Services
Unlike other Salesforce Implementation providers, we leverage our decades of experience in setting up and running sales organizations. We know the underlying sales structure, processes and metrics that will make for a successful implementation. More importantly, we know how to work with salespeople and transforming their behaviours and habits to ensure optimal user adoption.
Our Goal: Its simple……Achieve ROI you require from your Salesforce investment and work with smart people that care!
Sales Process Consulting
Building a sound foundation for your Salesforce platform begins with having the right sales process in place that drives your organization’s data flow. Our experience has shown that many organizations lack a unifying sales process and is a primary reason for Salesforce implementation failure. With our expertise, we will help you choose the best processes for your sales organization’s specific needs and then streamline and modify them to improve workflow throughout.
Salesforce Implementations & Administration
Our team, equipped with extensive technical knowledge and years of administering Salesforce, are ready for any challenge from basic requirements of object field and page layout design to more complex and unique requirements pertaining to flows, templates and automation.
Process Improvements/ Automation
Our natural desire is to learn your business inside and out. By working intimately with each of your Salesforce users, we will uncover productivity improvements areas to remove the duplication of work, streamline processes and automate those areas that don’t require human capital. With Salesforce, working smart and productive is a requirement.
System Integrations
With so many systems being used to run your business, your team struggles to work smart and productive. Duplication of data between Salesforce, your ERP, your financial system, etc. is a thing of the past. Today, connecting your platform is a must and with our knowledge and expertise we will guide you through the process of options, implementation and deployment.
Pardot/ Marketing Automation
Looking to take your Marketing to the next level, as Pardot customers ourselves we are excited to show others on how to build and manage customer journeys. We will support you from Set up to Onboarding and ongoing training.
Analysis & Insights
With a wealth of data being captured in Salesforce, ensure this information is working for you. We will assist you in gaining instant insights into the past, present and future by developing meaningful key performance indicators (KPI’s), creating robust reports and dashboards and auditing for data integrity.
Training & Support
Operating Salesforce as a platform requires ongoing support.
• How does Salesforce evolve after the initial launch?
• What other business challenges are we expecting the platform to solve?
• Who will address the many questions users will have each day?
• Who will onboard new users?
• Who will motivate and support existing users as transform their habits and behaviours?
• Who will monitor the tool for data integrity?
• Ultimately, who will run your Salesforce platform?
We can!
By being an extension of your team, we operate as your Salesforce department providing ongoing leadership, strategic and administration support, and user training to ensure Salesforce becomes the platform ingrained in your company’s culture.
Not Sure What To Do?
Let us come in and look at your sales organization.
We’ll talk to your team, understand your needs and design a go-forward plan.