Salesforce Consulting Services
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Whether you are new to Salesforce or you are already a customer, we can help you maximize your CRM investment. We provide services to implement, customize or tune the following Salesforce offerings:
- Sales Force Automation (SFA)
- Marketing Automation
- Customer Service and Support
- Partner Relationship Management
- Customer Self-Service
- Sales Force Compensation (Commissions)
- Executive Dashboards, Key Performance Indicators and Real-time Reporting and Analytics
When Do You Need Salesforce Consulting Services?
We find that our customers reach out to us when they are facing the following challenges:
- Lack of in-house expertise to implement Salesforce
- Concerned that leads are not effectively moving through the pipeline
- Poor visibility into sales activities and pipeline
- Difficulty in understanding sales trending over time
- Unsure how marketing programs are converting to sales
- Trying to gain a 360 view of their customers including their support requests
Salesforce Implementation ServicesOur implementation services are designed to get you up and running on Salesforce efficiently and effectively. We invest the time to understand your business and its processes, which will drive your configuration requirements. We then focus on your data model, and develop an optimal data migration strategy. Then, we can build the necessary integrations to connect Salesforce to almost any other business application to give you end-to-end customer visibility. Finally, we create the reports and dashboards that provide the insight and analytics you need to manage your business.
For organizations who are seeking a value-based implementation, we offer the Quickstart ROI Service. |
Salesforce Optimization ServicesSaaS Consulting Group will work with you to assess your existing Salesforce.com environment. We will collaboratively review your system, and then offer a plan to meet your objectives. Optimization services commonly include Salesforce.com customization such as custom fields, custom reports, custom scripts, workflows, triggers and/or coding. Optimizations generally follow a tailored project methodology, leveraging elements of our implementation methodology.
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Salesforce Custom Development
Salesforce makes it easy to extend your current CRM by utilizing its powerful, scalable and secure cloud platform. SaaS Consulting Group’s team of developers can build a custom application using the Force.com cloud platform.
Some of our custom applications include the following:
Some of our custom applications include the following:
- Custom Quoting Objects
- Custom Order Management Objects
- Quote-to-Order Integration within Salesforce exclusively
- Partner Portal Customizations
- Knowledge Base and Support Portal Customizations
- Lead Assignment Custom Workflows
- Pricing and Discount Customization
- Support Score Tracking Customization
