Adapting Salesforce to your exact needs is a complex process…
…and Appex can support you fully in achieving your digital tranformation goals
An implementation project may include:
- Building the Salesforce platform from scratch
- Customizing the platform to your needs
- Integrating to 3rd party systems (for example, an ERP system, LinkedIn, DocuSign and more)
- Migrating your data into Salesforce
- Training your users (admin & business users)
- Anything else you may require to fully adopt Salesforce and make it the digital hub of your business
Appex ‘Kickstart’ Implementation Packages
Get started with Sales, Service, Marketing Cloud and Agentforce in only 10-15 days.
The perfect implementation packages for new and current Salesforce customers with limited requirements & budgets.
A fit for your business if:
- Your processes cohere with the standard Salesforce data model (for example, no custom objects required)
- You have 1 webform linking from your website or need 1 landing page
- No integrations with third-party systems
- You have Sales, Service, B2B Marketing Cloud (Pardot) or Agentforce / Einstein AI licenses
The Appex project methodology always follows an agile approach
We ensure quick delivery and optimal results for your ideal Salesforce Org, while minimizing time to realize your Salesforce ROI.
Ready to implement Salesforce for your business?
Frequently Asked Questions
What is included in your Salesforce Implementation Services?
A Salesforce implementation typically includes the initial platform setup, configuration to customize the system to your business processes, integration with other systems, data migration and training the admin and the business users. At Appex, we tailor each step so Salesforce becomes the central hub for your business operations.
What types of businesses benefit most from Salesforce implementation?
Any organization looking to centralize customer data and improve process efficiency can benefit from Salesforce. We work with small to large companies in industries like professional services, finance, real estate, technology, retail, consumer goods, media & entertainment, education, travel & transportation, healthcare, energy, manufacturing and NGOs, adapting the platform to each client’s needs.
How quickly can a Salesforce implementation project start?
Most projects can start within 2 weeks after agreement. For standard requirements, our Kickstart packages can be delivered in 15-30 calendar days, allowing you to maximize your Salesforce ROI as fast as possible.
How long does a Salesforce implementation take?
Timelines vary based on scope. Simple Kickstart packages take 15-30 calendar days, while more complex implementations with custom workflows or multiple integrations may take 2-4 months.
Can Salesforce integrate with our existing systems?
Yes. Salesforce can connect to ERP systems, marketing tools, e-signature platforms, and most third-party applications in the market. We ensure these integrations work seamlessly to support your workflows.
Do you provide Salesforce training for our team?
Yes. We train administrators and end users so your team can confidently manage the Salesforce platform after Go-Live.
What is the difference between a Salesforce Kickstart package and a full implementation?
A Kickstart package is best for businesses with standard processes, minimal customization, and no integrations with third-party systems. Full implementations are designed for companies needing custom objects, multiple integrations or advanced automations.
Do you work with both new and existing Salesforce customers?
Yes. We help new customers set up Salesforce from scratch and assist existing customers in optimizing or re-implementing their platform.
Why choose Appex as our Salesforce implementation partner?
We combine proven Salesforce expertise with an agile delivery model to achieve results quickly without sacrificing quality. Our focus is on aligning Salesforce with your business goals, offering clear communication, and providing ongoing support after launch, working with businesses of all sizes. Moreover, Appex is one of the very few Salesforce partners globally founded by an ex-Salesforce employee.
What industries have you delivered Salesforce implementation services for?
We’ve implemented Salesforce for professional services, finance, real estate, technology, retail, consumer goods, media & entertainment, education, travel & transportation, healthcare, energy, manufacturing and charities, tailoring the platform to each sector’s processes.
Do you offer ongoing Salesforce support after implementation?
Yes. We provide continuous support, optimization and enhancements so Salesforce evolves with your business needs via our Salesforce Managed Services. Beyond that, depending on the needs and plans of each business, we offer additional services like Salesforce Consulting or even Salesforce Org Optimization.
How do I know which Salesforce implementation approach is right for my business?
We start with one or more discovery session(s) to understand your processes and objectives, then recommend the most suitable approach – whether that’s a quick-start package or a fully customized deployment.