Make customers happier with Service Cloud Consulting

We help create exceptional customer service experiences and improve upon client relationships. Service Cloud and SMBHD Support can help your team streamline all communications between you and your clients.  

Unique systems that deliver fast, personalized service.

Streamline multiple information sources into a centralized view, customer self-help portals and communities, knowledge base, and more. Service Cloud is a comprehensive customer service and help desk platform for scaling businesses of all sizes.

Service Cloud Tool

How we can help you

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.

More Salesforce Services

Sales Cloud

Identify where Salesforce Support can improve upon efficiency and productivity for your team members and their individual functions.

SALESFORCE CUSTOM DEVELOPMENT

Develop custom solutions with the functions of Salesforce to expand upon Salesforce’s ability to resolve business challenges.  

Pardot Consulting

Ensure your technology is aligned with your sales and marketing processes for more effective lead generation and stronger pipelines. 

Salesforce Support

Salesforce evolves and updates, and the key to success is customizing and enhancing your experience as your business scales. 

Client Success Stories

Delivering results EVERY time.

Swipe

Relaxing Mist

Our customer service and sales team are now aligned on a single system. With SMBHD we have greater insight into our organization and we are able to provide better customer service than we were able to in the past.

A one-stop shop to have a 360-degree understanding of their business performance, specifically in the areas of business process and campaign performance.

Commercial space

Viracon needed to improve sales productivity and internal transparency on process & individual performance, while securing their data from competitors within a