Salesforce Implementation

Put the customer really central and work with the best cloud platform in the world!

Salesforce implementation

Put the customer really central and work with the best cloud platform in the world! Salesforce is fully web-based and mobile accessible. No worries about system administration, application updates and backups, Salesforce works anywhere, anytime and complies with EU data protection guidelines (GDPR ) .

With Salesforce we ensure that less time is wasted on administrative rigamarole and more time is left to really give the customer attention. Aggregate customer data, automate processes and work more effectively. As a certified Salesforce partner we take care of your Salesforce implementation from A to Z. From Salesforce CRM to App Cloud, we ensure that Salesforce does what you expect.

Tailor-made Salesforce

There are many different ready-to-use ERP systems on the market. There are one or more variants for most branches. The disadvantage of these systems is, regardless of the often hefty price, that they are compelling in the working methods. These systems are designed to ensure that as many companies as possible can be operated uniformly. The process within an industry is facilitated in a certain way assuming that most companies in that sector work like that. Deviations from this are not or only limited and only possible at high costs. The result is that employees start looking for ways to circumvent the system in order to be able to keep to their own working methods.

A platform like Salesforce makes it possible to set up tailor-made administration with little effort, and therefore low costs. Due to the excellent integration possibilities, not every part of the business administration needs to be reconstructed. Financial accounting is done in the same way for most companies and a choice for a ready-made accounting package is obvious. The link between Salesforce and the accounting package is easy to realize.

Salesforce is widely known as a market leader in CRM solutions. However, the Salesforce platform offers all the functionality to easily set up a customized administration. The power of Salesforce, but then completely tuned to the company's own situation.

An example: The CRM solution of Salesforce is highly regarded but is not always the best solution. The sales process of a training institute is very different from that of a trading company. A training is a special product. The trick is to translate the learning request of a potential participant into the right training. This is often accompanied by a piece of training advice. For a training advisor it is not only important to know in which training the participant is now interested, it is also necessary to have a good insight into what the participant has already followed in training in the past. Registering each potential participant as a standard lead in Salesforce is not enough, after all, these are separate from any history. At training institutes we usually choose not to use standard CRM, but to organize the sales process to suit your needs. Potential participants can still be automatically registered in Salesforce, for example as a result of a brochure download on the website. However, the recording of the potential participant is done in such a way that it becomes immediately visible whether it already has a history at the training institute.

Tailor-made Salesforce

There are many different ready-to-use ERP systems on the market. There are one or more variants for most branches. The disadvantage of these systems is, regardless of the often hefty price, that they are compelling in the working methods. These systems are designed to ensure that as many companies as possible can be operated uniformly. The process within an industry is facilitated in a certain way assuming that most companies in that sector work like that. Deviations from this are not or only limited and only possible at high costs. The result is that employees start looking for ways to circumvent the system in order to be able to keep to their own working methods.

A platform like Salesforce makes it possible to set up tailor-made administration with little effort, and therefore low costs. Due to the excellent integration possibilities, not every part of the business administration needs to be reconstructed. Financial accounting is done in the same way for most companies and a choice for a ready-made accounting package is obvious. The link between Salesforce and the accounting package is easy to realize.

Salesforce is widely known as a market leader in CRM solutions. However, the Salesforce platform offers all the functionality to easily set up a customized administration. The power of Salesforce, but then completely tuned to the company's own situation.

An example: The CRM solution of Salesforce is highly regarded but is not always the best solution. The sales process of a training institute is very different from that of a trading company. A training is a special product. The trick is to translate the learning request of a potential participant into the right training. This is often accompanied by a piece of training advice. For a training advisor it is not only important to know in which training the participant is now interested, it is also necessary to have a good insight into what the participant has already followed in training in the past. Registering each potential participant as a standard lead in Salesforce is not enough, after all, these are separate from any history. At training institutes we usually choose not to use standard CRM, but to organize the sales process to suit your needs. Potential participants can still be automatically registered in Salesforce, for example as a result of a brochure download on the website. However, the recording of the potential participant is done in such a way that it becomes immediately visible whether it already has a history at the training institute.

Marketing automation

Before converting leads to commands, there must be leads to convert. The generation of leads is the field of marketing. The method of lead generation differs per company, but email campaigns and websites often play an important role here. Salesforce offers many opportunities to optimize the marketing process by automating actions. For example, by linking a website to Salesforce, a lead can be created automatically after filling out a web form. Assigning a lead to an account manager or product owner can also be automated. Lead classification based on preset rules is also possible. But much more can be done.

The Salesforce Marketing Cloud makes it possible to tailor and fully support customer journeys. Want to start smaller? We can help you automate customer journeys by linking the website to Salesforce, setting up campaign management and integrating MailChimp.

Marketing automation

Before converting leads to commands, there must be leads to convert. The generation of leads is the field of marketing. The method of lead generation differs per company, but email campaigns and websites often play an important role here. Salesforce offers many opportunities to optimize the marketing process by automating actions. For example, by linking a website to Salesforce, a lead can be created automatically after filling out a web form. Assigning a lead to an account manager or product owner can also be automated. Lead classification based on preset rules is also possible. But much more can be done.

The Salesforce Marketing Cloud makes it possible to tailor and fully support customer journeys. Want to start smaller? We can help you automate customer journeys by linking the website to Salesforce, setting up campaign management and integrating MailChimp.

From Excel to Salesforce

In smaller companies, there is sometimes no system at all and people still work entirely from Excel. The disadvantage of working with Excel is that you can not link the various Excel files with each other. Each sheet must be kept up to date separately. Keeping this up to date becomes increasingly time-consuming as the company grows, so that it often lingers and employees work with outdated data.

These companies are fighting against the investment in an ERP or CRM system and are afraid that the costs will grow indefinitely because they anticipate many changes. Here, too, Salesforce can offer a solution. Translating Excel 'administrations' to a tailor-made administration in Salesforce is generally not a lot of work. Salesforce runs completely in the Cloud, an investment in systems is not an issue and the costs for the App Cloud licenses are low.

Do you want to change your data in one place and not in multiple sheets? Then contact us about the possibilities to convert your Excel administration to an administration in Salesforce.

From Excel to Salesforce

In smaller companies, there is sometimes no system at all and people still work entirely from Excel. The disadvantage of working with Excel is that you can not link the various Excel files with each other. Each sheet must be kept up to date separately. Keeping this up to date becomes increasingly time-consuming as the company grows, so that it often lingers and employees work with outdated data.

These companies are fighting against the investment in an ERP or CRM system and are afraid that the costs will grow indefinitely because they anticipate many changes. Here, too, Salesforce can offer a solution. Translating Excel 'administrations' to a tailor-made administration in Salesforce is generally not a lot of work. Salesforce runs completely in the Cloud, an investment in systems is not an issue and the costs for the App Cloud licenses are low.

Do you want to change your data in one place and not in multiple sheets? Then contact us about the possibilities to convert your Excel administration to an administration in Salesforce.

Data security

The Salesforce platform has a very comprehensive security model. An interplay between profiles, permission sets, company wide sharing settings, hierarchical roles and sharing rules, makes it possible to distribute rights very precisely.

Within Salesforce, rights on object, field and record level can be set. The idea here is to limit the rights to objects and fields at profile level as much as possible and to further extend access to data by assigning permission sets, the role hierarchy and sharing rules.

Read more about the AVG legislation and the data security within Salesforce in this blog

Data Security

The Salesforce platform has a very comprehensive security model. An interplay between profiles, permission sets, company wide sharing settings, hierarchical roles and sharing rules, makes it possible to distribute rights very precisely.

Within Salesforce, rights on object, field and record level can be set. The idea here is to limit the rights to objects and fields at profile level as much as possible and to further extend access to data by assigning permission sets, the role hierarchy and sharing rules.

Read more about the AVG legislation and the data security within Salesforce in this blog

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