If you are familiar with Salesforce, you already know that business users get robust Customer Relationship Management (CRM) functionality right from the start. In addition to its native functionality, Salesforce can be customized to fit the needs and pain points of your organization. Optimize efficiency and deliver results through process automation and custom workflows.

If your company is currently exploring the possibility of a new Salesforce customization project, here are few questions to consider:

• Have you identified your organization’s areas for improvement within your sales processes?
• Are you planning to add process automation so sales reps have more time to cultivate relationships and close deals?
• Have you identified the need for new custom fields?
• Do you want to manage new parts of your business within Salesforce?
• Are you considering implementing a new marketing automation tool like Marketo or Pardot and need to integrate the tool into your Salesforce instance?
• Do you need to move data from Salesforce into other apps in real-time or on a consistent schedule?
• Have you identified the need for more restrictive data security settings?

Are you ready to get started with your Salesforce customization project? The consultants and developers at SaaS Consulting Group can walk you through the impact of any changes to your overall system and to your users, as well as provide a realistic timeline for completion of the project. Click here to begin speaking with our team at team SaaS Consulting Group.
 

Are you and your firm’s partners experiencing misalignment in various points along your sales channels? Do you desire the ability to centralize your goals and activities in a secure, branded location? Time to look into Partner Relationship Management (PRM) by Salesforce. This software provides customers with the tools and content to increase efficiency by eliminating the "clutter" across various sales channels. Align your partners and keep them up to speed in one, unified place. Increase partner engagement and manage marketing development funds to develop effective co-marketing campaigns. Finally, tailor and personalize your channels to better support the needs of your partners, which accelerates your entire channel sales process.
 
Visit our team at SaaS Consulting to hear about more of the functions you can expect from Salesforce PRM. Our team of Certified Salesforce Consultants understand the importance of effectively managing these relationships. Click here for a complementary discovery session with one of our experienced Salesforce Certified Consultants! 

Do time-consuming finance and accounting processes result in delayed decision making for your management team? Are these processes lagging as a result of manual data entry or lack of controls/approvals within your organization? NetSuite provides solutions by placing these processes on a single, cloud-based system. Set business rules to send alerts to various team members regarding relevant information/progress. Next, utilize NetSuite's standard and custom reporting tools to present the most meaningful KPI's to your users. Finally, harness the benefits of financial segments in order to ensure clear and concise reporting.  

NetSuite is a best practice for managing business finance and accounting. Our team at SaaS Consulting Group consists of experienced Accountants who recognize the importance of proper reporting across your entire organization. Click here to begin speaking with one of our NetSuite Certified Consultants. 

Are your sales processes prolonged due to your sales team's inability to generate quotes in an accurate and  timely manner? Have you experienced frustration from customers due to unreliable commitments from your sales reps?  Salesforce CPQ, or Configure, Price, Quote software, provides your team with the ability to efficiently generate quotes for order. Quotes constructed with Salesforce CPQ are automated according to a predetermined set of rules, ensuring accurate pricing that accounts for various quantities, discounts, customizations, and optional features of products. 

Our team at SaaS Consulting Group consists of various CRM and ERP software solution sales engineers and professional services administrators. Our expertise, accompanied with the powerful tools provided by Salesforce CPQ, can drastically transform your sales process and remove the existing inefficiencies within your organization. Click here to learn more.