We provide Salesforce.com administration and configuration including page layouts, fields, tabs, security setup, user management, user interface customization, workflows, validations and more.

But we do not think that is enough! Most organizations need an administrator who understand business processes. Who understands why you have data in your Salesforce.com in the first place.

Who understands importing, migration, and records analysis. Who can create hygiene processes and database integrity programs. Who can create the reports and dashboards you really need.

• SFDC review (objects, fields, field values, ownership, etc.).

• Business process review.

• Identify areas that can be improved.

• Prepare process improvement recommendations.

• Create SFDC implementation or system revision project plan.

• Make system adjustments.

• Data imports and migration process development.

• Database records analysis.

• Data hygiene process implementation.

• Database integrity program creation.

• Lead management practices and routing improvement or implementation.

• Reporting and dashboard development.

• User deployment /re-engagement rollout strategies.

• User training.

In addition to providing Salesforce.com Administration we can also provide MARKETING with:

• Best practices consulting.

• Marketing Automation system review.

• Recommendations and marketing automation system adjustments.

• Marketing automation user training to achieve full system utilization to harvest, nurture, score leads; identify ideal customers; communicate based on prospect behavior and attributes, different messages, verticals, territory needs, and solution focuses.

• Email campaign building in marketing automation system including collateral, forms, landing pages and program flows.

• Best practices training for managing effective nurturing programs for prospects, customers and channel partners including messaging based on unique value propositions, collateral selection, campaign logic creation, testing, and distribution list development.

• Building dynamic nurture programs and data appending programs.

• Marketing process and programs review.

• Creating marketing roadmap.

• Marketing programs optimization for best “cost per lead” results.

• Improvement of lead definition, quality and lead management processes.

• Training materials to establish marketing’s role and value.

• Metrics system development.

• ROI and closed loop reporting creation.

·         We can provide SALES with:

• Discovering the reasons and need for using Salesforce.com.

• Training to use Salesforce.com the correct way.

• Improving lead access and management.

• Coaching lead prioritization and follow up.

• Instructions for proper opportunity conversion process.

• Introducing the value of marketing automation, nurturing, and scoring.

• Discovering the value of systems collected lead information.

• Information on how to use this information to their advantage in order to improve lead to opportunity conversion rates.

• Improving lead quality.

• Developing sales methodologies and forecasting.