Salesforce Sales Cloud implementation services by a Salesforce Summit Consulting Partner
Leverage our expert Sales Cloud implementation services for a smooth and successful transition.
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.
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.
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
Lets work together
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.