Our CORE Approach
to Client Engagement

At Pexlify, our goal is to create value for our clients, as well as build long lasting relationships. As a result, we have developed an approach for engaging with our clients - CORE.


We work closely with you to get a true understanding of the vision you have for Salesforce, as well as the challenges, goals and opportunities of your project.


We will meet with your stakeholders and map out key elements and journeys your users will take.

Discovery Workshops

Critical to the success of the project, the team will conduct ‘Requirement Gathering’ sessions to fully understand the scope of the project.

Technology/Salesforce Assessment

Technology should support your processes and enhance the customer experience. Once we fully understand your key processes and challenges, we’ll examine your technology landscape and deliver a solution that integrates with all your systems.


We meet with your key stakeholders to drive conversations around vision, challenges, goals, tools, metrics & KPIs, etc.


We plan and design solutions that digitise, optimize and automate internal and external processes and workflows.


The team creates user stories and storyboards to plan and map out how each individual or team member will use the solution.


We create prototypes to allow your stakeholders to explore, experience and test the usability of the solution before implementation begins.


The UI/UX design of the solution plays a crucial role and improves the user experience and customer satisfaction of the implemented solution. It benefits not only the end user, but can also improve the efficiency of back-office teams.


Our solutions will integrate with internal/external systems, breakdown siloes and unify customer data across a single, centralised platform.

Development Approach

Pexlify uses a best-of-breed industry standard agile implementation model for the implementation phase to iteratively build your Salesforce solution in 2-week sprints.


We put in place regular touch-points between the Pexlify and Customer project teams to ensure that all projects are on track.


We conduct daily stand-ups with the developers, engagement managers and client sponsor. This provides transparency on progress every step of the way.


Each implementation will include Implementation, integration, data migration and User acceptance testing workstreams to cover the core activity in a project.


We ensure success using UAT, Quality Assurance Testing and provide in-depth Adoption Strategy & Change Management programs.


Pexlify deploys the solution to production and supports you to ensure user adoption is monitored and optimised.


Our project team will take on the responsibility of working with the Client to deliver the Super User training and User Guide materials required to ensure the successful roll-out of the Salesforce Solution.

Knowledge Transfer

We will create technical documentation detailing how we have configured the Salesforce platform to meet the Technical & Business requirements.


Pexlify offers Hypercare and Managed Service support models to support the operation of the Salesforce Platform after the initial project go-live.

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