the org built without anyone from your team in the workshops.
- You need a large global programme staffed with dozens of consultants at once.
Timeline and cost
Three sizes of Salesforce project
Cost follows scope. These are the shapes most projects take, and what usually moves the estimate up or down.
01
Single team
4–8 weeks
One sales or support team, one cloud, a manageable amount of data to move.
- Core objects and one pipeline
- Up to a few key automations
- One-source data migration
- Standard reports and dashboards
02
Multi-team
2–4 months
Sales and service together, or several regions with different processes.
- Multiple record types and pipelines
- Approval and assignment flows
- Two or three integrations
- Role-based training
03
Multi-cloud
4–9 months
CPQ, portals, marketing or Data Cloud alongside the core CRM.
- Phased release plan
- Custom components where needed
- Integration layer and monitoring
- Change management support
Ranges are typical, not commitments. Estimates rise with messy source data, many integrations and slow sign-offs, and fall when one person on your side can make decisions.
Why teams pick Multivariate for Salesforce
We are a data and engineering team first. That shapes how we implement a CRM: the data model and reporting are designed up front, because that is what leadership looks at once the project is finished.
- 01We write the design down and get it approved before configuration starts.
- 02Every field, flow and integration we create is documented in plain language.
- 03Migration is reconciled against the source system, not assumed to be correct.
- 04We tell you when standard Salesforce is enough and custom code is not needed.
FAQ
Salesforce implementation questions
Ask us directlyWhat is included in Salesforce implementation services?
Discovery, solution design, org configuration, automation, data migration, integrations, testing, user training and support after go-live. Licences are bought from Salesforce directly and are not part of the implementation fee.
How long does a Salesforce implementation take?
A single-team Sales Cloud rollout with light migration usually takes 4 to 8 weeks. Multi-team projects with integrations run 2 to 4 months. Multi-cloud or heavily customised programmes can take 4 to 9 months. Data quality and how fast decisions get made are the two biggest factors.
How much does it cost to implement Salesforce?
It depends on the number of clouds, users, integrations and how much data has to be cleaned. We give a fixed quote for a defined scope after discovery, so you see the cost of each piece and can drop or delay the ones that are not worth it yet.
Can you migrate our data from another CRM?
Yes. We map fields from HubSpot, Zoho, Dynamics, Pipedrive or spreadsheets, clean and de-duplicate records, do a trial load in a sandbox, and reconcile counts with you before the final cutover.
Do we need custom development or will configuration do?
Most requirements can be met with standard objects, Flow and permission sets. We use Apex or Lightning Web Components only when there is no reasonable declarative option, and we explain the maintenance cost before building it.
What happens after go-live?
We stay on for a hypercare period to fix issues and make small adjustments. After that you can run the org yourself with the handbook we leave, or keep us on a monthly plan for changes and release reviews.
Can you fix a Salesforce org that was implemented badly?
Yes. We start with an audit of the data model, automation, security and adoption, then propose a cleanup plan in order of impact. Often a focused rebuild of a few objects is enough.
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