Salesforce Consulting Services

Whether you are new to Salesforce or you are already a customer, we can help you maximize your CRM investment by optimizing its functionality according to best practices and to support high velocity sales cycles and business growth.  We provide services to implement, customize or transform the following Salesforce offerings:
  • Sales Force Automation (Sales Cloud)
  • Pricing & Quoting (CPQ)
  • Customer Service and Support (Service Cloud)
  • Partner Relationship Management
  • Customer Success/Account Management
  • Customer Self-Service
  • Sales Force Compensation (Commissions)
  • Executive Dashboards, Key Performance Indicators and Real-time Reporting and Analytics

When Do You Need Salesforce Consultants?

We find that our customers reach out to us when they are facing the following challenges:
  • Lack of in-house expertise to implement or maintain Salesforce through growth and expansion
  • Incorporation of acquired entities
  • Concerned that leads are not effectively moving through the pipeline
  • Poor visibility into sales activities and pipeline
  • Difficulty in understanding sales trending over time
  • Lack of trust in the data or information
  • Difficulty understanding the 360 view of customers including their support requests

Salesforce Implementation Services

Our 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 - both current state and desired future state aligned with best practices -  which will drive your configuration requirements leveraging our Phased Approach.  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.

Salesforce Optimization Services
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We will work with you to assess your existing Salesforce environment. We will collaboratively review your system and configuration, and then offer a plan to meet your objectives and reduce or eliminate technical debt.  Optimization services commonly include Salesforce 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 Phased Approach methodology.

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:
  • 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