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Salesforce Consulting Services

Salesforce.com is constantly evolving.  New products and features are being rolled out every few months. Consulting services from Venn Technology will help you get the most out of the application.

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Initial Implementation

If you are considering implementing Salesforce.com you are probably thinking about how you are going to set up the system to meet your needs. Even if some of your staff has had experience with Salesforce in the past they probably don’t know enough about how to build out the application.  Venn Technology consultants have had many years of experience working on the platform in a wide variety of industry verticals supporting a wide range of use cases.

Our experts follow a five phase methodology to ensure that the end result accurately takes into account your people, organizational processes, and appropriate aspects of the technology:

  • Discover – through a series of workshops Venn Technology will better learn your business, the challenges causing you to implement a CRM application and the business processes it must support
  • Design – once discovery is complete Venn consultants will recommend an approach including proper tools within the platform that will help you get the most out of Salesforce
  • Configure – during this phase you will see the CRM begin to take shape with iterative review sessions demonstrating functionality that has been built specifically for your company
  • Test – prior to going live Venn will work with your team to test the application and ensure that it is working as expected
  • Go Live – following the completion of testing our consultants will migrate data from your legacy application and train your administrator, trainers and/or end users on how to leverage the system

Venn can help you implement Professional, Enterprise, Unlimited, or Performance Edition of Salesforce.com including the following products:

Integration

Have a need to work with external data within Salesforce or push Salesforce data to another system? Our consultants are up to speed on the latest web services technologies and ETL tools to make your systems work seamlessly.

Support & Advisory Services

Not all companies can afford to have their own dedicated Salesforce administrator but need a place to turn either for an extra set of hands, to discuss best practices, or to configure a new feature they may not be familiar with. Venn Technology can act as your outsourced administrator and will perform the following types of services:

  • Best practice advisory services
  • Training
  • Creation of reports and dashboards
  • Configuration or modification to fields and objects
  • Process automation through workflow rules, approval processes and process builder
  • User and security management including creation or modification of users, roles, profiles, and sharing rules

Contact us for pricing and a full listing of advisory services.

Org Review & Optimization

In our years of experience we have observed that most small and mid size businesses are only leveraging a fraction of what Salesforce has to offer. If your company is in this camp consider a Salesforce Org Review & Optimization from Venn Technology to ensure you maximize your investment in the platform. We will evaluate your current business processes against the Salesforce capabilities you are currently using and make recommendations on how to take your usage further which may include enabling functionality that is already included in the system, cleaning up your org, or incorporating integrations and AppExchange packages.