Salesforce CRM Consulting Services

Salesforce CRM Consulting Services can be used to solve your specific CRM challenges, from low win rates due to an inconsistent sales process, poor customer service due to lengthy case resolution and low lead conversion rates due to sporadic marketing tactics.

Salesforce Consulting Services

What Our Salesforce Consultants Do

If you plan to implement Salesforce or improve your existing solution, Dallas CRM provides comprehensive consulting, which includes:
We can help you identify and define business objectives you want Salesforce to support. We can design dashboards and reports to increase visibility, help to reduce long sales cycles or case resolution time by automating some of your sales and customer service-related processes.
Mapping business objectives into Salesforce features takes place after your business goals are clear. We’ll then help you select Salesforce functionality (either default or custom) to achieve them. Recommending the most suitable Salesforce edition, so you get your business challenges addressed without paying for unneeded features. We analyze your requirements and suggest an edition, which will be a perfect match for your business.
Working with your internal team, we’ll help design sales, customer service and marketing processes in Salesforce Sales, Service and Marketing Clouds. For example, we automate sales and customer service workflows, create personalized customer journeys and targeted advertising campaigns.
Building a user adoption strategy. We’ll help your users to master your new Salesforce system by creating a user adoption strategy, which comprises user training, timely user support, release notes, and in some cases, offer incentives and rewards to users for using the new system.

Challenges We Solve

If you’re already using Salesforce, we find solutions to a number of challenges you may be facing, including:
Low win rates due to an inconsistent sales process. We help identify pain points and modify Salesforce Sales Cloud to improve or fully transform your sales process. Process automation efficiency is a key to success. We’ll identify, suggest and implement default Salesforce functionality or applying code-based customization. The most important thing is to create a well-structured sales process and show how it is followed, which guides sales reps on their way to closing deals.
Poor customer service is usually due to lengthy case resolution. We’ll help you to improve your customer service quality by using default configuration or custom case management functionality of Salesforce Service Cloud. We’ll help you leverage its mechanisms of automated case assignment, prioritization and escalation allow supporting your service agents’ productivity.
Low lead conversion rates. We can help you increase your lead to opportunity conversion rate by deploying best-in-class omni-channel marketing campaigns within the Salesforce Marketing Cloud. We’ll work with your team to develop and deploy efficient custom communication scenarios that will engage with all of your leads and prospects, treating each of them in a highly personalized way, to encourage interaction and engagement. On a tight budget? We can also deploy custom campaigns that only focus on specific activities. These campaign can also prove to be very successful if implemented properly.

Chose A Salesforce CRM Consulting Services Path

Here are a number of ways to think about engaging with Dallas CRM:
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.