Consulting

Strategic CRM Guidance and Hands-on Expertise

Planning and implementing customer relationship management (CRM) solutions can be a significant undertaking. Salesforce.com's Successforce Consulting helps you succeed by unlocking the power of our business solutions and providing you with the greatest value from your investment.

Our experts provide the strategic guidance and hands-on expertise you need to make your CRM initiative a success. Regardless of whether you're creating your first CRM system, replacing an existing system, or customizing your Salesforce application, there's a services offering for your organization.

Successforce Consulting Methodology

Once you understand your business challenge, thinking through the following key phases for CRM success is critical: planning, implementing, reinforcing, and optimizing. Working with salesforce.com will help you get value from features and functionality you may have considered beyond your reach.

Based on thousands of successful deployments, we've created a structured and iterative methodology, designed to enhance your performance, drive end-user adoption, and accelerate your return on investment. From proactive discovery and planning services to project management, solution deployment, and the final hand-off to Successforce Support, we provide the expertise you need.

Implementation and Configuration Services

Customers of all sizes benefit from the speed and execution of our QuickStart Assist and QuickStart Optimize services. These QuickStart services provide on-site assistance and training from Salesforce experts who evaluate and tune new and existing implementations, as well as providing your executives with a dashboard that tracks your most critical business metrics. We also offer Success Coach services, which were created to help very small customers get up and running.

Data Management Services

Your most valuable information is data about your customer accounts. But it may be located in disparate or paper-based systems. In order to maximize your productivity and transition from your old applications, you need to unite all your data. Salesforce.com’s data management services can help you extract the data from your legacy systems, structure it in coherent hierarchies, clean and reformat it, and, finally, import it into your Salesforce application.

Integration Services

We understand the increasing importance of integrating your business processes across all your applications. Salesforce.com's CRM applications are tightly integrated. Our integration services experts can help you integrate our applications with your back- and front-office enterprise applications, allowing easy sharing and maintenance of critical customer information.

Best Practices

No one knows salesforce.com's applications and on-demand CRM solutions better than we do. Our experience is based on thousands of successful implementations of our sales force automation, marketing automation, and customer support applications. Engage Successforce Consulting, and you'll learn about best practices from the consultants who have helped make our customers successful.

For more information about our methodology and how to set up your company for success, contact your account executive.