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Implementation & Optimisation
The experience and know-how to ensure your CRM project is a success.
Whether you’re considering a move to Salesforce, looking for expert guidance with Certinia, advice to prepare for 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.
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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.
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Salesforce
Rapid Smartstart
Quick, affordable fixed-price Salesforce implementations. Our Salesforce Rapid SmartStart is designed for smaller sales teams with less complex requirements. Our consultants will get you up and running on Salesforce in 3 days.
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Salesforce
Salesforce Health Check
Does you Salesforce Org need a Spring Clean to improve efficiency and effectiveness? Are you realising ROI? We can perform a comprehensive health check to assess your current implementations performance.
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Certinia
Certinia Implementation
Our SmartStart implementation is a comprehensive yet convenient packaged implementation if you have a simple org and desire to get up and running quickly. We also offer a standard implementation service for more complex requirements.
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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.
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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.
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Salesforce
Migration To Lightning
Our Migration to Lightning SmartStart is a comprehensive packaged service to manage the process of transitioning to Salesforce Lightning Experience. Includes Training.
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Salesforce
Expert For A Day
A consultant onsite for a day to help identify ways in which you could use the system more effectively, implement any necessary changes and get your Salesforce application working more efficiently.
Find Out MoreHave 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 Financials 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.
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.
5 reasons to use a Salesforce Managed Service
Compiled by our Salesforce consultants and filled info on how your business could benefit from using a Salesforce Managed Service to support your org.
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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
