Getting StartedNo two Salesforce instances are the same and we work with you to make sure your system is designed and implemented to suit your business’s needs. If you are new to Salesforce and just want to get up and running ASAP then our Quick Start Solutions may be a good fit for you. They are ideal for first time Salesforce Users and SMEs with up to 35 licences. If your business has more specific requirements, then we will work with you to map these out and build an implementation plan, so you get the functionally you need to operate more effectively... and start seeing ROI. If you are not sure and what to chat then drop us a line.
How Long Does it Take?10-12 days is a good guideline. We want to get you up and running ASAP, and after go live we do not disappear, we are on standby to coach and support for up to 25 hours after.
What happens after the extra support has expired?We have a range of ongoing support plans that we can offer with no contracts or commitment required. Need us for just an hour? No problem.
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Custom DevelopmentThe possibilities are endless with Salesforce. It’s such a versatile and flexible product that you can integrate pretty much anything you need to. Integrate Salesforce with your existing systems such as Sage, Xero, DocuSign, Mailchimp, Survey Tools, Telephone Integration or perhaps you have an in house designed platform you need to integrate with.
Marketing AutomationSending personalised well timed emails to your customers has never been easier. Thanks to the boom in marketing automation tools over the past few years it’s now possible for anyone to create beautiful emails and landing pages, in a matter of minutes. We work with dotmailer which integrates with Salesforce, bridging that gap between your sales and marketing teams. Monthly rates start from £450.00 and if you would like a demo then please let us know!
Support PackagesIt could be that you a super stacked with work and need a bit of Admin or Developer support, or perhaps your company does not need a full time admin, just a bit of support now and again. We offer a range of packages starting from £65 per hour with no long term contracts. You simply select the hours you need and then draw down against them over a two month period.
TrainingWe are passionate about training, it’s vital to ensure that you team are properly trained if Salesforce is to be a success and start generating that all important ROI. After you have spent valuable resources in designing and building your system it’s so important to make sure that your end users and knowledgeable and confident in using it. You are in safe hands with training as our Lead Instructor is a fully certified Salesforce Instructor.
Quick Start Training CoursesIf you are just getting started, then a Quick Start Salesforce Course could be a good starting point.
Customised End User TrainingIf you have a more complex integration and specific business processes or you have had Salesforce for a while and need to update your training to take into account new integrations and developments, then custom end user training is the route for you. We send time in learning your processes and ways of doing things so that training is delivered to your team in a language that they understand and are comfortable with. The course content is written from scratch, with real life scenarios and a day in the life of the user, walking them from start to finish of each of your processes. We always advise classroom session where possible, but know that’s not always possible with far flung offices and budgets to keep. We have great experience of delivering training virtually via WebEx. Alternatively, you may wish to go down the train the trainer route, we can help in course design, and the initial training session to equip your trainers with the knowledge and the skills to deliver to their own teams.
- Managing Accounts & Contacts
- Working with Leads
- Working with Opportunities
- Recording Sales Activities
- Introduction to Reports & Dashboards
- Introduction to Reports
- How to Create and Customise Reports
- Report Formats & Types
- How to Create and Customise Dashboards