Salesforce Implementation
AQBEE delivers structured Salesforce implementations that de-risk complex CRM deployments. Using our proven methodology, we guide organisations through every phase — requirements gathering, solution architecture, iterative build, data migration, integration, UAT, training, hypercare, and adoption. Our certified consultants and developers average 7+ years of Salesforce experience across 150+ implementations.
What We Deliver
Discovery & Requirements Analysis
Conduct stakeholder workshops, process mapping sessions, and requirements documentation to define scope, priorities, and success criteria for the implementation.
Solution Architecture & Design
Design scalable, future-proof Salesforce architectures with data model design, integration patterns, security models, and automation strategies aligned to business requirements.
Iterative Build & Configuration
Deliver in agile sprints with regular demos, feedback cycles, and course corrections — ensuring the solution meets user needs and drives adoption from day one.
Data Migration & Quality
Plan and execute data migration with extraction, transformation, deduplication, validation, and reconciliation processes that ensure data integrity in the new system.
Testing & Quality Assurance
Execute comprehensive testing — unit, integration, regression, performance, UAT — with traceability matrices linking test cases to requirements.
Training & Change Management
Develop role-based training programmes, create user guides and video tutorials, and execute change management plans that drive adoption and minimise resistance.
How We Apply It
Multi-Cloud Implementation for Healthcare Payer
A health insurance company implements Health Cloud, Service Cloud, Marketing Cloud, and Experience Cloud in a phased 12-month programme — unifying member engagement across channels and replacing three legacy systems.
Einstein AI models for member risk stratification, case classification, and engagement scoring deployed as part of the implementation, with ongoing model training in the adoption phase.
Global Sales Cloud Rollout for Technology Company
A technology company rolls out Sales Cloud to 2,000+ users across 15 countries with localised configurations, multi-currency pricing, and regional compliance requirements — achieving 89% user adoption within 90 days.
Einstein Lead Scoring and Opportunity Insights deployed in wave one, with Einstein GPT for sales email drafting added in wave two after data maturity was established.
Financial Services Cloud for Regional Bank
A regional bank implements Financial Services Cloud with KYC automation, advisor action plans, and core banking integration via MuleSoft — replacing a 15-year-old CRM and reducing client onboarding time by 60%.
Einstein Discovery models identify cross-sell opportunities during client reviews, while Agentforce handles routine account enquiries in the digital banking channel.
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