Limitation of knowledge

A single In House Admin's knowledge is limited to the individuals. Salesforce is a constantly growing ecosystem and it's important to keep up to date with market trends to effectively use the tool

Lack of expertise

An In House Admin often lacks the expertise to navigate Salesforce and it features well enough. This leads to a drop in efficiency of the team and time lost on upskilling for the Admin.

Unexpected overhead costs

Hiring costs in relation to the hunting and retaining of an in house admin can burn money and time.

This is an implicit cost you can easily have overlooked

The inability to scale

Scaling your business poses a tricky challenge as you often have to go out and hire 2-3 admins which means you will have to repeat the hiring cycle and it's costs. 

Modify or Create Objects Page Layouts, Reposition, Remove or Add standard Components on objects page.

Page Layouts are one of the crucial ways of making your business tools more user-friendly. 



Salesforce provides the flexibility of repositioning/modifying page layouts to suit your business users and give them access to key information at a glance. 

Automate with Workflows, Process Builder, Approval Process Flows, and Salesforce Lightning Flows

Get rid of mundane manual tasks to free up your workforce to better utilize their time.



Automate processes like email reminders, an update of fields, discount slab based approval processes, auto-closure of service tickets, etc. Basically anything & everything that doesn’t require human intervention to get the work done.

Configuration of Custom/Standard Object Settings 

Creation of Fields, Record types, Buttons, Global Actions, Validation rules and list views on a custom/standard object.

Identify and configure the most relevant custom fields to capture key information of your customers and all of the triggers that they should trigger.

Modify/Create Email templates & In-App Notifications 

In-App notifications and auto-response emails to increase customer engagement. 


Create and modify email templates that resonate with your audience.

Reports and Dashboards

Create and Modify Reports and Dashboards for better visibility of your business performance. Get Reports & Dashboards created on any business metrics based on the information stored in Salesforce. 

You can create and modify Sales Reports like Neglected Accounts, Sales Pipeline, Forecast, Sales pipeline by territory, Sales revenue by agent per month, etc.

You can create and modify Service Reports like First Time Resolution, Escalation Rates, Customer Satisfaction, Response Time by Channel, Number of reopened cases, Cases by source, etc.

Schedule and Subscribe to reports to automatically get updates for critical metrics. 

Optimizing Sales Process: Lead Flows

Prioritize leads to improve closure rates. 


 

Automate & streamline your Leads process for smooth flow of pipelines.



Set up Leads conversion criteria for better investment of your time on more refined and filtered prospects. 
 

Automate and capture leads generating from different sources (emails, website, etc.)
 

And do a lot more with Leads!

Optimizing Sales Process: Opportunity Flows

Work collaboratively using Opportunity Teams on a deal to close it faster to increase the win rates. 



Design a guided path for your sales users to help them capture key details at each step to increase Opportunity closure rates.



Enable collaborative forecasts & planning to make informed business decisions.



An opportunity to explore more with us! 

Optimizing Service Process: Case Flows

Capture Cases generated from sources like Emails and Websites.

Configure skill-based & queue-based assignment of Cases from different channels. 
 

Configure Knowledgebase to help your service rep close cases faster.

Configure Macros to free up your service rep from performing repetitive tasks.

Automate responses, define Case Milestones and Escalations to keep track of SLAs.  

Data Upload/Import/Export

Upload/Import data from legacy systems to Salesforce system with the predefined format (.csv) shared by us.

Data Security

Highest volume but lowest value tasks such as change passwords, change IP hours and IP addresses, manage logins of the users. 



Mobile Application Configuration

Access different applications configured for your business from any time, anywhere

Configure a comprehensive view of all your tasks, meeting, account details and notes

Create, sort, review, and check off your tasks in one location

Brand the application specifically for your business