Become a true customer company with Salesforce®.
Our team of Salesforce experts are here to understand your sales and support processes to customize and implement Salesforce to fit your process. We deliver a CRM system that fully automates your front office from marketing to sales to support.
SALESFORCE SALE CLOUD (CRM)
With over 200 implementations of Salesforce Sales Cloud in the past year our consultants bring Salesforce best practices, a deep understanding of sales processes and exceptional knowledge. With every Salesforce Sales Cloud implementation we look to bring the power of Salesforce to your team by increasing efficiency and productivity in the organization while creating a tool for the sales team.
SALESFORCE SERVICE CLOUD
After a sale is complete your engagement with your customer doesn’t end. We have a team that specializes in implementing Salesforce Service Cloud to improve your organization’s customer service and complete the 360-degree view of your customer. We specialize in gaining efficiency within service organizations by implementing core Salesforce functionality while leveraging the power of the Salesforce Platform to simplify the use of the system.
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.
Joe Grotto, Director - Crane USA
Data Migration to Salesforce.com
The success of your Salesforce implementation is heavily dependent on historical data being migrated to Salesforce. Your users will rely on this data to utilize your organization’s new Salesforce instance and historical data will add value and ROI to your investment.
At SMB we have significant experience migrating data and documents to Salesforce from multiple legacy, including: Microsoft Dynamics CRM, ACT!, Zoho, SugarCRM, NetSuite, File Maker, Sage, Prophet, Business Contact Manager, SQL Databases, Access Databases, Oracle Databases and Microsoft Outlook.TALK TO A CONSULTANT
The number one reason that CRM implementations fail is not the technology that is used – it’s because users fail to adopt the system. Our team of Salesforce experts helps ensure that this won’t be the case for our clients.
Similar to our focus during implementation our Salesforce training takes a business first approach. We leverage “day in the life” style training to provide end users clarity on the benefits of Salesforce and establish the standard process that each user should be leveraging the system.TALK TO A CONSULTANT
A major factor in gaining the full benefits of Salesforce is integrating with backend systems, such as Great Plains, Microsoft Dynamics, Netsuite and other types of systems. With integration our clients are able to leverage the native Salesforce API and declarative technology to further automate business processes and gain significant efficiencies across the organization.
Our team of certified Salesforce architects and experts can build Salesforce integrations with multiple systems and ensure that your organization is fully leveraging Salesforce.