If you are new to CRM and haven’t yet purchased Salesforce license, or, have recently purchased Salesforce but haven’t really started using it. We will help define your business challenges and find ways to solve them with CRM functionality.
If you have an existing CRM system, not Salesforce, but want to migrate it to Salesforce, we can help. We’ll devise a CRM implementation strategy to power your new Salesforce CRM with the best of your legacy CRM, and make it fill the gaps the previous system had. We’ll plan the migration process for smooth transition, suggest new Salesforce CRM configurations, customization’s and integrations. We’ll implement the migration plan, and configure your new Salesforce CRM with additional, customization’s and integrations and train your users on the new platform. And provide on-going consulting, administration and development as needed.
If you already have Salesforce and have been using it a while, but are not happy with your results and want to make specific changes, we can help. We’ll help you identifying your challenges clearly and then suggest best-in-class solutions to increase your overall effectiveness. We’ll then implement those configuration enhancements, customization’s and integrations, train users on those new features, and provide on-going consulting, administration and development as needed.
If you’d like to get more out of Salesforce but don’t have the time to figure out what to do next, or just don’t know where to start, we can help with that. We can help you improve your current Salesforce CRM. We’ll inspect the efficiency of your current CRM and suggest technical and process improvements to achieve higher ROI. Create a comprehensive CRM strategy to provide for smooth CRM evolution. Suggest CRM configurations, customizations and integrations. We can then implement CRM configurations, customization’s and integrations, train users on new features, and provide on-going consulting, administration and development as needed.
If you’re not sure where to start, we can help with that too. We know you’re busy. And sometimes it’s hard to take that first step. We can schedule a quick call to get to know you better and uncover your most pressing issues and tailor a plan just for you.