Team up with ClearPoint with this package that kick starts your cloud customer relationship management (CRM) journey. We will focus initially on either Service Cloud or Sales Cloud.
Together, we’ll review your team’s goals and challenges to find the best solution for you. We’ll customise Salesforce’s standard out-of-the-box solution to your needs, depending on your goals. Rapid Start for Salesforce delivers you a foundational CRM system.
Cost – $20,000 – $25,000 | Duration – 3 weeks
Do you have an outdated CRM system? Are you using SugarCRM, Hubspot or Dynamics CRM, and not getting the expected benefits?
We will help you understand what is required to migrate to the world’s number one CRM, Salesforce. Our assessment will identify what is and isn’t working in your business that the CRM could address. We’ll outline the technical impact and likely costs of a move to Salesforce so that you can make an informed decision.
Cost – $15,000 | Duration – 1-2 weeks
How do you know if your existing Salesforce solution is evolving in alignment with your business? Have you maximised your return on investment or customised it too much?
Our system audit and health check looks at your Salesforce solution from a system and technical perspective. We will evaluate your Salesforce solution’s maintenance, performance, data quality, integration functionality, and best-practice configuration. Then, we’ll provide you with an actionable summary report to plan your next steps.
Cost – $7,000 | Duration – 2 weeks
Systems looking good, but staff adoption is low? If your people aren’t using Salesforce adequately or efficiently, this one’s for you.
Together, we will look at what could be holding you back and identify what you need to succeed and achieve value from your Salesforce investment and create an actionable plan to successfully ‘relaunch’ Salesforce in your organisation.
Cost – $7,000 | Duration – 2 weeks