Salesforce Consulting Services

Salesforce consulting services - ScienceSoft

ScienceSoft delivers full-cycle Salesforce consulting services allowing you to uncover the potential of Salesforce to support your business needs. With 11 years in delivering CRM services, we help to increase the efficiency of sales, service and marketing activities of B2B and B2C companies operating in IT, business services, manufacturing, retail, healthcare, finance and banking, telecoms and more.

When We Consult

Implementation of a new Salesforce CRM

Implementation of a new Salesforce solution. We provide consulting services if there’s a need for migration from another CRM to Salesforce, or if you are only planning to get your sales, marketing or customer service activities digitized with CRM. We analyze the customer’s requirements and business needs and offer ways of addressing them in full with Salesforce capabilities.

Improvement of an existing Salesforce CRM

Improvement of an existing solution for better coverage of business needs. We offer a comprehensive plan on enhancing the customer’s current Salesforce solution with proper integrations and customizations (from minimal tailoring with point-and-click tools to customizing it with code).

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What Our Salesforce Consultants Do

If you plan to implement Salesforce or improve your existing solution, ScienceSoft provides comprehensive consulting, which includes:

Defining business objectives

Defining business objectives Salesforce is to support. Whether you need to create a comprehensive customer view, reduce long sales cycles or enable omnichannel case management, Salesforce consulting helps to address your challenges timely and efficiently.

Mapping business objectives into Salesforce features

Mapping business objectives into Salesforce features takes place after your business goals are clear. Now it’s time to choose Salesforce functionality (either default or custom) to achieve them.

Recommending the most suitable Salesforce edition

Recommending the most suitable Salesforce edition. Choosing the right edition means that you get your business challenges addressed without paying for unneeded features. We analyze your requirements and suggest an edition, which will be a perfect match for your business.

Planning implementation

Planning implementation. We thoroughly plan the Salesforce implementation process to make sure that its every step is performed in due time, and the full scope of features you need is implemented within the project’s timeframe.

Sales process design in Sales Cloud

Sales process design in Sales Cloud. We gather requirements for the digitized sales process from sales managers. They share their sales goals and challenges and together we decide how to manage sales issues and support the effectiveness of sales-related processes with Salesforce.

Customer journey design in Marketing Cloud

Customer journey design in Marketing Cloud. We hold discussions with marketing managers of our clients to design customer journeys and efficiently digitize customer engagement strategies.

Customer service process design in Service Cloud

Customer service process design in Service Cloud. Consultations with customer service managers help to plan the automation of customer service workflows that will support service agents’ efforts and add to the increase in the overall quality of customer service.

UX design

UX design. Our team of UX designers and business analysts analyzes your users’ preferences or UI issues they encountered in previous CRM. Then the UX team maps out user journeys, which illustrate the solution’s real-life usage and creates a UI prototype of the solution to reflect its logic. If there’s no need in profound UI customization, you may keep default Salesforce UI.

Planning customizations and integrations

Planning customizations and integrations. We outline the necessary customizations (which may vary from configuration with point-and-click tools to custom development), which make the system fully compliant with your business processes. If the custom integration is required to ensure the aligned work of your Salesforce solution with external systems, such as ERP, ecommerce platforms, collaboration systems, we map out this integration as well.

Supervising implementation

Supervising implementation. ScienceSoft’s Salesforce consultants are ready to supervise the Salesforce implementation process to ensure the customer’s requirements are realized in full. We can guide safe data import, the launch of the new system and system evolution and support. We can also perform Salesforce implementation to deliver a reliable solution developed with a view to the customer’s requirements and user convenience.

Designing a user adoption strategy

Designing a user adoption strategy. To help your users to master the new system, we create a user adoption strategy, which comprises iterative user training, timely user support by the Salesforce admin, release notes, and rewards for advanced Salesforce users.

Salesforce Products We Work With

ScienceSoft’s team is qualified to deliver Salesforce flagship products, including:

  • Sales Cloud
  • Service Cloud
  • Marketing Cloud
  • Community Cloud
  • Salesforce Chatter
  • Salesforce CPQ
  • Salesforce Einstein

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Challenges We Solve

We show how to successfully solve a number of challenges with Salesforce, including:

  • Low sales rates due to an inconsistent sales process. We assist in making the sales process more streamlined with Sales Cloud. We advise on digitizing your live processes with Salesforce or using Salesforce as a source of best practices for the processes design. To ensure efficient process automation, we suggest using default Salesforce functionality or applying code-based customizations. It allows creating a well-structured sales process and showing how it’s followed, which guides sales reps on their way to closing deals.
  • Poor customer service due to lengthy case resolution. We can help you to improve your customer service quality exercising default or custom case management functionality of Service Cloud. Its mechanisms of automated case assignment, prioritization and escalation allow reducing case resolution time and support your service agents’ productivity.
  • Lack of personal approach in your marketing campaigns. We show how to enhance the efficiency of your marketing campaigns giving them a personal touch with the Marketing Cloud functionality. Covering manifold customer communication scenarios, you’ll be able to engage with a large number of customers, treating each of them in a highly personalized way.
  • The issues of customer and partner communication. To improve your communication with customers and partners, we can share the best practices of using Salesforce Community Cloud. Your customers and partners will benefit from getting expert advice on help forums, and you’ll receive direct feedback from customers on your products and services.

Our Salesforce Demo Versions

See how Salesforce supports your lead and opportunity management, targeted marketing campaigns and preparation to personalized customer outreach with our demos.

Salesforce demo

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Salesforce Capabilities We Consult On

To help your Salesforce solution bring maximum value for your sales, customer service, and marketing needs, our team consults on how to uncover the following capabilities of the Salesforce platform:

  • Sales automation: sales process design and management, contact management, lead management, opportunity management, sales forecasting.
  • Customer service automation: omni-channel customer service, case management, customer service analytics.
  • Marketing automation: customer segmentation and personalization, customer journey management.
  • Community management: partner management, employee collaboration (for marketing and sales teams), customer and partner self-service.
  • AI capabilities: sales, service and marketing predictions, personalization of customer communication, cross-selling and upselling suggestions.

Let’s cooperate

Knowing the Salesforce platform in and out, we deliver high-quality Salesforce consulting services to our clients. Reach out to learn how to reinforce your sales, customer service and marketing efforts with the world’s leading CRM.

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