Transform Salesforce into a True Sales Engine
A Better Strategy for Your Data
When your data support a clear strategy, profitability is often the outcome. Bolt Today specializes in helping you develop strategies that work for and with your current business, giving you the Salesforce optimization framework for future growth.
Increase Adoption of Salesforce
Front-Line Adoption is the key to useful data. Bolt Today can build a Salesforce Instance that increases adoption of your front-line sales teams, giving you better insights and greater results.
Reduce Your Tech Debt
Replace Custom development with updated Out-of-Box enhancements. Tech debt occurs when short coding fixes create bigger problems down the road. Bolt Today can assess, analyze, and eliminate technical debt built up in your Salesforce.
Improve Data Quality & Governance
We as a Salesforce optimization consultant designs systems that enhance data quality and empower you to have greater data governance throughout your Salesforce.
Why Our Salesforce Optimization Services?
According to a Salesforce report, sales reps spend 64% of their time on non-selling tasks.
You’ve heavily invested in Salesforce and its eco-system; However, front line adoption is low, management forecasts are unclear, and the CFO questions its ROI.
Salesforce optimization services can solve these issues, without breaking your budget.
Optimizing Salesforce Clouds with Our Salesforce Optimization Consultant
Common questions of our clients we solve while optimizing Salesforce Sales & Service Cloud:
- Is my forecast correct?
- Can I see where my sales team is struggling?
- Is there a clear path to move deals to close?
- Can I get a 360° view of every customer?
- Are we tracking warning signs for unhappy customers?
Bolt Today specializes in getting the most out of your instance without unnecessary customization. When we optimize Salesforce, “User-friendly” applies to everyone at your organization - front-line sales, customer success, management & executives. The data you need, right at your fingertips.
How to Improve the ROI With Bolt Today's Salesforce Optimization Services?
Working with multiple clients, we know that Salesforce is more than just a sales support application, and has become a lifeline for multiple stakeholders within your organization. Success is defined differently for every stakeholder. We understand that Salesforce delivers ROI results with the right sales success metrics, tech stack, and integration.
Sales Success Metrics
- Spend less time updating Salesforce and mobile-first design
- Reduce the number of fields and implement automation to update them
- Insights to understand the blind spots and guide them to close the deal
Service Team Success Metrics
- Service agents want to reduce the back & forth interactions with the internal teams
- Agents want Salesforce as the central place for customer service, including internal and external communication related to cases
CFO Success Metrics
- Reduced cost of Sales and Service
- Forecast driven from within Salesforce
- Pipeline information in real-time inside Salesforce with up-to-date information on customer payment, upsell/cross-sell opportunities, escalations, and CSAT
CIO Success Metrics
- Ensure re-use to existing IT systems, and avoid duplicate data entry into Salesforce
- Integrate with all critical IT systems
Board Members Success Metrics
- The operating executives want to get customer 360 views in real-time and want to avoid custom XL based reports
- Keep a close watch on churn and understand the risks from customer service data
Bolt Today’s Salesforce CRM optimization address these and many other unique needs and can fine-tune your Salesforce quickly and effectively.
Business Metrics to Blueprint
We begin by identifying measurable business objectives to ensure all stakeholders agree on short-term and long-term goals, as well as methods to quantify and qualify success – the business metrics.
At Bolt Today, we have adopted, leveraged, and mastered the industry-standard Business Process Model and Notation 2.0 (BPMN 2.0). BMPN 2.0 is a next-generation BPM technique that tackles the organizational complexities and provides the ability to keep these processes as living documents and provides a common vocabulary to all business groups. This lays the foundation to build the business blueprint that will drive the transformation.
Architectural & Integration Design
At Bolt Today, we believe that a well-architected & designed application can serve as a system of engagements for all things customers. As a Salesforce optimization consultant, our approach starts with understanding the current enterprise IT landscape. The documented business processes and customer journeys are mapped to this IT landscape.
ROI-Based Transformation Plan
CFOs in every organization and across the industries are questioning the high $ spend on Salesforce. The business value it brings to the table is not clearly defined. Our transformation planning maps to business success metrics and quantifies the productivity and operational gains it will generate.
Data is strength. Strategize it and empower your business.
Data Strategy
We know that data is the key to success in this digital age, and organizations are struggling to redefine their business strategies around data. With this core understanding, we will define your data strategy including data migration, data deduplication, data governance; leading to high quality of your customer data.
Reporting and Dashboards
A “data-driven” culture is one in which data is used to inform every decision, in which every action is a strategic choice using the best available insights.
Adoption & Training
Adoption is the key tenant of any successful project. Our design-thinking methodology lays the foundation for adoption, and we ensure that users are heard, their pain points are addressed, and they feel empowered during the transformation projects.
FAQ
1. What Is Salesforce optimization?
Salesforce optimization helps evaluate how your business is currently using the Salesforce CRM.
2. When does my business require Salesforce optimization?
If you want to reintegrate Salesforce into your system, then you may need a Salesforce Optimization Consultant to help you optimize your service data and teach your team.
3. What are the factors involved in Salesforce optimization?
The key factors involved in Salesforce Optimization are as follows:
- Specifications of Updates and Features in Salesforce
- Number of Reps considered in the Salesforce
- Structure's influence on the frequency targets
- Data Authenticity and Security
4. How do I scale my business with Salesforce optimization?
The purpose of Salesforce Optimization is to grow your business based on the scalability and feasibility of your company.
Optimize Salesforce and develop the best business strategy.