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Service Overview


Salesforce Consulting.
Robust, On Demand Salesforce Customization Services From Grazitti Interactive.
Salesforce Service Sheet
Salesforce is the preferred CRM solution worldwide. It allows your sales
team to be more involved at every step of the sale like never before. What’s
more! The force.com platform is highly customizable and provides rich devel-
opment and deployment capabilities, which are leveraged by our team of
salesforce experts to help you build salesforce functionality that serves you                                “Working with Grazitti
and brings higher and faster return on investment.
                                                                                                             Interactive has been
At Grazitti Interactive, we have the expertise and process driven approach to
cater to the entire range of saleforce.com requirements from implementation
                                                                                                             incredible. I have worked
to integration, migration, and support. Our forte is to build powerful applica-                              with many Apex develop-
tionson top of force.com platform. Our team of salesforce experts works as                                   ers in the past and a good
an extension of your dev team to deliver the desired goals, while providing
complete transparency.                                                                                       one is extremely hard to
                                                                                                             find. They always come
                                                                                                             in on budget and on time,
    Customization
                                                                                                             and they are an absolute
                             Functional
                              Technical
                                                                                                             pleasure to work with.”
                                                                            Development                      Heather Watkins,
                                                                                                             Sr. Manager Customer Communities &
                                                                                                             Programs,
                                                                                                             Marketo Inc.
                                                                    Extending
                                                          Salesforce CRM, Developing
                                                        other Cloud Apps using force.com,
                                                              Apex, Visualforce, etc
                       Migration




                      Quick Books, Microsoft                        Integration
                     Dynamics CRM, NetSuite,
                    GoldMine, Sage SalesLogix,
                      Bespoke Systems, and                                  On-Premise Apps:
                        Excel Spreadsheets.                              ERP,Databases,Legacy
                                                                      Systems, Websites, Accounting,
                                                                    Inventory, Order Management, Data
                                                                    Warehouse, Flat files, Xml files, etc.
                                                                        External Cloud Services:
                                                                      Amazon Web Services,Google
                                                                              AppEngine, etc.
                             Other Services




                                              Consulting Services
                                               End-user Training
                                                Adminstration




   Fig.1: Grazitti Interactive Salesforce.com Capabilities




Copyright © Grazitti Interactive. All rights reserved.                                                                                            2
Our Capabilities Include

Customization:
  Web-to-Lead forms
  Customize object-level, field-level, and page-level security
  Configure Roles and Sharing rules
  SFDC Customer Portal and SFDC Content
  Implement Validation rules, custom formula fields, and complex reports
  Implement advanced Workflows and Approval processes
  SFDC Partner Relationship Management (PRM)

Development:
  Both CRM and non-CRM (Platform edition) apps
  Custom Visualforce pages and controller extensions
  Apex triggers and classes
  Apex test classes with at least 90% code coverage
  Force.com apps on .NET, PHP, and Java
  Expose custom Visualforce components via SFDC Customer Portal
  Custom pages leveraging Salesforce Sites
  Develop Custom apps on AppExchange
  Generate different kinds of reports and dashboards according to your needs.

Integration:
  Leverage Force.com API to insert/update records from external systems to SFDC
  Integrate composite applications with Salesforce.com
  Leverage Apex Web services API to invoke external Web services and render external data on SFDC UI
  Integrate with AppExchange apps such as Coda2Go, Vertical Response, and EchoSign



   A leading marketing automation software provider leverages Force.com extensively to provide more functionality and insight
   in its lead generation program. Our Team has been involved with them to provide varied functionalities including:
      Project Name: Salesforce Site/Customer Portal setup
      Objective: Site to share Clinet’s knowledgebase, ideas, and answers objects with customers.
      Technologies used: Visualforce, Apex, Triggers, Public Knowledge-base, HTML5, CSS, JQuery
      Project Name: Similar Site API integration:
      Objective: Apex Integration with showsimilarsitesapi to generate reports with competitors on accounts and contacts.
      Technologies used: Remote site calls, Custom reports, Apex
      Project Name: Account-scoring application
      Objective: To score various accounts in database based upon the value of their different attributes.
      Technologies used: Triggers, Data-loader, Batch-processing, Schedulers


   Another leading marketing automation software provider wanted Salesforce.com JIRA integration.Our team of salesforce
   experts made a smooth integration
      Project Name:Salesforce-JIRA integration:.
      Objective: Integration of Client’s JIRA with Salesforce account to sync cases information to JIRA issues and other
      information
      Technologies used: Confluence connector setup and configuration.




Copyright © Grazitti Interactive. All rights reserved.                                                                          3
Our Process                                                                                   About Us

At Grazitti Interactive we combine skill, experience, and out of the box think-    Our Salesforce CRM so that it’s fully
ing to create a process tailor-made for your organization. We believe that as
                                                                                   functional, up and running in the
no two organizations are the same, their salesforce implementation cannot be
                                                                                   shortest time possible. We under-
the same either. We therefore follow a holistic process, which helps us identify
these needs of each organization before we do the actual development. Our          stand both the Salesforce platform
process includes:                                                                  and requirements of best in class
BusinessProcess Review                                                             CRM Solution, which helps us cus-
  Review & document business requirements                                          tomize your Salesforce platform so
  Map business requirements to Salesforce.com functionality
                                                                                   that you get a higher return on your
Planning
                                                                                   investment, faster.
  Process roadmap
  POC – plan for phase I                                                           We implement your Salesforce CRM
  POC – plan for phase II                                                          so that it’s fully functional, up and
                                                                                   running in the shortest time possible.
Design & Execution
  Detailed Technical design                                                        We understand both the Salesforce
  Mock screenshots with buttons                                                    platform and requirements of best in
  UI workflows, fields, and buttons                                                class CRM Solution, which helps us
  Integration points                                                               customize your Salesforce platform
  Validation rules                                                                 so that you get a higher return on
  SFDC Profiles                                                                    your investment, faster.
Delivery                                                                           For more information, please visit,
  Iterative Development and Unit testing                                           http://www.grazitti.com/salesforce
  QA                                                                               or
  Phase I (POC) delivery                                                           Call us at
  Next iteration                                                                   US: +1 650 641 1754
  Phase II delivery                                                                India: +91 172 5048500



 Why Grazitti Interactive
Expert Team
Our experienced team of salesforce professionals has the unique combination
of salesforce expertise, business acumen, and technology consulting to en-
sure you maximize on your salesforce investment.

Affordable
Our expertise, experience, and offshore model ensure that you get the atten-
tion you deserve and the quality you desire, at a significantly lower cost.

Flexible
We offer engagement models that give you the flexibility to choosethe service,
which will add most value to their CRM implementation and integration process.
Our transparent list of service packages helps make informed decisions.




Copyright © Grazitti Interactive. All rights reserved.                                                                      4

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Salesforce service sheet

  • 1. Service Overview Salesforce Consulting. Robust, On Demand Salesforce Customization Services From Grazitti Interactive.
  • 2. Salesforce Service Sheet Salesforce is the preferred CRM solution worldwide. It allows your sales team to be more involved at every step of the sale like never before. What’s more! The force.com platform is highly customizable and provides rich devel- opment and deployment capabilities, which are leveraged by our team of salesforce experts to help you build salesforce functionality that serves you “Working with Grazitti and brings higher and faster return on investment. Interactive has been At Grazitti Interactive, we have the expertise and process driven approach to cater to the entire range of saleforce.com requirements from implementation incredible. I have worked to integration, migration, and support. Our forte is to build powerful applica- with many Apex develop- tionson top of force.com platform. Our team of salesforce experts works as ers in the past and a good an extension of your dev team to deliver the desired goals, while providing complete transparency. one is extremely hard to find. They always come in on budget and on time, Customization and they are an absolute Functional Technical pleasure to work with.” Development Heather Watkins, Sr. Manager Customer Communities & Programs, Marketo Inc. Extending Salesforce CRM, Developing other Cloud Apps using force.com, Apex, Visualforce, etc Migration Quick Books, Microsoft Integration Dynamics CRM, NetSuite, GoldMine, Sage SalesLogix, Bespoke Systems, and On-Premise Apps: Excel Spreadsheets. ERP,Databases,Legacy Systems, Websites, Accounting, Inventory, Order Management, Data Warehouse, Flat files, Xml files, etc. External Cloud Services: Amazon Web Services,Google AppEngine, etc. Other Services Consulting Services End-user Training Adminstration Fig.1: Grazitti Interactive Salesforce.com Capabilities Copyright © Grazitti Interactive. All rights reserved. 2
  • 3. Our Capabilities Include Customization: Web-to-Lead forms Customize object-level, field-level, and page-level security Configure Roles and Sharing rules SFDC Customer Portal and SFDC Content Implement Validation rules, custom formula fields, and complex reports Implement advanced Workflows and Approval processes SFDC Partner Relationship Management (PRM) Development: Both CRM and non-CRM (Platform edition) apps Custom Visualforce pages and controller extensions Apex triggers and classes Apex test classes with at least 90% code coverage Force.com apps on .NET, PHP, and Java Expose custom Visualforce components via SFDC Customer Portal Custom pages leveraging Salesforce Sites Develop Custom apps on AppExchange Generate different kinds of reports and dashboards according to your needs. Integration: Leverage Force.com API to insert/update records from external systems to SFDC Integrate composite applications with Salesforce.com Leverage Apex Web services API to invoke external Web services and render external data on SFDC UI Integrate with AppExchange apps such as Coda2Go, Vertical Response, and EchoSign A leading marketing automation software provider leverages Force.com extensively to provide more functionality and insight in its lead generation program. Our Team has been involved with them to provide varied functionalities including: Project Name: Salesforce Site/Customer Portal setup Objective: Site to share Clinet’s knowledgebase, ideas, and answers objects with customers. Technologies used: Visualforce, Apex, Triggers, Public Knowledge-base, HTML5, CSS, JQuery Project Name: Similar Site API integration: Objective: Apex Integration with showsimilarsitesapi to generate reports with competitors on accounts and contacts. Technologies used: Remote site calls, Custom reports, Apex Project Name: Account-scoring application Objective: To score various accounts in database based upon the value of their different attributes. Technologies used: Triggers, Data-loader, Batch-processing, Schedulers Another leading marketing automation software provider wanted Salesforce.com JIRA integration.Our team of salesforce experts made a smooth integration Project Name:Salesforce-JIRA integration:. Objective: Integration of Client’s JIRA with Salesforce account to sync cases information to JIRA issues and other information Technologies used: Confluence connector setup and configuration. Copyright © Grazitti Interactive. All rights reserved. 3
  • 4. Our Process About Us At Grazitti Interactive we combine skill, experience, and out of the box think- Our Salesforce CRM so that it’s fully ing to create a process tailor-made for your organization. We believe that as functional, up and running in the no two organizations are the same, their salesforce implementation cannot be shortest time possible. We under- the same either. We therefore follow a holistic process, which helps us identify these needs of each organization before we do the actual development. Our stand both the Salesforce platform process includes: and requirements of best in class BusinessProcess Review CRM Solution, which helps us cus- Review & document business requirements tomize your Salesforce platform so Map business requirements to Salesforce.com functionality that you get a higher return on your Planning investment, faster. Process roadmap POC – plan for phase I We implement your Salesforce CRM POC – plan for phase II so that it’s fully functional, up and running in the shortest time possible. Design & Execution Detailed Technical design We understand both the Salesforce Mock screenshots with buttons platform and requirements of best in UI workflows, fields, and buttons class CRM Solution, which helps us Integration points customize your Salesforce platform Validation rules so that you get a higher return on SFDC Profiles your investment, faster. Delivery For more information, please visit, Iterative Development and Unit testing http://www.grazitti.com/salesforce QA or Phase I (POC) delivery Call us at Next iteration US: +1 650 641 1754 Phase II delivery India: +91 172 5048500 Why Grazitti Interactive Expert Team Our experienced team of salesforce professionals has the unique combination of salesforce expertise, business acumen, and technology consulting to en- sure you maximize on your salesforce investment. Affordable Our expertise, experience, and offshore model ensure that you get the atten- tion you deserve and the quality you desire, at a significantly lower cost. Flexible We offer engagement models that give you the flexibility to choosethe service, which will add most value to their CRM implementation and integration process. Our transparent list of service packages helps make informed decisions. Copyright © Grazitti Interactive. All rights reserved. 4