Salesforce 4 Startups
We understand that every startup and VSE/SME needs one thing above all else: agility and responsiveness!
This is why we have consultants dedicated solely to our Startup and small business customers.
For a client operating in the VPN sector
Scenario
Our client is a startup of about ten people and had been using Salesforce for a few years, while it was in a growth phase at the time. They were looking for support to structure the platform in the best way possible to be prepared for further growth. The client was also seeking a service provider who could be reactive and flexible in terms of workload.
Service Scope
- Understand the client's situation and objectives as quickly as possible so they can be taken into account in the solution
- Structuring the platform to deal with a surge in business activity (user access, sharing rules, possibility of integration with existing tools)
- Propose possible improvements that increase automation and improve the closing rate (implementation of workflow and process builders, automatic reminders, forms on the site to attract more leads).
What we achieved
For a client operating in the real estate investment sector
Scenario
This SME had been using Salesforce for several years but the platform no longer met their business needs and they didn't have the in-house knowledge to upgrade it. The customer sought a quick assessment of their current situation and to bring Salesforce back in line with their business needs, as well as to suggest possible future developments.
Service Scope
- Quick audit of the existing infrastructure
- Solve problems as quickly as possible with objects/attributes that no longer work or have changed because they impact the business.
- Document the work and train a key user to give the client independent access to the majority of daily tasks.
- Suggest areas for development and demonstrate Salesforce's capabilities for specific needs
What we achieved
Within a month we were able to make Salesforce work for them again and avoid double data entries by bringing the solution's fields back in line with the other ancillary tools to which Salesforce is connected. We also trained a key user so that the customer could react quickly with basic issues. A ticket system with a 24-hour turnaround was also implemented for more complex issues and to avoid impacting the business. We also recommended and costed alternative solutions (using Community) to the existing extranet linked to Salesforce so that the customer could compare the costs of implementing and maintaining both solutions.
Contact us to discuss the best approach when it comes to maximizing the use of Salesforce within your organization.