Public Sector Salesforce CRM Quickstart
Tectonic Public Sector CRM Quick Start
Salesforce Public Sector Quickstart
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Explore the transformative power of Public Sector Solutions to enhance public service delivery. Design interactive application forms and seamlessly publish them on an Experience Cloud site for constituents. Set up automated approval processes to streamline application reviews, and use dynamic assessments to evaluate applications efficiently. Build personalized care plans and generate referrals to assist constituents in need. Plus, get access to a trial org to explore the product and prepare for a successful implementation.
Use Employee Experience to digitize any common intake processes and forms, automate workflow and approval processes, and generate required documents for increased productivity. Streamline internal processes such as recruiting and onboarding, talent management, and ethics complaints and reporting. You can also leverage capabilities to create goal-centric support plans for employees, administer benefits and services, such as training, coaching or education reimbursements, manage internal training credentials, track employee relocation, retirement, or position changes, and more.
Employee Experience includes these tools and features.
- Employee Workspace
- A central digital hub for employees to access tools and resources.
- Employee Concierge
- An employee support app in the Employee Workspace.
- Employee Concierge Bot
- An Einstein bot to use to search Concierge articles and tickets in the Workspace chat.
- HR Service Center
- Tools for HR specialists to manage cases and automate employee-facing HR processes with out-of-the-box workflows.
- End-User Training and Enablement
Timeline Highlights
1. Project Scoping & Requirement Gathering (Weeks 1-2)
● Define Objectives: Establish key goals (e.g., case management, service request tracking).
● Engage Stakeholders: Identify agency needs, gather requirements, and set KPIs.
● Compliance Review: Ensure data privacy and access align with standards like GDPR.
2. Environment Setup (Weeks 2-3)
● Set up roles and permissions.
● Data Mapping & Migration: Map legacy data, prepare import plan, and clean up data for accuracy.
3. Core Module Customization (Weeks 3-5)
● Constituent & Case Management: Configure CRM for constituent data, engagement history, and case workflows.
● Service Requests: Build a Service Cloud console for requests and activity tracking
● Reporting & Dashboards:
Create dashboards and reports for
real-time metrics (e.g., request volume, case resolution).
4. User Training & Change Management (Weeks 5-6)
● Role-Based Training: Train staff on key tasks like data entry, case
management, and reporting.
● Documentation: Provide user guides tailored to each team.
● Feedback Collection: Gather feedback post-training for further
customization.
5. Go-Live & Support (Week 6)
● Go-Live Preparation: Finalize data validation and testing.
● Launch & Support: Roll out system with real-time troubleshooting support.
● Post-Launch Assessment: Monitor KPIs, user adoption, and system performance.
Public Sector Salesforce Quickstart
➔ Delivered over 700 successful
Salesforce implementations
➔ 4.8 out of 5 Customer Satisfaction
Rating
➔ Over 125 employees located in
across the US and internationally
➔ Multi-cloud certified, with over
169 certifications
➔ Enabled to deliver Public Sector
Solutions such as LPI, Grants,
EPM, Public Health and Employee
Experience
➔ Two-way agreement with
Salesforce Services on resources
➔ Contractual and working
relationship with Carahsoft and on
NASPO agreement
➔ Pre-Packaged / MVP Solutions to
achieve quick turnarounds
➔ Veteran Owned
➔ Backed by Salesforce Ventures
Salesforce Public Sector Salesforce Quickstart
Optional Services
● Integrations
● Custom Code (e.g. Apex Triggers
or Code, Custom Components)
● Full Data Migration
● Community / Portal
Development
● Knowledge & Omni-Channel
Configuration
● Additional End-User Training
● Telephony Integration
● Chat & SMS Channels
Ready for a Salesforce Public Sector Quickstart Solution?
Explore the possibilities of a Salesforce Public Sector Salesforce Quickstart based on your company’s goals. Tectonic is ready to partner with you, offering support at every stage of your Salesforce journey. Reach out online to request more information or schedule a call – we look forward to discussing your needs!
