"The heart of every project lies in knowing what the customer needs and offering solutions. To achieve this, 50% is listening to the customer. The other 50% is knowing how to guide the customer within the range of possibilities offered by Salesforce."
Salesforce CRM Consulting Specialist
Leadclic helps you create the perfect strategy, with a plan and the culture of change needed to reach the goal. Our Salesforce consulting is completely oriented to the Salesforce platform adoption, from c-level until the final user. This guarantee the best ROI.
Our Salesforce consultancy offers a "MultiCloud" perspective to create the best structure for your project. We do not limit ourselves to Salesforce consultancy in the Sales Cloud; we take into account the entire Salesforce world from the beginning, offering the full range of possibilities to the client. Should you implement the Salesforce Sales, Service, and Marketing clouds from the beginning? Or should you establish a plan to start from Salesforce Sales and, in the second wave, include the other clouds? At Leadclic, we provide value, thanks to our knowledge and experience within the Salesforce clouds.
Leadclic, as a Salesforce Platinum Partner, offers all the business intelligence, analysis, and support essential to successfully achieving your CRM strategy. We help you to define and manage your CRM strategy, analyzing your commercial, marketing, and customer service processes, proposing the best architecture for implementing your CRM. All this helps us achieve the following objectives:
Facilitating your business processes
Improving marketing and communication actions
Entering a dynamic of continuous improvement and ROI
We offer a consultancy model in which we develop our services, depending on our customer's changing needs; we anticipate these needs and offer the necessary technological innovations to boost their business. To achieve this, we follow these 4 steps, which help us get the most out of the Salesforce CRM.
100% awareness of your company's processes.
The first step within Leadclic's Salesforce consultancy will be to develop an in-depth audit of your company's internal processes to fully understand your business and know what needs you will face in the future. We will also point out some important aspects and goals that must be achieved, laying the foundations for the successful implementation of Salesforce within your company.
Transfer of data from another database or CRM to Salesforce.
We use the most advanced processes to ensure that your data is safe and we complete the migration to Salesforce in a fast and appropriate environment.
Creation of automatic processes.
The creation of email templates, workflows, and approval processes will be addressed within our Salesforce consultancy to automate your business processes. We will create customized reports and highly effective panels where your executives and managers will have real-time access to sales and will be able to easily see the key points of customer service, as well as a complete history of marketing actions.
Adoption and training, the foundation of our Salesforce consultancy.
User adoption of Salesforce is the key to successful Salesforce implementation. We invest a lot of time and effort into training your employees in Salesforce, turning them into efficient and satisfied users of the Salesforce platform. We offer a wide range of Salesforce training sessions tailored to the needs of each department. Our educators, with extensive experience as business managers, guide the sessions to consolidate and promote strong foundations for adoption.