We help companies uncover an additional $800k per year by optimizing their Salesforce CRM 💼​

​Unleash the Full Potential of Salesforce with Brainiate ​🚀

There comes a point in every organization's journey with Salesforce when a few persistent issues overshadow the promise of increased productivity and streamlined operations. ⏳
​
​At Brainiate, we understand your struggles and are here to guide you through them. 🤝​

Confusing Salesforce Screens ❓​

Salesforce is a powerful tool, but its interface sometimes resembles a labyrinth.

Navigating through countless tabs and fields can be overwhelming, causing frustration and reducing efficiency.

​But it doesn't have to be this way.

​👉🏼​ Learn how Brainiate can simplify your Salesforce screens and turn complexity into user-friendly simplicity.

​Data Quality Issues 📊

Data is the lifeblood of your business, but when Salesforce is filled with duplicate records, incorrect data, or missing information, it can lead to costly mistakes and missed opportunities.
​
👉🏼​ Our team at Brainiate is skilled at cleaning and maintaining high-quality data to ensure your decisions are based on accurate and reliable information.

Low User Adoption ​🚫

You've invested heavily in Salesforce, but if your team isn't using it effectively, that investment isn't paying off.

The reasons for low user adoption can vary, from lack of training to resistance to change.

​At Brainiate, we understand these challenges and 👉🏼 have strategies to boost your Salesforce user adoption.

Technical Debt ⚙️​

Over time, the accumulation of quick fixes, skipped updates, and unused features can lead to technical debt, making your Salesforce instance sluggish and challenging to manage.

This not only hampers performance but also increases the risk of future issues.

Let us help you 👉🏼​ reduce your Salesforce technical debt and restore peak performance.

​User Configuration ​⚙️

Every business has unique needs, and Salesforce is designed to be highly customizable.

However, configuring it to meet your specific requirements can be complex.

​Let Brainiate's experts 👉🏼​ optimize your Salesforce configuration to ensure it aligns with your business goals.

​🚀 Take The Next Step!

Brainiate's team of experts understands the challenges you face.
​
​We empathize with your need to demonstrate ROI, streamline operations, and ensure that Salesforce aligns with your strategic vision.

Remember, at Brainiate, we're more than just consultants.

We're your partners in achieving success with Salesforce!

Together, we can turn your Salesforce from a source of frustration into a powerful tool for your business.

​​Let's make it happen!

🛠️ Overcome Technical Debt in Salesforce ⚙️​

We help identify and eliminate the legacy configuration elements that are:

• making the UI difficult for your end users to navigate;
• cluttering up the setup screens for the Admins;
• no longer relevant to your business;
• causing issues with users seeing too many (or too few) records;
• caused by legacy integrations and apps that need to be revisited;
• due to an impractical database architecture;
• causing data quality issues.

 🗣️ Fix Communication Gaps 🤝

Internal communication gaps often lead to:

• business leaders asking for configuration enhancements without identifying the corresponding business processes or use cases on how, where or why it will be used by the team.
• new configuration elements being introduced into Salesforce, with minimal business justification;
• team members don't see the value in using Salesforce ("What's in it for me?").

👥 Resolve Salesforce User Adoption Issues 🆘

We help address the reasons behind low end user adoption.  These are often caused by:

• technical debt (screens are unusable, cluttered, confusing);
• inadequate end user training;
• updated business processes that are difficult to follow because the Salesforce configuration hasn't been adequately updated to support them;
• ​end users don't see the value in using Salesforce;
• lack of leadership engagement.

🔄 Rectify the Internal Change Management Issues ​🚫

Although it's sometimes challenging to get people to follow a new process, this can often be rectified by:

• leadership engagement;
• getting users to understand what is changing and how it will help them;
• internal marketing to end users to get them excited for the upcoming changes ("What's in it for me?!");
• delivering streamlined end user training that is engaging and timely, showing how the new improvements will make their lives easier, improve their productivity and crush their goals with less effort.

🚧 Solve Project Management Bottlenecks ✅

Having the team consistently follow a simple, scalable project management framework will :

• streamline business requirements gathering efforts;
• produce process maps that are easy to understand and follow, tying in new Salesforce enhancements to critical steps in any business process;
• create transparency and eliminate confusion around project scope;
• help manage expectations of business users and senior leaders ("You mean this project doesn't also include.....?");
• facilitate configuration analysis & documentation;
• streamline the creation of end user training documents for deployment.

Common Issues We Solve:

• Low adoption.
• Remove unused & abandoned features & apps.
• Migrate from Classic to Lightning.
• Improve existing Salesforce configurations.
• Migrate your legacy data from other systems to Salesforce.
• Deliver end user training.​
• Automate manual processes by configuring workflow and Process Builder to introduce automation in Salesforce.​

• Unlock and configure newly released features.
• Eliminate current paper based processes.
• Integrate between Salesforce and Outlook/Gmail.
• Create reports and dashboards to drive business goals.
• Introduce 3rd party apps into Salesforce to further expand existing functionality.​
• ​Eliminate excuses by team members who claim that they can't use Salesforce because they "don't know how."
• Apply your corporate branding to the Salesforce screens.​
• Ensure that each team member only sees the records relevant to them and their role in the organization.

Executive Leaders:

• Can you rely on the reports and dashboards in Salesforce to show you accurate performance metrics for your team?
• Are you able to click on a record for a single Salesforce user to see their current pipeline, or see a trending report showing the # of deals they closed in the last year?

If you answered NO (to either one of these questions) your Salesforce instance probably needs some TLC.

Business Managers:

• Does your team scramble with spreadsheets every time you need to review your pipeline metrics?
• Does your team complain that Salesforce is clunky, difficult to use and has too much clutter on each screen?
• Are you able to just pull a single report in Salesforce to see all your customers, or would this take a few weeks for your team to assemble?

If you answered YES (to either one of these questions) you've got some user adoption and data quality issues that we can address.

Salesforce Administrators:

• Are your colleagues still coming up with the nuttiest excuses for why they aren't using Salesforce?
• Is your Salesforce instance cluttered with so much legacy technical debt (nonsensical roles, profiles, page layouts, record types) that even the simplest request takes weeks to accomplish?

If you answered YES (to either one of these questions) you've got some serious user adoption and data quality issues that we can address.

1,250

projects completed

72,520

custom fields created

18,650

flows created

10,500

reports created

45,870

people trained

Verticals Served (in alphabetical order)

• Ad Tech
• Apparel
• Automotive
• Consumer Goods
• Education
• Entertainment​

• Financial Services
• Fitness
• Food and Beverage
• Fundraising
• Healthcare​​​
• ​Health & Beauty

• ​High tech
• Insurance
• Legal
• Life Sciences
• Manufacturing​
• Marketing

​

• Medicare / Medicaid
• Nonprofit
• ​Oil & Gas
• Professional Services
• Recruiting
• Wealth Management

Are You Ready to Brainiate?​
Give us a call at (866) BRAIN88