Our Salesforce
Implementation Services
If you are looking for Salesforce implementation
services or a Salesforce Implementation consulting
company to help you grow your business, you’ve come
to the right place.
What do our Salesforce Implementation Services offer?
At PCC, we have the business experience and Salesforce knowledge to architect a solution that would support your business and how it works, setting it up for success.
Our implementation services go from Salesforce consulting and configuration to customization, integrations, support, and more. We partner with businesses across different industries to understand their workflows and processes and help them implement a variety of Salesforce clouds and products. Most importantly, we support them in planning for successful user adoption.
Whether you’re a growing business, a department with several industry-specific workflows, an organization with several systems in place, or just a small business looking to customize your Salesforce CRM or jumpstart your implementation, we cover it all. Platinum Cloud Consulting’s team will help transform your business through Salesforce products and 3rd party applications to help you build better relationships with customers, partners, and employees. Are you looking to implement these Salesforce Products? We are the specialist for you.
Sales Cloud
With the implementation of Salesforce Sales Cloud, you can group your accounts faster, find new customers more quickly, and close deals faster – from anywhere.
Service Cloud
If you are looking for an improved customer experience, this Salesforce product gives your team a 360-degree view of your customers, enabling you to deliver smarter, faster, and more personalized service.
Marketing Cloud
World-class digital marketing platform to unify data sources, personalize on every channel, engage in any stage of their relationship with your brand, and measure the performance of every campaign.
Experience Cloud
Whether your company needs to grant portal access to your customers to track orders or support tickets, channel partners to log leads and track activity, or build something completely custom, we cover it all.
CPQ & Billing
Streamline your quoting process with Salesforce CPQ. Implementing Salesforce CPQ requires expertise and a thorough knowledge of quote-to-cash processes. PCC can help you implement CPQ right the first time.
Financial Services Cloud
Supercharge advisor productivity to focus on client needs with Financial Services Cloud. Enable financial services firms to increase employee productivity, accelerate time to value, and deepen customer trust with every interaction.
What is our Salesforce Implementation Process?
We partner with you to build and deliver custom solutions to answer your unique business challenges. With the right tailored Salesforce implementation project plan, Salesforce CRM can accelerate your workforce productivity and improve customers’ collaboration and satisfaction. What is our process for a successful Salesforce implementation?
1. Salesforce Consulting
During the discovery stage, PCC’s team will interview you to understand and capture the detailed business requirements of the new system and outline them in the project plan. We will analyze your work processes, define how a Salesforce implementation strategy can support and enhance your internal processes, design your vision, and set goals for the implementation to break it into manageable phases finally.
2. Customization & Configuration
Our Salesforce implementation methodology helps us build a revolutionary tool that can enhance how your organization works while bringing an abundance of benefits to your users and increasing employee experience. We will design workflows to tailor your Salesforce solution, making it scalable and easy to use to provide your team with the tools and information they need and meet your business objectives.
3. Integration
One of the services we perform in our Salesforce implementation is to carry out the needed integrations. So, your Salesforce solution can synchronize with third-party systems such as electronic signatures, email providers, or document management systems to improve business productivity and ensure the increased visibility of crucial data between the integrated applications.
4. Data Migration
Our expert Salesforce Implementation Consultants have the experience to prepare a strategy to successfully migrate the data from the old system to the new org. In our data migration stage, we ensure no duplicated leads and accounts are imported into the new system while creating a mapping of the data so the client can easily find the information they are looking for, in the right location following Salesforce best practices. We are equipped to handle the most complex migration challenges successfully.
5. System Setup and Reporting
During this Salesforce implementation step, our team works on optimizing your user experience and workflow. We grant permissions to users as needed, create the required reports and dashboards, and configure dashboards and list views for the ops team to have visibility into their own work.
6. User Training & Go-live Support
Once our team has successfully completed the implementation of Salesforce products for your company, we engage in company-wide training before going live. We train users on the new system functionalities; this will allow you to provide feedback on minor changes while also reporting on any possible bugs. We offer support for any post-go-live request and make immediate changes to production.
7. Evolution & Continuous Support
Our services do not end with Go-live. Manage Services is an optional Salesforce implementation support designed for organizations that want to continue enhancing their Salesforce platform over time. Salesforce Managed Services can be leveraged across the most common Salesforce products, including but not limited to Sales Cloud, Service Cloud, Experience Cloud, Pardot, Platform, and CPQ.
Benefits of Salesforce Implementation Services
- Working with the right Salesforce implementation approach, your business can increase lead conversion, sales revenue, and customer retention.
- Gain success faster by automating your business processes and workflows and getting a convenient solution for end-users.
- Effectively streamlined the data-processing efforts and automated outreach, data entry, and file analysis work.
- Maximized Sales representatives’ productivity and management processes’ efficiency.
- Maintain a better track of the customer’s history, past communications, orders’ status, and more by storing all the information in one central place.
- Implement faster and more effective collaboration with customers and teams, managing contacts and tracking opportunities through the complete sales cycle.
- Understand your customers’ needs better and resolve their issues faster to keep them satisfied and foster a rich and successful relationship with them.
- Generate up-to-date, accurate, and complete safe information that can be shared among various departments and can be used from anywhere with access to an internet connection.
- Less expensive maintenance cost and less downtime by having automatic upgrades of the app or infrastructure. Cost-effective work that would allow your business to invest in more productive ventures.
- Forecast future sales to plan future campaigns by understanding past and present sales trends and opportunities.
Why Platinum Cloud Consulting?
To obtain the most benefit out of your Salesforce implementation project, you need a partner that understands your business and can design workflows and processes that fit the way your business works.
We make it our #1 priority to seamlessly blend our team with yours to provide solutions that will equip you with the resources to expand and stay one step ahead of your competition. Our adaptability allows us to find common ground with any client, build a genuine long-term partnership with them, and develop the most innovative solutions to revolutionize the way they do business.
PCC’s extensive experience across different industries, like financial services, Healthcare and life sciences, high technology, manufacturing, media, and entertainment, and more, help us understand your industry’s needs and the challenges that come with it. Additionally, our holistic approach ensures we deliver measurable outcomes by architecting a unique and robust Salesforce solution that ties in seamlessly with your business approach.
Our Top-Rated Salesforce implementation consultants have a deep knowledge of Salesforce best practices to help you avoid making costly mistakes. You can count on the guidance and support of our team from start to finish to set your organization up for successful adoption of your new system and take your business where it needs to go.
Our Salesforce consultants will be by your side well after launch, monitoring your environment and finding ways to make the enhancements you’ll need to continue growing with the platform. We provide an open line of communication with you so that we can be a constant source of support as you venture into the world of Customer Relationship.
FAQ for Salesforce Implementation
If you are new to Salesforce, we have you covered. A Salesforce implementation service might be the perfect solution for you. Whether it is a Salesforce Jump Start, implementing a single Salesforce cloud, or a multi-cloud implementation, two or more Salesforce clouds, we cover it all. We help organizations get up and running on Salesforce while also supporting in getting the most out of Salesforce CRM.
If you have an existing implementation but can’t seem to make it work for your business, are looking for something more custom, or need a new Salesforce implementation approach we are here for you! We can help you re-engineer your Salesforce platform. Our team of Salesforce consultants has worked with numerous companies in different industries, designing the most suitable solutions for their issues. We will transform your existing Salesforce implementation together with your re-engineered business processes.
Even after the implementation of your Salesforce platform has gone live, we are there to support you and improve the adoption of your platform. With Managed Services, we help you realize a higher return on investment (ROI) with your current organization, increasing usability, functionality, and adoption.
Let’s Talk About Your Project
Get in touch with us today to discuss your Salesforce goals with one of our Salesforce subject matter experts.