2

Implement

Business Processes Integration

Security & Sharing Community

Analytics

WorkflowsAssignment Rules

Custom Object Definitions

Escalation Rules

Approval ProcessesValidation Rules

Page Layouts

Visualforce Pages

Apex Triggers & Classes

Record TypesEmail AlertsCampaign Management

Big Deal AlertsSalesforce Content

Outlook/Notes Integration

Data Migration

Data Cleanse

Lead2CloseWeb-to-Lead

Salesforce Mobile

Salesforce Offline

Integrations and Custom LinksWeb-to-Case

Email-to-Case

Roles

ProfilesTerritories

Multi-Currency

Security Settings

Sharing Rules Audit Settings

Reports DashboardsForecasts

App Exchange

Chatter

Salesforce-to-Salesforce

Customer Portal

Self-Service Portal

Partner Portal

At Axispoint Solutions we understand that business never stops.We’ll work with you to ensure the transition is smooth and you have continuity of service.

Salesforce ‘Sandboxes’ allow for complete testing away from the production environment before solutions are implemented.

The possibilities often appear endless, but by always calculating RoI, we will make sure you hit the most profitable areas first.

3

Consult

RoI

Business Processes

Departments

Roles and Actors

Axispoint Solutions have a proven track record in putting their clients first. Before we implement any systems, we analyse the business processes involved.

All Axispoint-led projects will involve a number of people in a variety of clearly defined Roles. The result is a list of potential improvements – all with a calculated Return on Investment.

Only then will we work on implementing the solution.

4

Review

Business Changes

Expansion of Salesforce into new

depts.

Salesforce Releases

Nothing ever stays the same.

That’s why it’s a good idea to review your Salesforce implementation periodically.

As your business evolves, there will be new ways to maximise your Salesforce usage.

Salesforce is also evolving – every quarter a new release comes along with new and enhanced tools. This is all part of your Salesforce licence. We’re here to help you take advantage of what you’re already paying for.

And as Salesforce proves itself in your company, other areas of your organisation may want to join you in the Cloud!

5

Support

Training Administration Development

Axispoint offers you access to our Salesforce Certified Professionals to help you with any Salesforce requirement. We expect that you will feel comfortable in tackling many Salesforce tasks without any help, but we’re available for those times when you might want a hand. Our ticketing system means that we’re there when you need us – and you’re not paying us when you don’t!

6

Engagement Map

1. Consult

• Map out Business Processes• Ascertain Departments involved • Define Roles and Actors• Calculate RoI

2. Implement

• Business Processes Implemented• Security & Sharing• Integration• Community• Analytics

3. Review

• Refresh Salesforce for latest company developments

• Ensure Salesforce best practices• Integrate new releases

Support•Administration•Development•Training