Salesforce.com Sales Cloud
Quickstart Program
Forsyth Software implements Salesforce Sales Cloud for businesses around Metro Atlanta which will drive customer satisfaction and build long term relationships.
Go Live with Sales Cloud in Under 6 Weeks!
Whether you are new to Salesforce.com or you would like to add Salesforce Sales Cloud to your existing Salesforce platform, our Salesforce Quickstart implementations are the best way to get your team started with the Salesforce Sales Cloud and start seeing a return on your Sales Cloud investment.
Our certified professionals will understand your business and needs and map your requirements to Salesforce Sales Cloud functionality, following Salesforce best practices.
What’s Included
As your business grows and your requirements evolve, Salesforce can easily adapt to meet your needs. Leverage the powerful features of Sales Cloud by integrating Marketing Cloud, Sales Cloud or Community Cloud or choose from over 5000 powerful third-party apps on the Salesforce AppExchange, the world’s largest business applications marketplace.
Lead Management
Track your leads from click to close, while continually optimizing your campaigns across every channel.
Opportunity Management
Track sales opportunities and move forward faster with a rich customer activity timeline.
Account / Contact Management
Quickly and Easily access critical customer data including key contacts, communication history, and more.
Sales Process Setup
We’ll walk-through opportunity management best practices to set up Salesforce according to your sales process.
Big Deal Alerts
Deals happen fast. Keep your team informed with real-time updates using the Salesforce Mobile App.
Contract Management
Use customizable templates so your proposals and contracts look the way you want.
Proposal Management
Automatically include the right collateral and and even incorporate electronic signatures for an easier buying experience.
Pricing & Products Setup
Help your sales reps select the right products and services for each customer every time. Ensure consistent pricing and discounting.
Data Migration
We use thorough, risk-averse migration techniques for manual and automated data extraction, cleansing, loading, verification, testing, and implementation.
Queue & Workflow Setup
Create workflows that guide sales agents through qualification conversations and recommend next steps on a deal.
Sales Roles Setup
Now salespeople can access and review anything they want in the sales process without jumping from screen to screen, eliminating the need to dig for data.
Training
We will show you the basics and make sure you are comfortable with your solution.
Project Components
The Forsyth Software Sales Quickstart packages have been tailored to help you get up and running quickly on the Salesforce Sales Cloud platform. Our Quickstart packages cover all aspects of configuring Salesforce Sales Cloud to ensure you get great value from your licenses.
Project Management & Solution Design
During the planning stage, we will produce your personalized implementation plan that will give you a more collaborative and transparent view of your project. We will provide you with a complete set of design documents that will specify all the nitty-gritty of the solution implemented.
Dedicated Team
A dedicated team of specialists would be working with you to make your idea become a reality. They will be contactable via multiple channels and on hand to answer any queries you might have throughout the project.
On-Site / Off-Site Presence
Lead Salesforce Quick Start Expert will conduct on-site discovery workshops to understand your requirements and provide personalized End-user training.
Quickstart Implementation Options
You can select either of the timeboxed and modular implementation packages which can do a short timeboxed launched or a more detailed and tailored launch.
End-User Training
We will provide end user training to ensure that end users are able to use the system end to end.
Quickstart Implementation Steps
1
Discovery and Scoping
Our Salesforce expert will work with you to map out the scope of Sales Cloud implementation by understanding your requirements and defining clear actions.
2
Setup & Configuration
At this stage, our team will start setting up your Salesforce Sales Cloud and configure the product to match your business requirements.
3
Walkthrough & Feedback
We will demo the software features as it is taking shape, take your feedback and make necessary adjustments and refinements.
4
Data Load and Testing
We migrate your data from existing systems and perform comprehensive tests to ensure your application performs as intended.
5
End-User Training & Go- Live
We train your users so they’re up and running quickly. You can always count on us for any support backed by robust SLAs for complete peace of mind.
Key Benefits
Improve Your Sales
Increase sales and marketing productivity with the latest, most accurate data.
Improve Sales Team Productivity
Work together on sales opportunities, capture organizational knowledge in a single location, and drive progress from anywhere.
Access Critical Customer Data on Mobile Devices in Real Time
Access all of the account and contact data you need to keep deals moving, from anywhere.
Improve Reporting and Analytics
Track team performance with dashboards and other sales reporting tools.
Reduce Your Deal Loss
Set up automatic lead scoring and routing to ensure leads never fall through the cracks.
Retain Customers With Clear Communication
Have a complete view of your customers, including activity history, key contacts, customer communications, and internal account discussions.
Reduce Paper Clutter
Keep all important data online, organized, and up-to-date.
Launch Salesforce CRM in Under 6 Weeks
Get started today and have your Salesforce CRM implemented in under 6 weeks.
Get A Free Estimate
At Forsyth Software, we specialize in Salesforce.com CRM services, mobile apps development and data integration services. We recognize that every customer has unique business challenges and we work hand in hand to overcome those challenges with them. We provide services in the following areas –
General Software Support : We work with IT and Operational teams to support, maintain and enhance IT applications like Salesforce, Monday.com, Zoho, Workday, ERP System as well as custom applications developed using PHP, DotNet, Java and a host of other technologies.
Salesforce Implementations : Forsyth Software can set up and implement various Salesforce.com Clouds like the Sales Cloud, Service Cloud, Marketing Cloud, CPQ, Analytics, Tableau for your sales and support teams. Call us today to get a demonstration of Salesforce to see if it fits your needs.
Mobile Apps Development : We provide support, maintenance and enhancement services for Android and iOS mobile Apps as well as mobile web apps.
Data Integration Services: Our team can help integrate software systems using point to point or centralized data connectors, using tools like Mulesoft, Dell Boomi, JitterBit and SSIS. If you would like to connect and transact data between systems then contact us to get an analysis done.
Contact Forsyth Software at (866) 876 0227 or [email protected] to discuss your specific needs and get a free estimate.
Success Stories
The Business Challenge: TelPlus a managed services company based out of Atlanta was looking for a new vendor to take over it’s Salesforce.com CRM and help improve it’s performance. The original implementation of Salesforce.com were not completely successful, TelPlus was looking for a trusted partner to work collaboratively on improving the performance, usability and adoption of both Salesforce applications within their call center.
Our Approach: The Forsyth Software Services team worked with the internal IT and business groups, shadowing call center agents and back office users or Salesforce.com. They Proposed a three step approach to improving usability and increasing adoption through simplification of the call center applications. would become and integral part of their operations infrastructure
The Outcome: The solution implementation resulted in a three-fold increase in adoption of Salesforce.com along with improved customer retention and customer satisfaction scores for TelPlus.
The Business Challenge: The original purpose for DAIKIN needing the services of Forsyth Software Services was to help with a Salesforce.com training seminar. With time this transformed into management providing insights into the challenges faced with professional services project management tracking and project accounting.
Our Approach: Forsyth Software Services identified and implemented the AgilePMO salesforce.com based PSA solution which includes all aspects of project tracking like task tracking, project team member tracking, scheduling, time tracking and project accounting.
The Outcome: The solution implementation resulted in a three-fold increase in adoption of Salesforce.com an overall increase in revenue tracking and project billing since a lot of the tasks that were previously accomplished via complex excel were automated within Salesforce.com.
