Salesforce Sales Cloud implementation services by a Salesforce Summit Consulting Partner
Leverage our expert Sales Cloud implementation services for a smooth and successful transition.
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Custom development
Flexible participation
Top of the class
Constant improvement
Extraordinary point of view
Key features of Sales Cloud
How we did it for our clients
Kyall Mai
Full-Service Bank Salesforce Program Manager
Region:
USA
- Custom design of the CRM with a UI/UX design adapted to the business requirements.
- Sales Console tool for additional marketing automation and support of engagement campaigns.
- Interactive Sales Console to speed up loading by SPA, supports various campaigns, and includes charts.
- Custom website to Sales Cloud integration with WordPress website user data analysis and linking data to leads.
- Custom features implementation – Creation Process, Summary Page, Conversion Process, Product Interest Integration, Lead Scoring System, and Account Profile Questions.
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Region:
USA
- 38% monthly decrease in email and contact forms received, redirecting the support into live chat channels for quicker response and issue resolution;
- Average response time decrease to 6 hours – 50% of what it has been before;
- Optimized support agents’ workflow resulting in better employee satisfaction and reduced working hours;
- 60 minutes of response time to unsatisfied customers leaving 1-3 stars in their reviews that made it possible to resolve the issue on the spot or improve the service for the future.
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Region:
Switzerland
- Setup Salesforce from scratch including data migration from HubSpot
- Implemented Selective Sync from Salesforce to HubSpot
- Developed processes for Sales Users, Customer Success Users and Business Development Users
Salesforce Sales Cloud implementation partner
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Lets work together
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FAQ
- Setting up role-based access controls to ensure that only authorized personnel can access sensitive information.
- Using Salesforce Shield for encryption, event monitoring, and field audit trails to track data access and changes.
- Conducting regular security assessments and vulnerability scans to identify and address potential risks.
- Following strict data handling protocols to ensure your data remains secure and compliant with relevant regulations.