Assessment and roadmap
We review sales or service workflows, existing configuration and points of friction. Improvements are prioritised by impact, dependencies and effort.
Deliverable
Problem map, priorities and implementation scope.
VDD / VDD Salesforce
Salesforce that keeps up with your operation.
A CRM should help your team sell and serve customers better. We implement and evolve Salesforce around the people, processes and information your operation relies on.
VDD is part of the Salesforce Partner Program.
The starting point
You have a CRM. Is it working for your team?
- Opportunities are in Salesforce, but decisions still depend on spreadsheets.
- People repeat tasks and work around processes that no longer fit.
- Changes have accumulated, data is inconsistent or integrations are hard to maintain.
How we can help
From your first implementation to improving an existing org.
CRM designed around the team
We configure data, stages, permissions and work views around your operation, with rules that help people keep information useful.
Deliverable
Agreed data model, access controls, workflows and reports.
Automation and development
We build approvals, work assignment and automated tasks. Where configuration is insufficient, we develop dedicated logic and interfaces.
Deliverable
Flows, components and logic tested against defined scenarios.
Integration and launch
We connect the required systems, prepare data and validate the solution with users before transition.
Deliverable
Integrations, data validation, documentation and team guidance.
Salesforce without the complication
Start with the essentials and grow with your operation.
We diagnose before anything starts. The diagnosis, like each phase, has its scope, price and terms agreed before it begins. Then we implement what your team needs most first. No red tape: with the diagnosis in hand, you decide whether to go ahead.
Essentials first
Sales or service working first. The rest comes in phases.
Standard before custom
We use what Salesforce already does well. Code only where it pays off.
Licences that fit
The right edition and number of users, without paying for what you don’t use.
Fixed phases
Each phase delivers something the team already uses. You decide on the next one when you’re ready.
A team that runs it
Training with your real data and simple documentation.
Already on Salesforce and it didn’t turn out as expected?
Before you replace your system, change the question. We diagnose what exists and tell you frankly what to keep, fix or stop paying for.
Salesforce isn’t the right step yet? VDD Workspace runs your company from prospecting to project delivery. Discover VDD Workspace
Application example · illustrative scenario
Winning a deal should not create more manual work.
The problem
A deal closes. Sales emails the details to someone who creates an order in the ERP.
The proposed solution
We define required data, the order creation trigger and an integration that returns order status to Salesforce.
What changes
Sales follows the order in the CRM. Errors are recorded for correction without relying on an email chain.
The project approach
How we put this work into practice.
- 01
Understand the org
Interviews, configuration review and identification of critical workflows.
- 02
Validate with users
Incremental delivery, testing with real user roles and review of business rules.
- 03
Prepare adoption
Release planning, user guidance and priorities for future improvements.
Before you begin
Questions about this service.
We already use Salesforce. Do we need to start over?
Not necessarily. We assess what works and what blocks the operation. The plan may involve targeted improvements or a deeper review, depending on the findings.
Can you connect Salesforce to our ERP?
We assess available APIs, data, access and synchronisation frequency. Then we define the flow, error handling and integration scope.
Are licences and ongoing support included?
The proposal separates implementation, any licence costs and support. The support period and responsibilities are agreed before work begins.
Let’s talk about VDD Salesforce
Where is Salesforce slowing your team down?
Tell us about your workflows, the systems you need to connect and your most urgent difficulty.