MVP: An implementation based on transparency

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In ARPEDIO Salesforce Consulting, the essence of our tasks and responsibility is to ensure that you get lasting business value out of your Salesforce solution – as fast as possible. For new Salesforce customers this is often best achieved by implementing the Salesforce solution following our MVP (“Minimum Viable Product”) principle.

What exactly does this mean? For one thing, it means we focus on the most essential functionalities to support your current business processes with the aim of getting your Sales Cloud up and running as fast as possible. During our first meetings we will capture what matters most to you in supporting your sales processes, and which Sales Cloud functionalities are “need-to-have” versus “nice-to-have”. Most of the “need-to-have” features will be standard features in Salesforce, but we often include simple integrations to 3rd party systems, e.g. a contact form on your web-site or historical invoicing data from your ERP. “Nice-to-have” needs are parked for later releases.

Breaking down the setup

To go more in depth… The Minimum Viable Product setup for Sales Cloud usually takes about 3-5 weeks, depending on needs and number of users. During the MVP implementation, we will typically have a weekly workshop to review how we suggest solving the needs in Salesforce. In between the workshops, the project team members will work with parts of the solution on test data to get hands-on experience, while we are preparing other parts to be reviewed next week. In addition, we will be logging new ideas for desired functionalities. Everything is logged in a shared Kanban board, which we will also use to define the scope for a later release to follow the MVP. At the end we will upload the relevant data on accounts, contacts, open opportunities etc., and hand over a fully functioning MVP to the users. For the next two weeks after go-live we will support users by clarifying misunderstandings, correcting errors, and making minor changes to the solution. From here on, you will be offered the opportunity to be onboarded to a service agreement with ARPEDIO. It’s as simple as that!

At the end of the day, one thing is for sure: one size does not fit all! A tailored solution is needed in every single case, and we aim to make sure you get transparent guidance along with the right Salesforce solution for your business.

A typical implementation process:

1. Kick-off workshop

We start the implementation off by getting to know each other a little bit. We will kick-off by defining your objectives, sales structure and business processes. We will agree on roles and choice of project management tool.

2. Data access and security setup

We help you configure your company security settings and define who should be granted access to certain data. We define who will have access to certain objects, fields etc. for different profiles, and set up users, roles, and hierarchy (internal security model).

3. Einstein activity capture

We will set up Einstein Activity Capture – the latest generation of email synchronization – which gives you the ability to automatically synchronize your emails and events between Outlook/Gmail and Salesforce. We will furthermore assist you in setting up page layouts to create Accounts, Leads, and Opportunities directly from your Salesforce side panel in Outlook or Gmail.

4. Customized sales process

We will do a deep dive into your business processes, and based on this we will customize the Lead, Opportunity, Account, and Contact objects to mirror your current and future sales structure and business processes. We are always aiming to build on top of the standard Sales Cloud functionalities, with Salesforce’s best-practise processes as a starting point. This keeps our implementation time to a minimum while also making the solution easier to maintain in the future.

5. Reports and KPI dashboards

It’s extremely important to measure the data you put into your CRM system. We will set up reports and dashboards to reflect your essential sales and business KPIs. This will give you a transparent overview of your team’s sales performance, incoming leads, pipeline, or even hidden business potentials.

6. Training and handover session

We know that the data quality of your system only gets as good as your users make it. Because of this, we always focus on user adoption. At the end of the implementation project, we will facilitate a training session for chosen key users and stakeholders, and we will make sure to provide guides for how to work with the solution.

ARPEDIO Consulting

We are dedicated B2B sales experts in customer relationship management and marketing automation, specialized and certified within Salesforce. Our experienced team supports you in generating long lasting value by utilizing the latest technologies to increase your pipeline through identifying and chasing the right opportunities.