Choosing the right Salesforce edition means that you achieve your business challenges without paying for unneeded features. We analyze your requirements and suggest an edition which will be a perfect match for your business goals and objectives.

Whether you need to enable reports with increased visibility, reduce long sales cycles or case resolution time, introduce efficient email Service campaigns or automate your sales and customer service-related processes, SalesforceSuccess consulting services helps to address your challenges timely and efficiently.

These recommendations take place after your business goals are clear. Now it’s time to choose Salesforce functionality (either default or custom) to achieve them.

For instance, we can discuss how to automate your sales and customer service workflows, create personalized customer journeys, targeted advertising campaigns and more to help your reach your business goals with Salesforce.

We can discuss how we create a user adoption strategy to help your users master your new (or modified) Salesforce edition, which comprises iterative user training, timely user support by both direct Salesforce Support (Cases) and our integrated SalesforceSuccess Customer Portal Help Desk.

1. Optimize Salesforce Usage: Provide ongoing consultation to ensure optimal utilization of Salesforce features and functionalities.
2. Continuous Improvement: Identify opportunities for process improvement and efficiency gains within Salesforce.
3. User Training and Support: Offer regular training sessions and support to end-users for maximizing productivity and adoption.
4. Customization and Enhancements: Implement tailored Salesforce customizations to align with evolving business needs.
5. Stay Current with Salesforce Updates: Keep the organization abreast of new Salesforce features and updates.

1. Needs Assessment and Goal Setting:
• Conduct an initial assessment of the organization's Salesforce usage and goals.
• Define key performance indicators (KPIs) for the program.
2. Regular Consultation Sessions (Monthly):
• Monthly virtual or on-site consultations to address challenges and discuss improvement opportunities.
• Review KPIs and adjust strategies accordingly.
3. Customization and Enhancement Sprints (Quarterly):
• Quarterly sprints for Salesforce customization based on evolving business requirements.
• Implement enhancements and conduct user training sessions.
4. Training and Adoption Workshops (Bi-Monthly):
• Bi-monthly training workshops to enhance user proficiency and adoption.
• Address user queries and provide tips for efficient use.
5. Priority Support and Issue Resolution:
• Provide priority support for critical issues and timely resolution.
• Establish a structured process for issue reporting and resolution.
6. Salesforce Updates and Best Practices (Monthly):
• Monthly updates on new Salesforce features, best practices, and industry trends.
• Webinars and documentation for users to stay informed.

• Proactive Issue Resolution: Early identification and resolution of Salesforce-related issues.
• Continuous Improvement: Regularly optimize and enhance Salesforce to meet changing business needs.
• Maximized User Adoption: Ensure users are trained and confident in utilizing Salesforce effectively.
• Strategic Alignment: Align Salesforce configurations with organizational goals and strategies.
• Stay Ahead of Technology Trends: Keep the organization updated on the latest Salesforce innovations.

• Conduct quarterly program reviews to assess achievements and make adjustments.
• Gather feedback from stakeholders for continuous improvement.

The program investment will be based on the scope and scale of the organization's Salesforce implementation. A detailed proposal with cost breakdown will be provided upon request. This Salesforce Consulting Program is designed to establish a long-term partnership focused on ensuring the organization extracts maximum value from its Salesforce investment. The program's flexibility allows for adaptation based on changing business needs and Salesforce updates.