Salesforce is a powerful CRM platform designed to be tailored to any business.
When implemented well, it can help a company generate more revenue by providing valuable insights to the business and 360 views of the customer to better understand and engage with them.
Businesses that get the most out of their Salesforce investment look to maintain and improve their CRM continuously, so it grows and adapts to their business as it changes.
Do any of these sound familiar?
- Business processes have changed, but the system is not updated to reflect the changes
- You are entering data into the system, but it is not returning valuable insights
- Users are not using the system consistently or have stopped using it altogether
- Reps are going to meetings without the most relevant information needed
- You are struggling to keep in regular touch with key customers
If you answered yes to any of the above questions, it is time to take action and improve the way you are using Salesforce within your organisation. FullCRM can help.
FullCRM offers a range of services for businesses that are not getting the expected value out of their Salesforce implementation.
See the flowchart below to determine what service is right for you:
What do the different FullCRM services entail?
FullCRM Refresh services are suited to customers who:
Use Salesforce regularly and have had business change or growth since implementing Salesforce.
If processes are becoming manual or Salesforce is no longer tailored to the businesses requirements, then refresh is for you.
With a system refresh we:
- Review the system and your processes to ensure they are aligned
- Address any pain points and blockages to everyday tasks
- Ensure all users are using the system and in a consistent manner
- Improve the productivity of your employees with Salesforce:
- Enhanced list views
- Provide visual cues
- Setup guidance and indicators for users
- Make it available on all devices
- Recommend new features and apps
- Rejuvenate reports and dashboards to deliver valuable insights
- Set your Salesforce solution up for continued growth and success
FullCRM Revive services are suited to customers who:
Are finding it difficult to get their team to use the system and see value in return.
Do not have Salesforce integrated with other critical systems, and users cannot access relevant information about their customers.
Have a general system that is not tailored for departments, teams or situations within your business.
With a system revive we:
- Get the team using the system quickly and consistently
- Remove manual and tedious processes inhibiting users from entering information into the system
- Restore confidence and demonstrate the value Salesforce can return the users
- Integrate business-critical solutions to give a 360 view of your customer
- Improve the productivity of employees
- Classic to lightning migration if required
- Enhanced list views
- Provide visual cues
- Setup guidance and indicators for users
- Make it available on all devices
- Tailor Salesforce for different departments or situations within the business
- Create reports and dashboards to deliver valuable insights
FullCRM Resuscitate services are suited for customers who:
Areas of the business have stopped using it altogether, or users are getting very little value out of it.
The system is under review to reduce numbers or potentially no longer looking to continue with the subscription.
We believe a change to another CRM provider is a far more costly exercise and does not guarantee a better result.
We work closely with customers to get them back on track by aligning their Salesforce environment to their processes and ensuring they get value in return. Salesforce is a highly customisable solution, and we have great techniques to get you there.
With a system resuscitate we:
- Shadow and interview key individuals
- Audit the instance and align the solution to your business processes
- Tailor and configure the CRM to each stakeholder requirements
- Ensure customers can be quickly profiled and return actionable insights to the team
- Get everyone to start using the CRM and increase confidence in what it can deliver
- Create reports and dashboards to deliver valuable insights
- Improve the productivity and efficiency of your users
FullCRM Managed services are suited for customers who:
Are looking for ongoing assistance to manage their system with best practices methodologies and guidance.
Managed services allow you to access a range of expertise across industries and departments, and it complements your system administrator no matter what level they are.
We work with you to set standards using our CRM best-practice expertise and monitor usage to ensure you get a consistent outcome for improved decision making.
We ensure that the system complements your business priorities, and you are maximising your Salesforce investment.
With managed services we offer:
- Incident management
- Administrative tasks
- System enhancements
- Usage Monitoring
- End-user training
- Release management
- Data migration
- System and data insights and recommendations
We are experts in tailoring Salesforce to your exact business needs, so you can start to see value quickly.
What our customers say:
