With SMBHD and Salesforce we have built a central system that allows our organization to better support our members and franchise owners. We now have better insight and visibility into almost every aspect of our business that we never had before.
Our Support Team helps create processes, customizations, and unique solutions that generate revenue faster and smarter. Sales Cloud Consulting and SMBHD Support can help your team streamline sales and customer support seamlessly, while scaling with your business.
From prospecting all the way through to quotes and contracts, our Sales Cloud Consulting team can help your business customize and enhance processes from many different angles, resulting in a better pipeline.
Let’s be real. The sales process is never as simple as those tidy customer journey charts we’ve all seen. And a tool is only as good as the people using it. A trained consultant is crucial to the process of adopting Salesforce successfully. The SMBHD certified team can help define the proper processes from the early stages of prospecting, all the way through to quotes and contracts, with customizations tailored to your unique sales playbook.
Salesforce CPQ
Get expert CPQ consulting for guided selling, pricing approvals, product bundles, and other features that help your sales team better leverage Salesforce.
Salesforce Health Check
Our Salesforce consultants will check the health of your Salesforce systems to be sure you’re realizing your full ROI on the service and encourage better user adoption.
Field Service Lightning
Our team will help to enable your sales and field service teams to collaborate more efficiently and achieve better transparency of your customers’ journey.
Salesforce Development
Our Senior-level consultants and Salesforce Architects will assess the goals of your key stakeholders and help you design a system that helps drive your organization.
1. Analysis
We work with you to understand your business process and design a plan for your Salesforce implementation.
2. Configure / Develop
With your process in mind we configure and setup Salesforce for your team. All fields, pages and workflows that you’ll need. After the system is configured, we complete any Salesforce development needed to support your process.
3. Integrate
With your process in mind, we configure and setup Salesforce for your team. All fields, pages and workflows that you’ll need. After the system is configured, we complete any Salesforce development needed to support your process.
4. Data Migration
We will move your old data from your legacy system to Salesforce, so your team is ready to use Salesforce right away.
5. User Training
We work with your users to complete Salesforce training, so they are up, running and utilizing the system quickly.
Salesforce Integration
Achieve a true view of your customer. Our team can take your legacy systems and integrate them with Salesforce, so your team spends less time switching between platforms, and more time focused on core business. We’ll automate your data transfer using real-time integration or batch integration, making sure every input cell counts.
Salesforce is implemented. But it doesn’t stop there. Your business evolves and Salesforce needs to evolve with it. The key to success with the Salesforce platform is increasing user adoption and continuing to customize and enhance your experience.
Our team of Salesforce experts can help you with any needs that you may have with Salesforce.
Develop and maintain better client relationships, including Salesforce Support across multiple channels, on any device.
Develop custom solutions with the functions of Salesforce to expand upon Salesforce’s ability to resolve business challenges.
Ensure your technology is aligned with your sales and marketing processes for more effective lead generation and stronger pipelines.
Salesforce evolves and updates, and the key to success is customizing and enhancing your experience as your business scales.
Swipe
With SMBHD and Salesforce we have built a central system that allows our organization to better support our members and franchise owners. We now have better insight and visibility into almost every aspect of our business that we never had before.
Infinite Pool Finishes relied on disconnected and on-premise software or manual processes that hindered their ability to operate efficiently and achieve real-time
Shull Media Partners leveraged multiple legacy systems and manual processes that resulted in numerous challenges for the company. Further, as the organization
The ability to optimize Hannover Fairs USA’s core sales operation tasks created significant productivity and quality gains. Salesforce provided a single platform
System Support & Integration (SSI) needed a more robust Field Service solution to address shortcomings with their existing system, and improve the
Salesforce helped PeerPoint create a 360° understanding of their business performance, specifically in the areas of business process improvement, community management, and
Our customer service and sales team are now aligned on a single system. With SMBHD we have greater insight into our organization and we are able to provide better customer service than we were able to in the past.
A mobile-first, integrated approach to provide a dynamic, self-service ordering platform for commercial customers. Empire Today needed a tool that would help
A single system to manage all Future Projects internally without reliance on multiple spreadsheets throughout the organization.
A single system to manage all data and reporting.
The ability to provide both self-service and white glove service for their wide range of client needs. Salesforce provided a single platform
About RoadSafe Traffic Systems, Inc. RoadSafe Traffic Systems, Inc. is the nation’s largest provider of traffic control and pavement marking services. They
A one-stop shop to have a 360-degree understanding of their business performance, specifically in the areas of business process and campaign performance.
Mentice needed the ability to provide self-service and stellar service for its wide range of client needs. Salesforce provided a single platform
The ability to move ITA out of spreadsheets and provide real-time mobile accessibility has been a huge benefit to ITA. Specifically, in
A self-service platform to allow buyers and suppliers a way to relay critical information about purchase orders and fulfillment.
About Food Beverage Dispensers Food Beverage Dispensers is the manufacturer of the industry’s most profitable frozen beverage dispensers. Their clients include Taco
Implementing both the Salesforce Sales and Service Clouds has significantly impacted DSI’s business performance. Sales Operations productivity has improved allowing DSI’s sales
Viracon needed to improve sales productivity and internal transparency on process & individual performance, while securing their data from competitors within a
SMBHD was a game changer. They gave us the ability to have everything technology related in one place and it has allowed us to grow.
A single source of truth to manage day-to-day activities for their customers and consumers.
A single system to manage all interactions between humans, animals, and the humane society – a single system for a true 360-degree
A customizable solution to allow tracking of projects, contract creation, and signature, in one platform.
SMBHD is an award winning Salesforce consulting organization specializing in delivering innovative Salesforce solutions to small and medium sized businesses.
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