Cloud configuration
Sales Cloud, Service Cloud and your agreed Salesforce scope.
Salesforce Implementation Services
A clear plan.
A connected platform.
A confident launch.
Salesforce implementation built around your people and processes.
Bring configuration, data, integrations and adoption into one coordinated rollout.
✓ Dedicated specialists✓ Scope built around your needs
YOUR ROLLOUT PLANReady at every stage.- 01Agree the scope
- 02Build & connect
- 03Validate & train
- 04Launch & support
A coordinated rollout, from requirements to real use.
What changes with the right approach
A new platform.
A familiar way forward.
Move the process, the data
and the people together.
Before the rolloutDifferent tools.
Different tools.
Disconnected work.
Records across systems
Processes to align
Teams to prepare
A planned Salesforce rolloutOne environment.
One environment.
Ready for your team.
- 01Map
Agree data, processes and responsibilities.
- 02Validate
Test records, workflows and integrations.
- 03Enable
Train users and prepare the handover.
Connected customer informationProcesses your teams can followOwnership beyond go-live
Your next step
Bring your requirements.
Let’s plan the rollout.
New implementation or a broader transformation? Start with the outcomes and dependencies that matter.
Plan your Salesforce implementation A focused conversation about your requirements.Your conversation brief
Three things we’ll work through.
- 01
Your business priorities
Teams, use cases and the intended outcome.
PeopleProcessesGoals - 02
Your current landscape
Data sources, connected tools and constraints.
DataSystemsAccess - 03
Your launch plan
Scope, readiness and accountable owners.
ScopeReadinessHandover
How we help
Salesforce implementation.
Every part connected.
Choose the expertise that fits
your next priority.
Data migration
Map, clean and validate the records moving into Salesforce.
System integration
Connect existing applications and define data ownership.
Customization
Adapt functionality to the processes your business needs.
Training & adoption
Prepare users around their roles and daily work.
Testing & launch
Coordinate acceptance, cutover and ongoing support.
Clouds & capabilities to discussSales CloudService CloudMarketing Cloud ↗Salesforce CPQ
Designed with your team
Build adoption
into the plan.
Review the work with the people who will use it. Training, acceptance and ownership belong in the rollout from the start.
Role-based trainingUser acceptanceClear handover
How we work
From requirements
to readiness.
Agreed responsibilities.
Visible progress.
- 01
Discover
Agree scope, stakeholders and success criteria.
- 02
Configure
Build the platform and connect your systems.
- 03
Validate
Reconcile data and test with business users.
- 04
Launch
Coordinate cutover, training and support.
Before go-live
Make readiness visible.
A shared view of what needs to be true before the platform goes live.
Data validatedWorkflows testedUsers preparedSupport agreed
Industries we serve
Built around
your world.
Your priorities, your people,
your operating environment.
Financial Services
Account context. Connected service.
Manufacturing
Orders aligned with operations.
Healthcare & Life Sciences
Governed patient and provider context.
Higher Education
Connected student journeys.
Expertise you can see
Our Certifications & Awards
Clutch & UpCity recognition
Independent perspectives.
Long-standing partnerships.
Why Zivoke
One team.
From planning to progress.
- Business context before recommendations
- Clear scope and working responsibilities
- Support across the Salesforce lifecycle
“The training they offered was excellent and customized to our needs.”
What does Salesforce implementation include?
Discovery, configuration, customization, migration, integration, testing, training and handover can form part of an implementation. We agree the required scope and dependencies before work begins.
Which Salesforce clouds can you implement?
We assess Sales Cloud, Service Cloud, Marketing Cloud and other requirements against your chosen products and licenses. Cloud-specific scope and capabilities are confirmed during discovery.
Can you migrate data from our current systems?
Yes. We review source data, field mappings, duplicates, ownership and validation rules. Migration planning includes reconciliation and agreement on which records should move.
Can Salesforce connect to our existing applications?
Yes. We review interfaces, security, data ownership and integration dependencies as part of the implementation plan. The design may use APIs, middleware or available connectors.
How do you prepare users for launch?
We plan role-based training, user acceptance and operational handover with your business owners. The approach reflects how each team will actually use the platform.
How long will implementation take?
Timing depends on scope, data readiness, integrations and stakeholder availability. Onboarding can begin in under 3 days with scope and access aligned; delivery milestones are agreed separately.
What support is available after go-live?
We agree handover, launch support and any ongoing managed services scope. Responsibilities, coverage and service levels are defined before the transition.
Let’s talk about what’s next
Make your next
Salesforce initiative count.
Bring your requirements and priorities.
We’ll help you define the next step.