A self-service platform to allow buyers and suppliers a way to relay critical information about purchase orders and fulfillment.
We help create exceptional customer service experiences and improve upon client relationships. Service Cloud Consulting and SMBHD Support can help your team streamline all communications between you and your clients.
Service Cloud Consulting with SMBHD can help you streamline multiple information sources into a centralized view, set up customer self-help portals and communities, a knowledge base, and more. Service Cloud is a comprehensive customer service and help desk platform for scaling businesses of all sizes.
Just because you’ve landed a sale, doesn’t mean the process is over. Salesforce Service Cloud is about retention. It’s about maintaining a positive relationship with your client. Our team is skilled in using Service Cloud functionality to access the full spectrum of your ongoing client relationships, streamlining workflows, and automating processes for a better experience for all.
Leverage More Power
Leverage the full power of Salesforce Service Cloud with Live Chat, OmniChannel, Entitlement Management, and other advanced functions.
Salesforce Health Check
Our Salesforce consultants will check the health of your Salesforce systems to be sure you’re realizing your full ROI on the service and encourage better user adoption.
Field Service Lightning
Our team will help to enable your sales and field service teams to collaborate more efficiently and achieve better transparency of your customers’ journey.
Customer Communities
Leverage expert consultants with the knowledge, experience, and technical know-how to help you engage with your customers like never before.
1. Analysis
We work with you to understand your business process and design a plan for your Salesforce implementation.
2. Configure / Develop
With your process in mind, we configure and setup Salesforce for your team. All fields, pages and workflows that you’ll need. After the system is configured, we complete any Salesforce development needed to support your process.
3. Integrate
Whether you need telephony integration or integration with a legacy or other system, our team will configure and ensure that your systems are setup to work together to provide your team with a fully automated, efficient system.
4. Data Migration
We will move your old data from your legacy system to Salesforce, so your team is ready to use Salesforce right away.
5. User Training
We work with your users to complete Salesforce training, so they are up, running and utilizing the system quickly.
Salesforce Integration
Achieve a true view of your customer. Our team can take your legacy systems and integrate them with Salesforce, so your team spends less time switching between platforms, and more time focused on core business. We’ll automate your data transfer using real-time integration or batch integration, making sure every input cell counts.
Salesforce is implemented. But it doesn’t stop there. Your business evolves and Salesforce needs to evolve with it. The key to success with the Salesforce platform is increasing user adoption and continuing to customize and enhance your experience.
Our team of Salesforce experts can help you with any needs that you may have with Salesforce.
Develop custom solutions with the functions of Salesforce to expand upon Salesforce’s ability to resolve business challenges.
Ensure your technology is aligned with your sales and marketing processes for more effective lead generation and stronger pipelines.
Salesforce evolves and updates, and the key to success is customizing and enhancing your experience as your business scales.
Swipe
A self-service platform to allow buyers and suppliers a way to relay critical information about purchase orders and fulfillment.
A single system to manage all Future Projects internally without reliance on multiple spreadsheets throughout the organization.
A single system to manage all data and reporting.
With SMBHD and Salesforce we have built a central system that allows our organization to better support our members and franchise owners. We now have better insight and visibility into almost every aspect of our business that we never had before.
The ability to move ITA out of spreadsheets and provide real-time mobile accessibility has been a huge benefit to ITA. Specifically, in
The ability to optimize Hannover Fairs USA’s core sales operation tasks created significant productivity and quality gains. Salesforce provided a single platform
About Graymont Medical Prescription Management Graymont Medical is a Joint Commission-accredited healthcare and durable medical equipment provider with a patient-first mindset. Working
A one-stop shop to have a 360-degree understanding of their business performance, specifically in the areas of business process and campaign performance.
SMBHD is an award winning Salesforce consulting organization specializing in delivering innovative Salesforce solutions to small and medium sized businesses.
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