Salesforce for Business
We help SMEs grow sales and provide exceptional customer experiences by harnessing the power of the Worlds #1 CRM.
Salesforce is the worlds leading CRM solution, designed to help organisations build and maintain trusted and lasting relationships.
Salesforce is a native cloud platform on which any application can be built to support your business processes. Originally designed to accelerate sales performance, it now encompasses customer services and a range of solutions which can provide a 360º view of your business and your stakeholders.
All of the solutions come with the flexibility to adapt to your specific needs, the scalability to support small businesses through to multi-national enterprises and the security to provide absolute confidence that your data is secure.
Core platform features
Flexibility – Can be expanded and adapted to your specific needs.
Accessibility – Move information to the cloud, making it accessible to anyone, anywhere.
Interoperability – Connect and relate data from other systems.
Consistency – A consistent interface to improve training and adoption.
Analytics – Create and access live, real time reports and views of all your data.
Security – The security of the worlds number #1 CRM system.
Scalability – Suitable for SMEs through to enterprises.
Extensibility – Access a vast marketplace of additional functionality via the AppExchange.
Sales Cloud features
Contact management – Manage communication with all of your stakeholders via all channels.
Lead management – Keep track of leads and enable one-to-one marketing.
Opportunity management – Improve visibility and collaboration around your sales pipeline.
Compensation – Manage complex, commission based compensation plans.
Quoting – Create and track quotes, including products, flexible pricing and discounts.
Contracts – Generate and track contracts, including e-signature capabilities.
Sales forecasting & pipeline reporting – Advanced, realtime reporting on your sales pipeline.
Territory management – Manage different sales territories and exchange rates.
Service Cloud features
Case management – Receive and manage customer service requests through to completion, via multiple channels including voice, email, instant message and chat.
Workflow & approvals – Build bespoke workflow to manage both customer service and operational needs, adding automation to increase efficiency.
Analytics & reporting – Realtime dashboards and reporting of key metrics across your customer service and operations teams.
Telephony integration – Automatically log voice interactions against your contacts, helping analyse reason for contact and propensity to contact at a customer level.
Self-service – Enable customer self-service to reduce the propensity to contact and lower the cost-to-serve.
SLAs – Monitor and apply Service Level Agreements.
How we can help you
Successfully adopting new technology can be transformative, but it can also be challenging. We focus on the three pillars of people, process and technology to deliver maximum business value while minimising disruption.
People
Changing habits can be difficult. We have realised over the years that to build trust, it’s essential to involve staff from all tiers of an organisation early on. We take them on the journey as well as providing training and support along the way, to ensure they make full use of the new capabilities.
People services include
• Orientation & training • Change management • User acceptance testing • Ongoing user support
Process
Simply moving your existing processes into Salesforce misses the opportunity to improve and leverage new capabilities. Managing this change has to be done with sensitivity to maximise value without unsettling your team and is closely tied to our work with people.
Process services include
• Business analysis • Process redesign • Change management • Documentation & training materials
Technology
We have many years experience implementing Salesforce solutions for a wide variety of organisations. Our expertise and product knowledge enable us to maximise the inherent value of the platform, customising it to your exacting requirements.
Technology services include
• Procurement • Solution design • Configuration • Coding (if required) • Integration • Technical support