SALESFORCE CUSTOMISED TO YOU “Each customer has different needs. Therefore, there cannot be a standard implementation of Salesforce. At LeadClic, we make sure that each customer has the version of Salesforce that best suits their business processes, and we ensure and facilitate optimal use of Salesforce using all the company's resources"Nora Pasero / Solution Architect en LeadClic

SALESFORCE OPTIMIZATION AND IMPLEMENTATION

SALESFORCE IMPLEMENTATION

We peform a complete audit of every process of your company to understand your business needs at 100% and then we will do a Salesforce implementation to meet those needs and your company user needs. Also, we establish with you, as a team, the strategic goals to decide what is for your company the most successful Salesforce implementation to achieve the goal with the better possible structure. With these guidelines, we will get the best from the Salesforce Clouds for your company.

Administration

The first step to take in the successful implementation of Salesforce is to perform a tailor-made Consultation. At this point we will discuss the strategy, migration and simplification of processes. This ensures implementing Salesforce with solid foundations.

Adoption / Training

Once we have a clear structure for the implementing Salesforce, we must ensure other points. At this point in implementing Salesforce, several points are involved, such as the coaching, training and support we offer at LeadClic for complete Salesforce implementation.

Administration

Sometimes, we do not carry out Salesforce implementation from scratch, as the version is already working and all that is needed is optimisation. At LeadClic, we are also prepared for this type of "Re-Implementation", with a specific consultation and special actions.

IF YOU ALREADY HAVE SALESFORCE

WE OPTIMISE IT FOR YOUR COMPANY

We put all of our experience at your disposal to help you maximise the return on investment and, at the same time, we will discover all the unused functions in your version of Salesforce. The Salesforce optimisation service helps companies that want to improve their use of Salesforce, improving adoption within the company, creating visibility of key points in the organisation, ensuring that they make good use of the tool, and aligning Salesforce with the your business development. With the following 3 steps, we learn about your business processes and we transform Salesforce according to your needs.

01.

Design

We perform an Audit in your Salesforce session and in this way we see how the installation of Salesforce is conducted. We offer a Solution Design Workshop during which we will work with you to identify the best configuration processes for your Salesforce environment. We create a Document with the Solution Design in which we list methods to take your business needs and the best practices in the use of Salesforce to your version.

02.

Development

Configuration of Salesforce based on the key points detected in the solution design, implemented based on budget. Test and validation of your Salesforce configuration.

03.

Application

Training & Adoption to teach users Salesforce best use practices and to review the changes made in the CRM.
Our Salesforce expert will send information about the Improvements Made in your Salesforce session. Creation of a Roadmap for improvements not covered in the development process.

We needed to make customer information easily accessible to our employees at any time and place, and this is possible today thanks to the development carried out by LeadClic in implementing Salesforce within our company

Mr. Carlos Cabrera / Head of Marketing at CESCE

Responsable LEADCLIC SOLUTIONS, S.L. - NIF: B85684249 Dir. Postal: C/ SEGUNDO MATA, 6-2º -OF. 8 28224 POZUELO DE ALARCÓN (MADRID) “En nombre de la empresa tratamos la información que nos facilita con el fin de enviarle publicidad relacionada con nuestros productos y servicios por cualquier medio (Postal, email o teléfono) e invitarle a eventos organizados por la empresa. Los datos proporcionados se conservarán mientras no solicite el cese de la actividad. Los datos no se cederán a terceros salvo en los casos en que exista una obligación legal. Usted tiene derecho a obtener confirmación sobre si en LEADCLIC SOLUTIONS, S.L. estamos tratando sus datos personales por tanto tiene derecho a acceder a sus datos personales, rectificar los datos inexacto o solicitar su supresión cuando los datos ya no sean necesarios para los fines que fueron recogidos”

DESCUBRE MÁS

SERVICIOS PARA TU NEGOCIO

Consultancy

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