Services

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If seeking a consultancy to assist in the initial implementation of salesforce.com, whether it be your first CRM platform or a migration from a legacy CRM platform, our service is initiated with a comprehensive consultation.  The consultation will comprise of multiple discussions on current pain points, business processes, and core objectives.  CRMcarrots will also put forth some additional value-add options with the sole focus on increasing productivity.  

If salesforce has already been deployed, we would perform a complimentary assessment of your current instance. This assessment would include general setup, security, data quality, and usability. We will ultimately, break down the various components of what drives CRM adoption, and act on each one in a hands-on, empowering approach.

We have all been trained on systems and tools before, but have we been inspired and empowered through coaching?  We will deliver motivational dialogue to ensure your users are confident and comfortable with the system.

Without actionable data, no CRM will be effective. For each object, new records are often created each day. For that reason, each object requires their unique set of procedures to maintain validity and relevance.

There are a multitude of reasons a company can fall victim to rouge data. Our Top 10 categories are listed below.

1. Data Migrations
2. Manual Data Loads
3. Integrations
4. Duplicate/Matching Rules
5. Validation Rules
6. Data Entry Design
7. End User Understanding
8. Data Procedures
9. Naming Conventions
10. Setup (Formula fields, Workflows, Approval Processes, etc...)

 Implementations and CRM overhaul success will be largely defined by increased productivity and sales. Through all our adoption efforts (configuration, process, data cleansing, and coaching) success is likely attainable. 

We begin with laying the foundation for a standardized reporting platform. This step includes consistent taxonomy, criteria, and report structure. Once the reporting foundation is set, our two main objectives are to provide actionable, easy to read metrics and one version of the truth. Each user is expected to receive at least one dashboard to assist in managing his/her business where if applicable will roll up to senior management.

Most new vendor acquisitions will not return the desired end-to-end value if they don’t  take into account existing business processes, automations, and/or interactions with previously installed third-party tools.  What suffers the most? Usually the data.

CRMcarrots has experience with nearly a hundred applications that integrate with SF. The vendor(s) that your company selects will both amplify the end user experience and augment data insights. See below for some of the more common integrations we can help you with. 

It's important to make sure your company is delivering requests in a timely fashion. For releases to the front line, take the right steps to reduce the impact and disruption to everyday tasks, but keep end users satisfied with constant signs of improvement.

Senior management must walk the talk. It is advised they use the company CRM and refer to the common dashboards regularly including in meetings with his/her management team. Also, all senior management should chatter positive and negative feedback regarding usage.

Are leaders in leadership positions? Are those with the deepest knowledge and experience being leveraged or heard? Do the teams or individual's responsible for sign off on decisions and enhancement releases have experience sitting with end users or using the tool themselves? Are the decision makers making decisions that are best for the end user or best for the bottom line? Are there too many decision makers?