Salesforce Consulting and Implementation

Salesforce Consulting and Implementation

After working at Salesforce for several years, I developed a strong network and understanding of the value of working with an experienced implementer for your CRM. With our team of highly experienced Salesforce experts, we help businesses customize, and integrate Salesforce solutions. Our goal is to ensure your technology supports your business growth and scales with your needs. We specialize in helping businesses configure, deploy, and optimize Salesforce products. The primary goal is to ensure Salesforce aligns with your company’s sales, marketing, and customer service goals, driving improved customer interactions and operational efficiency.

SERVICES OFFERED

Serving Salesforce Customers since 2016

  • Health Check & Assessment

  • Salesforce Support & Training

  • Integrations Design & Implementation

  • Custom Development

  • CRM Consolidation /Migration

  • CRM Optimization

  • Sales Process Reengineering

  • Quote-to-Cash Implementation

WHAT DO WE BRING?

  • Deep Domain Expertise
  • Streamlined RevOps Processes
  • Strategic Advisor
  • Robust Reporting & KPI Tracking
  • Additional Support for your Revenue Ops Team
  • Delivery of Secure, Scalable Solutions

TYPICAL PAIN POINTS THAT OUR CUSTOMERS MENTION

Some of our Sales users are not keeping the system up-to-date

We can’t seem to make Salesforce fit our unique way of doing things

I have to use multiple systems to do my work

We don’t have visibility into the data that is needed to upsell/cross-sell to my existing customers

Our quote turnaround-time compared to our competitors is too long

We are not sure if we are using Salesforce the way it should be used

It’s not easy to get the data that I need out of Salesforce

We are struggling to use Salesforce as our business is evolving and growing

Key Services Offered:

Needs Assessment and Product Selection
  • Analyzing the business processes, pain points, and goals.
  • Recommending the most suitable license and products based on the company’s size, industry, and budget.
  • Tailoring the CRM system to match your specific workflows, such as custom fields, sales stages, or automated processes.
  • Integrating the CRM with existing systems like email platforms, marketing automation tools, or ERP systems.
  • Transferring data from legacy systems, spreadsheets, or other software into the new CRM.
  • Ensuring data integrity, cleanliness, and proper formatting during the migration.
  • Installing and launching the CRM platform within your infrastructure or as a cloud-based solution.
  • Conducting tests to ensure the CRM functions as intended.
  • Providing training sessions for users to ensure adoption and effective use of the CRM.
  • Offering ongoing support and troubleshooting after implementation.
  • Setting up workflows, email triggers, lead scoring, and reporting dashboards.
  • Optimizing the CRM system over time to improve efficiency and adapt to evolving business needs.
  • Configuring reporting tools to measure KPIs like lead conversion rates, customer lifetime value (CLV), and pipeline health.
  • Providing insights to help businesses make data-driven decisions.
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