CRM Solutions

Delivering an Optimized Salesforce Ecosystem

You need your CRM to deliver on its promise to improve customer relationships, streamline workflows, and enhance productivity. According to Salesforce, “Since the introduction of CRM systems in the 1990s, the implementation failure rate has been disturbingly high.”

Your Salesforce implementation may be falling short of what you envisioned due to:

Poor user adoption
Misaligned business objectives
Data roadblocks
Lack of integration between systems

We can help you bring your Salesforce vision back into focus.

Envision a Salesforce instance that delivers on your business goals.

Contact us about performing a comprehensive Salesforce performance evaluation.

Salesforce Expertise

Salesforce is a powerful tool, but we encounter many organizations who are struggling to capture the full potential of the platform. Often though, problems with Salesforce are not an issue with the platform itself.

Optimizing Salesforce to meet your business goals could easily and successfully allow you to improve your ROI. Here’s how our Salesforce assessment can help:

Current-State Analysis

Our Salesforce process assessment begins with our process experts performing a current-state analysis of your workflows, business requirements, sales process, custom reports, and Salesforce platform.

Analyze & Document

Working in collaboration with business stakeholders and Salesforce users, we analyze and document your current business processes to uncover opportunities for improvement in your day-to-day sales, marketing, and customer support operations.

Technical Review

Our technical experts will assess your current Salesforce instance including configuration, campaign management, pipeline management, analytics, and data flows between enterprise tools.

Recommendations & Implementation

After thorough analysis and documentation, our Salesforce customization consultants will produce recommendations for optimization and workflow automation. Additionally, we’ll provide a detailed implementation roadmap, including any custom development needs, and a change management plan to inform and excite users about the upgrades.

Case Study

Salesforce Optimization Assessment

Our client had multiple, independent sales and marketing teams with various CRM tools, leading to suboptimal Salesforce processes related to the Marketing and Sales funnel. They were missing sales opportunities and asked us to assess their Salesforce instance and develop a plan for process improvement. Our team conducted one-on-one interviews with relevant stakeholders and more…

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