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If you’ve decided to use Salesforce as your CRM, we can help you get started. With the right planning and set up, you can automate your sales and marketing processes to do more selling and less admin every day.
When introducing Salesforce into your business, we check that your IT infrastructure is working well together to ensure a seamless integration. This step means you can analyse data insights and customer behavior, helping you take your business to the next level.
We will break down your project into stages, rather than completing everything in one go. This allows us to conduct testing, seek your feedback and make necessary adjustments, to ensure your Salesforce platform is delivered correctly.
There are three stages:
Introducing Salesforce involves more than a few training sessions on how to create a record, run a report or view a dashboard. We need to change behaviours so that your team recognises Salesforce as the essential tool it is. We will show you how to overcome resistance and effectively onboard all your team members.
This is ideal for businesses that need to update mature Salesforce implementations or fix issues with their current design.
Many of our clients need to migrate from the Classic experience to Salesforce Lightning. This product delivers a more modern, intuitive and friendly experience, as well as new features. Our expertise will ensure a smooth migration at minimum cost.
Simplify your business operations by bringing multiple software tools together. We can integrate popular accounting, marketing, administrative apps and bespoke systems with Salesforce.
From everyday support to full feature enhancements, we will tailor an affordable support package for you. Our “pay as you go” model means you will never pay in advance for support hours that you don’t use.