Salesforce

Salesforce Implementation

Let’s launch your Salesforce Solution the right way!

With over 15 years of experience, and as a certified implementation partner Smartdata provides numerous Salesforce offerings Including Implementation.

Businesses that are not already using Salesforce might be missing out on the opportunity to boost revenue by up to 39%. Salesforce implementation can also provide added benefits like cost reduction of 37% and higher customer satisfaction of up to 45%.

Get the most effective cloud-based CRM to keep track of customer information, manage accounts, improve team collaboration or handle repetitive tasks in a simplified manner.

Executing the Salesforce CRM umbrella is a major undertaking, one which has the potential for unlimited possibilities. But launching the Salesforce implementation services the right way is of the utmost importance.  Our Salesforce Implementations usually include:

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Platform modernization for customers, partners, employees, processes

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Assistive Support and Platform Evolution

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Assessment and Scope Evaluation

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Agile Custom Development

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Salesforce Implementation Methodology

01.

Planning

Starting with a clear vision is possible when key players in the organization can identify important dependencies, tools and resources. Working with our Salesforce implementation consultants ensures the requirements from the users and existing customer data is gathered efficiently.

Communicating the overall vision to the stakeholders also becomes easier. You can build a project deadline, select from the numerous reports generated by the Salesforce CRM to measure the post-implementation ROIs.

02.

Budgeting

Understanding the costs of Salesforce CRM implementation comes down to the organization’s needs, services chosen and the consultants you hire. Migrating your current CRM to Salesforce may require an in-house team. On the other hand, you can decide to engage registered Salesforce implementation partners like Smart Data.

We develop custom solutions tailored for each business by understanding their objectives, target group and strengths. Our full-service solutions provide an integrated experience with online chat, post-launch support, training, documentation, reports and Salesforce implementation help.

03.

Launching

We set up access based on organizational role hierarchy and create user profiles, access levels and features to control the permissions. With us, you do not get the same old approach to CRM that every other company is utilizing. Although Salesforce has default features and functionalities, we customize it to meet your specific goals determined during the planning phase.

The two most crucial aspects of customization are reports and lead functionality. Leverage these features of Salesforce implementation to increase conversions and boost sales.

Salesforce Implementation Services

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Salesforce Service Cloud Implementation

Salesforce Service Cloud is a CRM customer engagement model that allows companies to get a 360-degree view of user data and connect with them across multiple channels.

Businesses of all sizes, with more than ten members on a team, can get more personalized service. Streamline workflows and automate processes with Salesforce Service Cloud implementation. Reduce maintenance costs and scale up using native tools, such as:

Service Console: Improve productivity by accessing user profiles, history and more from the dashboard on a single screen.

Salesforce Live Agent: Have real-time interactions with customers and provide Salesforce implementation help more accurately without delay.

Salesforce Knowledge: Solve common problems on the spot by offering documented product information to service agents.

Communities: Through multiple available sources, communicating with other users and experts, customers can find resources to fix their issues.

Omni-Channel: This feature boosts efficiency and saves time and money by routing the incoming requests to the right agent without composing code.

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Salesforce Sales Cloud Implementation

We help make your sales cycle more efficient with Salesforce Sales Cloud implementation. From tracking day-to-day activities to automating the marketing tasks, this adaptable Salesforce implementation feature works towards increasing your profits. Free up time for your managers by utilizing these modern features:

Sales Process: Get insights into the entire sales process, map leads, contacts and track open opportunities until a deal gets closed.

Workflows and Approval: Customize the workflow processes and automate the necessary tasks like expense reports and discount approvals.

Sales Contact Management: Our personalization options let businesses learn about each customer’s recent activity, case history and communication.

Lead Management: Capture leads more effectively by preventing leakages in the sales pipeline by staying updated with relevant information.

Reports and Dashboards: Increase your leads into opportunities using customized reports, modern charts, filters and dashboards.

Salesforce CPQ

Salesforce CPQ Implementation

Salesforce CPQ is a powerful, native feature from the platform that helps create business proposals, quotes and contracts specific to your unique requirements. Our custom solutions take care of the hurdles in the Quote-to-Cash process.

We help improve your teams’ knowledge of what products are offered, what is sold and the KPIs. Modern CPQ tools bridge the gap between an organization’s iterative processes and monitoring obstacles.

Dynamic quote creation by our CPQ solutions displays special terms needed in a deal automatically. By using complex mathematical work, CPQ Salesforce implementation services can generate a PDF detailing all the necessary information.

We can configure CPQ and cover the various probable combinations. Managers and sales reps can use the insights to go beyond the current deal and include valid products for the next selection.

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Salesforce Lightning Implementation

Get a more enhanced experience by migrating from Salesforce Classic to Lightning. Communicating with users about the new Salesforce implementation changes is quick and easy by setting up the Change Management Hub.

Lightning Experience has multiple innovative features suited to various user groups. From creating custom home pages with the Lightning App Builder to personalized navigation, utility icons and app wizard, the Salesforce Lightning experience offers exclusive features to enhance performance.

Transform the way you work with the Duplicate Management feature that alerts users about duplicate records. Review quarterly performance summary of the sales team from anywhere and make critical decisions faster.

Access the Salesforce Files on the rich preview player or add enhanced notes and convert qualified leads on the Page Layout. For fast-paced environments, view and switch between multiple records, lists and shared activities bundled together or related to individual events.

Contact Salesforce implementation company Smart Data

At Smart Data, you can find registered Salesforce implementation partners. We know the Salesforce capabilities are endless and can become overwhelming. If you need help with any of your salesforce CRM implementations, Customizations, Consulting, etc. Smart Data is here to help. 

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