Salesforce Set-Up & Run

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SMBs

Exploring Salesforce for business-capability needs

Non-Profits

With a Non-Profit Success Pack that needs setup

Growing Companies

That need Better, Capable systems right now

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Recommendations
for the right tools

to make the most impact, & ditch spreadsheets right away

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Incisive Discovery

for Disruptive Apps & Processes

and Proven Solutions to overcome roadblocks

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Running Starts

for Full-service development

and the needs at each stage and scale of Business Evolution

1
Best Practice-Driven Setup

to minimize hiccups later

2
Customizable Unsubscribe Page

perfected over 1000’s of Salesforce setups

3
Comprehensive Documentation

for user-adoption, complete knowledge-transfer

4
Planned Foundation

to grow & scale later

Discovery for fit

remotely or Onsite, through specialized discovery tools

Advanced Discovery for special needs

when a vanilla setup might not cut it for special processes

Configuration and Fine-Tuning for end users

to lay out system settings, take in preliminary feedback

Core Integration to manage ISV dependencies

for crucial business processes

Quality Checks

so the set up works well

User-Acceptance, Documentation, Last-Mile Testing

to help teams and systems adapt to each other after deployment

Salesforce authorizes a Salesforce consulting partner to develop and customized Salesforce solutions. These companies help other organizations leverage Salesforce and help them connect with their customers in new ways.

Salesforce consulting services support businesses with their marketing, sales, and customer service requirements. These services have the experience to help companies in IT, manufacturing, finance, healthcare, and other industries, enabling them to benefit from Salesforce implementation.

Salesforce consulting services help businesses to
– Validate their competitive advantage with the help of Salesforce Cloud’s capabilities.
– Propose suitable solutions by analyzing risks and opportunities according to specific business goals.
– Help plan the IT landscape optimization by using the Salesforce platform solution to replace scattered legacy systems.
– Provide an action plan by setting up a Salesforce transformation roadmap.

A Salesforce consultant provides the proper guidance to companies and helps them implement or optimize their Salesforce investment within their organization for maximum returns.

Some of the responsibilities of a Salesforce consultant are:
– Define business objectives that can be supported by Salesforce.
– Helping teams to map those business objectives with Salesforce features.
– Providing suitable recommendations on the most suitable Salesforce edition.
– Setting up a user adoption strategy for the end users.

Salesforce consultants work closely with clients to understand their business goals, processes, and challenges, guiding them to improve their business. Usually, a Salesforce consultant is hired during the initial Salesforce deployment phase.

On the other hand, Salesforce developers foresee changes in Salesforce’s business and technology landscapes and adapt accordingly by developing needed solutions. They tend to have knowledge about Apex and Lightning Web Components. Salesforce developers are particularly hired to develop and customize Salesforce solutions.