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Salesforce Consulting

ValentaBPO NZ > Consulting > Salesforce Consulting

Salesforce Consulting

Maximise returns on your Salesforce Investment

In their quest to stay ahead of the competition businesses embrace the latest in IT infrastructure, and cloud based solutions are high on the list. Organisations are shifting most of their functioning across departments to the cloud, a move aimed at saving costs and physical space, while enhancing efficiency.

Salesforce is a leading provider cloud based products to businesses and offers solutions in the areas of CRM, business analysis, consulting, sales, account management, marketing, customer support, accounting, call centre management and more.

As Salesforce’s implementation partner, Valenta has a strong team of Salesforce consulting professionals with a deep understanding of the suite. With our Salesforce CRM, analytics or management experts, you are assured of an effective solution that exceeds your expectations. Our services include training, implementation, customisation or any other specific solution you might require.

Valenta's Salesforce Process

DISCUSS SCOPE DOCUMENT

To successfully implement Salesforce within your business, it is essential to prepare a scope document detailing your requirements. Click here for a sample scope document.

PROPOSAL

We will provide you with a initial proposal detailing requirements, estimated timelines and estimates costs.

BUSINESS DISCOVERY SESSIONS

During the Onsite discovery meeting we analyse, document & understand the objective of each of your processes to design & build your bespoke solution.

SHOW PROTOTYPE

Based on the discovery session, we will build you a prototype and ensure our alignment.

PROJECT SIGN OFF

Based on the discovery session, we will present you with the final proposal for sign off.

DESIGN ARCHITECTURE

We will commence designing the architecture for your bespoke solution including dashboards & auto-schedule reports.

DATA MIGRATION

We will map your existing data to the designed architecture to ensure all the data is migrated successfully.

BUILD PROCESS

We will build and enhance all your workflows & process automation with greater functionality.

USER ACCEPTANCE TESTING

We will collaborate with your key stakeholders for process walk through & complete system testing.

TRAINING

We will roll out a training program for all system users to ensure they are well equipped prior to system go-live.

ON-SITE IMPLEMENTATION

We will deploy the system in your environment and go-live.

ON-GOING SUPPORT

We will commence ongoing maintenance support as required by your business.

BENEFIT REALISATION

Benefit realization – We will work with your key stake holders to identify the benefits.

ANNUAL REVIEW

Business requirements change from time to time. During our annual review, we do gap analysis and ensure the system is still adequate to meet the business requirements.

Valenta's Salesforce Solutions

Valenta offers both full service solutions and single Salesforce product updates and implementation. Our Salesforce specialists can set-up systems, conduct training and customise the package to ensure you get the best result.

SALESFORCE ONBOARDING

Our Salesforce consultants possess vast expertise across the entire product spectrum and as such can help you quickly set-up any Salesforce product properly, bringing out the full potential of your solution.

SALESFORCE TRAINING

Our Salesforce consultants can hold workshops or all-day training programs to quickly get your team familiar with all the aspects of your solution so as to maximise its effectiveness.

BUILDING WORKFLOWS

Given the rapid pace of business, automating workflows is crucial for maintaining high productivity and the competitive edge. Our Salesforce consultants are well versed in building workflows for different industries and custom design them based on your business requirements.

DESIGNING REPORTS

Reports are essential for making critical business decisions. Our Salesforce experts can help design custom reports that give a comprehensive and detailed insight into your business.

DESIGNING DASHBOARDS

It is always more efficient to have all of the vital information updated frequently, on one screen. As such properly customising your dashboard to your business processes and needs improves productivity and ensures nothing slips through the cracks.

PROVIDING BUSINESS INSIGHTS

In order to make the right decision it is first necessary to have the right data. Our Salesforce consultants can help you identify and automate the process of collecting the vital data needed for making insightful business decisions.

PROVIDING BUSINESS ANALYTICS

Moving forward in any business is difficult without first understanding where you currently stand. Salesforce provides deep business analytics and our Salesforce experts can help you customise the information.

USING ARTIFICIAL INTELLIGENCE

Salesforce products come with intuitive AI which helps make numerous processes more efficient. Our Salesforce experts can help you bring out the full potential of your AI leading to improved productivity and processes.

DESIGNING CLIENT PORTALS

While processes definitely improve when your clients are on the same platform, however ensuring clients utilise it effectively can be difficult unless the interface is easy to use and understand. Our Salesforce consultants will help custom design your client portals to simplify processes and improve the end customer experience.

DESIGNING PROCESSES

The main goal of any Salesforce product is improving processes and this can be done more effectively by those with a thorough understanding of the product. Our Salesforce consultants partner closely to first understand your processes from all stakeholder angles and then design efficient processes within your product.

INTEGRATIONS WITH OTHER SALESFORCE APPS

While integrating your Salesforce solution with other Salesforce applications can seem straightforward, incorrectly doing so can lead to your solution not being able to realise its full potential. Our Salesforce developers possess vast expertise in integrating Salesforce applications across verticals and can have you up and running in minimal time.

INTEGRATIONS WITH THIRD PARTY APPS

A smart solution is one that integrates seamlessly into your existing business processes. Our experienced Salesforce developers possess vast expertise in Salesforce CRM integration and can quickly get your third party software intuitively working with Salesforce.

Why Valenta's Salesforce Consulting?

World Class

Our team of Salesforce specialists have an in-depth understanding of Salesforce, with a view of reducing redundancies and optimising outcomes.

End-to-end Solutions

Our Salesforce consulting service provides a holistic approach to your processes, ensuring that your business achieves the best results.

ISO Certification

We are ISO 9001 certified for Quality Management Systems and ISO 27001 certified for Information Security.

Customised Solutions

At Valenta BPO we understand that every business is different. We fully customise your Salesforce solution to meet your business needs ensuring an improvement in efficiencies and better user experiences.

World Class

Our team of Salesforce specialists have an in-depth understanding of Salesforce, with a view of reducing redundancies and optimising outcomes.

End-to-end Solutions

Our Salesforce consulting service provides a holistic approach to your processes, ensuring that your business achieves the best results.

ISO Certification

We are ISO 9001 certified for Quality Management Systems and ISO 27001 certified for Information Security.

Customised Solutions

At Valenta BPO we understand that every business is different. We fully customise your Salesforce solution to meet your business needs ensuring an improvement in efficiencies and better user experiences.

Book Free Salesforce Consultation

What do our client's say?

  • Since engaging Valenta, we’ve been able to take on a much higher work load. We’ve been able to bring someone into the team for a lower cost, but without compromising on that quality of work. Outsourcing has been a great solution compared to hiring somebody locally. It’s a lot more cost effective and it’s easy to do.

    Natalie Gillies and Clare Harding
    Arthur J Gallagher
  • Valenta has been great, because it allows us to expand and contract our operations, depending on the time of the year, very effortlessly and inexpensively. It’s allowed us to make decisions that we know we can scale quickly on because we know that Jayesh and the Valenta team will be there for us.

    John Pollock
    Financial Gravity

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