Provide Edition Recommendations

Based on your company’s goals and objectives, we recommend which edition of Salesforce is appropriate for your business. 

This is based on an evaluation of the Salesforce functionality available within each edition, including:

• Accounts & contacts
• Analytic snapshots
• AppExchange app integration
• Campaigns
• Case management
• Chatter collaboration
• Competitor tracking
• Content library
• Contract management
• Customizable dashboards
• Customizable forecasting
• Customizable sales process
• Dashboards
• Document attachments
• Email integration (Gmail, Outlook)
• Email templates & tracking
• Google Apps integration
• Ideas community​

• ​​Integration via Web Services API
• Lead scoring, routing, & assignment​
• Mass email​
• Microsoft Word mail merge
• Mobile access
• Mobile customization & administration
• Opportunity tracking
• Product tracking
• Profiles & page layouts
• Real-time quotes
• Record types
• Reports
• Role permissions
• Task & activity tracking
• Visual workflow
• Web-to-lead capture
• Workflow & approval automation

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Understand Your Data & Processes

In order to effectively improve your business processes and manage these processes and corresponding data in Salesforce, we will:

• Define your company’s business process and data requirements
• Understand your company’s CRM strategic objectives.
• Create a sales & marketing process map, defining the processes and activities that will run on Salesforce.
• Define the detailed design for each Salesforce object, starting from a typical template set up, and then identify any automation requirements such as workflow, validation rules and web integration.
• Define requirements for the security sharing model.
• Identify the reports and dashboards that your company requires to manage the sales & marketing business processes.

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Configure Salesforce for Your Business

Once we understand your company’s business processes, goals and objectives, we will:

• Finalize the design and review any uncertainties before embarking on any new configuration or modifying your existing Salesforce configuration.
• Identify your company’s needs relating to standard fields, custom fields, page layouts, search layouts and validation rules.

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Migrate Your Data

If your company has vital (customer, opportunity, or product related) data that is not already in Salesforce..and should be, we will migrate your organization’s information into Salesforce.

This can include data regarding your prospects (leads, potential customers), contacts, accounts, opportunities (sales, deals, transactions), campaigns (email, trade show, newsletter or phone campaigns), products (SKUs, descriptions, details) or pricing sheets.

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Configure Your Data Sharing Rules

Typically, organizations need to limit visibility of certain contacts, deals, or other pieces of information to specifically selected individuals within the organization.

As a result, we must:

• Establish appropriate data sharing model and rules related to records, areas of functionality and any other data that might reside in Salesforce.
• Create appropriate custom Profiles and Roles to ensure appropriate data sharing rules are consistently applied.

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Define & Create Your Automation Workflows

Automation and workflows are key to implementing consistent business process among various members of your organization’s team. In this regard, we create any automation that was agreed as part of the design. 

This can include workflow rules, custom button creation, validation rules, alerts, tasks or email notifications depending on the design requirements.

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Create Your Reports & Dashboards

Analyzing your data, viewing trends and obtaining analytics are critical to ensuring that your company is making progress in achieving the organization’s goals and objectives. 

We create Salesforce reports and dashboards, tailored to meet your specific business requirements.

This can include reports and dashboards displaying your key contacts, accounts, leads, critical opportunities, recent activities, outstanding tasks and campaign status.

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Configure Your 3rd Party Apps & Integrations

As needed, we conduct independent research and evaluation of third party applications within the Salesforce AppExchange to further enhance the your company implementation of Salesforce with additional functionality. 

In addition, we conduct research to explore external integrations that your company may wish to explore feeding data from external systems in/out of Salesforce.

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Deliver Your End-User & Admin Training

Empowering your team members to leverage Salesforce independently is critical to your business’ ongoing success. 

To help your team unleash the power of Salesforce, we provide training to your company’s Salesforce administrators and users on leveraging Salesforce functionality to:

• Manage Leads, Contacts and Accounts;
• Manage and track Opportunities, Products, Pricing;
• Track calls and meetings with customers and prospects;
• Create reports and dashboards for complete transparency for Sales team on pipeline management, touches with customers, lead tracking, etc.;
• Leverage Chatter (in Salesforce and Chatter Desktop) for internal collaboration purposes;
• Track and generate contracts, quotes and invoices;
• Create email and MS Word templates to streamline and automate communication with customers and prospects;
• Create and manage internal alerts and triggers, based on your company’s business rules to provide appropriate visibility to specific team members to take immediate action;
• Create and manage marketing campaigns;
• Leverage the native Salesforce web-to-lead functionality to capture leads from your company website, and automatically assign these leads to specific individuals within your company for appropriate follow up;
• Leverage Salesforce mobile and Outlook synchronization, as needed.

In addition, we provide training documentation, and/or video recordings for your company’s Salesforce team to utilize Salesforce functionality efficiently and effectively. Where Salesforce has already created the necessary training materials, they will be provided to your company. Where the necessary training materials do not already exist, we create and provide these materials to your company.

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Provide You With Ongoing Best Practices

We provide your company with appropriate and relevant best practices to further support the utilization of Salesforce to automate and streamline your company’s business processes. 

These best practices will rely upon our experience and knowledge based on Salesforce utilization at many small, mid-sized and large corporations.

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Assist You With Ongoing Customizations

We assist in advising, guiding and teaching your company’s Salesforce administrators on customizing Salesforce through the use of native and custom:

• objects,
• fields,
• formulas,
• triggers,
• workflows,
• profiles, and
• roles

..to automate and streamline your company’s business processes.

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Continuously Deliver Exceptional Benefits

Through targeted and customized Salesforce training, customizations & support from our team, your company will experience:

• a higher user adoption rate among your organization's team members;
• immediate visibility to company data (including leads, accounts, contacts, calls, meetings, deals);
• efficient sales processes to manage client lists, track leads, communicate easily and identify sales trends; and
• improved teamwork across your sales network

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