Sales Cloud is a fully customizable product powered by the world’s #1 CRM solution provider, Salesforce. Sales Cloud is the world’s leading sales automation tool that helps Sales Managers and Reps work smarter by automating sales processes, enhancing efficiency, accelerating sales productivity, creating a pipeline of leads, closing deals faster and making data-driven insightful decisions. The platform is provided as SaaS (Software as a Service) for browser-based access and is even available in the form of a mobile app.
Customer Success
Platform
With extensive years of experience across domains and industries, we have perfected the art and science of building and delivering the following end-to-end customer success platform and solutions to clients across the globe! With a team of experienced and certified consultants & architects, we make Salesforce CRM implementation simple and cost-effective for our customers.
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Salesforce for your Org
Salesforce Service Cloud is a customer relationship management (CRM) platform specifically designed for customer service and support. This tool is based on the company’s CRM software and is exclusive to Sales Professionals. This customer service and support platform allows users to automate service processes, streamline workflows and identify crucial articles, topics, and experts in order to support the agent. With the ultimate objective of fostering a one-to-one marketing relationship with each and every customer across multiple channels and on any device.
Salesforce CPQ, or Configure, Price, Quote Software, is a sales tool that allows businesses to provide accurate pricing with any given product configuration scenario.CPQ applications take into account optional features, customizations, quantities, and discounts, allowing sales reps to quote prices quickly and accurately. Salesforce CPQ gives your sales team easy-to-use software, available on any device due to its cloud-based platform. Hosted within the Sales Cloud platform, it gives you a direct link with your CRM to make the most impactful sales decisions.
Salesforce Experience Cloud is a platform integrated into Salesforce that allows you to build online communities and establish a point of contact with customers, partners or employees. In other words, with Experience Cloud your company can establish a personalized corporate virtual space according to the company’s style. Experience Cloud is an online community from Salesforce.com that is exclusively designed to connect and facilitate communication among employees, partners or customers of any company in a new yet different way.
Salesforce Commerce Cloud is a cloud-based suite of products that enable e-commerce businesses to set up e-commerce sites, drive more automation and provide customers with seamless shopping experiences. Part of the integrated Salesforce Customer Success Platform, Commerce Cloud powers all Salesforce connected apps. Business to consumer (B2C), business to business (B2B) and direct to consumer (D2C) companies can use its e-commerce capabilities.
Salesforce Field Service Lightning is a management software to enhance the customer experience through field services. One of the major benefits of using Salesforce CRM is the 360-degree information analysis of customers. Now, the information is regularly tracked and schemes are prepared based on the collected data.
Pardot is a software as a service (SaaS) marketing automation platform by Salesforce that offers email automation, targeted email campaigns and lead management for B2B sales and marketing organizations. Pardot automates common marketing tasks, including: Tracking customer behaviors. Creating digital marketing campaigns.
Salesforce Marketing Cloud is the unified marketing platform that enables marketers to create, manage marketing relationships and personalize the experience across everything. The software incorporates integrated solutions for customer journey management via mobile, email, social media, content creation, content management, web personalization, advertising, and data analysis. It also includes predictive analytics to help in the decision-making process. Hence, the software is responsible for creating a seamless experience across marketing as well as partner networks.
MuleSoft brings a new unified solution for automation, integration, and Application Programming Interfaces (APIs) that easily automates any workflow and system for your team. It helps your team quickly adapt to constant change and business complexity. During the real-time data retrieval, Salesforce enforces validation rules for the incoming data, whereas MuleSoft applies the necessary transformations, such as field mappings and field conversions, to those data sets.
Implementation services
Unleash the possibilities of Salesforce implementationOur expert team works with your team to plan, design, build, and deliver innovative Salesforce solutions that redefine productivity and revolutionize your digital experience. Whether it is a single cloud or multiple, our team is there with you at every step of the digital transformation process such as:
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We start the process with the Discovery phase wherein we assess your current capabilities, technologies, business processes and requirements to recommend a roadmap based on your specific objectives and Salesforce solutions best practices.
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Designing with future scalability in mind, even before the development environment, serves as your foundation. Our goal is to not just get you through the initial setup but on the path to continued long-term success with Salesforce.
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Tailoring the implementation based on your individual needs and priorities. Our methodology and strategy will ensure you recognize value as quickly as possible.
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Documentation and training
As every company is different, so is every implementation. We have developed a methodology flexible enough to deliver Salesforce solutions, from simple initial implementations to complex, multi-cloud solutions.
We can work in an agile fashion or take a more traditional (waterfall) or hybrid approach. Regardless, we learn what truly matters to your business and offer expert design, prioritization, and delivery utilizing a delivery methodology that can be adapted to fit your sales managers’ and the entire company’s specific needs. n work in an agile fashion or take a more traditional (waterfall) or hybrid approach. Regardless, we learn what truly matters to your business and offer expert design, prioritization, and delivery utilizing a delivery methodology that can be adapted to fit your sales managers’ and the entire company’s specific needs. Salesforce implementations are no joke. Seriously—according to a study from CIO magazine, around 30% of CRM implementation projects fail. Many organizations often misfire in their approach when implementing in-house and without a subject matter expert. So lets get into the business with a proven methodology forsuccessful implementations
Phase one begins with a Kickoff meeting where our team meets with yours to conduct introductions, discuss timelines, and set expectations for the implementation project. The goal of this meeting is to ensure that project stakeholders are aligned on recurring meetings and communication protocols.
After Kickoff, there are a series of Discovery sessions to help our team better understand your system requirements and unique processes or workflows. Our team asks a lot of questions during these meetings. The information you provide us is compiled into a Project Requirements Document, which is used to develop and configure your Salesforce environment during the project's next phase, Build.
Before moving to the next project milestone, clients review and sign off on the Project Requirements Document. This is used as a guide to lock in scope and ensure specifications are completed throughout the course of the project.
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Build
In phase two, our consultants begin the implementation process. During this time, our certified Salesforce experts build and configure your environment while addressing the specifications in the Project Requirements Document.
Recurring meetings continue throughout the Build phase to allow for feedback and iteration. Collaboration is pivotal to the success of the project, and ultimately, we rely on client input for the organization to succeed with its new CRM. Though these calls are often brief, our consultants conduct a demo of everything that’s been built in Salesforce to confirm we’re on the right track.
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Test
After the build is complete, it’s time to do some testing! Testing is standard for any technology project, but especially for a Salesforce implementation; it’s pivotal to note what needs improvement or change before moving from a sandbox environment to a live production one.
Our team will do some testing of our own before handing it over to the client, but they know their processes best, so they’re the best ones to test. At this point in the project, we ask clients to conduct User Acceptance Testing (UAT), which consists of completing a list of action items and signing off that the system is ready for deployment into production.
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Deploy
Once testing is complete and the UAT document has been signed, we begin a cutover period from the Salesforce sandbox environment to the live production environment. When you work with a Salesforce partner like Venn, deployment doesn’t mean we just hit publish and leave our clients to it. After everything goes live, we provide a two-week customer care period called Hypercare.
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Hypercare
Hey, technology can have its moments. That’s why we provide two weeks of intensive customer support (otherwise known as Hypercare) to ensure the client’s Salesforce environment is operating as planned.
Though project meetings will happen less frequently now, our support team is always available for support. Any issues that come up can be reported using the Bug Testing Form provided by a member of our project team.
Upkeep for a CRM depends solely on the type of organization and if there are resources in-house to manage it. From our experience, it’s common for businesses to outsource future enhancements and improvements. These are the types of things we discuss collaboratively with clients to determine if there’s a need for an ongoing Service Plan.
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Support Plan
When businesses grow, they undergo many changes. In the final stage of the implementation process, we meet with our clients to discuss plans for future service and upkeep.
Service plans vary depending on the complexity of a given Salesforce environment, an organization’s growth, including new users, products, and a variety of other factors. It may also make sense to implement certain pieces of functionality or processes incrementally.
Data Migration & Integration services
Data Migration
Experience seamless Data Migration with our specialized services. We craft meticulous data migration strategies, perfectly aligned with your goals, ensuring a smooth transition. Security is our priority, and we implement robust measures to safeguard your data throughout the migration process.
Our expert team executes migrations with minimal disruption to your operations, allowing your business to stay on track. We offer scalable and flexible solutions that cater to diverse datasets, making sure all your data finds its new home without a hitch. Trust us to handle your data migration needs with precision and care.
Why You Might Consider Data Migration
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Outgrowing Your Current System: Your business is expanding, and your basic CRM or spreadsheets can’t keep up.
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Seeking Better Features: You want advanced functionality like marketing automation, in-depth reporting, or industry-specific tools.
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Cost Savings: You found a more affordable CRM solution that meets your needs.
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Improved User Experience: Your team finds the current interface difficult to use, impacting adoption and efficiency.
Data Integration
An application programming interface (API) is a messenger that processes requests and ensures the seamless functioning of enterprise systems. APIs enable interaction between data, applications, and devices. It delivers data and facilitates connectivity between devices and programs. APIs often enable the transfer of data between systems. Yet, systems also use APIs more broadly to enable one system to access another for non-data transfer reasons. As a result, some APIs do not enable integrations. Similarly, while integrations often rely on APIs, they do not do so exclusively