Getting started with Salesforce
Salesforce is more than a CRM: it is the engine driving your entire commercial operations, marketing, and customer service. While physical and logistical operations often run within an ERP system, Salesforce acts as the intelligent layer that consolidates all customer and process data.
A successful start, a so-called ‘greenfield’ project, never begins by simply activating licenses. At Welisa, we always analyze your organization through the People, Process & Technology (PPT) framework. Without trained professionals or streamlined processes, even the most sophisticated technology remains underutilized. We do not get distracted by an endless list of features, but focus instead on the architecture: we build a foundation that directly facilitates your company’s continued growth and scalability.
Why Salesforce? From chaos to clarity
A single source of truth
Eliminate data fragmentation caused by scattered Excel sheets and individual mailboxes. By centralizing all customer information, every department operates from the same real-time facts.
Data-driven decision-making
Replace gut feelings with strategic decisions based on live sales pipelines. With real-time insights, you know exactly where opportunities lie and where adjustments are needed.
Standardized processes
We leverage the native capabilities of the platform to simplify your workflow. Sales and service no longer operate in isolation, which eliminates errors and yields an immediate boost in efficiency.
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What this means for your organization
Clarity & control
- A single source of truth for all customer data
- Visibility into commercial processes and the sales pipeline
- Independence from fragmented applications
Efficiency & collaboration
- Standardized processes across all departments
- Reduced error margins through single-entry data management
- A fluid hand-over between teams
Strategy & growth
- Reliable data as a foundation for decision-making
- Full command over the pipeline and customer relationships
- A scalable framework built for future expansion
Beyond standard CRM implementation
A future-proof foundation impacts every facet of your business. Rather than focusing on a single department, we leverage the full breadth of the platform to design solutions that span the entire axis of your organization.
Customer processes & engagement
Unify sales, service, and marketing into one streamlined workflow and maintain command over the entire customer journey.
Integrations & connectivity
Connect Salesforce directly to your ERP and existing IT landscape. Eliminate data silos and redundant manual entry.
Data & AI
Make complex processes scalable. Convert real-time data into predictable outcomes and automate repetitive manual tasks.
Portals & platforms
Facilitate further expansion with secure digital environments for your customers, partners, and dealers.
+28% hogere forecast-betrouwbaarheid binnen 4 maanden
De verbeterde forecast-betrouwbaarheid bij Vredo kwam niet voort uit één losse optimalisatie, maar uit een samenhangende Data & AI-aanpak binnen Salesforce. Diezelfde structuur is toepasbaar in iedere organisatie waar data strategisch wordt ingezet.
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The pitfalls of a false start
Many implementations stall midway due to unforeseen complexity, often because development begins without a clear roadmap. We prevent this false start by establishing a strategic blueprint and a solid business case upfront. Our consultants challenge your initial requirements and aren’t afraid to say ‘no’ if a request doesn’t contribute to the intended ROI. Furthermore, we prioritize adoption from day one. A platform only delivers value if it works for the people using it; otherwise, it remains a hollow shell. By automating tedious administrative tasks—such as logging customer interactions, your employees experience immediate time savings, encouraging them to populate the system with high-quality data.
How do I launch a greenfield project?
A greenfield project is the perfect opportunity for a fresh start, but we never dive into development blindly. We begin with a discovery phase to determine exactly where Salesforce will generate the most immediate impact for your organization. We then make these assumptions tangible through targeted demonstrations or a focused Proof of Concept (PoC). Only once the business case and user adoption are validated do we design the final architecture. Because we understand the intricate supply chains within the manufacturing industry, we prepare for future ERP integrations directly in the initial design. This is followed by our independent licensing advice, ensuring you only pay for what you actually use, and the establishment of rigorous governance for data quality and security.
Our methodology: in control from day one
When launching a new implementation, you aren’t looking for an IT adventure; you want absolute predictability. Our methodology strips away complexity and isolates project risks. We don’t believe in cumbersome ‘big bang’ implementations. Instead, we break the project down into manageable sprints with clear, measurable deliverables. Between these phases, we utilize stage-gates. These are formal decision points where you retain full control, signing off on the investment and the expected impact of the next step before moving forward. Moreover, you don’t just hire an individual consultant. You gain access to a specialized team whose composition scales flexibly based on what your project requires at that specific stage.
Strategic insights on getting started with Salesforce
Deep dive into Salesforce
Receive the executive roadmap for a cohesive strategy within Salesforce.
Jaäl Pekelder
Sales Consultant
In control from day one
When launching a new implementation, you aren’t looking for an IT adventure; you want absolute predictability. That is why we work with a structured methodology and clear decision-making points.
Clear deliverables per phase
We don’t believe in cumbersome ‘big bang’ implementations. Instead, we break the project down into manageable sprints with clear, measurable deliverables, ensuring you see immediate results.
Stage-gates for full oversight
Between phases, we utilize stage-gates. These are formal decision points where you retain full authority, signing off on the investment for the next step before moving forward.
Focus on ROI and impact
We never develop in the dark; we steer based on a solid business case. We clarify the expected impact upfront, so every delivery contributes directly to your ROI.
Flexible team tailored to each phase
You don’t just hire an individual consultant. You gain access to a specialized team that scales flexibly to provide exactly what your project requires at that specific stage.
Frequently Asked Questions
How do we determine which Salesforce licenses are required?
We look exclusively at the processes you aim to support, rather than following the vendor’s sales brochure. As independent advisors, we select the exact licenses and editions that match your users’ requirements. This prevents you from paying for features that would otherwise sit idle.
What does a Proof of Concept (PoC) involve at the start?
During a PoC, we build a small, functional component of the system tailored to your specific business operations. Instead of discussing abstract theories, you and your team can navigate a live test environment. This validates both technical feasibility and business value before committing to a large-scale project.
Is Salesforce not too complex for our organization?
Salesforce is a vast platform, but the setup itself does not have to be complicated. We ensure the end-user interface remains exceptionally clean and focused. We manage the complexity within the underlying architecture, so your people only interact with the fields and actions necessary for their specific tasks.
How long does a typical greenfield project take?
While this depends on the scope, we aim to launch an initial working version (MVP) within a few months, or even weeks. Instead of spending years developing behind closed doors, we deliver core functionalities in short sprints. This approach secures quick wins and allows for timely adjustments.
How do you prevent us from getting stuck in heavy customization?
Our golden rule is ‘standard unless.’ We encourage your organization to first align processes with the standard Salesforce framework. If a specific requirement adds genuine, unique business value, we build it. If not, we challenge you to simplify the process. This ensures your platform remains maintainable in the long run.
How do we prepare our employees for the new system?
User adoption doesn’t start at go-live; it begins on day one. By involving users early through demos and process mapping, we build genuine buy-in. We demonstrate how the tool alleviates daily frustrations, such as by automating administrative tasks. Naturally, we provide tailored training sessions immediately before and after launch.
