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Services

SALESFORCE CONSULTING

We cover all aspects of working with Salesforce, from analysing current processes to implementation and follow-up support.  The service covers all aspects of working with Salesforce: from analysing current processes to implementation and follow-up support. Consulting helps companies maximise the use of Salesforce capabilities, automate key processes, improve customer interaction and increase operational efficiency.

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What is included in the service?

Many businesses struggle to maximize the value of their Salesforce investment due to various challenges, including:

  • Underutilization of Features: Not fully leveraging Salesforce capabilities to optimize business processes.
  • Inefficient Workflows: Existing workflows may not be optimized, leading to manual effort and bottlenecks.
  • Scalability Issues: Salesforce implementation may not be designed to scale with growing business needs.
  • User Adoption Challenges: Employees struggling with the system due to lack of training or complex interfaces.
  • Data Quality Concerns: Inaccurate or inconsistent data hindering effective decision-making.

What are the next steps?

  • Analysis and evaluation: Conducting interviews with key personnel, analysing existing systems and processes, gathering requirements. Result: A detailed report with recommendations for Salesforce implementation and a plan for further actions.
  • Develop an implementation strategy and plan: Defining implementation objectives, mapping out milestones and timelines, developing an adaptation strategy. Result: Approved implementation plan with detailed description of all stages and KPIs.
  • Salesforce adaptation and customisation: Customise objects, fields, interfaces; create custom reports and dashboards; automate processes with Workflow, Process Builder and other tools. Result: A fully configured Salesforce system, ready to use.
  • Integration with other systems: Identify required integrations, develop and customise APIs, test integrations. Result: An integrated system that enables data sharing between Salesforce and other applications.
  • Training and support: Conduct training, produce training materials, provide technical support. Result: A team ready to work effectively with the system and make the most of its capabilities.
  • Optimisation and improvement: Monitor system usage, analyse data, implement improvements and new features. Result: An efficient, optimised Salesforce system that evolves with the business.

What do you get?

  • Increase business efficiency: Key actions: Optimisation of business processes and automation of routine tasks. Result: Reduced cycle time and operational costs.
  • Flexibility and scalability: Key actions: Customising the system to adapt to business changes and expansion needs. Result: A system that easily scales and evolves with company growth.
  • Reduce implementation time: Key actions: Leveraging experienced consultants for efficient implementation. Result: Quick deployment with minimized risks and avoidance of common errors.
  • Expert support: Key actions: Providing access to specialized knowledge and expertise. Result: Maximized utilization of Salesforce capabilities and optimal system performance.