Salesforce.com Practice
Actions speak louder than words. We could spend a lot of time using catchy
phrases to describe our Salesforce.com consulting practice, however, our tenure as a
consistently successful Salesforce.com partner, our strong list of reference clients
and our track record of high-quality deployments do speak for themselves. Since 2005,
we have leveraged Salesforce.com's platform to solve many business challenges for our
own firm and for our clients. From sales force automation, through marketing campaign
management, multi-channel service & support or delivery / production management, we have
accumulated thousands of hours of development learning the nuances of the Salesforce.com
application and of our clients' businesses. The alignment of those nuances through our
agile consulting methodology is what sets V2 apart.
What we do (the fundamentals):
- Map out and refine business processes across sales, marketing, service and delivery / production
- Configure standard objects (tabs) and functionality
- Design and create custom fields, objects and applications
- Deliver on-site and virtual training sessions
- Migrate and cleanse data
- Build reports and dashboards
- Manage deployments to end-to-end
- Integrate disparate systems
What else we do (the advanced):
- Rapidly re-deploy failed or underperforming Salesforce.com projects (turnarounds)
- Devise core database segmentation strategies for more effective and targeted sales & marketing efforts
- Assess complex revenue models and properly model them out in Salesforce.com
- Heavily leverage Salesforce.com's flexible architecture beyond standard sales, marketing and service
functionality to help clients 'run their business' on the Platform using custom tabs and applications
- Lead executive-level sessions around organizational agility, customer relationship management or strategy + analytics
- Drive team discussions around the productivity / information overload challenges faced in today's business
enviroment (email, Outlook, chat, phone, to do's) and how Salesforce.com can become a strategic and tactical tool
for individual contributors, management and executives
- Advise on optimal deployment strategies for mobile workforces
- Build advanced dashboards based on segmentation criteria, enabling executives, managers and individual
contributors to gain a real-time snapshot of their business
- Devise and execute portal strategies for more efficient interactions with customer and partners
Where we help:
- Sales force automation (inside & outside sales activity tracking, pipeline / forecasting)
- Advanced marketing automation (multi-channel campaigns across email, web, phone, conferences)
- Multi-channel service & support (email-to-case, web-to-case, self-service portals, phone support consoles)
- Project / production / delivery management (custom workflows for cross-departmental coordination)
- Financial management (advanced reporting around booked and scheduled revenue by products, product families, periods)
- Vertical industry-specific processes
