Salesforce Optimization

Salesforce Optimization brings you the most out of your sales investment

Recent studies have shown that companies operating with a CRM platform like Salesforce are not taking advantage of 80% of its potential benefits. If it sounds like your organization, call us to start getting more out of your CRM and achieve Salesforce optimization.

How We Function

The Digital Klouds maintains systematic business optimizations, identify areas for process improvement, upgradation of page layout to increase adoption provides end-user a friendly interface, leverage record types to partition of business flows, build customized objects to fill functionality voids, recommend or implement Apps from the AppExchange, reporting optimizations, identify data issues through careful analysis, validate accuracy of Key Performance Indicator (KPI) reports & dashboards and implement field-level data control.
Update Page Layouts
User adoption is critical, and if your platform isn’t optimized for the end user then the leads are not going to use it. Digital Klouds provides a continuous page upgrade or adjustment to reflect a priority of your sales team or lead to enter data.
Moving Beyond
CRM initiatives include integrations to back-office systems like accounting, ERP, quote-to-cash applications and assist the customers to “right-size” solution that ensures adoption. The continuous improvement is a great way to help your business realize the true value of Salesforce.
Provide On-Going User Training
Lack of training is an obstacle that prevents Salesforce optimization. By scheduling regular, customized CRM trainings and making it a priority, you can continue to educate end users that how your organization is leveraging Salesforce to improve business processes.
Develop Field Management Strategy
We provides an exclusive field work management assessment strategy to optimize your business like never do before. We make sure the right users must access the right fields? Do you have the right mandatory fields? Because these fields are the main source of data entry and reporting.
Driving Forces Impact CRM
Cloud is now seen as mainstream in all areas of customer relationship management (CRM). As a result, having a CRM that can simply monitor the transactional behavior of the customer to one that can accelerate enterprise digital transformation.

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There is no such thing like "it cannot be done".