Implementation & Optimisation

The experience and know-how to ensure your CRM project is a success

Implementation & Optimisation 2017-09-25T13:59:10+00:00

Cropped shot of coworkers using sticky notes on a glass wall during a meeting

Whether you’re considering a move to Salesforce, looking for expert guidance with Sage Live and advice to prepare for its implementation, or wanting to improve productivity and results from an existing cloud implementation, we provide the experience and know-how to ensure your project is a success.

Whatever stage you’re at in your CRM or Cloud Accounting journey, we’ll help you make the right decisions first time, mitigate risk and maximise your investment in technology.

Not sure where to start? Get in touch today and speak to one of our team who will be able to explain how we can help your business achieve its goals.

Find out more about Implementation & Optimisation

Solutions

Professional services designed to help you whatever stage you’re at in your CRM and Cloud Accounting journey. From consultancy, implementation and application development, through to tailored post-implementation optimisation and support services.

Salesforce

Salesforce SmartStart
Quick, affordable fixed-price Salesforce implementations. Xenogenix provide packaged Salesforce implementations at a fixed cost to help budget-conscious organisations get up and running quickly with Salesforce.

Find Out More

Sage Live

SmartStart
A Sage Live Smartstart from Xenogenix will ensure the successful implementation of Sage Live within your business. We will make sure Sage Live is configured to map tightly to your business processes and your staff are properly trained to use the system.

Find Out More

Pardot

Pardot SmartStart

Pardot is the B2B marketing automation solution of choice for Salesforce users. The Xenogenix Pardot SmartStart is designed to help you quickly set up Pardot for fast results and long-term success.

Find Out More

Salesforce

CPQ SmartStart

The Salesforce CPQ SmartStart service from Xenogenix will ensure the successful implementation of your Salesforce CPQ solution across your business.Projects are delivered in 100 hours.

Find Out More

Have Your Own Expert on Site - For a Day

Our Expert for a Day service is a cost effective way to have an experienced consultant available onsite for a mixture of consultative and hands on assistance to help you get the most out of your investment.

Do you need some help to improve the performance of your Salesforce or Sage Live system so it delivers the results you need? Despite its ease of use, it can sometimes take a lot of effort to figure out how to get Salesforce to do exactly what you want it to. Also, for many organisations training occurs only at launch and over time users can tend to develop practices which result in the application not being used correctly, which undermines the quality of information in the system.

If you don’t have the time or resources to decipher the administrator guides and make necessary system changes or the knowledge and expertise to prepare and deliver effective training then our Salesforce Expert for a Day service is the answer.

Find out More

Our Approach to a Successful Salesforce Implementation

Salesforce Optimisation Service

If you feel that your Salesforce implementation is not giving you the desired return on investment Xenogenix can help. We can review your current Salesforce configuration, prepare a business process review, identify the areas that can be improved, prepare recommendations, provide a detailed proposal of how you can address the issues and the results you can expect and even make adjustments to the system there and then. We start off by:

  • Creating an interactive map to define and document your existing operational processes
  • Gaining an understanding of how you currently capture and use customer information
  • Talking to users to identify their adoption issues and needs
  • Identifying the gaps between your desired processes and your current Salesforce configuration
  • Changing the design of your data model to align to the processes
  • Exploring new Salesforce features and functionality you may not be exploiting
  • Running system reports to identify how people have been using Salesforce
  • Assess the integrity and usefulness of the information within Salesforce

After the audit we provide feedback or arrange an executive workshop to discuss the findings and agree a prioritised action plan to improve utilisation of Salesforce.

This will lead to a fixed price work plan to resolve current configuration issues and implement further applications to help you use the system more effectively.

Our Salesforce Optimisation services can increase both efficiency and the adoption of Salesforce within your business.

Salesforce implementation

Salesforce implementation

10 Quick Wins
with Salesforce

Compiled by our Salesforce consultants and filled with useful tips and suggestions to get your Salesforce environment working more effectively.

Free Download

Find Out More

If you’re considering CRM, custom development or you just want more information, we’re happy to answer all your questions and get you set up. Simply fill out the form, or for immediate assistance, call us on 08456 525 625

silver-consulting-footer

Newsletter Sign Up

Fill in your details below to receive our Newsletter.

×
Free Download ~ 10 Quick Wins with Salesforce

×