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Project Management services for integration project with Salesforce CRM

Client, a company providing financial services with a multi-level sales process is going to integrate the Salesforce CRM system with several solutions including their LinkedIn Sales Navigator, Hubspot, Pardot and to improve customer experience.

Published by jetbi
11 October 2022

Project description 

Client, a company providing financial services with a multi-level sales process is going to integrate the Salesforce CRM system with several solutions including their LinkedIn Sales Navigator, Hubspot, Pardot and to improve customer experience.

Goals and tasks for PM:

  • To build up the process of value delivery for the customer
  • To define milestones for system integration
  • Troubleshooting
  • To evaluate scope change according to system adaptation
  • Set up a system of priorities for setting and completing tasks for the team

 

Project Scope

JET BI team performed Project management, consulting, and custom development services including:

  • Requirements analysis and blueprint preparation;
  • Solution design fulfilling;
  • Team onboarding;
  • Tasks distribution according to project scope;
  • Salesforce CRM (Enterprise Edition) setup for 100+ Salesforce users;
  • Manage Package development;
  • Training sessions on developed functionality for client's employees;
  • Ongoing maintenance and support services.

 

Results 

  1. The implemented solution made it possible to scale the company's business processes in the face of the rapid growth of the client base.
  2. Overall staff efficiency increased.
  3. Company website and Salesforce CRM integration setup
  4. The synchronization process of LinkedIn Sales Navigator and Salesforce CRM setup:
  • Data model setup and Salesforce customization.
  • The development includes sending requests to get Campaigns data, creating/updating Campaign records as well as data aggregation to display it on the Opportunity details page.
  • Creating Custom Metadata type for storing tokens.
  • Unit tests, and integration testing (including verification of the impact on Google Ads Campaigns functionality).
  • Deployment to Production set up, and verification in Production (including UAT support). 

5. Installation of Salesloft Insight package with required configuration both on the Salesloft and Salesforce sides completed.

6. Salesforce-managed package has been developed according to the earlier company's requirements.  

  • A specific logic has been written (APEX code) to identify each customer during the package’s installation procedure in the company's client's Salesforce instances; 
  • App connects to the company’s website API endpoint and receives, parses, and writes down the data in one direction;
  • 4 custom objects, custom reports, and dashboards have been created to represent received data.
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JET BI TEAM
  • 1 Project Manager
  • 2 Salesforce Developers
  • 1 Salesforce Consultant
  • 1 QA Engineer
TECHNOLOGIES
  • Lightning Components
  • Visualforce Pages
  • APEX
  • Standard Force.com functionality
PROJECT TIMELINE
  • 8 months
Question to the expert
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We have available resources to start working on your project within 5 business days

1 UX Designer

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1 Admin

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2 QA engineers

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1 Consultant

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Steps following request submission

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After receiving your request, we analyze it and we offer free online meeting slots (via email) so that we can discuss your needs in as much detail as possible

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We begin gathering all necessary requirements to create comprehensive estimates, including timelines, resource allocations, risk assessments, and underlying assumptions.

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Once all preparations are in place, we will initiate the project and move forward with the planned tasks

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