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Salesforce implementation

Build Salesforce around the way your business works

Salesforce can bring customer relationships, workflows, data and teams together.

But the value comes from how well the platform fits the business using it.

Megnity helps organizations design, implement and improve Salesforce around their processes, people and wider technology environment, with deeper expertise for Life Sciences.

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Our capabilities can span

  • Life Sciences
  • Sales Cloud
  • Service
  • Marketing
  • Data 360
  • Financial Services & Healthcare
  • Tableau
  • MuleSoft

Discovery

Start with the business process

We begin by understanding what your teams are trying to accomplish and where the current process is getting in the way.

These answers shape the Salesforce solution before configuration begins.

We look at

  • Who uses it?
  • What information do they need?
  • Where are the manual steps?
  • Which systems are involved?
  • What needs to improve?

People first

Design for the people who will use it

A technically sound implementation still needs to work for the people using it every day.

We design workflows, information and user experiences around how different teams actually work.

That means keeping processes clear, reducing unnecessary steps and making important information easier to find and use.

Platforms

Configure Salesforce around your needs

We help translate business requirements into a Salesforce environment that supports the processes your teams depend on.

Our capabilities can span:

  • Platform Life Sciences
  • Sales Sales Cloud
  • Service Service
  • Marketing Marketing
  • Data Data 360
  • Experience Financial Services & Healthcare
  • Analytics Tableau
  • Integration MuleSoft

The combination depends on what the business needs rather than how many Salesforce products can be added.

Explore Salesforce platforms

Connected systems

Connect Salesforce to the wider business

Salesforce rarely operates on its own.

Customer and operational processes may depend on ERP systems, data platforms, clinical systems, internal applications and other enterprise technologies.

We help connect Salesforce with the systems that matter so teams can work through more complete processes and information can move where it is needed.

Explore integration

Useful data

Bring data into the picture

A useful Salesforce environment depends on useful data.

We help organizations understand where customer and business data lives, how it should be connected and how it can be made available to the right teams.

Salesforce Data 360, Databricks and other data sources can form part of that architecture where appropriate.

Explore data engineering and analytics

Applied AI

Add AI where it improves the work

Salesforce provides new opportunities to bring AI and agents into everyday workflows.

We help identify where those capabilities can reduce repetitive work, organize information or help teams take the next action.

The use case comes first. The AI comes second.

Explore AI agents

Life Sciences

Build for Life Sciences

Life Sciences organizations need Salesforce implementations that reflect the way their commercial, medical, clinical and patient-facing teams work.

We bring industry understanding into the implementation alongside Salesforce expertise.

For regulated processes, we can also incorporate appropriate validation, governance, documentation and traceability into delivery.

Explore Salesforce for Life Sciences
What we bring
  • Industry understanding
  • Validation
  • Governance
  • Documentation
  • Traceability

Migration

Move from another CRM

Moving to Salesforce can involve more than transferring records.

Existing workflows, integrations, historical data, reporting and user expectations all need to be considered.

We help plan and execute migrations while using the transition as an opportunity to simplify where it makes sense.

For Life Sciences organizations moving from Veeva CRM, we provide a dedicated migration approach.

Explore Veeva CRM to Salesforce migration

How we deliver

From requirements to everyday use

01

Understand

Learn the business processes, users, systems and goals.
02

Design

Define how Salesforce should support the work.
03

Build

Configure the platform around the agreed requirements.
04

Connect

Integrate the systems and data the process depends on.
05

Test and validate

Confirm that workflows, integrations and data work as expected.
06

Launch

Prepare users and move the solution into everyday use.
07

Improve

Continue supporting and evolving the platform after go-live.

After launch

Salesforce continues to change, and so does your business. We provide ongoing support and improvement after launch, from resolving issues and maintaining integrations to introducing new functionality as business needs evolve.

Explore managed services

Contact

Planning a Salesforce implementation or looking to improve an existing one?

Tell us what needs to work better.

We’ll help you understand how Salesforce can fit into your business, data and technology environment.

Talk to us