TECHNOLOGY

Salesforce® Sales Cloud®: Current State Analysis & Future State Roadmap

We analyse your Salesforce® Sales Cloud®’s current and future state, design roadmaps and lead the implementation. Prior deployments have resulted in over 25% sales productivity gains and over 7x Pipeline growth year over year. The industries we serve include Information Technology and Services, Computer Software, Pharmaceuticals, Hospital and Health Care and Retail.

We also work with companies who want to revamp or extend the use of the platform to integrate and automate new sales processes. Our Salesforce® Sales Cloud® expertise includes:

  • 360-Degree View of the Customers integrating internal and 3rd party data sources.
  • Customer Asset and Product Management (i.e. bundles, tiers, SKUs and complex discount structures)
  • Salesforce®‘s CPQ, 3rd CPQ tools and Custom-built CPQ
    Opportunity life cycle (from lead to order)
  • Multi-layer Approval processes
  • Sales Teams set-up for New Business, Account and Territory Management, including monitoring the usage of Consumables, Up-selling and Cross-Selling
  • Pricebook customisation
  • Procurement / Buy-side price books
  • Bill of Materials, Inventory Consumption, Closing Processes
  • Dashboard, Reporting and Analytics

Please schedule a discovery call to discuss customising an engagement.

Salesforce® Service Cloud®: Current State Analysis & Future State Roadmap

We analyse your Salesforce® Service Cloud®’s current and future state, design roadmaps and lead the implementation. Prior deployments have resulted in over 25% Service Rep Productivity gains and significant growth in Customer Satisfaction. The industries we serve include Information Technology and Services, Computer Software, Pharmaceuticals, Hospital and Health Care and Retail.

We work with your team and instil a continuous process of improvement that results in outstanding service experience in every interaction with their customers. We help you develop long-term customer relationships through the correct utilisation of technology.

Our Salesforce® Service Cloud® expertise includes:

  • Setting up Service Teams.
  • Queues and Omni Channel Implementation.
  • Live Agent system setup.
  • Email to Case setup, including advanced email processing using Email controllers and Apex code.
  • Setting up a Knowledgebase.
  • Setting up Case management processes.
  • Case escalation process.
  • Implementing Service Level Agreements.
  • Case response time tracking.
  • Implementing Field Service Lightning.

Please schedule a discovery call to discuss customising an engagement.

Salesforce® Marketing Cloud®: Current State Analysis & Future State Roadmap

More than 75% of customers expect companies to provide a consistent experience whenever they communicate with them. Use the Salesforce® Marketing Cloud® intelligent marketing to understand your customers’ preferences; personalise communications; and taking your customers across their journey, sending messages before, during, and after the sale or service experience.

Our Salesforce® Marketing Cloud® expertise includes:

  • Lead Enrichment, Qualification, Nurturing and Routing
  • Queues, Round Robin process, Assignment Groups, Custom Logic using Apex code classes and triggers
  • Omni Channel implementation
  • Pardot implementation
  • Creation and Management of Webform using custom or third-party tools (i.e. Marketo)
  • Set up of Salesforce®’s Web to Lead process
  • Creation of Customisation of Complex Web Form processors using Apex code to support complex business logic
  • Lead import and integration with third-party lead providers
  • Integration between email-tools and Salesforce® (i.e. opt-in/opt-out marketing)
  • Integration between Sign-up/Webinar Systems (i.e. Bizzabo, On24) and Salesforce®

Please schedule a discovery call to discuss customising an engagement.

Salesforce® Support and Productivity Enhancement

Recent research* shows that less than 25% of sales leaders are “highly confident” in their CRM data, while less than 50% reported a high CRM adoption rate. We help you leverage technology and implement a formal and dynamic business process to achieve high adoption rates and rigorous business processes that result in better and more predictable results.

We help you revamp or extend the use of your Salesforce® platform to integrate and automate new Sales, Marketing and other business processes. Our Salesforce® expertise includes:

  • API integration experience
  • Analysis, solution design, technical architecture, development
  • Systems integration with other IT platforms
  • Best practices for increasing productivity
  • World-Class reporting and analytics
  • Training and deployment
  • Support and Maintenance

Please schedule a discovery call to discuss customising an engagement.

 *2019 World-Class Sales Practices Study – Miller Heiman Group

Salesforce Community Cloud: Current State Analysis & Future State Roadmap

We analyse your Salesforce® Community Cloud’s current and future state, design roadmaps and lead the implementation. Prior deployments have resulted in significant customer and employee engagement. The industries we serve include Information Technology and Services, Computer Software, Pharmaceuticals, Hospital and Health Care and Retail.

We consistently deliver Community Clouds to enable effective sales and nurture self-sufficiency in product and service deployment. Furthermore, Community Cloud facilitates partner training and increases the knowledge base of your company.

Please schedule a discovery call to discuss customising an engagement.

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