How we make Salesforce work — for real, not just on go-live day

Most Salesforce implementations fail at adoption. Artichoke’s Enablement process is built around a different belief: that a go-live is only the beginning. Here’s how we get there together.

The Bloom

Go-live, User Adoption and What’s Next

The Heart

Build and Demo

The Base

Discovery and Roadmapping

What we build on Salesforce

Sales Cloud

Lead, Account & Opportunity Management, Forecasting, CPQ, Renewal Automation, Einstein AI

Service Cloud

Case Management, Field Service, Knowledge Base, Self-Service, Voice, Chat, Einstein AI

Experience Cloud

Partner Portals, Customer Portals, Employee Portals

Field Service Management

Custom Business Processes, Mobile Workforce, Asset & Inventory Management

Data & Analytics

Data Migration, Dashboards & Reports, Sales/Service Analytics, Einstein AI

AgentForce & Integrations

Agent Builder, ERP & Slack integrations, Salesforce Shield (Cyber Security)

Our Process

Discovery and Roadmapping

01 — THE BASE

Before we configure a single field, we need to understand how your firm actually works. The Base protects your investment. It means nothing gets built that your team won’t use, and nothing gets missed that would cause a painful go-live.

 

We begin with discovery — our chance to find out everything we need to align Salesforce solutions directly to your specific business goals.

  • Current state processes and systems
  • Business overview, company language and lingo
  • Workarounds and pain points
  • Future state goals
Deliverable

A detailed roadmap out of discovery, plus scope and budget consensus built with management for next steps.

Build and Demo

02 — THE HEART

This is where your Salesforce comes to life — built around the way your team actually works, not a generic template. The iterative demo cycle means you see progress early and often, and nothing ships until it’s right.

 

After discovery and roadmapping, we shift focus to building a Salesforce prototype that translates your real-world processes into a system people actually want to use.

  • Translate essential existing processes into Salesforce
  • Consolidate relevant disparate processes into the Salesforce workflow
  • Integrate workflows with third-party systems
  • Leverage standard Salesforce functionality where possible
  • Customize where standard Salesforce falls short

After each prototype is built we host a live demo and invite end-users to log in for a test run. We confirm the prototype addresses their needs and is intuitive and easy to use.

Go-Live and User Adoption

03 — THE BLOOM

A go-live is only successful if your team actually uses what was built. The Bloom is where Artichoke’s approach stands apart — we don’t hand you the keys and disappear. We stay in until adoption is real.

 

Our go-live and user adoption approach is unique among Salesforce implementation partners. We leverage our background in teaching and training to ensure end users of varying technical savvy are prepared for day one.

  • Provide a test environment for end users to become familiar with their job tasks
  • Share a role-based user training guide with a side-by-side view of pre-Salesforce and new processes
  • Partner with stakeholders to facilitate a tracked, reasonable-pace rollout
  • Hold training sessions as required
  • Incorporate learnings — what went well and what didn’t?
  • Review ROI metrics defined in The Base — where are we against the goal?
  • Revisit the roadmap and baseline for the next phase

Change Management

Why change management determines whether your implementation sticks

Most Salesforce projects fail not because of bad configuration, but because people don't change how they work. Change management is the discipline of making adoption intentional: defining what success looks like, measuring it, and holding the implementation accountable to real outcomes. Artichoke builds ROI metrics into The Base so we're measuring what matters from day one — not just whether the system went live, but whether it moved the needle.

Ready to start with The Base?

Artichoke pairs top technical expertise with a people-first approach to move your business forward.