Salesforce - Increase efficiency with scalable CRM

Salesforce What is it?

Salesforce is a cloud-based CRM whose mission is to support companies in sales through an efficient flow of communication and cooperation between stakeholders. Thanks to the technology, companies can connect centrally with customers, suppliers and partners and, through task automation, focus on what is really crucial to the business.

Benefits of implementing a CRM
in your company

Growth in sales

Through a CRM you can build a rational sales flow in which all participants, from employees to end customers, can be in constant harmony.

Increased customer retention

The constant search for new customers without a loyalty strategy may represent a high customer rotation, which means a continuous investment in converting leads. A CRM closely monitors customers and their needs in order to ensure a response and guidance whenever necessary.

Business projections using analytics

As important as obtaining data about your audience, is knowing how to interpret it and drive better decision-making. With a CRM and an analytical basis, it is possible to understand the past and define new strategies for the future

Automating repetitive tasks

Day-to-day tasks may represent a large investment of time by teams when they could be focusing on tasks that require less effort and generate more return. A CRM allows the automation of repetitive daily tasks.

Increased efficiency and productivity levels

It is precisely because teams can automate repetitive tasks that they will reach unprecedented levels of productivity, as they will be channelled into activities that really need human intervention in their execution.

Public segmentation

Demographically, not all customers are the same, in terms of preferences and needs. Thus, mass communication can have the opposite effect to the one you want. With a CRM, you can segment your audiences and communicate specifically based on common traits.

Centralised information

Having a centralised information solution, such as a CRM, means that the company benefits from a single data source, where any project employee can access the information. In practice, whatever a potential customer's contact with a company, the teams will be able to obtain the necessary information and position the process along the sales funnel.

Available Services

Salesforce Consulting
Development
Deployment
Migration
Support

Salesforce Consulting

We analyse your business needs in order to provide the best solution taking into account your company's operational flows.

Development

Regardless of the sector, company size or degree of project complexity, we develop custom digital solutions ensuring maximum compatibility with your systems, security standards and scalability projections.

Deployment

We ensure efficient deployment and full post-launch support so that the new digital solution can provide new levels of collaboration and productivity.

Migration

Data migration is a meticulous procedure and requires a prior in-depth analysis to support the safe transition of information and, at the same time, the company’s operational continuity so that it is never compromised.

Support

We know that setbacks can happen, as well as new plans for the future may represent the need to enable the platform with other features. So, whether for maintenance, configuration or improvement, we will remain by your company's side once the solution is implemented.

Salesforce Consulting

Salesforce Consulting

We analyse your business needs in order to provide the best solution taking into account your company's operational flows.

Development

Development

Regardless of the sector, company size or degree of project complexity, we develop custom digital solutions ensuring maximum compatibility with your systems, security standards and scalability projections.

Deployment

Deployment

We ensure efficient deployment and full post-launch support so that the new digital solution can provide new levels of collaboration and productivity.

Migration

Migration

Data migration is a meticulous procedure and requires a prior in-depth analysis to support the safe transition of information and, at the same time, the company’s operational continuity so that it is never compromised.

Support

Support

We know that setbacks can happen, as well as new plans for the future may represent the need to enable the platform with other features. So, whether for maintenance, configuration or improvement, we will remain by your company's side once the solution is implemented.

Salesforce solutions we have implemented

SalesCloud ServiceCloud IoTCloud MarketingCloud Appcloud EinsteinCloud CommunityCloud
Sales Cloud

Sales Cloud

As one of Salesforce's best known and most used products, this is a module where the objective is to enable users to manage customers and prospects in order to achieve their company's sales objectives.

Service Cloud

Service Cloud

The service cloud is a service designed to support customers anytime, anywhere, with a two-way communication, improving the entire contact between the consumer and the brand, which, increases loyalty levels through an optimised experience.

Marketing Cloud

Marketing Cloud

Geared towards developing and monitoring marketing efforts, this product aims to help companies maintain strategic contact with their customers, whether through digital advertising platforms, email, SMS or social networks, boosting customer engagement with the brand and increasing return on investment.

IoT Cloud

IoT Cloud

This product is responsible for transforming the information obtained from the connected devices into useful data. This makes it possible to improve the entire customer experience in real time.

App Cloud

App Cloud

Through this solution, your company's apps can be stored and accessed in a remote server, unlike the conventional methodology, in which an app is managed through a single physical device.

Community Cloud

Community Cloud

Aimed at connecting customers, suppliers and partners, this product aims to create communities related to your company, whether in forums, portals or other platforms that enable interaction, collaboration and communication between audiences that are relevant to the operation.

Einstein Cloud

Einstein Cloud

Designed to analyse data and use it as a means to obtain greater business efficiency, this Salesforce product allows you to gain insights to formulate new strategies and, in turn, automate routine tasks so that teams can focus on what is most important.

Sales Cloud

Sales Cloud

Service Cloud

Service Cloud

Marketing Cloud

Marketing Cloud

IoT Cloud

IoT Cloud

App Cloud

App Cloud

Community Cloud

Community Cloud

Einstein Cloud

Einstein Cloud

As one of Salesforce's best known and most used products, this is a module where the objective is to enable users to manage customers and prospects in order to achieve their company's sales objectives.

The service cloud is a service designed to support customers anytime, anywhere, with a two-way communication, improving the entire contact between the consumer and the brand, which, increases loyalty levels through an optimised experience.

Geared towards developing and monitoring marketing efforts, this product aims to help companies maintain strategic contact with their customers, whether through digital advertising platforms, email, SMS or social networks, boosting customer engagement with the brand and increasing return on investment.

This product is responsible for transforming the information obtained from the connected devices into useful data. This makes it possible to improve the entire customer experience in real time.

Through this solution, your company's apps can be stored and accessed in a remote server, unlike the conventional methodology, in which an app is managed through a single physical device.

Aimed at connecting customers, suppliers and partners, this product aims to create communities related to your company, whether in forums, portals or other platforms that enable interaction, collaboration and communication between audiences that are relevant to the operation.

Designed to analyse data and use it as a means to obtain greater business efficiency, this Salesforce product allows you to gain insights to formulate new strategies and, in turn, automate routine tasks so that teams can focus on what is most important.

Learn about the benefits of using Salesforce CRM

Source of data and business insights

Source of data and business insights

Offering teams’ insight into their customers is the real benefit of the digital age. Thanks to a CRM like Salesforce, your business can gain access to more detailed information about your customer's buying path, as well as the whole experience of contact between parties and marketing efforts, in order to analyse return on investment and, if necessary, adjust strategy. Thus, business decisions are made based on analytics that amplify and highlight patterns that may demonstrate consumer needs and/or trends for the future.

Automation tools

Automation tools

Once you have real data about your audience’s motivations and needs, contact between the company and customers and potential customers, even if made en masse, may present a level of personalisation with the potential to be decisive in a conversion. The power of automation of a CRM solution allows contact to be made with certain audiences that show common traits and thus achieve a more objective and targeted communication.

Team collaboration

Team collaboration

A cloud-based solution like Salesforce enables full collaboration between teams and, above all, real-time updates that only a cloud solution can offer. Information is always up to date and accessible to all those involved in the operation, which favourably increases the communication and synergy between employees.

Time management

Time management

A solution where centralised information and easy access to all project collaborators is favoured has a positive impact on increasing productivity levels. Since the information is visible to all, it is possible to have an overview of the project's development and prioritise the most urgent tasks.

Customer activity analysis

Customer activity analysis

Before becoming customers, your company's audience is a lead that, depending on their traits and motivations, may or may not become an actual customer. A solution like Salesforce allows you to have a 360-degree view so you can interact with your customers to meet their needs through data and insights that add value to the operation.

Data synchronisation with other platforms

Data synchronisation with other platforms

Nowadays, access to technology is increasingly democratised, and even functions as an integral part of companies' strategies. Compatible with other applications, Salesforce allows you to synchronise with other digital tools that are part of your organisation’s routine.

Accessibility

Accessibility

With increasing exposure to the SaaS - Software as a Service - typology, Salesforce presents itself as a solution that can be accessed anytime, anywhere, by any device with internet access. In practice, business management, contact with teams and the development of new solutions is simpler and more accessible, as the information is not centralised and limited to a single physical device.

How the deployment process
works

Initial consulting

Initial consulting

As one of the most important phases of the project, initial consultancy defines what the business needs are and how Salesforce can help to meet the defined goals. Once the solution design has been outlined, we assess the compatibility of your systems so that the deployment is carried out efficiently, minimising possible constraints.

Tailored set-up

With a tailor-made Salesforce consulting service, our aim is to customise the solution in accordance with your business. The development will meet the requirements requested through functionalities that can be customised to increase the operation’s efficiency.

Tailored set-up
Integration and tests

Integration and tests

The integration of a Salesforce system enables the coexistence with other existing software, thus resulting in a more productive workflow due to task automation. After the implementation of the new software comes the functional and usability testing phase to ensure that the solution meets the highest quality standards and, above all, the premises raised at the start of the project.

User training

For the successful implementation of the new solution in the company, we train employees so that they too can train new users and, as a team, experience new and more efficient work rhythms.

User training
Launch

Launch

The implementation of the new solution is only concluded when the entire system goes into production, which will determine the launch of the application, in which all employees will be able to access and test all features.

Support and maintenance

Even with the implementation of the new system, there are technical issues, necessary updates or simply new ideas and business requirements that may require the addition of new features in the solution. We provide maintenance services as needed so that the applications continue to respond effectively to the growth of your business at all times.

Support and maintenance

What to expect from a
Salesforce deployment


Over 20 years' experience

Over 20 years' experience

Multidisciplinary team

Multidisciplinary team

Multi-sector experts

Multi-sector experts

Support throughout the process

Support throughout the process

In the information technology market since 1999, we are specialists in consulting and IT outsourcing. Keeping up with technological advances and, consequently, new ways of digitalising businesses, gives us in-depth knowledge of the market.

From developers, testers, project managers and all those who ensure we meet the delivery standards we set ourselves, we are made up of multidisciplinary teams committed to development success.

We are up for any technological challenge and that is why our journey of more than two decades is marked by collaborations with companies of different sizes and business sectors, and by projects of varying degrees of complexity. But with a common goal - to make your business more sophisticated and profitable through technology.

From gathering needs, to solution design and deployment, our support is ongoing. So that you get the most out of your new solution, we will be close to you so that technology becomes part of your strategy..

GET IN TOUCH WITH US

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