Skip to main content

Salesforce CRM implementation project

Published by admin
28 January 2018
Professional Services

Goals and tasks 

Salesforce CRM implementation including:

  • basic configuration,
  • data migration,
  • integration with various 3rd party services and main product back-end (including licensing and usage information sync) for one of the leading Internet start-up company in SME segment in the USA.

Project scope 

JET BI team performed consulting and custom development services including:

  • Requirements analysis;
  • Salesforce CRM (Enterprise Edition) setup for 5+ Salesforce users;
  • Data migration from email and Excel spreadsheets;
  • Integration with Intercom.IO, MailChimp, Chargify, LinkedIn, Google Mail using APEX;
  • Custom development to increase sales productivity (APEX triggers, Visualforce pages);
  • Integration with main product back-end (licensing and usage information);
  • Connector app prototype implementation for future full product development and publishing on AppExchange;
  • Ongoing maintenance and support services.


  • Salesforce CRM system integrated into existing infrastructure prepared, master data entered into the CRM, basic training performed for admin and Sales Director;
  • Pipeline configured according to existing business processes for different product types;
  • Product Development, Support, Sales and Marketing infrastructures integrated with Salesforce CRM;
  • Enabled Teamwork in integrated social enterprise environment ready for further synergy and product line\sales volumes growth;
  • Implemented working prototype of a product with ability to demon and install on the customer’s Salesforce instances.

Advantages of JET BI 

  • 20+ Products successfully designed, developed and published on AppExchange for top AppExchange ISV vendors during the last 5 years. JET BI’s own product (Advantage for Salesforce) already listed on AppExchange;
  • All-In-One Product Development Service provider. 70+ highly-skilled engineers, UX designers, developers, QA, and security experts will get you covered throughout the process of getting your app shine on the AppExchange. Hybrid solutions with Heroku. iOS and Android mobile apps development;
  • Certified Salesforce Developers (DEV II), SCRUM Masters, Front-end developers, ISTQB-certified QA. All Salesforce-recommended best-practices for development on Salesforce platform at your hand;
  • Highest quality and security. JET BI core values include trust, security, and quality. We implement the highest security standards on all levels. Efficient ISO-certified software quality management;
  • AppExchange® for business. We can help you with Salesforce Sales Cloud for ISV (“business org”) setup, integration with 3rd party systems, publishing console training, LMA, trialforce setup. We will help your sales team to increase customer engagement, revenue, transparency, and conversion with #1 Sales automation tool in the world;
  • Industry-specific and 3rd party systems integration. Sales Cloud, Service Cloud, Community Cloud, Financial Services Cloud, Field Services Lightning. Deep expertise in integration with SAP ERP and SAP HANA. IoT and VR solutions. Professional Services, Real-estate, Retail, Fashion, Banking, Oil&Gas.
Start your project now
  • 1 Salesforce Developer
  • 1 Salesforce Consultant
  • 1 QA Engineer
  • 1 Project Manager
  • JIRA
  • Confluence
  • Salesforce IDE
  • Data Loader, git
  • APEX
  • Visualforce
  • JavaScript
  • JQuery
  • REST
  • SOAP
  • 8 weeks

We have available resources to start working on your project within 5 business days

1 UX Designer


1 Admin


2 QA engineers


1 Consultant


Steps following request submission



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


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


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