Creative Data Studio

Salesforce consulting

services

1

Leveraging our unique blend of creativity and data-driven insights, we offer specialized Salesforce consulting to streamline your business processes and enhance customer experiences.

2

Leveraging our unique blend of creativity and data-driven insights, we offer specialized Salesforce consulting to streamline your business processes and enhance customer experiences.

3

Leveraging our unique blend of creativity and data-driven insights, we offer specialized Salesforce consulting to streamline your business processes and enhance customer experiences.

88% of customers say the experience a company provides is as important as its products or services

Understanding the crucial role of customer experience in driving loyalty, we harness the power of Salesforce to exceed customer expectations. As your consultants, we guide you to leverage Salesforce effectively, delivering the superior experience that today’s customers demand and driving your business success.

Invest in Sales force consulting services

Essentials

Perfect for small businesses or startups new to Salesforce, aiming to set a strong CRM foundation.

Deliverables

  • Salesforce CRM Setup: Tailoring your CRM to business needs.
  • Basic Training: Instructing on effective Salesforce use.
  • UX/CX Audit: Assessing and pinpointing experience improvements.
  • Monthly Consultation: Regular reviews and problem-solving sessions.

2000 EUR

Growth

Ideal for businesses seeking process optimization, enhanced customer personalization, and regular consultations.

Deliverables

  • Advanced Training: In-depth guidance on Salesforce’s advanced features.
  • Process Optimization: Streamlining processes for efficiency and satisfaction.
  • Personalization Strategies: Leveraging Salesforce data for customized experiences.
  • Bi-Weekly Consultation: Frequent sessions for progress monitoring and advice.

8 000 EUR

Mastery

Ideal for businesses wanting custom Salesforce solutions, thorough UX/CX plans, deep analytics insights, and ongoing support.

Deliverables

  • Includes Intermediate Package features
  • Custom Salesforce Solutions: Developing solutions specifically for your business needs.
  • UX/CX Strategy Development: Creating comprehensive strategies to boost customer experiences.
  • Salesforce Analytics: Utilizing analytics for insights into customer behaviors and preferences.

15 000 EUR
starting

Reach out to us and we’ll show what Salesforce consulting services we can do for you

Benefits of Salesforce consulting

Leveraging our knowledge and experience in internal and external process optimization, we ensure your Salesforce platform is tailored to your unique business needs. This prevents unnecessary expenditures on underutilized features and streamlines your client processes, enhancing user satisfaction and well-being.

We use creativity into the evaluation of your current and prospective Salesforce utilization, market research, and empirical data analysis. Every recommendation we make is risk-free, as it is evidence-based and proven to work, ensuring you get the most out of your Salesforce investment.

Our Salesforce consulting services are designed to bolster your brand reputation and enhance customer experience. By fine-tuning your Salesforce platform, we help foster customer loyalty, encourage repeat purchases, and boost your overall Net Promoter Score (NPS).

Gain access to strategic insights that can drive your business growth. We help you leverage Salesforce’s robust capabilities to identify new opportunities, improve sales strategies, and make data-driven decisions that align with your business objectives. This strategic advantage leads to increased product sales and smarter, customer-oriented decisions.

Salesforce consulting services

from Creative Data Studio

We optimize your Salesforce use, boosting efficiency and satisfaction with customized solutions, expert guidance, and effortless integration. Our approach enhances processes and brand reputation, improving your NPS. Discover the advantages of our all-encompassing Salesforce consulting.

Salesforce Audit and Optimization

We conduct a thorough audit of your existing Salesforce setup and processes, identifying areas for improvement and optimization to ensure you’re getting the most out of your investment.

Salesforce Strategy and Implementation

We help you develop a strategic plan for Salesforce implementation, ensuring it aligns with your business goals and customer needs. We then assist with the implementation process, ensuring a smooth transition and minimal disruption to your operations.

Salesforce Customization

We tailor your Salesforce platform to meet your unique business needs, enhancing its functionality and ensuring it integrates seamlessly with your other systems.

Salesforce Training and Support

We provide comprehensive training for your team to ensure they can effectively use Salesforce. We also offer ongoing support to address any issues or questions that arise.

Salesforce Data Analysis and Reporting

Our service refines your platform’s user interface for maximum efficiency and aesthetic appeal, delivering a user experience that drives engagement, streamlines operations, and reinforces your brand’s professional image. Elevate your CRM’s look and functionality effortlessly.

Salesforce Process Improvement

Elevate your Salesforce journey with our Design Enhancements service. We specialize in revamping your platform’s interface, marrying functionality with elegance. Our strategic redesigns not only streamline user engagement but also fortify your brand’s presence, ensuring a seamless, productive, and visually appealing CRM experience.

Steps to achieve expected from the brand design Services

Our process is strict yet customized, focusing on individual client needs. Every case undergoes deep review to guarantee alignment with your distinct objectives.

Beyond simple implementation, granting tailored strategies provides significant results. It’s more than meeting goals – it’s about aligning with your needs and driving impactful change for your business.

Discovery and Audit

We start by understanding your business needs and conducting a thorough audit of your existing Salesforce setup. This helps us identify areas for improvement and opportunities for optimization.

Strategic Planning

Based on our audit findings, we develop a strategic plan for Salesforce implementation or enhancement. This plan aligns with your business goals and customer needs.

Customization and Implementation

We tailor your Salesforce platform to meet your unique business requirements and then assist with the implementation process. This ensures a smooth transition and minimal disruption to your operations.

Training and Support

We provide comprehensive training for your team to ensure they can effectively use Salesforce. Our ongoing support ensures any issues or questions are promptly addressed.

Data Analysis and Reporting

We leverage Salesforce’s powerful data analysis and reporting capabilities to provide you with valuable insights into your customers and business performance.

Design Enhancements and Process Improvement

We work on enhancing the design of your Salesforce services and improving both client-oriented and business-oriented processes within Salesforce. This leads to improved user satisfaction and operational efficiency.

Review and Refinement

We continuously review the effectiveness of our solutions and make necessary refinements to ensure you’re getting the most out of your Salesforce investment.

Have a Salesforce? Unleash its full potential with personalized Salesforce consulting.

Grow your Salesforce experience? Our consulting experts are just a click away. Connect now and start your journey to unmatched Salesforce optimization.

Overcoming Shortcomings with Salesforce: Strategies for Effective implementation

You can enhance the quality and reliability of your UX research, ultimately leading to better-informed design decisions and improved user experiences. Explore our insights and empower your team with the tools to overcome obstacles and achieve success in your UX research endeavors.

Salesforce can be complex and overwhelming for businesses, especially for those without a dedicated IT team. Thats why, we simplify this process through training, handouts and support, ensuring your team can effectively leverage Salesforce’s capabilities.

Businesses often struggle with data import, export, and management within Salesforce. We help you leverage Salesforce’s powerful data analysis and reporting capabilities, providing you with valuable insights into your customers and business performance.

Salesforce can be expensive, especially if not utilized effectively. We conduct a thorough audit of your Salesforce usage, identifying areas for improvement and optimization so you’re getting the most out of your investment.

Salesforce integration is complex. We mitigate this by thoroughly reviewing your current systems before integration, evaluating outcomes, and planning accordingly. We work to get to a seamless merge with your existing systems, boosting functionality and efficiency

We will help you to navigate complex world of Salesforce.

Reach out to us and we’ll show what Salesforce consulting services we can do for you

Other Valuable 
Services from CDS

Start Your Journey