To complete the Salesforce implementation for The Monterey Company, the Artichoke team followed The Base, The Heart, and The Bloom implementation model to understand the business need for the system change, implement Salesforce, and look towards future efficiencies.
The Base:
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Understand Monterey sales processes, including where leads originate, the structure of the sales team, how the team normally communicates with customers, and the process the team takes to close sales.
The Heart:
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Migrated HubSpot data to be migrated to Salesforce. This was the long pole in the project. Monterey has lots of data–lots of customers reach out. The next post in this blog series will deep dive into the data migration.
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Implement the Lead, Account, Contact, and Opportunity model in Salesforce.
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Configured webforms for customers to submit order requests from the website, and automation to distribute Leads to members of the sales team.
The Bloom:
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After go-live, the Artichoke team continued working with Monterey to add additional dashboards, make process improvement tweaks for the sales team, and looked into SMS and customer live chat options
The full breakdown of the Artichoke implementation process is available on our home page.
