CRM is a business strategy – not just a technology. CRM is far more than a system; it’s a philosophy that helps you transform the way you do business. We believe your customer relationship management vision is your company personality. CRM solutions help teams collaborate with colleagues and customers, communicate via multiple mediums, gather insights and get a holistic picture of your business health in real time.
Sales
Transform your whole sales process and customer experience using the power of world’s leading Customer Relationship Management (CRM) software, Salesforce® Sales Cloud to improve your ability to prospect, generate leads and nurture customers.
Revolutionise your entire customer service process to deliver great client experiences using the power of world’s leading Customer Relationship Management (CRM) software, Salesforce® Service Cloud to improve your ability to meet customer expectations, nurture them long term and build positive brand advocacy.
Service
Marketing
Marketing automation allows you to target prospects and customers, generate demand, nurture leads and drive results.
Salesforce’s marketing tool, Pardot, is used by marketing departments to drive efficiency and consistency and remove repetitive tasks with automated marketing messages across channels including email, websites, social media and text messages to generate sales leads.
We help you get Pardot up and running quickly and effectively.
Configure, Price, Quote or CPQ ensures your products are sold correctly and efficiently. No longer will representatives be able to quote items, parts or services that don’t belong together. Even better, discounts are flagged and controlled with approval processes to ensure your profitability.
Quotes are produced in a consistent and professional manner rather than the multitude of individual templates using copy and paste.
Configure Price Quote (CPQ)
Field Services
Field Service Lightning intelligently allocates jobs to field technicians so they can perform their tasks on site. This takes into account their skills, certifications, geographical location, workloads and your client’s onsite technical requirements.
Ensure SLAs are met and clients get the best result with great communication between field agents and head office in real time.
Salesforce Community allows you to collaborate with your customers, partners, or employees through your own branded portal with the information directly linked to your Salesforce instance.
Whether registering an issue or resolving it themselves through knowledge articles, interacting with others in the ecosystem, registering a deal or picking up key dashboard information, Customers, Partners and Employees can communicate directly and be visible in Salesforce.
Communities
Artificial Intelligence (AI)
Harnessing Salesforce artificial intelligence engine called Einstein through the use of self learning. Einstein provides predictions and recommendations based on your business processes and data. Einstein allows you to then use those insights to automate responses and actions, helping save your employees time and improving your customer service.
Create a central source of truth by connecting external system data directly to your customer record. Help identify the right integration technique depending on what is being integrated and how frequently. This could range from a simple CSV upload all the way through to real time bidirectional data exchange.
Systems Integration
Managed Services
Salesforce CRM “Adoption” is much more than logging in and doing things. Are your people using the solution in a consistent way? Are they entering information to the expected standards? Are they moving about the system efficiently or could they use some best practice tips and tricks? Does your System Administrator have the time or experience in your business to drive CRM excellence?
We are your personal trainers to help you be at your best.