Data Migration – importing your customer list, lead lists and opportunities into the system.
Salesforce Implementation – Customizing screens, sharing rules, web-to-lead, business rules, reports, dashboards, etc. to make the system work the way your business does.
Third Party App. Integration – Setting up salesforce to work with Outlook and popular programs such as Constant Contact, HubSpot and BigMachines using the salesforce appexchange.
Salesforce Training – Getting your users comfortable and exited about using the new system. Critical for adoption and ROI, backed up by metrics of system utilization by user.
Ongoing Salesforce Administration – The salesforce administrator program handles all ongoing system management and improvements to lift the burden from internal resources.
Many companies purchased Salesforce Software but lack the resources for proper salesforce developer implementation or training and are not getting the ROI they could be achieving with proper support. Many times companies rely on a sales manager or IT person to be their salesforce administrator and/or salesforce developer which either takes the sales manager away from their job of selling or forces an IT person with no sales background to try to figure out the best way to customize salesforce to fit the way the company does business.
With combined experience of over 80 years in sales and sales management, Tidewater Salesforce Consulting has the salesforce developer knowledge to improve your sales process flow and the salesforce administration expertise to quickly perform salesforce implementation and training to get your team working at peak efficiency. We provide outstanding value for on-site and remote services in hourly or fixed fee packages for ongoing salesforce administration and customization to eliminate in-house salesforce.com support.
Our Primary TerritoryTidewater Salesforce Consulting was founded to provide cost effective solutions to salesforce administration, implementation and training with a focus on small and emerging businesses in the Northeast USA:
Maine / ME, Vermont / VT, New Hampshire / NH, Massachusetts / MA, Rhode Island / RI, Connecticut / CT, New Jersey / NJ, Pennsylvania / PA, New York / NY, Delaware / DE, Maryland / MD, Washington DC, and Virginia / VA.
First we start with Business Analysis to understand the current process flow of your organization and identify ways to improve the flow if desired. Second we do data migration to import your current leads and customers. Then salesforce implementation to match the system to the way you do business, including security and business rules, customizing screens to eliminate unwanted fields and add new fields as required, and then tailoring reports and dashboards to give management accurate and easy to understand metrics on how the organization is performing. Tidewater Salesforce Consulting also has a broad understanding of third party developer applications in the salesforce “ecosystem” that enhance the ROI of your investment. We also can function as your salesforce administrator on an hourly or fixed fee basis to eliminate the need to have dedicated in-house resources for the system.
Note: We are a Salesforce consulting firm providing salesforce training and development throughout the USA, but focus on cities & states in the Northeast like Hartford Connecticut / CT, Augusta & Portland Maine / ME, Boston Massachusetts / MA, Portsmouth New Hampshire / NH, Burlington Vermont / VT, & Providence Rhode Island / RI.