Implementation & Optimisation

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

Implementation & Optimisation 2017-05-26T11:44:35+00:00

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

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

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 journey. From consultancy, Salesforce 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.

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Salesforce

Pardot SmartStart
Xenogenix Pardot SmartStart is designed to help you quickly set up Pardot for fast results and long-term success. We will work with you throughout implementation from initial project planning to post implementation support.

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Salesforce

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

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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.

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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

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