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SERVICES
Salesforce
Salesforce is a very powerful online customer relationship management, or CRM. It gives all your departments — including operations, finance, marketing, sales, commerce, and service — a shared view of your customers with one integrated CRM platform. It has the ability to be as simple, or as robust, as your business needs.
Salesforce Implementation and Support
Salesforce Implementation
Need to set up your Salesforce but don’t know where to start?
That’s where we come in. This package includes a 1:1 strategy session where we plan and map out your client’s journey from start to finish. We will also map out how you need your Salesforce to look and be customized in order to meet your unique business needs.
We will define the most important pieces of your Salesforce that you will need for your business and prioritize those. We will make sure your sales process is updated and reflected accurately and working efficiently within your Salesforce.
- 60-minute Systems Coaching Session
- 60-minute Salesforce Training Walkthrough
- Setting up your email templates (up to 10)
- Creation of 1 new object
- Creation of up to 10 new fields
- 2 Workflows
- 1 Integration
- 1 week of support
- PLUS: Client Journey Template
- Email Template Basic Kit
- Asana Tutorial Video: The Basics
- 60 minute User Training Session
Salesforce Support
Have an existing Salesforce but need some help customizing it or fixing something up? Or perhaps you need to add a workflow or integration and you’re not sure how? Maybe you need some new reports and dashboards created?
We’re here for you! Let’s sit down and discuss what you need help with and how we can assist you and get your Salesforce running efficiently.
- 60-minute Systems Coaching Session
- 60-minute Salesforce Training Walkthrough
- (Starting at) 5 hours of support
- 1 week of support
Salesforce Retainer: 10 Hrs CRM Customization & Support
Many of our clients book regular blocks of hours, it’s a great way to stay on top of things and make sure everything’s running smoothly.
So, we put our heads together and came up with a super cool solution to make your life even easier! You can now enjoy our Retainer Packages, which come with exclusive perks and features that will help you manage your systems efficiently AND we’re offering an amazing monthly discount if you commit to six months of our Retainer Packages.
(also comes in 5 hours, 15 hours or 20 hours)
- 10 hours of support to used by the end of the calendar month
- Exclusive use of your own private Asana form that your team can use to submit and tickets, requests or questions for your Salesforce.
- Your own private Slack channel to communicate with us
- Access to our team of experts, including two Salesforce Admins and one salesforce Developer
What's next?
- Book a discovery call
- Learn what systems setups will get you the greatest ROI
- Gain expert support, hours back in your life and have become the boss of your business
Let's work together to make your business more efficient and profitable!
Below are a few of the services we offer to streamline your business processes:
Services
1
Dubsado & Honeybook
Dubsado and Honeybook can do so much for you and your business! Let us help with strategy and support.
2
Salesforce
Let us set up your Salesforce to create the best sales, customer service, marketing automation and analytics systems in place.
3
Email Marketing Platform Automation
Email marketing doesn't have to be a drag! Let us put our expertise to use to set up your email marketing platform the best way for your business.
5
Zapier
Let's save you time by automating repetitive tasks between two or more of your work apps.
6
CRM Services
Including both strategy sessions, VIP sessions and done-for-you builds, we have you covered.
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