Custom CRM Consulting

Echo Lane is a certified Salesforce.com implementation partner and cloud
computing consulting firm headquartered in San Francisco, CA. Echo
Lane provides a flexible way to engage with a consulting firm focused
on providing individualized services to meet the unique needs of each
client’s business. With over 1000 successful implementations completed
to date, our team of CRM experts can ensure successful implementation,
optimization, and adoption of salesforce.com.

Our Methodology:

methodology

By leveraging our experience across thousands of implementations, we waste no time reinventing the wheel. Whether it’s re-using a custom application, apex trigger code, or industry specific solutions, our expertise leads to efficient project execution.

Services:

Business Process Review (BPR):

Define key requirements based on the goals of the project, review and document the “as is” understanding of processes in place to date and outline the “to be” requirements for success

  • Engage with cross functional business groups as appropriate
    (Marketing, Sales, Support, etc.) to define all key business
    requirements
  • Determine overall project success factors
  • Discuss business workflow and reporting requirements per group
  • Detail any additional system integration or development work
    needed

Configuration Services:

Configure salesforce.com to meet business needs as defined in BPR

  • Configure all necessary objects needed for client’s use (accounts, contacts, opportunities, others)
  • Optimize user interface: custom fields/sections, page layouts, related lists, buttons etc.
  • Set up security parameters: role hierarchy, sharing model, public folders, read/write access, field level security
  • Enable workflow automation
  • Create reports and dashboards

Data Migration:

Alleviate common obstacles of CRM success: centralize disparate data sources

  • Analyze: Determine where and how your data should be loaded into salesforce.com
  • Cleanse: Your database is only as good as the integrity of the data within
  • Extract, export, transform and import all relevant data sources
  • Applications experience: Siebel, Goldmine, MSCRM, NetSuite, Pivotal, SalesLogix, SugarCRM, ACT, Outlook, Maximizer, home grown apps and others

Training & User Adoption

Provide customized end-user and administrative training

  • Onsite or web-based use case and overall training sessions
  • Creation of client user manuals, quick reference guides, videos
  • ½ day, full day, and multi-day and month long engagements across relevant business groups and user roles

Application Integration:

Integrate critical systems with Salesforce.com

  • Integerate ERP/Accounting systems, Custom Home grown databases, other web-based apps, e-Commerce, Point of Sale, Sites, legacy apps and more
  • Experience with a variety of integration tools

AppExchange and Force.com Development:

Develop integrations for AppExchange applications

  • Build, develop, test, package and launch applications on the AppExchange
  • Leverage salesforce.com sites to host your web site
  • Use VisualForce to create a custom tailored solution to meet the needs of your users, prospects, clients and partners
  • Build native apps on force.com

Post Deployment Support:

Provide on-going support services via phone, email and online case tracking

  • Support package options: by hour, case by case, monthly, yearly

Key Client Deliverables:

  • Summary of Findings Document
  • Design Document/Alpha Prototype
  • Completed and Approved
    Configuration of Salesforce.com
  • Data Migration
  • Training Materials
Echo Lane has been recognized as one of our top partners with both Salesforce CRM and the Force.com platform, and continues to impress us with their ability to drive customer success

Bobby Napiltonia
Senior Vice President
Worldwide Channels and
Alliances Salesforce.com