What we do
Salesforce and Pardot Specialists
We help you GET STARTED
It can be a bit overwhelming when you first start to explore the Salesforce world. Understanding what each product does, what the key differences are between the various versions, how they align with the priorities driving your need for change and where you should get started, can all seem hard to understand.
We help people to navigate these critical initial steps, providing our experience of working with organisations across lots of different sectors to ensure they are set up for success from the very start.
We help you by:
- Explaining what Salesforce products can do and how they can help your organisation
- Aligning your requirements with what you actually need from Salesforce products
- Demonstrating how other organisations use Salesforce to tackle common business problems
- Setting out a roadmap of how Salesforce products could help transform your organisation
- Helping you implement Salesforce, rolling it out across your organisation
We help you ACHIEVE MORE
When organisations who already have Salesforce come to us for help, it is typically for one reason – they want to do more with Salesforce.
They may already be using Salesforce successfully for part of their operations and have seen the impact it can have. They now want to extend its use to realise the same benefits in other areas.
Often though, organisations need our help to get more out of their existing Salesforce implementation. It’s not giving them the results they had hoped for. It’s not being used well by their sales teams. They’ve reverted to the spreadsheets that the business used to run on. They need our help to justify their continued investment in Salesforce.
We help you by:
- Examining your use of Salesforce today along with your current business processes
- Identifying areas where Salesforce could be used to deliver greater benefit and adoption
- Showcasing how your organisation could improve its use of Salesforce and delivering a roadmap of how this could be achieved
- Relaunching Salesforce within your organisation
- Partnering with you to connect your processes and operations and give you complete visibility across your organisation using Salesforce
We empower you THROUGH TRAINING
User adoption is a critical part of any organisations Salesforce journey. People need to know what is expected of them to make the system work, as well as how to leverage the system to benefit them in their role. Empowered users will contribute and benefit more from Salesforce and help it succeed within your organisation.
As part of a new implementation, when processes or people change, or whenever you need it, we can train your users to help them get the most out of Salesforce.
We help you by:
- Running group training sessions for specific teams or groups of users
- Training users on a 1:1 basis to help make Salesforce work for them
- Training your management teams on how to use Salesforce to manage people
- Providing on-site or remote training where required
The Salesforce & Pardot Consultancy
Copyright © 2024 Cairies Ltd. All Rights Reserved
