Expand Menu Request call back Contact
Select a section Key Information Compare versions Ideal for... Quick Start Features Why Solutions? Client Testimonials Other CRM Solutions

Salesforce

CRM solutions for complete customer insight

Enquire about this product

Close deals faster

Close more deals at a faster rate with contact management, collaboration and marketing tools within Salesforce. Gain a complete overview of your customer's activity history, key contacts, customer communications, and internal account discussions to help you run your business more efficiently. Gain insight within Salesforce from social media sites and stay connected to the people and information you require to close sales.

Gain more leads

Salesforce allows you to track in depth information about your CRM contacts. Gain an overview of the most up-to-date contact information while understanding best practices and relevant documents using Sales Path. Track the source of a marketing lead, get information at your fingertips and write and track emails from within Salesforce, giving you the necessary tools to become successful by managing your campaigns across all channels.

 AlT DATA

Improve productivity

Turn your smartphone into a portable sales office. Salesforce enables you to log calls, respond to leads, work opportunities and check dashboards anytime, anywhere. You can quickly access your files whilst away from the office and instantly connect with your colleagues and team members, increasing productivity throughout your business.

 AlT DATA

Make detailed decisions

Discover the powerful tools of Salesforce turning data into actionable insights that everyone within your business can access from any location. Dashboards offer a real-time overview of your business at a glance, allowing you to gain detailed reports that are simple to create. Stay updated with customised sales forecasting reports you can build with ease.


 AlT DATA
Which solution is best for your business?

Lightning Professional:


Complete CRM for any size team.


  • Accounts and contacts
  • Chatter collaboration
  • Mobile access
  • Offline mobile access
  • Email integration with Outlook
  • Google Apps integration
  • Task and activity tracking
  • Customisable dashboards
  • AppExchange integration
  • Lightning app builder

Lightning Enterprise:


Deeply customisable sales CRM to support your business.


  • Accounts and contacts
  • Chatter collaboration
  • Mobile access
  • Mobile offline access
  • Email integration with Outlook
  • Google Apps integration
  • Task and activity tracking
  • Customisable dashboards
  • AppExchange integration
  • Lightning app builder
  • Advanced forecasts
  • Advanced reporting
  • Custom profiles
  • Visual workflow
  • Exchange sync

Salesforce is ideal for:

  • Businesses wanting a cloud-based CRM solution
  • Tracking important data on any device, in any location
  • Managing campaigns across all channels
  • Tracking in-depth information about CRM contacts
  • A real-time overview of your business

Sales Cloud - Quick Start

Salesforce implementations that take months to deliver are in nobody’s best interests. We find that organisations who are able to adopt core Sales Cloud functionality, in a shorter controlled time frame, realise an accelerated return on their investment. This is achieved by focussing on the core elements that deliver real business value, and embedding them quickly.

Our Quick Start package is designed to get you up and running in just a few weeks by helping your business embrace core Sales Cloud features such as leads, campaigns and opportunities.

To begin the process, we work with you to build a project plan, understanding what your requirements are in greater detail and outlining security considerations for your system. Our objective is to ensure this plan describes a solution that will deliver value quickly and provide a platform for future development.

Throughout the project we’ll interact with you regularly, demonstrating configurations as they evolve and making small refinements to the system where required. We’ll work collaboratively to create the right Sales Cloud configuration for your business.

Finally, we’ll meet, in your offices, ours or online, to provide training to your users and system administrators as well as supporting you as you go live with Sales Cloud.

Objects Configured

  • Accounts
  • Contacts
  • Leads
  • Opportunities
  • Campaigns

Org Setup

  • Security settings (sharing rules and profiles)
  • User profile setup (for up to 10 Users)
  • Office 365 & Outlook Integration

Features Customised

  • Sales Path
  • Reports
  • Dashboards
  • Home page

£5000* exc. VAT

*Subject to limitations set out on the Quick Start Options document.


Price excludes Salesforce product licences. For more information click here.

Features

Contact Management

Gain easy access to critical customer data, key contacts and communication history. Use Salesforce to gain a thorough overview of all your customers, how to engage with them and deals they're involved in. View your customer's social content, enabling you to understand their likes and dislikes, services and any issues they might be having, in which case you may be able to provide them with a proactive solution.

Salesforce App

Manage your entire business on the Salesforce mobile app and gain a clear overview of meetings, events and account updates on the go. Quickly access files when away from the office and even edit and share all your files in just a few taps. Join conference calls and take meeting notes whilst you're on the move, allowing you to instantly connect with your colleagues and customers. Close deals faster by tracking accounts and approving deals from any location and gain real-time views of sales performance with dashboards and reports. Access and update your CRM data at anytime, even while offline.

Sales Forecasting

Gain a complete and accurate overview of your business and entire pipeline with comprehensive forecasts. Salesforce gives you the ability to see which team members are on track to beat their targets with real-time leaderboards. This allows you to set new goals with a flexible performance chart, even if you have a complex sales process, Salesforce can help.

Reports and Dashboards

Stay up-to-date with Salesforce analytics and create customised sales forecasting that you can build with ease. To gain an instant view of real-time reporting, just drag and drop the fields, filters, groupings and charts that you want or need. Easily track team performance with dashboards and quickly make changes to components to get the most important information. Use customer analytics within Salesforce to close deals faster and view them on any device.

Why Solutions?

Our expert team will help you understand how Salesforce can be configured to support your business effectively. We help you through every step of the implementation process, from consultation and installation through to supporting your software and your business once you are up and running.

We provide full product training to help your users get the most out of the software and to become more effective in their engagements with your customers.

As a Salesforce Consulting Partner, with many years’ experience in delivering Salesforce for clients, our team of fully-accredited Salesforce Certified Professionals can help you transform the way you do business, freeing up the valuable time you need to focus on achieving your business goals. To find out how Salesforce can give you complete control over your business, call us today on 0115 840 5075 or email enquiries@solutionsforaccounting.co.uk.

Testimonials

"Solutions were very knowledgeable and took the time to listen and really understand what we wanted out of the system...It was apparent from the get-go that Solutions are Salesforce experts and know exactly what they are talking about. "

Matthew Ratcliffe, Kilo Ltd

Our Other CRM Solutions

Sage CRM is an easy-to-use solution that supports your business growth by enabling your customer service, sales and marketing teams to work together and easily share information and manage their communications.

View Solutions

Act! CRM, from Swiftpage, is the world’s leading contact and customer management system for business.

View Solutions

Request System Requirements...

System Requirements

Need more help?

Request Callback

Request Callback Form

Request a call back

Request Callback

Request Callback Form

Request Product Downloads

Enquiry From Product Download