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© 2025 EKWIS. All rights reserved. Plain-spoken technologists empowering subscription businesses with AI-accelerated Salesforce solutions.

Salesforce Implementation & Optimisation

At EKWIS, our Salesforce Implementation & Optimisation services are designed to get your subscription business up and running swiftly with minimal disruption. We focus on AI-powered setups that automate key processes, ensuring your CRM becomes a catalyst for growth from the outset. By tailoring Salesforce to the unique demands of subscription models, we help you manage recurring revenue streams, customer lifecycles, and data-driven decisions more effectively.

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Our Approach

  • Discovery & Planning: We begin with a comprehensive assessment of your subscription model, pinpointing opportunities in areas like customer onboarding, renewal management, churn prediction, and usage tracking. This phase involves collaborative workshops to align Salesforce configurations with your business goals, ensuring a foundation that supports long-term scalability.
  • Implementation Phases: Our fixed-price milestones encompass everything from initial configuration and data migration to custom development and user training. AI tools are integrated early to automate repetitive tasks, such as workflow rules and data validation, which can reduce setup time by up to 50% and minimise errors.
  • Optimisation Services: After launch, we conduct thorough audits to refine performance, enhance user adoption through intuitive interfaces and AI-driven recommendations, and integrate advanced features like predictive analytics for subscription forecasting. This ongoing optimisation ensures your Salesforce instance evolves with your business needs.

Benefits

  • Achieve measurable ROI in weeks rather than months by accelerating deployment and automating core functions.
  • Cut operational inefficiencies with AI automation that handles up to 70% of routine tasks, freeing your team for strategic initiatives.
  • Support complex subscription scenarios, including multi-tier pricing, usage-based billing, and automated renewals, all while maintaining data integrity and compliance.