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

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Discovery & Planning

Comprehensive assessment of your subscription models, identifying opportunities in customer onboarding, renewal management, churn prediction, and usage tracking. Collaborative workshops aligned with your business goals.

Implementation Phases

Fixed-price milestones covering configuration, data migration, custom development, and training. AI tools integrated early to automate workflow rules and data validation, reducing setup time by up to 50% and minimising errors.

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Optimisation Services

Post-launch audits refining performance, enhancing user adoption through intuitive interfaces and AI-driven recommendations, integrating predictive analytics for subscription forecasting.

Key Benefits

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Accelerated Deployment

Achieve measurable ROI in weeks rather than months through accelerated deployment and automation.

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AI-Powered Efficiency

Cut inefficiencies with AI handling up to 70% of routine tasks, freeing your teams for strategic work.

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Complex Subscriptions

Support complex subscription scenarios including multi-tier pricing, usage-based billing, and automated renewals while maintaining data integrity.