Strategic Salesforce services

Supporting you to implement, employ and drive sustainable results with Salesforce
Maintenance & Operations
Maintenance & Operations

We provide support for your Salesforce CRM operations to ensure that you continue to get the ROI from your system and implement smaller changes for improvements and evolution.

We’ll oversee the efficiency of all technical aspects of Salesforce for your business, ensuring problems are dealt with as they arise and all technical admin – from setting up user profiles to installing updates – is taken care of. Everything about the platform – from the database storage to user access to accurate reporting – will be in expert hands.

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Activities

  • User support/Issue resolution
  • User admin
  • Housekeeping
  • Regular tasks e.g. Price book mass updates

Value

  • Ensures business operations are not interrupted

Commercial Arrangement

  • Fixed no of days per month
  • Min 3 month term; longer terms preferable
Business Improvement / Solution Evolution
Business Improvement/
Solution Evolution

The best processes are never static. Your business is always evolving and so are the tools you are using. Salesforce is a dynamic environment in which new occurrences, plugins and developments are ongoing.

We’ll analyse your business requirements as they evolve and keep designing, building, and testing new solutions to enable your business growth. Everything will be mapped to the changes in your business so your processes are always optimised to deliver the best results.

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Activities

  • Analysis of business requirements
  • Design, build, test of solutions

Value

  • Provides SF improvement capability
  • Enables easy adjustments of work delivered based on business priority

Commercial Arrangement

  • Agreed capacity of days
  • Delivered in an even manner over agreed period
Strategic Improvement Projects
Strategic Improvement Projects
We’ll deliver a solution based upon our strategic piece or other strategy work your business has done. Whether we are optimising Salesforce or layering extra solutions on top of it, we will implement a smooth execution of your plans.
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Activities

  • Improvement workshops
  • Investigation/Planning work
  • Project implementation

Value

  • On demand SF capability for larger solution work

Commercial Arrangement

  • Case by case project effort and timeline