- I Know What I Need
Small Business
1-1500 Employees
- Guide Me
Small Business
Service Professional
Sales Professional
Salesforce CRM Customer Small Business Service Professional Sales Professional Salesforce CRM Customer
We optimize the world’s #1 CRM
Sales Cloud®
Sales Cloud is a cloud-based application designed to help your salespeople sell smarter and faster by centralizing customer information, logging their interactions with your company, and automating many of the tasks salespeople do every day.
Service Cloud®
Service Cloud allows you to deliver service to every customer, anytime, anywhere. It is a part of Salesforce Customer 360, an ecosystem of connected mobile and social tools powered by the cloud.
Community Cloud®
Community Cloud is an online social platform from Salesforce that enables companies to connect customers, partners, and employees with each other and the data and records they need to get work done.
Common Optimizations
Sales process customization for different product families.
Complexity
25%
Automated lead scoring to keep sales teams focused on the correct items.
Complexity
55%
Proactive duplicate management
Complexity
25%
Configure, Price, Quote(CPQ)
Complexity
75%
Customized Dashboards
Complexity
15%
Single sign-on(SSO)
Complexity
50%
Discount Approval Processes.
Complexity
20%
Asset management
Complexity
60%
Salesforce Maps & Enterprise Territory Management
Complexity
76%
Common Optimizations
Adding support channels such as chat and self-service to deflect live customer calls.
Complexity
70%
Service Console, CTI integration, optimization.
Complexity
90%
Salesforce Field Service to manage field teams.
Complexity
75%
Guided support scripts and flows.
Complexity
51%
Case milestones and entitlements to manage service level agreements(SLA's)
Complexity
40%
Integration of customer satisfaction and Net Promoter score's(NPS) into Salesforce.com.
Complexity
40%
Service Team Customized Salesforce APP
Complexity
55%
Capture service data to drive quality.
Complexity
25%
Common Optimizations
Add partner community to manage distributors and resellers.
Complexity
55%
Add Customer community for self-help.
Complexity
60%
Software deployment to customers.
Complexity
75%
Customer portal where customer can access account information.
Complexity
60%
Internal company community integrated with chatter.
Complexity
52%
Region, product, user specific community content accessibility(audiences). **
Complexity
30%
Publish knowledge articles on community. **
Complexity
30%
Complexity & Planning Guide
- <26% Can typically be implemented with standard Salesforce features, no code.
- <51% Can Typically be implemented with standard Salesforce features but moderate level of configuring required, may require built-in Salesforce automation tools.
- <76% Additional Salesforce feature license typically required, and/or may require advanced built-in Salesforce automation tools, code, and configuration.
- >75% Typically may require an App Exchange product and/or extensive custom code.
Note about complexity & planning level estimates
The estimates reflect not only the difficulty in deploying the solution but the planning involved in deploying a “typical” solution.Â
Planning involves requirements gathering, budgeting, and internal approvals that may be required. . Items marked with ** assume the customer already owns the required feature licenses.Â