Our 8-Step Salesforce Implementation Process

At LogicMount, we don’t just follow a process—we refine it constantly. Our cutting-edge Salesforce development methodology, rooted in Agile principles, allows us to build scalable, future-proof CRM solutions that drive real business value. Whether you’re starting fresh with Salesforce implementation, enhancing a legacy system, or integrating across clouds, our process ensures clarity, speed, and long-term ROI.

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Project Initiation & Discovery

We start by diving deep into your business objectives, current challenges, and user needs. This allows us to scope your Salesforce solution accurately, align expectations, and define technical success from day one.

• Key Deliverables:
  Discovery workshops, stakeholder alignment, high-level architecture.

Product Backlog Creation

Our experts translate your goals into a well-defined product backlog, prioritizing tasks based on value and complexity. This creates a clear roadmap and allows us to stay focused on delivering impact fast.

• Key Deliverables:
  User stories, feature breakdowns, acceptance criteria.

Sprint Planning

We convert backlog items into detailed sprint goals. Each sprint is carefully planned to balance speed with quality, while keeping your internal stakeholders involved throughout.

• Key Deliverables:
  Sprint timeline, resource allocation, story point estimates.

Sprint Execution

Our certified Salesforce developers begin executing sprint tasks using best practices in APEX, Lightning Components, custom integrations, and Salesforce configuration.

• Key Deliverables:
  Working features, code commits, QA-tested builds.

Daily Stand-Ups

Brief daily meetings ensure everyone stays on track, blockers are addressed instantly, and communication remains clear. This is part of our commitment to agile transparency and rapid iteration.

• Key Deliverables:
  Real-time updates, progress tracking, issue resolution.

Sprint Review & Demos

At the end of each sprint, we present working features to your team, ensuring what we build aligns with your vision and requirements. Your feedback shapes the next sprint.

• Key Deliverables:
  Live demos, stakeholder input, refinements.

Sprint Retrospective

We reflect, adapt, and improve. Every sprint ends with a retrospective where we assess what worked, what didn’t, and how we can make the next sprint even more effective.

• Key Deliverables:
  Process improvements, technical adjustments, team alignment.

Repeat the Cycle for Continuous Growth

Each sprint builds on the last. Whether we’re adding new Salesforce features, refining automation, or scaling to new clouds, we evolve your CRM with each iteration.

• Key Deliverables:
  Incremental delivery, ongoing success, long-term support.