Consulting and Implementation Services
Every Salesforce deployment is unique, and the desired benefits vary for each client. SoHo will guide you through the many capabilities Salesforce offers and align them to your business objectives.
Sales Cloud Express Start
Sales funnel visibility, deal flow, customer touches, forecasting and sales-activity tracking are essential metrics for every business. In as little as a few weeks we’ll have your sales team up and running on Salesforce, tailored to your business and ready for production. This packaged offering is ideal for small- to medium-sized businesses looking to get immediate value from their Salesforce investment.
Services include: business requirements gathering, configuration, customization, report generation and end-user training.
Service Cloud Express Start
Managing customer interactions after the sale is a powerful capability of Salesforce. Capturing and tracking customer-service tickets, customer responsiveness and measuring customer satisfaction are high-value insights you receive from using Service Cloud. In just a few weeks we’ll have your service and support team up and running on Salesforce, tailored to your business and ready for production.
Services include: business requirements gathering, configuration, customization, report generation and end-user training.
User Adoption Program
At SoHo, we believe in user-friendly design. Too often, Salesforce deployments result in poor usage because the user was left behind in the initial design and/or there was little emphasis placed on training. SoHo will analyze your current system, recommend design and configuration changes that eliminate excessive navigation and/or data entry and deliver customized training that reflects how you want the system to be used.
Training
In addition to ensuring an optimal end-user design, SoHo offers customized Salesforce training. Salesforce is easy to use, but it’s still a technical product with many features and capabilities. Generic, one-time training isn’t always effective for end users. That’s why we offer training workshops with practical classroom exercises (on-site or virtually) and follow-up coaching sessions to reinforce the lessons taught in the formal training.
Salesforce Development
Sometimes the “click to configure” simplicity of Salesforce isn’t enough. Changes to the standard interface, accommodating complex business rules or exchanging data with another system is a common requirement as customers continue to expand the value they gain from Salesforce. We have years of programming and system-design experience to enable you to take advantage of the advanced power and flexibility of the Salesforce platform.
Data Migration
Loading data from other systems into Salesforce for the first time can be a daunting task. SoHo will lend our years of database and data-management experience to make this as painless and effective as possible. Whether your information is stored in spreadsheets, address books or even another CRM, we’ll leverage our expertise and tools of the trade to deliver comprehensive, error-free data migration.