Salesforce Re-start

Salesforce on jo käytössä, mutta se ei tuota odotettuja tuloksia? Joskus järjestelmän ja prosessien muutokset voivat riittää. Joskus re-start-projekti antaa Salesforcelle uuden alun: prosessit kuntoon, käyttäjät mukaan, tulokset näkyviin.

Read how Lapland Hotels & Safaris completed a successful restart: Case Study: Lapland Hotels & Safaris →

Is your Salesforce more of a burden than a tool?

Many companies have Salesforce in use, but not actually in active use. The situation is familiar:

  • Users bypass the system or view it as extra work.
  • Customization has become unmanageable: nobody knows what has been done or why.
  • Business acquisition or organizational changes have brought new requirements that the old structure cannot meet.
  • Data on unreliable, and AI or reporting produces nothing of value.

Sometimes regular development is no longer sufficient, and a restart is needed.

After a restart, things are different

For Users

  • System truly supports daily work
  • No more manual duplicate work or workarounds
  • Training is customized to your specific processes

For Leadership

  • Investment finally starts to generate returns
  • Reliable data to support decision-making
  • Project stays on budget and schedule

For the Company

  • Clean foundation without technical debt
  • Ready for AI and future growth
  • Competitive advantage that doesn’t stay in a drawer

How restart differs from regular development

Regular Salesforce development builds on the old. Restart first honestly assesses what to keep and what’s better to drop entirely. Loikka’s approach:

  • Honest current state analysis: map what works and what doesn’t and why.
  • Keep, Build, Release: make clear decisions about each part instead of stacking more on top of the old.
  • Planned data handling: old data is archived safely. Migration only from where it truly makes sense.
  • Users involved from the start: processes are planned together with users, not just for them.
  • Change management built in: organization is not left alone with the new system.

Right steps to restart

With us, restart proceeds in a controlled way, not all at once, but step by step.

01

Current state assessed honestly

Katsotaan together, which osat toimivat, which do not – ja why. No judgment, just honest analysis as a starting point.

02

Building the new foundation properly

Processes first, system second. Users are involved from planning, not just as people being trained at the end.

03

Salesforce starts delivering

System supports daily work, data accumulates cleanly and AI is finally possible. We continue development as needed.

Frequently Asked Questions

How does a re-start differ from regular Salesforce development?

Regular development adds features on top of what exists. Restart means first honestly evaluating the entire current state: what works and what doesn’t and what’s wisest to drop. The foundation is cleaned before moving forward. The result is a lighter, faster and more user-friendly system.

Do we have to rebuild everything from scratch?

Not necessarily. Restart doesn’t automatically mean everything is thrown away. We do a clear analysis of what to keep, what to rebuild and what to drop. Lapland Hotels & Safarisilla esimerkiksi was decided aloittaa puhtaalta from the table datan osalta, mutta decision tehtiin tietoisesti and not oletuksena.

What happens to our old data?

Old data is archived safely: it doesn’t disappear, but it also doesn’t burden the new system. Migration is done only from where it truly creates value. This makes the project faster and more cost-effective, and the new system starts with a clean foundation.

How long does a re-start project take?

Typically 1-5 months for the first phase, then continue with agile development. The timeline is most affected by how widely the system is used and how many processes are updated. We always start with the most critical functions, so benefits appear quickly.

How do you ensure the same situation won’t happen again?

Dokumentoimme kaiken ja rakennamme system’s niin, that also your your team on understanding from it, what on tehty ja why. We offer continuous development service where development is systematic and doesn’t become unmanageable. Users are involved throughout the journey, not just at the end as trainees.

Is a re-start only suitable for large companies?

No. Restart is equally relevant for a growth company that has outgrown its original Salesforce implementation as for a large corporation after an acquisition. What matters is that the current state no longer serves your needs and regular development is not enough to fix the situation.

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