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In Summary:

• Centralized Customer Management: Salesforce provides a unified platform to manage customer interactions, leads, and sales processes, improving organization and responsiveness for small businesses.
• Boost Efficiency & Growth: By automating tasks, streamlining workflows, and offering scalable solutions, Salesforce helps small businesses operate more efficiently and supports their growth.
• Access Expert Support: Partnering with a consultancy like Xenogenix ensures tailored implementation, maximum ROI, and ongoing support to leverage Salesforce’s full potential for small business needs.

With so many CRM’s out there how do you know which one is right for your business? Businesses have been using Salesforce’s innovative CRM and techniques to streamline operations since the 90’s and Salesforce have established themselves as a market leader. 

So, before we get into the details, let’s talk about numbers. In a recent report by Salesforce companies that made the switch reported: 

• An overall 25% increase in revenue and ROI  
• A 35% increase in customer satisfaction 

• A 34% increase in productivity 

Still with us? Ok, let’s get into what really makes Salesforce the best choice of CRM for your small business. 

Reason 1 – You Can Start as Small as You Like 

With Salesforce you’ll only need to buy the licences that your business needs. If you only need two licences that’s all you’ll need to purchase, and you can add licenses as your business grows. Whether you have two or two hundred licences with Salesforce you have a complete system at your disposal.  

Reason 2 – Get Up and Running in No Time  

We know how important minimising downtime is when it comes to changing internal systems. No business wants to be offline for weeks to change to a new CRM.  One of the benefits of Salesforce is that is possible to use it straight out of the box with a full implementation (which can be completed alongside your current processes) taking just days. Not just that, but its slick and modern user interface is straightforward to navigate and will quickly become familiar to users.

Plus with Xenogenix SmartStart Packages, we enable budget-conscious small businesses to start realising the benefits of Salesforce as quickly as possible. 

Reason 3 – A System That Grows as Your Business Does  

With Salesforce you’ll never need another CRM, as your team grows you can add more users and additional functionality integrating all your business functions from Marketing, Sales, Customer Support, Operations to Finance and HR all on one platform. One of the goals of any of small businesses is growth, which is why you need a CRM that can grow with you and adapt to your changing needs. With Salesforce  you can automate business tasks, add almost limitless functionality with Salesforce native third-party apps, and even build your own custom apps with simple point-and-click tools. 

Reason 4 – Lose the Spreadsheets 

Do you feel like your companies’ data is scattered across personal hard drives and spreadsheets? Is the security of your data and your ability to access it giving you concern? With Salesforce everything is stored in the cloud meaning that it’s fully secure and you can access all your figures in real time.  Humans tend to make mistakes and the probability of one person making a crucial mistake exists no matter how much training they undergo.  Salesforce now strictly enforces Multi-Factor Authentication and requires users to confirm their identity with an authentication app on a mobile phone or a security key. 

Reason 5 – Save Man Hours with Automation 

Automating Salesforce processes not only ensures the speeding up of repetitive tasks, but it also guarantees more reliable information by eliminating manual data entry, increasing accuracy organization-wide. With Salesforces intuitive drag and drop workflow builder you can automate tasks for almost any sales, support, marketing processes. 

With automation you will see:

– Improved Sales Cycle 

Salesforce’s sales scheduling and forecasting feature can improve your sales cycle by improving the accuracy of your forecast and predicting sales results by months and quarters. It can help you find out what leads to buying your products and create a marketing strategy based on your prospects’ needs. 

– Improved Customer Engagement 

The Salesforce app offers a robust customer engagement solution that can boost your customer service and enable your employees to give real-time customer service. 

– Improved Communication 

It allows you to send reminders, close deals, answer questions and collect customer feedback in a matter of minutes. All these tasks can help you enhance the customer experience and build better customer relationships. 

 – Streamlined Operations 

You can eliminate paper and automate many processes in your company. You can better manage your workflow and collect data more easily. 

So, if you have got this far and are looking for a summary on how will Salesforce improve my business? this section is for you. With Salesforce you can: 

• Create quotes quickly and easily, sending them out from Salesforce and getting them electronically signed 
• Accurately generate invoices from the data held in Salesforce reducing human error 
• Create approval processes for all parts of your business 
• Provide automated notifications on key business events including new leads, closed business, invoices sent etc and the ability to set follow up tasks where necessary 

• Automate workflows to speed up data entry with guided flows to ensure the right data is input every time 
• Easily create custom reports and dashboards on any of your data 
• Manage all of information in a single place in real time 
• Empower you to make important business decisions with all the information you need immediately available. 

Salesforce can help your small business grow from the ground up. Salesforce’s ecosystem extends beyond basic CRM services, making it a perfect choice for small businesses looking to build systems that can support multiple departments. If you would like to find out more contact us today. 

It’s an exciting time for Xenogenix! We are celebrating 20 years in business and 15 years as Salesforce partners.

We were founded in 2002, by our directors Mike McIntyre and Mark Riley. Since then, Xenogenix have been providing business process and performance improvement services to a range of businesses, small and large. .We exist to enable organisations and the people in them to thrive, not just survive.

Fast forward 5 years to 2007; where we became a certified Salesforce partner – a decision that transformed the journey of our business. Now with over 15 years Salesforce consultancy experience we are a knowledgeable, responsive and innovative consultancy that transform the way our clients do business and enable them to find, win and keep more customers.

Thanks to our understanding of business processes and which techniques work best for our clients – we became one of the most respected Salesforce partners, completing projects for over 500 organisations, ranging from up and coming start up businesses to multinational corporations. 

We have built strategic partnerships which add value to our customer implementations including FinancialForce, Cloud Coach, XCD, Elements.cloud and Conga. Without these valuable partnerships we would not be able to support our customers with getting their entire businesses onto Salesforce and really revolutionising their businesses.

Our team has grown from strength to strength and we would like to thank all of our employees, partners and customers that have helped us get to where we are today and being such a big part of our success!

In this blog you will discover:

• Xenogenix Achieves Salesforce Gold Partner Status: This highlights the key achievement and the central topic of the announcement.
• Recognition of Expertise and Success: The partnership signifies Xenogenix’s demonstrated deep knowledge, successful project delivery, and commitment to the Salesforce platform.
• Enhanced Value and Service for Clients: This new status allows Xenogenix to offer even greater expertise, resources, and support to their Salesforce customers.

Xenogenix is proud to announce that we have been awarded Crest (formally Gold) level partner in the Salesforce partnership programme. We have achieved this partnership level through our dedication to customer success, innovation, partnership growth, equality and sustainable development.

Being partnered with Salesforce since 2007, Xenogenix have worked on hundreds of complex Salesforce implementation and improvement projects across many industries and Salesforce cloud products. With our experience of Salesforce and supporting apps from the ecosystem our focus is on supporting our customers to deliver business process and performance improvements across their whole organisation on a single world leading cloud platform. Our mission is to improve the way people, processes, and systems work together so that our customers can succeed in a digital world. And our customers agree giving us a customer satisfaction score of 4.93 out of 5!

“We have constantly strived to be the best Salesforce partner in the market, giving our customers outstanding customer service and technical knowledge. Becoming a gold partner means we can further demonstrate this commitment and provide more customers with an excellent Salesforce experience”

Mike McIntyre MBE – Founding Director, Xenogenix

In addition to the new partnership status Xenogenix have also been awarded a number of specialisations across the Salesforce clouds:

• Sales Cloud
• CPQ
• Experience Cloud
• Pardot
• Pardot Reporting and Analytics
• App builder
• Process Automation
• Security and Privacy

And Industries:

• High Tech
• Manufacturing
• Non profit

“We have been delivering successful projects for our customers for over 14 years. As we continue to grow as a business it is exciting to be recognised through our new partnership level, expanding specialisations and excellent customer satisfaction score!”

Mark Riley – Founding Director, Xenogenix 

At Xenogenix we’ve been supporting our customers with their Salesforce projects since 2008. It is our experience that no matter how well planned and executed a Salesforce implementation is, the resulting solution will need to adapt to support changing user needs and enable business growth. Users will identify improvements and additional requirements once they start using the new system. They will also need support and advice on how best to use the system and in some cases a more comprehensive ongoing development service will be required.

Many businesses cannot justify full time internal resources to maintain the system and skilled resources are difficult to recruit and retain. So we offer a Managed Service which is a proactive service focused on maximising your investment in the Salesforce platform in addition to resolving day to day issues and maintaining the existing Salesforce instance.

So, what are the benefits of using a Managed Service to maintain your Salesforce solution?

No Need for an Internal Admin

A managed service eliminates the cost and effort involved in employing an internal administrator. A good partner will ensure your org is documented so if you end your contract, you will have the information you need to continue to manage your org seamlessly. It will mean your org is always properly managed by fully trained professionals and your system is always maintained to the highest standard.  And if you already have an internal admin, and they decide to leave, our team can be up and running in a matter of hours, limiting the impact of this change.

Increase your Return on Investment

Using a Managed Service, consultants will support you to identify the areas in which your business can get the most from the platform and ensure you get the best possible outcome from your investment. 

Reduce risk when making changes to your org

As part of a managed service consultants will use tools which allow them to analyse your Salesforce environment to identify issues and mitigate any risk. It maps out the structure of your Salesforce org so potential errors are identified in the build and foresee any potential issues while implementing new features into your org.

Access to a whole team of experts

Using a managed service means you don’t need to try and find this expertise in house, you don’t need someone to take the time out from their day job to try and learn how to improve Salesforce. You can have access to a team of individuals who have years of experience with Salesforce and have the tools and processes needed to optimise Salesforce.

Future Proof your investment in Salesforce

A managed service, we guide you through the Salesforce feature releases and developments ensuring you keep up with the technology. It will be able to identify which features will make the biggest and best impact on your business. It will make sure your investment is always up to date and you are benefitting from advances in tech.

In addition, any changes needed as your business expands and grows will be translated into your  Salesforce so that expands and grows along with you. You won’t be held back by the technology not growing with your business. 

We have created a whitepaper which gives you more information on the benefits of using a managed service. Fill in the form and we will send it to you:

With the yearly Salesforce releases and the thousands of apps available on the Salesforce Appexchange its now entirely possible to run every single business process on the Salesforce platform. If you have a business need, there is probably an app for it! But why do businesses choose to move all of their processes onto Salesforce and what are the benefits they find?

At Xenogenix we have been a Salesforce partner since 2007 and work with our customers to move as many processes as they can onto Salesforce. We’ve seen it from many angles so here’s what we think:

Why do businesses move their processes onto Salesforce?

• Departments are working in their own silos, meaning critical information is not being received by individuals that really need it. Critical information is lost in the gaps between systems.
• Sales are receiving loads of unqualified leads from marketing, and valuable leads are being lost as there isn’t the time or will to follow up on them all.
• Hours of time are wasted, every single day, by manual processes – leaving businesses exposed to costly mistakes. Not to mention spreadsheets being used to hold customer data!

What are the benefits of moving business processes onto Salesforce?

• With a shared view of your customers, all your teams can better meet customers’ demands.
  • So sales close quicker
  • Marketing hits the mark
  • Service comes with more smiles.
  • Customer loyalty drives business growth
• Only one system to maintain for your business, cutting costs and effort
• With front and back office connected, business can achieve up to 40% cut in costs
• Happier staff, with less errors, less wasted time, more job satisfaction and the ability to work from anywhere

There are so many reasons businesses can benefit from moving their processes onto Salesforce, we can’t cover them in this post! We’ve got more detail in our whitepaper which we will email to you when you fill in your email address:

With the yearly Salesforce releases and the thousands of apps available on the Salesforce Appexchange its now entirely possible to run every single business process on the Salesforce platform. If you have a business need, there is probably an app for it! But why do businesses choose to move all of their processes onto Salesforce and what are the benefits they find?

At Xenogenix we have been a Salesforce partner since 2007 and work with our customers to move as many processes as they can onto Salesforce. We’ve seen it from many angles so here’s what we think:

Why do businesses move their processes onto Salesforce?

• Departments are working in their own silos, meaning critical information is not being received by individuals that really need it. Critical information is lost in the gaps between systems.
• Sales are receiving loads of unqualified leads from marketing, and valuable leads are being lost as there isn’t the time or will to follow up on them all.
• Hours of time are wasted, every single day, by manual processes – leaving businesses exposed to costly mistakes. Not to mention spreadsheets being used to hold customer data!

What are the benefits of moving business processes onto Salesforce?

• With a shared view of your customers, all your teams can better meet customers’ demands.
  • So sales close quicker
  • Marketing hits the mark
  • Service comes with more smiles.
  • Customer loyalty drives business growth
• Only one system to maintain for your business, cutting costs and effort
• With front and back office connected, business can achieve up to 40% cut in costs
• Happier staff, with less errors, less wasted time, more job satisfaction and the ability to work from anywhere

There are so many reasons businesses can benefit from moving their processes onto Salesforce, we can’t cover them in this post! We’ve got more detail in our whitepaper which you can download by filling in this form:

Our key mission at Xenogenix is to work with our Salesforce customers, to get as much of their business as possible running on Salesforce therefore providing them with the best possible ROI. Being a Salesforce partner since 2007 we know that our customers often have external systems which can massively benefit their business if integrated with Salesforce. One solution we often integrate is Salesforce with Microsoft Dynamic ERP (AX, GP, NAV, 365 Business Central and 365 for Finance & Operations).

We work with our partner Rapidi and their cloud-based data integration solution RapidiOnline which integrate Salesforce with Microsoft Dynamics ERP system quickly and easily. There is no need for any programming, no business disruption to manage and your customers can be up and running in a matter of days. Xenogenix team of experienced consultants will work with your customers to make the integration run smoothly and ensure maximum user adoption.

If you don’t have an automated integration between Salesforce and Microsoft Dynamics ERP, you’re almost certainly carrying out unnecessary manual integrations. Your staff will be looking things up in both systems and transferring data between the two, increasing the risks of mistakes.

Integration between Salesforce and Microsoft Dynamics ERP can:

Save you Time
– No more using two systems
– No need to copy data from one system to another
– Reduce risk of mistakes

Increase Sales Opportunities
– Spot opportunities and chase down leads easily
– All data you hold about each customer in one place, with instant access
– Your sales team can see order history, so they’ll be able to contact customers at just the right time
– Your operations people will be able to make sure they have the right stock in when they need it
– Get to know your customers, anticipate their needs and build long-term relationships

Help your Business Grow
– Always work from reliable, meaningful data
– Teams are working from the same place, relying on the same data

Download your Free Integrate Salesforce with Your ERP Ebook

Find out how to fully leverage your Salesforce investment by integrating with your ERP. Ensure your CRM is working with and for you. Simpy fill in the form below.

Xenogenix joins the Pledge 1% Movement and Pledges to Donate 1% of Time to the Community

Xenogenix announced today that it has joined Pledge 1%, a global movement to create a new normal for companies of all sizes and stages to have a positive social impact through their business. Xenogenix is joining thousands of companies around the world who have committed to Pledge 1% of either their product, profit, equity, and/or staff time to a charity of their choosing.

“Xenogenix and our staff have always had the option to use business time to give back to the community, by joining Pledge 1% we are formalising our commitment to corporate responsibility.” Said Mike McIntyre, Director of Xenogenix. “We are proud to join the Pledge 1% community.”

To find out more about Pledge 1% visit their website.

We recently ran an online webinar to demonstrate the benefits of running finance on Salesforce. With our partner FinancialForce we looked in to the benefits and how managing finance on Salesforce improves customer experience and revenue growth. View our webinar here: