Services

Quickstart

Our Salesforce quickstart packages have a predefined scope, are fixed price and are designed to help small to medium businesses get their Salesforce CRM up and running as quickly and efficiently as possible.
SUITABLE IF:

  • You employ between 1-100 employees
  • You want to get up and running quickly
  • You have a limited budget
THE BENEFITS:

  • Get up and running in 2-10 days
  • Fixed price and great value for money
  • Builds the basic foundation for the system which can be expanded as the need grows
WHAT’S INCLUDED:

  • Requirements meeting to understand your requirements
  • Building to your specification
  • Training Session & Support Trial

Salesforce Support

Once your Salesforce system is up and running it is vital that it is kept up to date and continues to give you accurate and meaningful information. We offer a customised Salesforce Support package that will take care of upgrades, technical maintenance and routine administration tasks including user management, security policies, data quality, training and configuration changes. This allows you to maintain focus on your core business strengths and have confidence that Salesforce is working at its best for you.

SUITABLE IF:

  • If you have limited Salesforce expertise internally
  • You don’t need full-time internal Salesforce champion
  • You want on-demand Salesforce support
THE BENEFITS:

  • Remove the worry as you always have a Salesforce expertise at hand
  • Ensure you are using Salesforce properly
  • Free your internal resources and save money
WHAT’S INCLUDED:

  • Quick customisations and new configuration changes
  • Continuous improvements to your Salesforce usefulness
  • Training to your team members

Salesforce Training

We can provide different types of Salesforce training. We can offer training to you and your team, admin-training or super-user training, all depending on your requirements.

SUITABLE IF:

  • Your in-house Salesforce expertise is limited
  • You’re struggling to get your team using Salesforce
  • Your Salesforce admin has just left the business
THE BENEFITS:

  • You can trust that Salesforce is being used effectively in your business
  • Ensure you are using Salesforce to its maximum potential
  • Provides you with an internal product champion
WHAT’S INCLUDED:

  • End User Training
  • Admin Training
  • Train-the-Trainer Training

Salesforce Health Check

If you want more confidence in your current Salesforce set-up, we can perform a review and recommend things that can be improved or fixed. We’ll help realign Salesforce with your latest business strategy and processes, implement best practices and uncover new opportunities.

SUITABLE IF:

  • Your business processes have recently changed
  • Your Salesforce set-up isn’t working as intended
  • Your Salesforce configuration hasn’t been updated in a while
THE BENEFITS:

  • Quickly identify issues and low hanging fruits
  • Implement best practices
  • Establish benchmarks
WHAT’S INCLUDED:

  • Technical review of current configuration
  • Review and re-alignment with business strategies
  • List of technical and functional recommendations