Data Integrity

Salesforce is first and foremost a database, and as such, ensuring its data integrity is consistently picked as the number one challenge among users. Tracking consistently very little information regarding your Clients, Contacts and potential Projects can be just as counterproductive as requiring your team to provide too many details when creating new records, both of which will impede the user adoption. We can help you:

  • Find the right balance of key information to track without overwhelming your users
  • Define the strategic information, key to your sales process and business success so you can report it and visualize it in dashboards
  • Implement customizations to ensure your data integrity and avoid data duplication

Process Automation

Data is the most powerful tool when you have the time and resources to collect and communicate it consistently. This is why a typical business process includes meticulous collection of information (sometimes in multiple systems), communication with key stakeholders, and tracking approvals for decisions made during the business process. Unfortunately, many of your users likely find following your business process to be an administrative pain and detraction from revenue generating tasks.

Effort duplication can discourage your top performers from using your CRM platform, because for them the cost of the effort outweighs the benefits of the platform. This is when we hear the cry for help from our customers and we deliver customizations to:

  • Automate business workflows
  • Update records automatically
  • Trigger and deliver notifications to the right audience
  • Guide your users through a standardized business process

Data Migration and System Integration

  • Migrate important data to your CRM platform

If significant amount of your data resides in external databases, we can help you move it to your CRM. Data migration is critical to providing a significant boost to the platform and the success of the user adoption. We can help you plan the migration by cleaning up and mapping your data, loading it into Salesforce, de-duplicating it and improving its quality.

  • Integrate your platform with other business systems

If your business depends on several applications alongside Salesforce, centralizing all the data might be what you need before you can take your operations to the next level. A top priority for many businesses is to consolidate information within a single platform. A number of robust third party applications allow integration with Salesforce, and we can guide you through the process.

Data Visibility & Reporting

  • Define and report on key business drivers

We will help you define the key drivers for your business and then show you how to report and visualize them. Your success is defined by the business decisions you make, and we can help you access the information to make those decisions.

  • Help you tame your data in Salesforce

The most impactful Salesforce feature is by far the reporting functionality. Yes, creating good reports comes with a steep learning, but once you put the time to master the report builder, it will definitely repay your invested time by tenfold. We are experts in exposing key business information via powerful reports, and we can help you become an expert, too.

  • Get full visibility of your business at a click of a button

Centralizing the key business reports into a Dashboard should be your primary Salesforce implementation goal. The one best practice, universally applicable to all our clients is to have Dashboards as the foundation for every business meeting and every coaching session. Think about all the time spent in spreadsheets and PowerPoint charts, and know we can help you get this time back.

User Adoption

You can make a significant investment in a CRM system only to find your users refuse to adopt it. We have found these to be the main issues we were asked to address for our clients:

  • Change management obstacles

System change is not always welcome, as it requires the users to adjust and develop new habits. Unless the change is well planned, communicated, and supported by the management teams it faces the potential for failure. Aligning the goals of the implementation with the end user needs is crucial to overcome these obstacles.
Ask us about the creative solutions we have implemented to make our clients love their CRM.

  • Steep learning curve

The lack of proper training makes users feel lost in the new platform. As a result the fear of making a mistake discourages them from using and exploring the CRM.
We can help arm your teams with simple visual user manuals to overcome the learning curve.

  • System too taxing for the users

Unless the users find benefits to using the platform they will always struggle to adopt it. The rule “if it is not in Salesforce it doesn’t exist” is important, but it is more of a “stick” approach. A “carrot” approach would enable the platform to save significant time in the execution of day-to-day tasks; provide real-time feedback to the user’s performance via custom reports; enable quick access to the collective organizational knowledge to answer questions fast.
Tell us if your users struggle to get on board and fully use and benefit from your CRM.

Some of the features we have implemented to increase user adoption include:

  • Custom pricing quote tool
  • Contract generation with electronic signature
  • Commissions tracking application
  • Performance feedback reports
  • Group collaboration within Chatter
  • Auto-generated team notifications


Have a Salesforce platform that loses popularity?
We can help turn that ship around. Being experts in what we do, we can help you re-implement your platform and save your investment in it.

Go top