SALES CLOUD

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" Looking to generate more leads and increase team productivity ? "

We understand that implementing a CRM system can be complex, time consuming and expensive for an organization without the right team. Moreover,  deploying just any CRM in your organization isn’t enough. To be the best, you need to deploy the best. If your sales processes are inefficient it will not only harm sales, but also decrease the productivity of the company as a whole. Majority of sales professionals believe that ‘excessive administrative tasks’ is one of the biggest challenges they face.

Hence, to meet the changing demands of today’s customers, sales representatives must be equipped with technology for automation of repetitive tasks and access all customer information from one single location. Salesforce Sales Cloud empowers your sales team, so that they can focus on just sales and not waste time on unwanted spreadsheets. Our CRM consulting and implementation services will help you get your new CRM system up and running in no time and our experienced and certified Salesforce experts will ensure that all is in place so that all users enjoy an enhanced working experience.

Strategy

Salesforce Strategy involves review of your existing CRM – its usage, brief introduction  to the latest features of Salesforce CRM and recommendation of  industry best practices.

Set Up

We will evaluate your existing practices and systems and recommend best courses of action and suggest best industry practices. We will also setup, configure and customize Salesforce to support your business needs. Email templates, workflows and approval processes will be created for business process automation. We will create highly effective custom reports and dashboards to give you better insights into your business.

Customization

Every business has distinct needs and hence sometimes custom development maybe required to realize the full potential of Salesforce and to correctly reflect the business process flows. We can also develop custom features for standard Salesforce applications so that the sales team can work smarter and deliver value quickly.

Training

We provide corporate Salesforce training that includes both – Salesforce admin training as well as Salesforce online training. Brigthcentra can provide hands-on Salesforce training to your entire team including marketing managers, sales executives, customer support staff and more. With the best Salesforce training, your entire staff would be able to better communicate with customers and track potential leads efficiently, leading to increased productivity and a higher ROI.

Advice on Salesforce add-ons

Salesforce add-ons are plug and play solutions that help extend its functionality and add value to your business processes and efforts. Our consultants can help you decide which third-party add-ons would be the best fit for your Salesforce CRM based on your business scenario

Advice on Salesforce Licensing

We can help you choose the most suitable Salesforce Pricing and License option according to the size and scale of your business operations . Our consultants will analyze your business requirements and needs to ensure you get the most out of your CRM platform.

Support

We can provide you with regular and continuous on going support and maintenance of your Salesforce system even after system implementation

Salesforce Implementation

BRIGHTCENTRA follows a simple yet effective process in implementing Salesforce CRM and we ensure that all business goals and objectives of the company are met. We also ensure that all implementations are carefully managed by an expert Salesforce implementation consultant.

This is the first step where we identify company’s vision, goals and metrics and will work with you to evaluate your existing practices and systems, recommend courses of action, develop practices, and create a Salesforce Implementation plan. Data always becomes a bottleneck if it’s not reviewed and cleaned early in a project. By taking the time to understand your data during the planning stage, we can help define critical questions such as “Are we tracking crucial data?” and “What else should we be tracking?”

Email templates, workflows and approval processes will be created for business process automation. We will create highly effective custom reports and dashboards to give you better insight into your business. This includes defining security settings for organization wide-defaults, roles, and user profiles. We also customize the application to create custom fields, page layouts, custom objects, custom tabs, rules and other application customizations based on the design for each requirement to meet the business needs. 

At this stage, we get an instance of Salesforce CRM “production ready” by creating and adding users, loading your data, and training users. We train your Salesforce users to acquaint them with all the analytics and metrics they can use to take their Sales and Marketing to new heights.

We set up usage reports and use adoption dashboards to track progress right from the start after Go Live. We use these dashboards to track login activity and new records added by users—both of which are a good metric to find out the users logging in activity and beginning of use of the new system

Once Salesforce CRM is live, a new phase of planning begins as we make available new functionality to add value and respond to user requests. We also ensure ongoing maintenance and continued improvements which are critical for the success of a Salesforce implementation.