Salesforce Consulting Services

• Innovating and Delivering across Salesforce.com Offerings
• Sales Cloud
• Service Cloud
• Marketing Cloud & Marketing Automation
• Analytics
• Pardot
• Business App Development on Force.com
• Community
• Lightening Migration
• Salesforce for NonProfits

Salesforce Consulting – New to Salesforce

We can provide knowledge and experience in the following:

• Helping you to decide if Salesforce is right for you
• Requirements gathering, and building initial Proof of Concept
• Agile development to reduce project costs
• Build a Migration plan
• Detailed configuration to meet all your requirements
• Lead the migration to enable switching off those legacy systems
• Training to ensure end user adoption
• Documentation so you are not just left with a pile of code.
• Or maybe you need a Quick Start? We can get you started on a vanilla system in as little as 5 days!

Salesforce Consulting – Already using Salesforce

We can help you with the following:

• Gap analysis of what improvements can be made
• See what you have missed! If you have not revised your configuration in 4 months, then you will have missed new exciting features!
• Sandbox development to trial new ideas without affecting business
• On Demand Consultancy
• On Demand problem solving
• Training of your internal staff to be able to configure your own implementation

Salesforce Consulting

SCOPE – Understanding your needs

We start a client engagement by conducting one or more business-process mapping sessions with key stakeholders.

This allows us to understand your business on a granular level: where you are right now, and where you want Salesforce to take you.

DESIGN – Outlining the right solution

Once we’ve scoped your needs, we provide a detailed outline of the recommended solution.

If you require a custom build led by a Salesforce developer, we’ll provide a complete roadmap so you know what to expect every step of the way.

PRPOTOTYPE – Letting you test drive it

Before we finalize the configuration or development process, we prototype the solution so that you and your staff can see exactly how the application looks and functions.

This process not only gives our clients a greater degree of comfort and control, it also reduces overall project costs significantly.

REFINE – Adjusting for the perfect fit

It’s essential to get every detail of the functionality and user experience right before your solution goes live.

We build in regular checkpoints with you and your key decision-makers to ensure the prototype meets your expectations for usability, functionality, integration, and alignment with your business goals.

TRAIN – Supporting adoption and optimal use

Salesforce training is integral to the success of the project, and we take extra time and care to develop a customized training strategy that aligns with your organizational culture and fits the way you and your staff work.

Our training process involves more time, hands-on learning, smaller class sizes, day-in-the-life simulations, and multiple engagements that stretch from pre- to post-launch.

SUPPORT – Ensuring your long-term success

Our Salesforce support services go beyond simple maintenance to focus on continually increasing usage, improving performance, and maximizing ROI.

We also offer our highly effective training and support services to companies who want to optimize the performance of their existing Salesforce system.

Salesforce Integration Services

The information that flows through your organization is a precious resource, and when it can’t be accessed swiftly and holistically, your organization loses a key competitive advantage.

The right Salesforce integration can reveal the true value of your business data and transform the organization. It delivers tangible benefits at every organizational level, empowering customer-service staff to deliver better customer service, salespeople to focus their efforts on the most rewarding prospects, and decision-makers to see opportunity clearly.

By integrating systems on the Salesforce platform, you can:

• See your business holistically
• Align business processes more efficiently
• Significantly reduce user frustration
• Eliminate time-consuming manual data entry
• Improve data accuracy and timeliness

Anything is possible: Salesforce integrations can connect your accounting systems, ERP systems, social media platforms, ecommerce platforms, and virtually any on-premise or third-party software. With the right information at your fingertips, you gain new insight into your customers, operations, and profitability.

Salesforce integrations with a difference

• When you entrust your Salesforce integration to Shift, your project receives:
• A dedicated architect to map out the integration process
• Practical guidance on integration and third-party system options
• An approach that prioritizes user efficiency and the user experience
• Advanced expertise in accounting-system integration
• Extensive experience with APIs, apps, middleware, and custom coding

Salesforce Technical Support

Strategic support that goes beyond troubleshooting

Salesforce technical support is about more than fixing bugs and answering questions. It’s the key to keeping your organization productive, competitive, and on track for long-term success.

At a minimum, ongoing support ensures your Salesforce platform performs flawlessly.

Support services also ensure high adoption rates by helping users feel confident in their skills and motivated to get more out of their participation on the platform.

Most importantly, Salesforce technical support needs to anticipate your organization’s evolving needs and deliver swift, practical solutions that fit your budget and timeline. Salesforce is a living, breathing resource that thrives on innovation: a strategic support partner helps you understand and incorporate those new technologies that advance your goals and give you an edge in tough markets.

Support plan

• Basic
• Premier
• Administration
• Upgrade Assurance

Salesforce technical support with a difference

As a Salesforce Partner and a consultancy with a proven track record media for print, digital, outdoor, broadcast and agencies, we deliver both high-level Salesforce expertise and an understand of your unique business environment.

Our approach to Salesforce technical support emphasizes fast turnarounds, value for money, and long-term stability and profitability:

• Established, proven processes for handling day-to-day questions and issues
• An agile method that can prioritize changes to fit any budget or timeline
• A single point of contact to ensure service continuity and accountability
• An extended team of experts available to provide specialized input as needed
• A pro-active approach that connects you to updates and innovations sooner

Salesforce for Non-profits

• NPSP Implementation,
• NPSP Upgrade & Maintenance
• Technical Support