Ongoing Support 2018-04-17T22:10:03+00:00
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Salesforce Ongoing Support

Support for your CRM is crucial to both the system and user engagement. Making sure your users have someone to contact that can quickly point them in the right direction or help with an issue allows staff to feel comforted with the new CRM. We have options that tailor to the needs of your business.

As a long-standing global partner of Salesforce, we have worked with companies of varying sizes worldwide. In addition to Salesforce’s core CRM products, we have significant experience working with other Salesforce products and platforms including LiveMessage (formerly HeyWire), Pardot, Marketing Cloud, Quote-to-Cash, as well as developing custom applications on Force.com.

We focus on providing an outstanding customer experience, and work hard to ensure client success. Our team of highly qualified consultants, solution architects and developers are focused on one thing: ensuring the proper solution gets implemented for our customers.

Sales Engagement BOOST

Help your sales team appreciate the importance of using the CRM along with a better understanding of the data they are required to input. The sales team have a different responsibility while using Salesforce. Focusing a training session that highlights their position, using their data, their opportunities allows us to show the team what not managing their opportunities has on the pipeline, and forecasting.

Taking the time to show the benefits of the CRM and the effect they have on the system gives a much-needed BOOST to your CRM

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Engagement BOOST

This package is usually best after a few tweaks have been made to your CRM or functionality has been added:

  • Quoting – Conga Composure
  • Proposals – Panda Docs
  • Surveys – GetFeedback
  • SMS – SMS Magic
  • Mapping – GeoPoint
  • Case functionality
  • Assets

Through this process we would have become familiar with your business and timing is right to re-train your users and BOOST engagement in the CRM. Focusing on issues the users were having and areas that slow the processes we can increase engagement along with training on the added functionality.

Face-to-Face Training

New Implementation Training Package
After we have implemented your Salesforce a Face-to-Face training session with your users in the live environment with real data will help the users engage quickly with the system, help kickstart their NEW routine in your Salesforce environment and start the path to using the CRM the way the business wants it to be used.

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Custom Training Package

Based entirely on your needs, your system and your process flows, we create a training session that is based on each division’s daily process. Walking the users through each step in the live system to ensure the new CRM is the highlight of the training. Being face to face with the users is important, if possible we recommend all users have a face to face session.