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.
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.
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.
Configuration of Salesforce based on the key points detected in the solution design, implemented based on budget. Test and validation of your Salesforce configuration.
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
We love helping companies like these to grow by using Salesforce.