Salesforce Help

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So you’ve just purchased Salesforce

What’s next?

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Looking for Salesforce help? You’re not alone.

Many businesses are often unaware that when purchasing the Salesforce CRM system, Salesforce isn’t actually involved in the configuration process. Yes, there are many immense benefits waiting for you, but they are only achieved if you can get Salesforce configured in a way that suits your needs.

Because your business is unique, it only makes sense that your Salesforce CRM system should be too. But unfortunately, people just don’t know enough about getting Salesforce to work for them from the beginning. It is estimated that 80% of potential ROI is being missed out on purely because businesses haven’t optimised their CRM system to suit them.

To offer you more valuable Salesforce help, in this tell-all video find out how OYF can get new users up and running with the world’s leading CRM system.

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What can I do if I just purchased Salesforce?

If you’re one of these businesses, then you’re probably feeling frustrated with your purchase and the lack of Salesforce help. And understandably so!

Luckily OYF is here to help. We understand your frustrations but also understand that by getting your Salesforce CRM to work for you, you are setting yourself up for massive success. By deciding on how much functionality you require from Salesforce we can offer you a Quick Start package to get you up and running on the system ASAP, or a full implementation package which ensures Salesforce is working exactly how you want it.

Take a look at out our solutions below.

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What Salesforce help can OYF offer?

As your implementation partner, our role is to make sure that your business requirements and priorities are met and that the right parts are put into place in a language that means something to you.

You are the experts in your own business. So you know where this investment in Salesforce will bring the biggest return in the shortest amount of time.

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Why should I choose OYF?

Of course, we can offer a standard ‘off the shelf’ Salesforce CRM implementations, however, these rarely fit the true needs of your business. The last thing we want is to clutter your system with features and elements that are of no benefit to you.

That’s why we suggest a slightly different approach when we start working with you. This is based around a more bespoke implementation plan which accurately targets the bits you need and don’t need, so that you receive the best solution for your company at the best investment value.

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What can I expect from OYF?

So what should you expect from one of our bespoke implementation plans? We want to ensure that you are getting only the most relevant and effective Salesforce help, and to guarantee this, we tailor the process every step of the way.

Keep reading for an overview of our typical project structure when it comes to Salesforce help:

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Step 1: Requirements Meeting

We’ll get to know you and your business to work out exactly what you need from Salesforce, to guide the initial proposal for our design solution. This meeting can be onsite or remotely over the phone, whatever suits you best!

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Step 2: Design Acceptance

Our design proposal will be sent to you for review. If you require any changes or have other feedback, the design proposal will be edited. Once you are completely happy with what we will implement, you can sign the proposal off and we’ll get to the building.

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Step 3: Build Phase

Time to bring your design to life! We’ll build your Salesforce CRM to the proposal, whilst agreeing on regular intervals to inform you of the process.

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Step 4: User Testing

Now it’s over to you. We’ll hand over the build to you so you can test the system is in line with your initial requirements from Salesforce.

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Step 5: Build Sign-Off

Once you’ve undertaken some user testing, you can inform us of any changes that need to be made, and we will update the system. When you are again, completely happy, you can sign of the build and we’ll get a training date booked in.

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Step 6: Training

With your shiny new Salesforce system ready to go, it’s important that your users are trained effectively. We’ll cover all areas implementing during the build so that Salesforce CRM can be used to help your business thrive.

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Step 7: Deployment and Go-live!

Finally, your build will be deployed from the test phase into your live Salesforce environment.

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What benefits will I see?

Whatever level of implementation you are looking for, there are huge benefits to be had when you decide to incorporate Salesforce CRM into your business. From saving time to improving productivity, the benefits are limitless. Hover over the boxes below to reveal more.

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The ability to automate previously manual reports is a huge time saver. No more filling in endless paperwork as Salesforce can use advanced AI technology to automatically generate invoices, payment reminders, welcome emails and much more. Additionally, being based in the cloud means any of your users can access customer data anywhere and at any time. No more delays for customers and no more prolonged handovers for you!

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At the heart of any CRM software is the desire to put customers first, and Salesforce is no different. The system will allow you to nurture your customer relationships in a way previously unattainable. Expect faster responses to customers with no need for them to repeat information they’ve already provided. A 360-degree view of each customer is the key to catapulting your customer service into new heights!

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Salesforce gives your users everything they need to do their job well. With data easily accessible, any obstacles to completing a task are removed. This will ultimately increase productivity, self-efficiency, and of course, ROI.

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With all your data in one place, Salesforce can easily analyse information and generate reports. Quickly locate analytics regarding your sales goals or performance to ensure you’re all on track. Not only will this help guide your future strategies, but it will also allow to make more effective decisions and ultimately create greater customer loyalty.

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Basic Salesforce Set-up

If you’re not sure on exactly what you want from Salesforce but know you want to get using the system, we offer a Quick Start package to get you up and running in 2-to-10 days.

Our Quick Start service will build you the basic foundation for Salesforce CRM which you can expand on as you grow. Whether you’re a small sales team or a mature business, we can implement the basics needed for your level. Not only can you rest assured that your CRM system has been implemented correctly, but you are also getting fantastic value for money which is ideal for SMEs and smaller businesses.

We’re currently offering you the chance to win a free 2-day Quick Start package with us to get your business going with Salesforce CRM.

[/fusion_text][fusion_separator style_type=”none” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” class=”” id=”” sep_color=”” top_margin=”10″ bottom_margin=”10″ border_size=”” icon=”” icon_circle=”” icon_circle_color=”” width=”” alignment=”center” /][fusion_button link=”https://andys12.sg-host.com/contact/” text_transform=”” title=”” target=”_blank” link_attributes=”” alignment=”center” modal=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” class=”” id=”” color=”custom” button_gradient_top_color=”#1c497a” button_gradient_bottom_color=”#1c497a” button_gradient_top_color_hover=”#1c497a” button_gradient_bottom_color_hover=”#1c497a” accent_color=”” accent_hover_color=”” type=”” bevel_color=”” border_width=”” size=”” stretch=”default” shape=”square” icon=”fa-arrow-alt-circle-right fas” icon_position=”right” icon_divider=”no” animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_offset=””]WIN A FREE QUICKSTART PACKAGE[/fusion_button][fusion_separator style_type=”none” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” class=”” id=”” sep_color=”” top_margin=”10″ bottom_margin=”20″ border_size=”” icon=”” icon_circle=”” icon_circle_color=”” width=”” alignment=”center” /][fusion_testimonials design=”classic” navigation=”no” speed=”” backgroundcolor=”#ededed” textcolor=”#777777″ random=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” class=”” id=””][fusion_testimonial name=”Jake Higgins” avatar=”male” image=”” image_id=”” image_border_radius=”” company=”Manor by the Lake” link=”” target=”_self”]

“OYF really spent the time learning what our business does and how we do it and what we wanted to achieve, and really adapted themselves to achieve the goals that we had”

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