CRM Consulting

Helping businesses manage customer data, automate processes, and build centralized reports.

Salesforce, 5x Certified

Salesforce CRM

Why Salesforce?

If you’ve heard of Salesforce, then you’ve likely heard it is one of the most expensive CRMs on the market, and many users don’t like it. Do you want to know why?

Salesforce is a top CRM on the market.

It is a robust CRM in terms of built-in functionality, ability to customize, integration capabilities, and more. It can be tailored precisely to fit every unique business.
It has a learning management system with modules so anyone can learn how to use it.

However, because it is so robust, businesses need certified consultants who specialize in the product(s) they purchase, and often the industry they are in.

A poor implementation or lack of implementation consultant results in a tool that is not user friendly, and so users dislike the product, don’t use it, and instead it just sits there and feels expensive.

When properly implemented and tailored to a business, it is THE best CRM a business can use.

Do you already use Salesforce?

Was your Salesforce org setup poorly to begin with?

Are you having trouble scaling?

Was your team trained poorly or not at all? Do you even have training materials?

Are you left with little-to-no documentation and aren’t sure why Salesforce was setup the way it was?

Are there projects in your backlog (product implementations, adding automation), support tickets, and tech debt (often derived from support tickets) your team doesn’t have time to complete?

Contact Defined CRM Consulting for help with all the above, and more!

Do you want to implement Salesforce?

Do you need to decide which CRM is right for your business?

Defined CRM Consulting can guide you through the due diligence process, including which Salesforce product is the best fit for your business’ needs.

If your business has already decided to implement Salesforce, congratulations!

Implementing a CRM is no small task. There are many considerations, including, but not limited to:

The best approach to the implementation

Backing-up data

Data manipulation for import Building out Salesforce

Testing & User Acceptance Testing

Resources (budget, timeline, etc.)

The timeline can range from weeks for an out-of-the-box implementation, months for minimal customization, and up to or more than a year with a highly customized CRM for hundreds of users.

Salesforce Support

Whether you have a dedicated Certified CRM Admin, an Executive CRM Sponsor acting as an interim admin, or no one on staff managing your CRM, Defined CRM Consulting is here to support your business maintaining its CRM.

This might look like answering support tickets from users, activating and deactivating users as they onboard and off-board, moving permissions to permission sets from Profiles or processes from Workflow Rules and Process Builder to Flow, to improving the CRM setup.

Sales Cloud + Service Cloud

One of Salesforce’s core products is Sales Cloud, and pairs nicely with Service Cloud.

Most businesses can start out on the Essentials or Professional plans and use the #1 CRM out there.

If your business is a specific industry, there is possibly another Cloud product that is better suited for your business - that means out-of-the-box there is more functionality built in.

Talk to Defined CRM Consulting about the differences between the clouds, implementing them, or customizing them!

When businesses streamline and automate their processes by leveraging Customer Relationship Management (CRM) software, they have more time to focus on customers and growing the business.

Already using a CRM? Start addressing those larger projects in the backlog, clean up your data and optimize reports for better quality metrics, or improve how the process functions for users.