Salesforce & Revenue Cloud Implementation Services
From initial blueprint to go-live, Shiftlogic handles every aspect of your revenue transformation project. Whether you need a full deployment team or expert augmentation for specific project functions, we ensure your Salesforce and Revenue Cloud architecture perfectly aligns with your business goals. Build your ideal implementation project team from our core disciplines:
Project Governance
The success of any implementation begins with our dedicated project governance team. This collaborative group brings together key stakeholders from both Shiftlogic.io and your own organisation. By uniting Project Managers, Solution Architects, and Executive Sponsors from both sides of the partnership, we guarantee that there is continuous strategic alignment throughout the entire engagement. This joint task force provides the essential oversight and establishes a clear, unified decision-making framework that is absolutely required to successfully manage and execute our complex enterprise projects.
To achieve this level of control, the team strictly follows our established Project Governance Framework. This structured methodology serves as the operational foundation for the engagement. Through this framework, the governance team explicitly defines the specific roles and the distinct responsibilities of every individual involved in the build. Furthermore, it outlines precise escalation pathways to address any unforeseen challenges quickly and puts comprehensive risk management strategies into active practice. By meticulously governing all of these operational elements, we can confidently ensure that your project stays precisely on schedule, remains strictly within the agreed upon scope, and is delivered completely on budget.
Business Consulting
Our Business Consulting team of Business Analysts and Implementation Consultants works under the oversight of the Design Authority to translate your business objectives into clear functional requirements. They are responsible for optimizing your revenue processes through precise solution configuration. To maximize overall operational efficiency, this team focuses heavily on out-of-the-box standards and ensures that the implemented technology aligns perfectly with your established business processes and goals.
Design Authority
Our design team of Solution Architects, Technical Architects, and Business Analysts is responsible for defining, reviewing, and approving the architectural and functional design of the project build. Following the Shiftlogic.io Implementation Methodology, the team ensures that all technical and business requirements align with best practices and long-term scalability. To deliver a successful outcome, they achieve this by producing a high-level blueprint, a detailed user story backlog, and a comprehensive construct-to-launch project plan.
Developer Operations (DevOps)
To guarantee smooth Salesforce deployments and tight API integrations, you can include our dedicated Developer Operations team in your project. Applying custom configurations within complex platforms like Salesforce Revenue Cloud requires strict development standards to prevent operational disruptions. Our DevOps professionals focus heavily on release management, continuous integration, and continuous delivery to ensure peak system performance. By utilizing advanced version control and deployment automation techniques, we maintain absolute system stability across all of your Salesforce environments from initial development through to production.
Revenue Operations Advisory (RevOps)
Adding our Revenue Operations Advisory service to your Salesforce implementation project ensures that your core teams are fully aligned on all revenue-generating processes. We work directly to bridge the gap between your sales, marketing, finance, and customer success departments. This service focuses strictly on streamlining complex B2B sales workflows, driving revenue automation within Salesforce Revenue Cloud, and improving your overall forecasting accuracy. By perfecting your quote-to-cash execution and maximizing your CPQ capabilities, our advisory service serves as an invaluable addition to any comprehensive revenue management transformation program.
Quality Assurance
Before any Salesforce deployment goes live, our dedicated Quality Assurance team ensures that every element of your project blueprint and development backlog strictly meets all functional, performance, and security requirements. By collaborating directly with your internal Subject Matter Experts, our Quality Assurance professionals proactively identify defects and thoroughly validate system behavior across your entire Revenue Cloud environment. This rigorous approach guarantees a seamless, error-free user experience. Core activities during this phase include comprehensive test planning, detailed script documentation, and active test execution during the formal User Acceptance Testing phase, along with full operational support to ensure your system performs flawlessly upon launch.
Services Summary Breakdown
This is a breakdown of the services we offer and the service areas we support. This makes it easy for our customers to select the correct approach when enabling their revenue management system.
PROJECT GOVERNANCE
IMPLEMENTATION SERVICES
X (Optional)**
ADVISORY SERVICES
DESIGN AUTHORITY
X
BUSINESS CONSULTING
REVENUE OPERATIONS
MANAGED SERVICES
X
DEVELOPER OPERATIONS
X
QUALITY ASSURANCE
X
X (Optional)**
X (Optional)**
X
X
X
**Where our involvement is optional, customer must assume responsibility.