Salesforce implementation and improvement
We build and improve Salesforce around the way your business sells, onboards, serves and renews customers. Clear handovers, useful customer information and integrations that support the people doing the work.
Example Co
Customer context travels with the work
What was agreed, for which products and on what terms.
Who needs to act and what is required to get started.
The contract, customer history and issues still open.
The next decision, informed by the relationship so far.
Two places to start
Whether Salesforce is new to your business or has grown through years of change, the starting point is the work your people need it to support.
Bring the process, data, access and integrations into one design. Deliver useful stages that the business can try, test and refine before launch.
Work through duplicated automation, difficult reporting and processes that no longer match the business. Establish a practical improvement plan with your team.
Where the work joins up
Salesforce becomes more useful when commercial, service and technical teams can understand the same customer. We make the data and decisions behind those handovers part of the implementation.
Explore integration deliveryLeads, opportunities, products, contracts and renewals, with clear ownership and approval routes. Explore the contract price-change approach
Cases, onboarding and related information, so users can see what has happened and what needs to happen next.
A useful customer model, appropriate permissions and reports that answer the questions your teams manage by. Read the permission sets guide
Customer experience · CSL Group
Salesforce implementation followed by managed support and continuing platform development.
Read the CSL Group story“Utilising Salesforce has been a game-changer for CSL, and the implementation process and support services provided by Ekwis have been instrumental in this. We have a single customer view across sales service and marketing, with access to analytics that wasn't possible before. I would happily recommend EKWIS to any company looking to implement and manage the platform.”
Tony Mann, Operations Director, CSL GroupRole at the time of the testimonial
Through launch and beyond
We keep design decisions, testing and release planning connected to the business requirements. After launch, user feedback and new priorities can move into a continuing support and improvement plan.
Tell us where the business is going and what Salesforce needs to do next.
Discuss your Salesforce plans