We help companies uncover

an additional $800k per year

by optimizing their Salesforce CRM

We can help

Some of the most common challenges with supporting a Salesforce implementation include:

• Technical debt: Technical debt is a major threat to your Salesfoce configuration and your company as a whole. Like a slow, dripping leak in your basement, people often ignore it until it becomes a major crisis. As the technical debt continues to build up, you will have more and more issues with data quality, security risks, lack of visibility into what's going on in your organization and compliance challenges. 

 

• End user adoption: Low user adoption is a key factor in the success of having a reliable, centralized database for your organization. Unfortunately, Salesforce Administrators typically have to do everything themselves and don't have time to focus on low user adoption. If the business users aren't using the system, they're likely putting key customer and deal information in spreadsheets, notepads or just leaving them in the inbox. This is the biggest red flag for having low ROI for your Salesforce licenses. Let's identify why they aren't using Salesforce, address those issues and regain the ROI we expected when we first signed up for Salesforce.

 

• Communication issues: A breakdown in internal communication leads to a lack of transparency and understanding, which can lead to a poorly configured Salesforce environment. Team leaders ask for Salesforce configuration updates without being able to answer the "WHY?" or tying in the new request with any real business requirements or processes. This leads to Salesforce configuration elements that conflict with each other, causing stress for the System Administrators, along with confusion and frustration for end users. This also results in: poor data quality in Salesforce, wasted time in unnecessary configuration that needs to be undone, low adoption of Salesforce, and reduced productivity for all Salesforce users.

 

• Change management: People can sometimes become their own roadblocks. There are typically a handful of team members who insist on doing things "the old way." When there is no change management process in place, companies typically suffer from a poorly configured Salesforce instance with low user adoption. When this happens, it's difficult to be certain that changes made are agreed upon by the entire (relevant) team. This can lead to some very costly mistakes. We address this by introducing a consistent change management framework, minimizing the risk and effort needed to get everyone on the same page. 

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.

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.

Close the 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?").
  

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.

980

projects completed

8,520

custom fields created

18,650

workflow rules created

6,500

reports created

25,870

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