Contact Us +1 833 210 73 33

Salesforce Implementation and existing Salesforce CRM Improvement

In case if you want to migrate from other CRM to Salesforce or improve your existing Salesforce solution or want to automate sales, marketing, or customer service departments, we will lead you through with certified Salesforce Consulting Services.

Our Salesforce consultants provide several variants of solutions to meet business needs and when a client chooses one of them, we create a detailed plan of implementation.

We can help
with next Salesforce Clouds

Sales Cloud

Sales Cloud

The Sales Cloud functionality allows tracking sales, creating a customer profile for efficient marketing activity, increasing sales team productivity, multichannel communicating with clients, as well as the management can simplify and automate reporting & administrative tasks.

Service Cloud

Service Cloud

Salesforce Service Cloud aims to automate processes for service teams, optimize workflows, respond to customers across a variety of social platforms, create and manage a knowledge base with your company information. Service Cloud help to enhance customer’s experience and retention rate and decrease case resolution time.

Community Cloud

Community Cloud

Salesforce Community Cloud is a brand community space based on an online platform to connect, improve interaction among clients, partners, and employees of any company. The possibility to contribute updates about your products, services, or programs to your target audience, despite it's a small group or multiple communities, directly with an opportunity to get relevant feedback is priceless.

Pardot

Pardot

Pardot is a Salesforce marketing automation solution, which meets the needs of B2B companies of all dimensions. Being a software as a service (SaaS), the platform created for marketing automation activities and offers email automation and lead management tools for B2B sales.

Marketing Cloud

Marketing Cloud

Marketing Cloud is specifically tailored to build multi-channel campaigns inside one cloud and helps to predict the potential outcomes of your marketing efforts, which gives the ability to choose the best marketing strategy.

Salesforce CPQ

Salesforce CPQ

CPQ or Configure, Price, Quote is a tool created for improving the sales pipeline by Salesforce. It provides accurate data about pricing with multiple scenarios and configurations applied. Considering capabilities range, CPQ application takes into attention different features, modifications, numbers, and discounts that allow sales representatives to quote prices without mistakes. Salesforce CPQ will be the best cloud-based solution for a team, as it offers simple usage and broad availability on any device. Also, it makes impactful sales decisions easy to happen, as the software is hosted inside of the Sales Cloud and synchronized directly with your CRM.

Salesforce for Nonprofits (NPSP)

Salesforce for Nonprofits (NPSP)

Nonprofit Cloud helps to manage volunteers, donations, supporters and connect to your constituents all in one cloud. Nonprofit Success Pack (NPSP) increases donor conversion rate, program engagement, mission impact and 360-view of constituents.

Financial Services Cloud

Financial Services Cloud

Financial Services Cloud is a solution that can be tailored to any financial services company, such as insurance agencies or banks. Financial Cloud enables the delivery of personalized engagement with omnichannel integration across social platforms and web, identifying new opportunities to engage prospects, convert more leads, and create customers for life.

MuleSoft Anypoint Platform

MuleSoft Anypoint Platform

MuleSoft helps connect any application, data, and device with APIs, decreases maintaining APIs expenses, automates business processes. The platform easy to use and scale middleware solutions for synchronizing your apps altogether with enabled data exchange.

How we work

Discuss your business goals

works-items

Our Salesforce consultants are ready to help you address any issues and challenges in a timely and efficient manner. Salesforce consulting helps to identify business goals such as: reducing sales cycles, increasing the efficiency of your marketing campaigns, and increasing the productivity of your sales operations.

Outlining business goals into features and choosing Salesforce Clouds

works-items

Once the objectives are set and clear, our Salesforce consultants start outlining the pathway to reaching those objectives and mapping goals into Salesforce Cloud features.

Calculating license price and choosing the best Salesforce edition

works-items

Each edition of the Salesforce has its features that suit different business goals, so it is necessary to pick the right one. We calculate the monthly price for Salesforce licenses and provide detailed recommendations and estimation.

Designing an implementation plan

works-items

We carefully plan each step of Salesforce implementation, document it, create a calendar of implementation, which will be split by stages. Additionally, we make sure that implemented features will be addressing the needs and increasing the efficiency of your business.

Implementation supervision

works-items

Our Salesforce consultants will assist you throughout the implementation stage. We will guide you through the data transfer stage as well as help you with the launch of the new system. Additionally, we will provide you with a support team that will assist you with Salesforce implementation. That way, we will make sure you get the best results out of the Salesforce implementation.

User adoption plan

works-items

Our consultants will stay with you throughout the adoption process and we make sure that all users are entirely comfortable with the new system. To make sure you are doing great mastering a new system, we create the adoption plan that includes training and full support for users.

Our Clients

hub
infarm
transcend
exact data
ida
rec
payne
rxmarketing
saas management
london work space
safari reviews

Over the past 8 years we have worked on hundreds of different projects.

Their team offers quick turnaround times, high quality work, and brings innovative ideas to the table. They have built programs which are now the backbone of our organization and continue to help us grow.

Larry Organ | Chief Executive Officer

Problems We Solve

As a registered Salesforce partner, we show our clients how to solve the challenges with Salesforce successfully. This includes such problems as:

Customer and partner communication problem solving

Salesforce agency partners are always ready to share the most useful methods of using Salesforce Community Cloud to help you enhance interaction with customers and partners. You can benefit from getting Salesforce integration partners’ expert guidance on communication help forums as well as from receiving direct feedback from clients.

Marketing campaigns flexibility lack

Marketing Cloud capabilities and analytics exist to provide our clients with insights into the customers’ perceptions, and at the same time, the cloud becomes a tool for improving the efficiency of marketing campaigns. Possibility to measure end-to-end marketing profitability across all digital channels provides personalized, data-driven experiences. Marketing Cloud users can engage with a large number of clients, addressing their needs in a highly personalized way with individual Salesforce CRM partners covering various customer communication scenarios. It’s a chance to take marketing even further.

Sales rates decreasing caused by inconsequential sales processes

With Sales Cloud, we may assist you in the sales process straightening. To avoid the lead loss and mismatched data we formalize the sales processes. To guarantee efficient process automation, we recommend using default Salesforce functionality or code-based customizations, which allows planning the sales process and guiding it accurately. It helps to improve the accuracy of the forecasts up to 38% as well as to increase sales productivity by the same level, what, consequently enlarges the sales revenue by 28% and the sales win rate by 26%.

Lingering case resolution and consequent insufficient customer service

We also can help you to enhance your customer service quality by default or custom case management instruments of Service Cloud. Both options have the tools of automated case assignment, prioritization, and escalation. With Service Cloud, you can decrease the case resolution time and promote the productivity of the customer support team. The data talk for themselves – due to the average percentage of improvements reported by Salesforce customers, support costs were decreased by 22%, customer retention has grown up to 26%, case resolution growth is observed to 31%, and the development of the customer satisfaction has risen up to 35%.

Our Cases

All cases

Need to speak with
our Salesforce experts?

Let’s Chat
Need to speak with  our Salesforce experts?