Onsite Consulting

Local, personalized consulting unique to your technological needs

Continuously optimized technology with Onsite Consulting

SMBHD Onsite Consulting services offer trained JR and SR-level Cloud Consultants to help empower your team with the optimized technology you need to maintain operations with minimal disruptions or downtime.

Implementing Salesforce Service Cloud

With Salesforce Service Cloud you have the ability to optimize and automate your customer service processes, and we have the experience to ensure your Salesforce implementation is successful. We focus heavily on understanding your customer service processes before implementing Salesforce. With our deep understanding of your processes our team goes to work configuring Salesforce Serivce cloud so your team can experience the power and automation of Salesforce Service Cloud.

Let’s Do This!

Salesforce Specialties

Field Service Lightning

Fully automate your entire team with Field Service Lightning. Leverage work orders, dispatching, scheduling and other field service processes to integrate your field service team into Salesforce.

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Salesforce Health Check

Don’t feel like you’re realizing the full ROI of Salesforce? Salesforce adoption lower than you expected? Leverage our team of Salesforce consultants to check the health of your Salesforce system.

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Leverage More Power

Customer service doesn’t end with just Service Cloud. Our team can help you leverage the full power of Salesorce Service Cloud with Live Chat, OmniChannel, Entitlement Management and other advanced functions.

Customer Communities

Customer engagement is about more than customer service — create a new type of customer engagement with Salesforce Communities. We have the knowledge, experience and technical know-how to make help you engage your customers like never before.

Our Process

Analysis

We work with you to understand your customer service processes and design a plan for your Service Cloud implementation.

Configure / Develop

With your process in mind we configure and setup Salesforce for your team. We configure you support processes from start to finish, entitlements, SLAs and any other needs that were identified to support you customer service team.

Integrate

Whether you need telephony integration or integration with a legacy or other system our team will configure and ensure that your systems are setup to work together to provide your team with a fully automated, efficient system.

Data Migration

We will move your old data from your legacy system to Salesforce so your team is ready to use Salesforce right away.

User Training

With the service cloud fully configured, integrated and ready for your customer service agents our team will ensure that your users are ready to leverage the power of Salesforce. We complete in-person or remote training with all of your users and work to support users after the system is live to ensure you achieve full user adoption on Salesforce.

Success

Customer service and client satisfaction are a key metric at SMBHD. We ask every client for feedback after every project.

Salesforce Integration

Give your customer service team a true view of your customer with integration between Salesforce and other internal systems. Leverage our team of Salesforec Architects to help design and engineer a truly integrated solution that gives every agent the right information on every call.

Integrate Salesforce!

Make your team even more efficient.

Empower your team to provide the best possible customer service.

Need to increase user adoption, optimize your processes and give your team all of the information they need. After Service Cloud is configured and your team is leveraging the system it’s time to expand on the system.

Our team of Salesforce experts can help you with any needs that you may have with Salesforce.

SEE MORE SALESFORCE SERVICES

Salesforce Support

Salesforce Sales Cloud

Salesforce Integration

Salesforce Development

Salesforce Field Service Lightning

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Functional Requirements Specification (FRS) – Why is it critical to project success?

What is the Functional Requirements Specification (FRS) and why is it critical to project success? As an implementation project manager at SMBHD, I spend a lot of my time educating clients not only on Salesforce and the power of the platform, but also on the front end of th [...]

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Data Loading Process for Sales Cloud Implementation

Data Loading Process for Sales Cloud Implementation What are the Key Components of a Data Loading Plan? Receiving Sample from the Client: One of the [...]

BLOG

Functional Requirements Specification (FRS) – Why is it critical to project success?

What is the Functional Requirements Specification (FRS) and why is it critical to project success? As an implementation project manager at SMBHD, I s [...]