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Implementation/Set up

Our approach

At Stimulus Consulting our goal is to understand your business first and create a Salesforce CRM fit for your business, not change your business to fit the system. We will undertake full business analysis and user story discovery prior to designing your Salesforce software to ensure that it becomes a tool to reduce your workload and increase your efficiency. We encounter many instances that, for whatever reason, don’t meet the needs of the business. It is our aim to ensure that doesn’t happen to you!

We are a Salesforce partner with extensive expertise in Salesforce Sales Cloud, Service Cloud, Pardot, Marketing Cloud and other Salesforce clouds and products. Our consultants hold certifications in each of these areas, ensuring you get the specialist expertise you require for your CRM.

I already have Salesforce

  • Salesforce Healthcheck

    • Book one of our consultants to visit you for a one day platform healthcheck. We will validate good practice, perform quick fixes and identify areas that may need further work.

  • Full review and refresh

    • Many of our clients have had poor customisation work done in the past; are not making use of new features and technology; or have poor user adoption of the platform in their business. A full review and refresh of your platform can send your return-on-investment back into the black and reduce the administrative workload of your employees. This can be anything from refining your dashboards to building new functionality and automation in your CRM.

  • Help, my system’s broken!

    • If a key piece of functionality is no longer working please contact us immediately and we will be in to investigate as quickly as we possibly can.

  • We want Lightning

    • All new developments and best features are now in the Lightning User Interface. Have one of our Lightning expert consultants conduct a Lightning readiness review and migrate your business to the latest CRM.

I’m new to Salesforce

  • Get me set up

    • Decided to invest in Salesforce but don’t know where to start? Our consultants will work with you to get your system setup to your exact requirements; provide you with expert training; and provide ongoing product support to keep up with new releases and new business requirements.

  • Get me setup ready

    • Decided to invest in Salesforce but have enough technical knowledge to customise it yourself? Stimulus can provide the full discovery and design of the system and work with you to identify the best training path possible for your needs.

I’m a non-profit – can I use Salesforce?

  • The simple answer is yes! Salesforce offer free user licenses and steep discounts for non-profit organisations. At Stimulus we have extensive experience of the non-profit and education sectors so please speak to us about our discounted rates for non-profit organisations.

Salesforce CPQ Consultancy

At Stimulus we are delighted to be one of the few specialist Salesforce CPQ (Configure-Price-Quote) consultancies available in the UK. If you're considering which CPQ solution to use, have already decided that Salesforce CPQ is for you or are completely bewildered by your options in this area please contact us. Our certified CPQ consultants will be delighted to talk you through your options and set up your CPQ solution for you.

If you'd like to know more about what Salesforce CPQ is, click here!

Salesforce Pardot Consultancy

Pardot is an extremely powerful B2B marketing automation tool. With it you can track potential and existing customer interaction with your marketing materials; personalise your marketing activities based on these interactions; and link them to Salesforce Opportunities, allowing you to calculate exact ROI for your marketing efforts.

As with any tool, if you’re not sure how to use it you won’t get the best use from it. Our certified Pardot specialists can help you map your marketing processes and build these processes into Pardot, saving your marketing team time and effort that they can use on new campaigns and ideas. Contact us to find out how you could benefit from using Pardot, or how you could maximise your current use of Pardot.

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