DSI’s rapid growth outpaced their legacy CRM, limiting visibility into sales performance and customer support operations.
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
DSI’s rapid growth outpaced their legacy CRM, limiting visibility into sales performance and customer support operations.
Shull Media Partners relied on legacy systems and manual processes that created inefficiencies. As the company grew, they sought to consolidate their tech stack into a single, scalable platform.
P31 Fitness struggled to produce real-time metrics on membership, participation, and franchise performance.
InterConnect Wiring relied on email to manage purchase orders, making it difficult to track fulfillment and communicate with suppliers.
SK Professional Tools struggled with messy data and a complex system, making it difficult for users to manage daily sales activities.
Viracon needed a scalable CRM to modernize sales operations and align with broader enterprise strategy.
Crane USA needed a unified system to support both B2B sales and B2C customer service in a single platform.
Iowa Interstate Railroad relied on spreadsheets and manual processes that lacked transparency and couldn’t scale with their sales operations.
NDSC struggled to scale customer support as they relied on email to manage growing volumes of support requests.