Tag Archives: salesforce consulting

salesforce-managed-services

3 reasons you need a partner to manage Salesforce for you

September 21st, 2015 | by

After implementing Salesforce, you have two options to manage your CRM system – use an internal Salesforce Admin team, or get a partner to manage Salesforce for you. In this post, we discuss three reasons why you should consider a partner to manage your Salesforce. Read more »

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Why DocuSign + CRM is a Killer Combination!

December 25th, 2014 | by

Why DocuSign + CRM is a Killer Combination!

DocuSign is software that enables you, and your contacts, to electronically sign documents, negating the need to have to post or print documents before having them signed and returned. As standalone software it can prove to be very effective, but when combined with a Customer Relationship Management (CRM) package, it becomes even more powerful and beneficial. One click document creation, sending, and signature not only makes the document signing process simpler, but reduces errors.

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What are The Benefits of a Salesforce Consulting Firm?

December 22nd, 2014 | by

What are The Benefits of a Salesforce Consulting Firm

A Salesforce consulting firm has a lot to offer your company. For those of you unfamiliar with salesforce.com, the platform offers a full-featured contact management system that integrates with other popular accounting and consulting applications. Using it effectively means you need professional integration, sufficient training, and periodic maintenance performed by a company that is fully conversant with what Salesforce has to offer.

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Should I Hire a Consultant To Help Me Implement Salesforce

December 20th, 2014 | by

Should I Hire a Consultant To Help Me Implement Salesforce

When you implement Salesforce, the assistance of a consultant will be a tremendous benefit. Because it is so much more than a utility to keep up with your contacts, it needs to be integrated into your system in many ways. Without a consultant, you are not going to see the full impact of what Salesforce can do for you.

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Can I Implement Salesforce On My Own?

December 11th, 2014 | by

Can I Implement Salesforce On My Own?

There are many things to be considered when you implement Salesforce. If it were as simple as setting up a user account, anyone could do it. But that is only one of many steps, not to mention the training needed to get the most from the app. To maximize the benefits of Salesforce, you need a partner in the process, typically a consultant who is specifically experienced with the Salesforce product.   Read more »