Valenta BPO Canada > Consulting > Salesforce Consulting

Salesforce Consulting

Maximize returns on your Salesforce investment

We offer a premier Salesforce consulting service, that is totally tailored to your business needs and goals. Our Salesforce consulting team can work with you to understand your requirements and deploy the right solutions, ensuring your business improves productivity, and in turn the customer journey.

Our Valenta Salesforce specialists possess deep knowledge of the entire suite of Salesforce, as well as available integrations to ensure your business runs smoothly. With all solutions customized, we are able to apply our Salesforce implementation expertise for one single product; such as CRM, or the entire product suite.

Valenta's Salesforce Process

Zoho implementation Process | Valenta BPO Canada

Scope document

We prepare a scope document that clearly lists out your requirements and what would be achieved by implementing the solution.

Proposal

We will offer you an initial proposal detailing the requirements, timelines and budget.

Discovery session

The discovery session is a brainstorming session where we analyse, document and learn of the objective, existing processes and practices, before getting to designing and building a dedicated solution.

PROTOTYPE

Post the discovery session, a prototype would be built to ensure all stakeholders are on the same page in terms of expectations and deliverables.

PROJECT SIGN OFF

At this stage, a final proposal will be submitted to you for sign off.

DESIGN ARCHITECTURE

Post the discovery session, a prototype would be built to ensure all stakeholders are on the same page in terms of expectations and deliverables.This stage involves designing the architecture for your customised solution with dashboards and reports, giving you the insights required to make informed decisions.

DATA MIGRATION

Here your existing data will be mapped to the designed architecture ensuring easy access of the historic data without loss.

BUILD PROCESS

This stage ensures your workflows and process automation functions more effectively.

USER ACCEPTANCE TESTING

We will offer you an initial proposal detailing the requirements, timelines and budget.We will work closely with your stakeholders to walk them through the process to complete system testing.

TRAINING

A training program will be conducted for users of the new solution to ensure they are well-prepared prior to the system going live.

ON-SITE IMPLEMENTATION

The system will be deployed in your work environment, tested and then taken live.

ON-GOING SUPPORT

Ongoing maintenance support will be provided to ensure optimal performance as and when required and as defined under the agreement.

BENEFIT REALISATION

We will analyse implementation of the solution to measure the benefits accrued, to confirm if it is functioning as planned.

ANNUAL REVIEW

Considering that business dynamics change over time, we will conduct an annual review and a gap analysis to check on the efficiency of the system. Recommendations will be made if needed to course correct, to ensure performance.

Valenta's Salesforce Solutions

Valenta offers both full service solutions and single Salesforce product updates and implementation. Our Salesforce specialists can set-up systems, conduct training and customize the package to ensure you get the best result.

SALESFORCE ONBOARDING

Our Salesforce specialists will quickly set up any Salesforce product, leveraging it to its full potential.

SALESFORCE TRAINING

Effective training contributes significantly to performance. Our Salesforce specialists will ensure that comprehensive training is conducted familiarizing your team with all processes.

BUILDING WORKFLOWS

Given the rapid pace of business, automating workflows is crucial for optimal productivity and gaining a competitive edge. Our Salesforce specialists are well versed in building workflows for different industries and will custom design these processes based on your business requirements.

DESIGNING REPORTS

Reports help the business leadership assess a scenario better to make effective decisions. Our Salesforce specialists can help with customized reports that provide sharp and definitive insights into your business.

DASHBOARD DESIGN

Quick decision making is reliant on having information you need readily available. We can customize your dashboard, helping you view critical business information, all on one screen, for a quick and accurate assessment.

PROVIDING BUSINESS INSIGHTS

You need the right data to course-correct and make business decisions on the move. Our Salesforce specialists will work with you to identify and automate the activity of collecting vital business information, enabling you make the right decisions at the right time.

PROVIDING BUSINESS ANALYTICS

Leverage the power of Salesforce to provide deep analytics that can reveal information, important to your business success.

USING ARTIFICIAL INTELLIGENCE

Salesforce products are built with intuitive AI, helping various processes become more efficient. Our Salesforce specialists are able to extract the complete potential of this feature, to derive better productivity and improved processes.

DESIGNING A CLIENT PORTAL

Salesforce offers an easy-to-use interface that all stakeholders can utilize. Our Salesforce specialists can custom design your client portals thereby simplifying processes and improving the customer experience.

DESIGNING PROCESSES

The key objective of any Salesforce product is to further improve a process or efficiency, something that can be achieved only by those with an excellent understanding of the product. Our Salesforce specialists work closely with you to understand your processes from various stakeholder perspectives and design an improved process framework to achieve the desired objective.

INTEGRATIONS WITH OTHER SALESFORCE APPS

While integrating a Salesforce solution with other Salesforce products is relatively straightforward, it demands a thorough understanding to maximize the effectiveness of both products. Our Salesforce developers have vast experience in integrating various products from the Salesforce suite, to ensure optimum performance.

INTEGRATIONS WITH THIRD PARTY APPS

It is possible that your organization is already using a solution in one or more activity areas, and you now have decided on a Salesforce solution to work along with. Our team consist of experts with knowledge on various other third-party applications and will work to integrate these with the Salesforce products to minimize technology disturbance.

Why Valenta's Salesforce Consulting?

World Class

Our team of Salesforce specialists have an in-depth understanding of Salesforce, with a view of reducing redundancies and optimising outcomes.

End-to-end Solutions

Our Salesforce consulting service provides a holistic approach to your processes, ensuring that your business achieves the best results.

ISO Certification

We are ISO 9001 certified for Quality Management Systems and ISO 27001 certified for Information Security.

Customised Solutions

At Valenta BPO we understand that every business is different. We fully customise your Salesforce solution to meet your business needs ensuring an improvement in efficiencies and better user experiences.

World Class

Our team of Salesforce specialists have an in-depth understanding of Salesforce, with a view of reducing redundancies and optimising outcomes.

End-to-end Solutions

Our Salesforce consulting service provides a holistic approach to your processes, ensuring that your business achieves the best results.

ISO Certification

We are ISO 9001 certified for Quality Management Systems and ISO 27001 certified for Information Security.

Customised Solutions

At Valenta BPO we understand that every business is different. We fully customise your Salesforce solution to meet your business needs ensuring an improvement in efficiencies and better user experiences.

Book Free Salesforce Consultation

What do our client's say?

  • Since engaging Valenta, we’ve been able to take on a much higher work load. We’ve been able to bring someone into the team for a lower cost, but without compromising on that quality of work. Outsourcing has been a great solution compared to hiring somebody locally. It’s a lot more cost effective and it’s easy to do.

    Natalie Gillies and Clare Harding
    Arthur J Gallagher
  • Valenta has been great, because it allows us to expand and contract our operations, depending on the time of the year, very effortlessly and inexpensively. It’s allowed us to make decisions that we know we can scale quickly on because we know that Jayesh and the Valenta team will be there for us.

    John Pollock
    Financial Gravity

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