Salesforce
Connecting your organisation
Get the Most Out of Salesforce
Salesforce is a fantastic platform for connecting all of the key data and processes of your organisation.
It allows you to have one place where people can find out everything they need to know about a customer, order, product, supplier, marketing campaign, sales pipeline – or anything else needed to help manage your organisation.
Achieving this one-stop-shop of data and processes doesn’t happen overnight, and we partner with our customers to help them build this platform, one step at a time.
Everyone’s Salesforce journey is different, and our customers usually look to Salesforce to help solve an initial pain point or use case. Below are some of the ways we help our customers manage their organisations today.
Click on each icon below to find out more:
Sales
It is our customers most common initial use case for Salesforce. Growing organisations need greater visibility of their sales information, and sales teams need a more efficient way to manage their pipeline and their time.
We help customers to:
- Bring multiple sources of prospect and customer data into Salesforce
- Integrate Salesforce with their website enquiries and Email
- Configure Salesforce to align to an agreed structured sales process
- Build reports and dashboards to help them get the sales data they need
- Train their sales teams and managers on how to succeed with Salesforce
Your Questions Answered
Is Salesforce the right CRM system for my Organisation?
There are many CRM systems to choose from, so what makes Salesforce a good fit for your organisation? We use these criteria when helping customers who are considering Salesforce:
- You want a system that can be shaped around how your organisation works – not change how you work to fit a system
- You want a system capable of adapting to change quickly
- You want a system that can scale easily as you grow
- You want a platform that can continually improve your organisations processes
- You want to embed CRM as part of your organisational culture
There are different versions of Salesforce. Which one do I need?
Trying to understand which edition of Salesforce your organisation needs can be difficult. There can be many things that influence the decision, but here is our high-level guide to help get started:
- Essentials Edition – less than 10 users. No integration requirements. Simple workflow requirements. No need to control who can see specific data in Salesforce
- Professional Edition – More than 10 users. Potential integration with other systems. Simple workflow requirements. Some control required over who can see specific data in Salesforce
- Enterprise Edition – Integration with other systems. More complex workflow required. Granular control over who can see specific data in Salesforce. Potential custom user interface development
Most of our customers use Professional Edition, and it is a good starting point for most small to medium organisations.
What does a typical Salesforce implementation involve?
Rolling out Salesforce to your organisation will involve these types of activities:
- Application setup – configuration for your brand, user permissions, products, mobile access and more
- Processes – aligning Salesforce to the processes within your business
- Data – bringing any existing data you may have into Salesforce
- Reporting – building the key reports that give you insight into the data held in Salesforce
- Integration – getting Salesforce to work with things like Outlook
- Training – making sure your users know how to succeed with Salesforce
A basic implementation can take as little as 40 hours, cost around £3600, and take a few weeks. Implementation costs and timelines vary based on the scope and complexity, and we work with clients to produce a realistic quotation based on their requirements.
Do I need a partner to help me set it up?
Getting things setup and embedded correctly from the very start is so important to the overall success of Salesforce in your organisation. Partners are experts in guiding organisations through these critical initial steps and can get you up and running quickly and efficiently.
Quite a few of our customers have tried implementing Salesforce themselves before reaching out to us for help. Whilst it’s fantastic to have someone within your organisation who is empowered to own and look after Salesforce, using a Partner at the start of your Salesforce journey can often prove a worthwhile investment.
What else should I know before buying Salesforce?
- Try and speak to friends and colleagues at other organisations who have used Salesforce to get insight into their Salesforce journey
- Have a conversation with your local Salesforce Partner before engaging with Salesforce to get an honest opinion on what your organisation really needs
- It isn’t possible to downgrade your Salesforce instance i.e., Enterprise to Professional. So, keep things simple at the outset and upgrade when you grow
- The longer the contract you agree with Salesforce, the more discount you will receive off the list price
- Organisation culture plays a massive role in the success of Salesforce. Consider including the senior leadership of your organisation as Salesforce users, and make them part of your processes
We want to extend our use of Salesforce to more of our organisation. Can you help?
Absolutely! We always enjoy working with customers who need to expand their Salesforce use beyond their initial use case. Usually, this involves bringing customer service onboard after a successful sales team rollout. Sometimes it’s looking to project management solutions on Salesforce. Whatever you’d like to do with Salesforce next, we’d love to be part of your journey.
We have Salesforce but don’t use it very well. How can we do more with it?
We’ve worked with many organisations that weren’t getting the results they had hoped for from Salesforce. We can help examine your Salesforce use today, work with you to define a roadmap of what you’d like to achieve, and relaunch Salesforce within your organisation.
Can Salesforce help reduce the time we spend manually producing reports every month?
We’ve worked with several customers to use this as the mechanism to relaunch their Salesforce journey. By gathering all of the outputs that they need within their organisation and working backwards to allow Salesforce to produce this information, we dramatically increase the usefulness and adoption of Salesforce.
How can I integrate Salesforce with our finance system?
A CRM system is only as good as the data that it contains. Good data leads to good adoption and better processes. Accessing and integrating data from finance systems is often a great way to provide trusted data to your users and further embed Salesforce within your organisation’s processes.
We’ve worked with several customers to integrate Salesforce with their chosen finance package, often using third-party integration software to make the integration quick and straightforward.
Get in touch to find out how we can help you with Salesforce
What Our Customers Say
I wanted to get up and running with a survey tool quickly and without having to redesign our existing processes. We’ve worked with Cairies for a long time and because they know our business so well, I knew they could help us implement something effectively, without requiring a lot of my team’s time.
The result was a simple, actionable process that allows us to formalise the valuable feedback we get from our customers.
The most successful part of working with Cairies is that they delivered what we required on time and to a very high standard. Given our day to day commitments, and extent of what we needed to do for GDPR, we couldn’t have done it without them, they were a lifesaver!
I highly recommend working with Cairies because they are professional, thorough and easy to work with. I look forward to working with them again in the future.
The team has valued working alongside Emma and Andrew on the implementation of our new salesforce system. They were able to explain more complicated IT jargon in a simple way, which ensured that the process from start to finish was very smooth. They were very responsive to any questions we had and were a joy to work alongside. We hope to work again with them in the future and we would highly recommend them.
Cairies were instrumental in helping us set up and start using Pardot and expertly guided us through key integrations with Salesforce and our website. They’ve been a valued resource and we couldn’t have launched some strategic projects as efficiently or successfully without them.
Cairies were key in helping our company take the next step to grow and integrating Salesforce into our day to day life. They provide a professional, helpful and friendly service and would highly recommend to anyone looking to start using or to improve their use of Salesforce.
The Salesforce & Pardot Consultancy
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