Salesforce

SOLUTIONS

A platform like Salesforce offers endless possibilities.

Salesforce can be used to transform your business, enhance processes provide data continuity and more. However, Salesforce is often purchased, installed and configured incorrectly which can cost your business money as well as, unwanted stress due to poor planning, training, and implementation.

SociumDigital understands there is more to Salesforce than licenses, users, objects, fields, apps, and data. We understand that your Salesforce instance should integrate with your existing systems, follow your business processes and be a valuable tool for your employees while providing accurate information to the management and executive teams allowing them to make informed decisions regarding marketing, sales, process improvement, client retention, ROI and more.

WHY USE SOCIUMDIGITAL FOR SALESFORCE?

We do more than implement Salesforce, we take the time to understand all of our clients based on their unique business model. Out of the box, Salesforce is a robust system, the features and functionality it offers are powerful, however, that does not mean it is specifically configured for your business, business processes, KPI’s, etc.

OUR PROCESS

PLAN

Before you begin the implementation process, plan it out well. This is the initial stage and will involve collating data regarding your business goals, key performance parameters, and resources at your disposal.

PREP

At this step, you should be sure that all the stakeholders are on the same page. Moreover, there should be proper resource allocation to get things done timely and efficiently.

RACE

You are ready to race… Enable the users and that’s all you need to do to set your business up for exponential growth.

Step 4: Utilize your new Salesforce Instance

WIN

You are ready to win utilizing the Salesforce Platform. You will see your teams performing better and more efficiently, which will reflect in increased customer satisfaction.

WHAT WE CAN DO!

SociumDigital is comprised of multi-talented individuals who are well versed on the Salesforce platform. Some of the services we offer are listed below however, our skillset and experience cannot be outlined in a few sentences. Contact us today to discuss your current Salesforce needs.

Salesforce Consulting

SociumDigital provides expert consultation to help businesses discover why and how Salesforce can be a great choice for customer relationship management.

SociumDigital works with our clients to strategize and effectively implement Salesforce and Salesforce products in your business processes. We aid with the fair selection of Salesforce products, services, and tools that complement the nature of your business needs.

If you are already using Salesforce, we help by making the most out of your ORG by providing Salesforce customization consultation. Salesforce consultants at SociumDigital hold expertise in the area of Salesforce architecture, custom fields, workflows, objects, data management procedures, data analytics and more.

IMPLEMENTATION

If you are considering Salesforce as your CRM solution, SociumDigital can assist you each step of the way. We will architect your instance based on your current business processes and desired deliverables.

INTEGRATION

We help organizations with Salesforce third-party integration solutions using the Salesforce platform to get a single integrated collaborative business process management environment.

SALESFORCE SUPPORT

SociumDigital’s Support Services are positioned to augment your team and support the challenges of ongoing changes in your live Salesforce Clouds. Whether it’s a couple of hours a month or a full-time resource, we have you covered.

ORG ADMINISTRATION

If you are not ready to hire a full-time Salesforce Administrator or you simply need some assistance in ORG administration, creating reports, triggers, etc, SociumDigial is here to help!

ORG REFRESH

Have your processes changed internally? Need to adjust your ORG and not sure where to start? We can help by reviewing your ORG, processes, wish list, etc., and develop a plan to refresh your ORG with the features and necessary changes that better reflect your business model.

DEVELOPMENT

Custom development using APEX or Visualforce pages can add custom features to your ORG that can enhance the UX and provide valuable data at the click of a button.

OUR WHEELHOUSE

We cannot be everything to everyone and we know what we do best. Below are our core areas of expertise within the Salesforce Ecosystem. We did not include all the third-party integrations or Apps such as Adobe Sign, Quickbooks, DocuSign, etc., as that list is over a mile long. Contact us today to discuss your Salesforce needs and we will provide clear fact-based solutions.

SALES CLOUD

Give your sales teams the power to close deals like never before with Sales Cloud, the world’s #1 CRM solution. Increase productivity, fill the pipeline with solid leads and score more wins without software, hardware, or speed limits.

SERVICE CLOUD

Enhance your customer support — from call-center software to self-service portals — with Service Cloud. Get more responsive, intuitive, and flexible service solutions that help you anticipate your customers’ needs.

MARKETING CLOUD

Deliver personalized customer journeys powered by the intelligent marketing platform for email, mobile, social, digital advertising, and a data management platform (DMP). Build 1-to-1 customer journeys with Marketing Cloud, the world’s most powerful digital marketing platform.

CUSTOM APPS

Extend your sales and service capabilities with the world’s #1 CRM platform. Streamline, automate, and mobilize any business process using third-party apps or custom apps developed for you by our talented team.

COMMUNITIES

With Community Cloud, create beautiful, CRM-powered experiences — fast. Use templates to quickly launch pre-built use-case-specific solutions for your customers and partners. Or start with partner-built industry-specific solutions and components.

PARDOT

Pardot enables organizations to track and measure the effectiveness of their communications, gain insight on user behavior, and personalize content across campaigns based on any number of specific criteria. You’ve heard the axiom, Right Place, Right Time. With Pardot, you can be confident that you’re speaking to the right person at the right time with the right language.

EINSTEIN

Einstein is the Salesforce Artificial Inteligence (AI) platform which enables you to make informed decisions using AI. Utilizing Einstein will make employees more productive, and improve customer satisfaction across the Salesforce Customer 360 Platform.

… and more

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