Lancesoft Inc

At Lancesoft we start by evaluating your existing business practice and objectives. Our implementation process, including setup, configuration, and customization, has been perfected by years of experience with Salesforce implementations. A Salesforce implementation can be complex. With over 100+ projects completed, Lancesoft’s experienced professionals can help you ensure a successful Salesforce implementation. Implementation Our typical implementation project starts with a Discovery phase where we gather requirements from the customer, and based on those requirements, an implementation plan is created. An implementation includes, among others: User and Organization setup Pipeline Management (Leads, Accounts, Opportunities, Contracts, Orders etc.) Campaign Management CPQ (Configure, Price, Quote) Configuration Price books & Catalogs Data Import & Migration Reports & Dashboards Forecasting Training & Adoption