Salesforce: Salesforce Signposting

We’ll help you select Salesforce options for current and future requirements with our Salesforce Signposting service

Salesforce CRM offers thousands of options.  It’s why its such a great CRM for non-profits and charities to adopt – it will grow with your aspirations and opportunities.  But what do they all do? What’s essential? How do all the packages integrate and work?

We can help you find your way through the maze of options and how they fit together to create a package that not only delivers what you need now, but has a firm eye on the future.

What we do

Our Salesforce Signposting process points you to all the right places to make sure your system meets your needs. We bring together our experience and understanding of the Salesforce platform and our experience and understanding of the non-profit sector to help you get what you need. Successful CRM strategies are always rooted in an organisation’s mission, so that purpose determines strategy which in turn drives structure and processes. Our approach reflects this at all stages.

Why work with us

We are a member of Salesforce.com’s Cloud Alliance Partner Program, and have exceeded the required level of technical competence by ensuring our consultants are qualified beyond the minimum qualifications. We are authorised to deliver value-added professional services to customers, including implementation of Salesforce CRM applications and custom development of Force.com applications.

How we do it

We’ll talk to the key people in your organisation about their needs and requirements – as well as the vision behind the decision for a new CRM. We’ll go through all the processes and structures you use, and analyse the tools you currently use. We’ll talk about the kind of reporting that you will need.

At the end, we’ll produce a report which highlights our findings and recommendations. It will outline the best way of setting up Salesforce for your non profit and address the configurations, Salesforce integrations and fixes you may need. We will also highlight skills issues we identify so you can support your team with the  right levels of training to make your implementation as smooth and successful as possible.

Can we help? 

Whatever your question, we’re happy to help.   You can

Some of our clients using these services have included:

Consumers International