Salesforce Implementation
Delivering Excellence
Financial services clients trust our Salesforce delivery practice for unmatched transparency, communication, and agility—anticipating challenges and ensuring seamless execution at every step.
Better CX Starts During Setup
Salesforce implementation shouldn’t feel like a burden. The Fortimize approach is built on simplicity, transparency, and partnership—designed to work within your organization’s unique structure while minimizing disruption.
Beyond Certifications: Deep Expertise
Proficiency isn’t solely achieved through certification, although it’s a great start. We believe the best consultants are humble, hungry, and smart, and have deep industry knowledge, building solutions that deliver real value.
THE FORTIMIZE DIFFERENCE
Transparent
Communication comes first. No assumptions. You’ll always know where we’re at and why.
Accountable
Our seasoned experts don’t just manage tasks—they uphold plans and adapt.
Respectful
We respect your time with a process that supports, not disrupts, and stays aligned.
Collaborative
Adoption-first, with Hypercare and knowledge transfer built in.
Best-in-Class Delivery
Agile empowers our teams to adapt quickly to changing client needs, prioritize high-impact features, and deliver value in short, iterative cycles—ensuring that our solutions evolve in real-time alongside our clients’ goals.
We align on the project objectives and approach to ensure a strong foundation.
- Vision & Objectives
- Methodology & Timeline
- Roles & Responsibilities
- Team Introductions
People are at the center of everything we do.
- Impact Analysis
- Stakeholder Analysis
- Communication Plan
- Training Plan
We combine discovery, development, and testing into agile sprints to iterate fast and adapt in real time.
- Discovery Workshops
- Prioritize Requirements
- Configuration & Build
- Biweekly Demos & Incremental Testing
- System Integration Testing
- End-to-End Testing
Thoughtful deployment, communication strategies, and hands-on support for user adoption.
- Train-the-Trainer
- Admin Training
- Deployment Planning
- Production Deployment
- Data Migration
- Smoke Testing
We don’t just launch and leave. Our team stays engaged post-go-live with on-demand support and documentation transfer.
- Post Go-Live Support
- Enhancement Requests
- Documentation
- Project Wrap Up
4.9/5
AppExchange Rating
3.5Y
Avg. Client Engagement
1000+
Salesforce Projects
71
4.9 CSAT Reviews
Delivery Excellence
It’s what you deserve and what we’re known for.
User Experience
Design, personas, wireframes, and journeys centered around customers.
Agile Implementation
Regular sprints release constant improvements.
Organizational Readiness
Prepare the way with phased roll outs and enablement training.
Custom Integrations
Connect core and legacy software with Salesforce.
Data Integrity
Migrate your data securely and maintain technical governance.
