Salesforce Consultancy

Salesforce is slowly becoming a major resource for many businesses specialising in all sorts of industries, such as Finance, Health and of course Retail.
 
We believe that there is no limit to what you can do on Salesforce so let us help you achieve your goals whether you are new to salesforce or an existing user. Our Business Analysts will help assess your requirements and processes in order to map out an efficient, scalable solution to keep your business growing.

New to CRM or looking to upgrade

Are you a newly established company or are you currently seeking a new CRM system? We will evaluate your needs and provide recommendations on the most suitable and cost-effective Salesforce solution for your business. 

Our team will assess your requirements and help you select the ideal Salesforce Cloud that aligns with your objectives. We understand the importance of choosing the right CRM platform, and our expertise in Salesforce enables us to guide you towards the optimal solution for your specific business needs. Reach out to us today to start your Salesforce journey.

Automate your business processes

Salesforce offers more than just a CRM system. It provides powerful automation capabilities through workflows, restrictions, and triggers. If your business relies on manual data entry or Excel spreadsheets, we can enhance your productivity by automating your processes. By leveraging Salesforce’s automation features, we can streamline operations, reduce errors, and increase efficiency.

Our experts will assess your workflows and identify opportunities for automation. Through seamless integration and intelligent workflows, we can eliminate manual data transfer between systems, saving time and ensuring data consistency. Embrace automation with Salesforce to boost productivity and maximize the benefits for your business.

Step 1

Gather Requirements

A scoping session to gain a good understanding of your needs as well as your like to haves

Step 2

Design the Solution

We will analyse your requirements and present the most compatible solution with recommendations.

Step 3

Implement the Solution

Sit back and see your requests come to life. Customers are given the flexibility to make any minor tweaks to the design.

Step 4

User Interface Testing

We thoroughly test all processes and workflows before we ask you to trial your newly built solution.

Step 5

Go Live

Once all has been tested, ironed out and approved by yourself, the implementation will be moved to Production out of hours to cause minimal disruption.

Step 6

Training

Staff will be provided with training and support. All changes applied to Salesforce and user procedure will be fully documented so you are never left in the dark.

Migration Services

Migrate to Salesforce

Simplify your CRM migration to Salesforce with Digitalised Solutions. Our end-to-end data migration services take care of the entire process, from analysis to swift delivery. Trust our experienced team to handle data extraction, transformation, and loading, ensuring a seamless transition with minimal disruptions to your ongoing projects. Let us handle your migration while you focus on your core activities, knowing that your CRM migration is in expert hands.

Our Methods

How we conduct migrations

  1. Assess the current use of your CRM
  2. Assess any new features you would like to adopt
  3. Gather and clean your existing data ready for migration
  4. Provide recommendations to improve functionality and productivity
  5. Design the solution tailored to your needs
  6. Implement and import existing data

Integrate with Salesforce

Get Connected

Create a dream system and integrate all your systems with a Salesforce Hub-and-Spoke Integration.

Connecting everything from your ERP systems to your service desk, streamlining all of your business processes.

Digitalised Solutions believe that documentation is an important part of any project. Our goal is to provide you the freedom to become independent.

Support Services

How we help you through your journey

Staff training and support will be provided before the go-live date to ensure users are content. User procedures are also provided with every project for your future reference.

To allow business continuity, we provide documentation of all changes that have been conducted during the build as well as user guides for in-house administrators so you can carry out amendments to the build yourself.

But don’t worry we also offer fully managed support packages if you still need us.

Monthly Support Contract

Ad-Hoc Support

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We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data. See our Cookies Policy for more information.