Let Us Help You Implement Salesforce Essentials Today!
How it Works
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Answer our proprietary Salesforce questionnaire.
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Receive a customized implementation plan.
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Follow the step by step instructions (text & video)
- Load your data.
5. You're done! Log in to start seeing a return on your investment!
Options for Implementation
Complete the implementation completely on your own, or work with us to help get it done ASAP.
It's All Me
Take this path if you want to do it all on your own - configuration, data load, the whole enchilada - in hours, not days.
Give Me a Boost
In this scenario you'll complete the online form and follow the step-by-step guide to complete configuration tasks. When that's done you can tap us on the shoulder for help with loading data and a review of your work.
On Second Thought
You're too busy to complete the work on your own. We get it, we've been there. In this format you will complete the form and we'll complete the configuration work and data load based on your answers, then hand back the keys.
What will your custom implementation plan include?
- Consistent UI across all record types
- Removal of excess 'noise' - unneccessary functionality - that typically confuses new users
- Customization of new and existing fields to track information that is important to you
- Configuration of functionality to support your sales organization
- Configuration of case management functionality for support
- Access to best practice functionality we commonly implement for customers large and small
- Configuration of Salesforce mobile functionality
- Access to best practice reports and dashboards
- Branded app that includes on your logo
- Recommendations for training your users
Who Us?
Salesforce Experts with a Passion for Process
SelfImplement.com was created by clouDNA, a registered Salesforce.com implementation and ISV partner founded and led by former Salesforce.com employees.
We're often called in to fix implementations that have stalled or failed, where evidence of the most basic best practices is nowhere to be found. Often, this is a result of a small business relying on its internal resources to figure things out on the go. There had to be a better way!
We looked at our internal methodology and thought - why not use some of our special sauce to help new Salesforce customers quickly get a solid foundation in place on their own?
And voila! Custom implementation plans for every customer, based on their specific needs, and built on a combination of established Salesforce best practices and the experience we've gained through hundreds of new Salesforce implementations.
What People are Saying
"I had never used Salesforce before, and at first I was overwhelmed with everything it could do. I followed the simple steps in our custom plan, and our Salesforce was transformed. It was intuitive and easy to use, and we had everyone using the system that day."
"Spreadsheets aren't my thing, so I asked for help with loading our accounts, opportunities, etc. They took care of it for me, and saved me a headache."
"I started with the intent to fully implement on my own with the custom plan, but my customers had their own idea. I handed the plan to the Self Implement team and gave them a login, and they had it done before I had a chance to ask for an update."
Anna R
Jared T.
Mike S
Be in Touch
If you have any questions, or if you need anything at all, drop us a line!