Salesforce Easy Start

Salesforce Consulting

Get up and running quickly with Salesforce.

Quickly implement your sales process onto Salesforce CRM. Successful Salesforce implementations are a harmonious integration of the Salesforce platform and your businesses sales process. The Alias Group will rapidly implement Salesforce Sales Cloud by effectively seting up the essential components of Sales Cloud, enabling organizations to start managing leads, opportunities, and customer relationships efficiently. We will provide:

Initial Setup and Configuration

Configure basic Sales Cloud features like lead management, opportunity tracking, and account and contact management. This includes setting up custom fields, objects, and layouts to align with the client's sales processes.
Data Import and Integration

Assist with importing existing customer data, such as leads, accounts, and opportunities, into Salesforce. We will also ensure integration with other business systems like email, calendars, and external CRM systems for a seamless transition.
Workflow Automation

Set up basic automation processes, including lead assignment rules, approval workflows, and email notifications to streamline sales operations and improve efficiency.
User Training and Enablement

Provide hands-on training for sales teams, focusing on best practices for using Sales Cloud features like reports, dashboards, and mobile accessibility. They ensure users are comfortable with the platform and can manage leads, opportunities, and tasks effectively.
Customization for Business Needs

Make customizations to meet specific business requirements, such as creating custom reports, dashboards, and sales stages that align with the company’s sales cycle.
CRM Optimization and Best Practices

Offer guidance on optimizing Sales Cloud for future growth, ensuring the system is set up with scalability and best practices in mind. They help businesses implement strategies that maximize their ROI from Salesforce.
Post-Implementation Support

Provide post-launch support to address any issues, fine-tune the configuration, and offer continued guidance as the business grows and evolves its use of Sales Cloud.