By focusing 100% on services for Salesforce SalesPath is able to provide our customers with the best skill sets and experience for Salesforce. We are not distracted by working with other CRM systems.
Services for New & Existing Salesforce Customers
SalesPath offers local implementation services for new Salesforce CRM customers. We also provide special services for existing Salesforce customers, helping them to get more from their investment in Salesforce.
Implementation
If you are new to Salesforce, we can get you started the right way. With over 14 years of experience in implementing CRM systems, SalesPath has the experience and Best Practices to make your project successful. Our project methods are designed specially for small to medium sized businesses. As a result, we can help you to get started on Salesforce quickly and affordably. Our consultants meet with you to understand your special requirements and business processes. We then configure Salesforce to meet your needs.
We provide user training, using your own Salesforce system. We include some post-implementation support to fine-tune Salesforce as well.
Most implementations take 3 to 6 weeks. SalesPath is a very affordable option. SalesPath implementation services fees usually range between $7,500 and $11,500 plus data import fees.
Refresh for Current Salesforce Customers
Refresh is designed to unlock unused functionality in your existing Salesforce CRM and to increase user productivity.
Refresh is typically the first project that SalesPath engages in where we did not do the initial Salesforce implementation.
We begin by meeting with your Salesforce Administrator and management to discover your CRM needs and possible additional uses for Salesforce. We review your current Salesforce configuration including security, user profiles, reports, dashboards, and customizations. We note areas where Salesforce should be re-configured or where capabilities are not being fully utilized. We then make recommendations for actions to be taken. Together we develop an action plan for the remaining time. We then make changes to your Salesforce CRM as appropriate and agreed to. Changes might include new custom fields, changes to security, changes to Page Layouts, creating new List Views and Lookups, designing new reports, and creating new Dashboards. With most Refresh projects, SalesPath then provides training for users on specific functionality that is not being fully utilized today. The topics of this training are identified and agreed to with you.
Refresh services are limited to what can be done with 25 hours of services within a 30-day period. The Refresh Service is offered at a discounted rate of $3,750.
On-Going Support
After our initial project, whether it be a new implementation of Salesforce or Refresh, most of our customers continue to turn to us for additional assistance. Sometimes this assistance is for a project, such as the implementation of the Customer Portal. Quite often we assist in creating new reports and dashboards, making changes to your Salesforce system, or simply answering a question. We offer Best Practice advice not only about how to optimize your use of Salesforce but also about sales, marketing, and customer support business practices.
Customer Support Implementation
If you are using the Sales Cloud capabilities of Salesforce.com but have not yet taken advantage of the Service Cloud (Customer Service & Support capabilities such as Cases and the Solutions Knowledge Base), then this special service is for you. SalesPath will analyze your basis customer support requirements, configure Cases and Solutions, provide 2 hours of training on the use of Cases and Solutions, and provide some basic Administrator training. SalesPath also wil configure Email-to-Case and Web-to-Case that allows your customers to create new cases.
- “Few Salesforce consulting partners have the depth of experience and knowledge about sales, marketing, and customer support best practices that SalesPath exhibited. It is this difference that helped us to better adapt Salesforce to our needs, adopting several best practices.”
- Vice President of Sales, Edifecs
"From the very beginning, the SalesPath consultants took the time to understand the complexities of our business and specific CRM requirements. They met with many members of our sales and support teams and listened carefully to each group’s needs. They truly helped us to take advantage of all that Salesforce has to offer and maximize our investment." -
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Marketing Manager, AuidienceScience
"SalesPath successfully implemented Salesforce Service Cloud for our worldwide support team in just a few weeks. We got an immediate return on our investment. And our customer support responsiveness improved significantly. The project was so successful that our sales team jumped at the opportunity to use Salesforce too, replacing their old CRM system. We used SalesPath for both projects, and continue to use them regularly today. They have extensive Salesforce knowledge, and are always responsive and professional."
- Customer Support Manager, Microscan