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Explore how CriticalRiver can help your organization get the most out of your Salesforce implementation. Our complementary assessment will provide actionable recommendations and a Salesforce enhancement to drive your business forward.

    With years of experience and a deep understanding of Salesforce,
    we can help you:

    • Unaligned Business Needs: Assess business requirements and compare to current Salesforce implementation. Bridge gaps with customizations, integrations, or third-party apps.
    • Low User Adoption: Develop a comprehensive user adoption plan with training, communication, and incentives. Monitor adoption metrics and adjust as needed.
    • Implement Security and Compliance: Salesforce provides powerful security features. Implementing these features will help ensure that customer data is secure and protected from malicious activities.
    • Underutilized Features: Conduct a feature utilization audit, identify unused features, and implement them with user training.
    • Misaligned Development: Establish clear communication between business and development teams. Align development priorities with business needs and regularly review. Encourage collaboration for full utilization of Salesforce.
    • Create an Effective Data Structure: A well-defined data structure helps maximize Salesforce’s scalability and flexibility, making it easier to adjust to changing business needs.

    Assessment Activities by Phase

    Planned Activities

    • Review and agree upon the scope of the engagement
    • Identify the required client resources and estimated time commitment
    • Create timeline of tasks and owners
    • Schedule interviews and workshops
    • Validate expected outcomes

    Planned Activities

    Provide CriticalRiver with the following technical documentation

    • System architecture including integrations
    • DevOps process
    • Development guidelines
      • Salesforce Optimizer Report
      • Salesforce Health Check Report
    • Support issues
    • Open issues log

    Provide CriticalRiver with the following functional documentation

    • End user training guides
    • Enhancement request list (current roadmap)
    • Any documentation on current user pain points
    • Guiding principles documentation
    • Business objectives and goals
    • Key business reports and KPI’s
    • Business process documentation

    Planned Activities

    • Conduct interview scheduled during Solidify Scope and Timeline Phase
    • Conduct Workshop scheduled during Solidify Scope and Timeline Phase
    • Conduct follow ups from interviews and workshops
    • Document outcomes from interviews and workshops

    Planned Activities

    • Review documentation and identify gaps, trends, etc.
    • Review findings from technical environment assessment
    • Review findings from interviews and workshops

    Planned Activities

    • Generate recommendations from analysis
    • Create readout deck
    • Present findings and recommendations
    • Create prioritized roadmap of features and enhancements needed
    • Select one roadmap item and create required user story
    • Salesforce maturity ranking
    • Identify next steps

    Planned Activities

    • Design the solution based upon the user story
    • Develop and groom user story in sandbox based upon the user story details
    • Create and execute test test cases for user story based upon acceptance criteria
    • Document and review code
    • Support user acceptance testing
    • Deploy

    Solidify Scope and Timeline

    Planned Activities

    • Review and agree upon the scope of the engagement
    • Identify the required client resources and estimated time commitment
    • Create timeline of tasks and owners
    • Schedule interviews and workshops
    • Validate expected outcomes

    Review Salesforce Environment & Existing Documentation

    Planned Activities

    Provide CriticalRiver with the following technical documentation

    • System architecture including integrations
    • DevOps process
    • Development guidelines
      • Salesforce Optimizer Report
      • Salesforce Health Check Report
    • Support issues
    • Open issues log

    Provide CriticalRiver with the following functional documentation

    • End user training guides
    • Enhancement request list (current roadmap)
    • Any documentation on current user pain points
    • Guiding principles documentation
    • Business objectives and goals
    • Key business reports and KPI’s
    • Business process documentation

    Conduct Interviews and Workshops

    Planned Activities

    • Conduct interview scheduled during Solidify Scope and Timeline Phase
    • Conduct Workshop scheduled during Solidify Scope and Timeline Phase
    • Conduct follow ups from interviews and workshops
    • Document outcomes from interviews and workshops

    Analyze Inputs

    Planned Activities

    • Review documentation and identify gaps, trends, etc.
    • Review findings from technical environment assessment
    • Review findings from interviews and workshops

    Readout of Findings and Recommendations

    Planned Activities

    • Generate recommendations from analysis
    • Create readout deck
    • Present findings and recommendations
    • Create prioritized roadmap of features and enhancements needed
    • Select one roadmap item and create required user story
    • Salesforce maturity ranking
    • Identify next steps

    Implement User Story

    Planned Activities

    • Design the solution based upon the user story
    • Develop and groom user story in sandbox based upon the user story details
    • Create and execute test test cases for user story based upon acceptance criteria
    • Document and review code
    • Support user acceptance testing
    • Deploy

    Salesforce Capability Assessment & Recommendations

    What is it

    Our team evaluates your Salesforce implementation against desired business capabilities. The objective is to ensure our clients are getting the most value out of their Salesforce implementation by optimizing existing capabilities, identifying new business functionality and by utilizing under utilized Salesforce built in capabilities.

    What we address

    • Gaps between business functional needs and implemented application capabilities
    • User adoption challenges
    • Underutilized Salesforce out of box features
    • Misaligned development priorities

    Transforming Businesses

    Digitally transformed operations with Salesforce and automate the company's DXP platform

    CriticalRiver’s technology assessment initiative to digitally transform operations with Salesforce enhanced the client’s position in the market by easing their data handling process and retaining important information. As the processes and data integration were automated, their planning, budgeting, and reporting increased significantly.

    • Hassle-free, faultless, and proficient deliveries
    • Dependency on staff was cut by half
    • Improved security levels for the platform
    • Doubled operational efficiency of the business
    • Personalized experiences and trusted relationships with customers
    Learn More

    US-Based Semiconductor Company Becomes Future-Ready by Migrating Marketing Operations to Pardot

    CriticalRiver’s technology assessment initiative to ensure a smooth transition from Eloqua to Pardot enhanced the client’s position in the market by easing the data handling process and improve their marketing revenues.

    • Better quality data acquisition
    • Rapid sales growth and improved client service
    • Achieving more customer engagement and lead generation through email and other campaigns
    • Doubled operational efficiency of the business
    • Complete visibility into business performance
    Learn More

    Why CriticalRiver?

    CriticalRiver offers high-performing and scalable Salesforce services with efficient cost and quality from multiple locations. As a Salesforce CREST consulting partner, we bring specialized expertise to every project. With 200+ successful projects in industries such as manufacturing, energy & utilities, hi-tech, and more, we ensure our customers maximize their investments and get the best ROI from their platform deployments.

    Global certified team with 100+ experts

    Pre-built solution accelerators

    Dedicated center of excellence

    100%

    Referenceable customer base

    Strong integration practice backed with strategic vendors

    Complex reusable frameworks