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Salesforce Consulting Services
Salesforce Implementation Services
Deciding to implement Salesforce is a big decision for any organization, so making sure that it is set up properly the first time is critical. SalesHub has a unique project methodology that puts our clients at the heart of the process. Before planning begins, our team takes the time to understand your company’s needs and requirements. This allows us to build a system that is tailor-made for your business practices. With every meeting and interaction, client satisfaction is our goal. By leveraging our team of experts, you’ll have the confidence needed to move forward with your new system.
Salesforce Training Services
After implementing Salesforce, SalesHub will provide you with the necessary tools to maximize efficiency within your org. Premier training opportunities simplify the complexities of Salesforce; allowing your team to move forward confidently in the direction of your goals.
Salesforce Integration Services
Transform and enrich your Salesforce data by integrating it with an external database. SalesHub’s integrations are seamless, secure, and designed to provide powerful insight into your business’s clients and data. A system consolidation offers users access to streamlined work processes and simplified data retrieval.
Salesforce Support Services
Salesforce is constantly changing, requiring continued education, training, and certifications. Continued education and training can be a difficult task to add to already existing work processes. SalesHub offers a convenient alternative to traditional in-house support and training. Whether the support you need is on-demand, ongoing, or long-term, we can provide you with the assistance that best suits your business model and specific needs.
Services for a Salesforce powered front office
Salesforce Managed Services
We specialize in five key areas of your business: Sales, Marketing, Service, Administration and Operations. Salesforce managed services benefits you in more ways than average service. SalesHub will provide all of the Salesforce skills you need, whenever you need it.
Standard
Designed for small setups with core cloud i.e. Sales, Service, and Marketing cloud.
- User administration
- Data import/export
- Data backups
- Reports and dashboards creation (2 each).
- Salesforce 1 configurations
- Salesforce org optimization
- Lightning migration review
- User adoption efforts
- One Admin: 20 hours a week availability
Professional
Designed for medium setups with core clouds and Marketing cloud
- All of the standard package +
- Strategic planning
- Technical expert availability
- Integration analysis
- Data cleansing
- Reports and dashboards creation (4 each).
- On-Demand industry specialist availability
- Dedicated account manager
- One developer: 40 hours a week availability
Enterprise (Custom)
Designed for large setups with customized support on all cloud.
- All of the professional package+
- Ongoing enhancements
- Integrations setup and support
- Quarterly business reviews (QBR)
- Licensing and ROI study
- Change management
- Premier support
- Application Development Team: 40 hours per resource per week availability
- QA and DevOps person/ team is available on-demand (extra charges will apply)
Sales, Service, and Marketing Cloud
Delivering Innovative Salesforce® Solutions. Our Salesforce services provides the expertise to fully leverage its ecosystem including marketing, sales, service, and custom apps. We tailor our services to your needs across helpdesk, basic administrative support, custom development, integration, and strategic advisory services.
3 – 4 Days Engagement | Tier 1
- Onsite discovery
- Design Documentation
- Initial Standard Setup
- Web to Lead
- Leads, Accounts, Contacts, and Opportunity Configuration
- Custom Reports and
- Dashboard
End-user training
4 – 7 Days Engagement | Tier 2
- All of Tier 1 +
- Custom Objects
- Quote configuration
- Data migration support
- Additional Custom Reports
- Email Integration
- System Administrator Training
7+ Days Engagement | Tier 3
- All of Tier 2 +
- AppExchange Plugins
- Automation (Approval Process)
- System Admin Training
- Training Materials
- Follow up session
- One Month Managed Services
Specialty Engagement - AppExchange Solutions
Install and configure Salesforce AppExchange Products. Migrating to the cloud feels daunting but SalesHub's expertise and leadership will make it a smooth transition with Salesforce, Informatica, Miller Heiman, App-Exchange etc.
Dun & Bradstreet (D&B) Hoovers
- Installation, Setup, and Configuration with Salesforce
- Dynamic List Build Out
- Custom Account Creation process with Sales Cloud
- Customized Account, Lead, and Contact
- Conceptual Search, Industry Sector Segmentation
- Account and Contact data field mapping
Informatica Cloud Cloud Customer 360
- Installation, Setup, and Configuration of Informatica Cloud Solution
- Cloud Customer 360 – Master Data Management (MDM) Solution
- Address Doctor Data Quality setup, strategy configuration and customized Account, Contact and Lead screen in Salesforce
- Custom Account Creation process with Sales Cloud
- Custom Account Scout (google like type ahead) setup and configuration
Informatica DaaS
- Master Data Management (MDM) solution and Cloud Service Development.
- Data Quality (Address, Phone and Email): cleanse, enrich, enhance and standardize reference data model.
- Duplicate Management (Cloud Customer 360), strategy, matching algorithm development, multi-dimensional hierarchy development.
Miller Heiman Sales Access Manager
- Miller Heiman Sales Access Manager (SAM) installation, configuration with customized data field mapping
- Miller Heiman Blue Sheet integration with Opportunity in Salesforce
- Miller Heiman Green Sheet integration with Activity in Salesforce
- Miller Heiman Gold Sheet integration with Account in Salesforce
- Miller Heiman Funnel Score card integration with Opportunity in Salesforce
- Setup MHG Sales Access Manager licenses for all CRM users
SaaS
- DB Amp (ForceAmp.com)
- DocuSign, EchoSign, CLIQ View
- SpringCM installation and configuration
- Dup Catcher installation and configuration
- Zuora Billing System integration
- D&B Hoovers Sales Prospecting database, Ideal Customer Profile, Dynamic Marketing List
- Amazon Web Services (AWS)
- Microsoft Azure
- Einstein Artificial Intelligence
- Qvidian Proposal Automation
- Scan App (Tradeshow lead scan)
GetFeedback Integration
- Installation, Setup, and Configuration of GetFeedback with Salesforce
- Setup customer response tracking with Account, Opportunity, and Contact
- Custom Net Promoter Score (NPS), Voice of Customer (VOC), Customer Survey tracking in Salesforce CRM
- Design and build custom survey integrated with Salesforce
Specialty Engagement - Pardot, Custom Training, and Sales Process
Sales, Service and Marketing integration. When you have critical concerns related to Pardot marketing automation services, Salesforce Engage, custom training or data driven sales process, we can provide the support you need.
Lead Qualification and MHI powered Sales Process
- Miller Heiman Sales Access Manager (SAM) installation, configuration with customized data field mapping
- Miller Heiman Blue Sheet integration with Opportunity in Salesforce
- Miller Heiman Green Sheet integration with Activity in Salesforce
- Miller Heiman Gold Sheet integration with Account in Salesforce
- Miller Heiman Funnel Score card integration with Opportunity in Salesforce
- Setup MHI Sales Access Manager licenses for all CRM users
Pardot Marketing Automation With Salesforce
- Installation, Setup, and Configuration of Pardot with Salesforce
- Setup Marketing Campaign in Salesforce
- Append Pardot Prospect in Salesforce
- Marketing Campaign
- Setup, Configure and Create Pardot Landing Page
- Setup, Configure and Create Pardot Email Templates
- Setup Pardot Engagement Studio
- Setup the integration between Salesforce and Pardot
Custom Training
- Salesforce Overview, Organizational Setup, User Set up, Global User Interface
- Security and Access, Standard and Custom Objects
- Sales and Marketing, Service and Support Applications
- Applications, Activity Management, Chatter
- Data Management, Content and Folder Management
- Analytics, Reports, and Dashboards,
- Workflow Automation
Desktop and Mobile Administration, app exchange
Why SalesHub?
Industry experience, strong conviction and agile
Our founders are former executives from Crawford and Koch Industries who were sick of doing it “the old way.” We intimately know the ins and outs of these systems and we knew there had to be a better way – so we built it!
Up and running in days, not weeks or months. We turn IT departments into company Heroes who can deliver Salesforce information in real-time. We are committed to our customers’ success. We don’t walk away. We offer full support for our solution, including the use of our delivery resources or our certified partners for future development.
Expertise, lightning-fast integration, data & process
We develop Salesforce-native business apps that are intuitive and easily integrated into your business to enhance your Salesforce experience.
We’re dedicated to providing our clients with applications that reinvent the way they use the Salesforce platform in their business. We foster productivity, enable quick and convenient communication, and allow businesses to spend their valuable time working for clients, not on their admin.
Our vast knowledge and diverse experience allow us to guide you and your team through Trac Anything Salesforce project management tool, enterprise planning, and tracking solution to make the most of your time and maximize your profit.