Certified Salesforce.com Professional Services

Salesforce.com Professional Services and Expert Consulting

At marqeu, we have a team of advanced salesforce.com experts who have helped numerous organizations transform the usage of Salesforce.com platform and drive great efficiencies.

Efficient operations of marketing tech stack especially marketing automation platform requires a well-oiled CRM platform. Over the years, Salesforce.com has emerged as the de facto CRM platform and its tight integration with the entire marketing tech stack makes it a key part of the day to day marketing operations. Across all our engagements, we have seen that a fully functional and mature CRM platform helps across all the marketing operations activities from database management, lead flow management, lead scoring to advanced sales and marketing analytics.

All this in-valuable experience has helped us build a deep salesforce.com competency and advanced admin level certified expertise here at marqeu to provide unparalleled consulting and professional services. Whether it is managing the day to day sales operations function on salesforce.com, implementing salesforce.com from ground zero or up-leveling an organization’s use of the platform to get the maximum value, our expertise spans across the organizations of different sizes from large enterprises to high growth start-ups.

We all appreciate the fact that Salesforce.com is a fairly comprehensive and complex platform, which needs regular maintenance to make sure that the sales and marketing organizations are getting the maximum value out of it. Every time a change is made in the lead flow processes, new processes are added, sales territories are altered, new additions are made to the marketing tech stack – any such changes need some kind of enhancements or customizations in salesforce.com to make sure these changes are implemented just fine and more importantly, they do not affect any of the existing processes with in the platform. This is where our expertise and deep technical competency across all the applications of Salesforce.com platform have always proven to be super valuable for our customers.

Our Salesforce.com Expert Consulting and Professional Services

Whether it involves one-time set-up of new functionalities like roles and profiles for the sales organization, new fields, page layouts, price books, products set-up, salesforce.com and marketing automation (Hubspot, Marketo, Eloqua, Pardot) integration set-up or managed services for day to day operations, we have got you covered. We not only have highly trained, certified and competent salesforce.com experts but what sets us apart is our in-valuable experience of working with some of the well known expert in this space. We bring with us the best practices that have been time tested and implemented across different high growth organizations spanning different industries, sizes to drive outstanding results.

Each organization operates in a unique way and has unique sales and marketing processes, that need Salesforce.com customizations like lead routing, on the fly leads to account mapping, updating lead and opportunity stages based on certain actions etc. All such customizations are usually accomplished using the functionalities in Salesforce.com like process builder, workflow rules and process flows. With our extensive experience across these key functionalities, we will be able to make the platform operate in alignment with how your business operates.

Almost all the organizations that use Salesforce.com do leverage the reports and dashboards functionalities extensively. Given our extensive background and domain expertise in the field of sales and marketing analytics, we have helped our customers get the most out of these key Salesforce.com functionalities to track the KPIs (like conversion rates, pipeline aging, lead velocity, attribution, SLAs etc.) built on the custom definitions that align with how they run their sales and marketing processes and not the other way around.

Out of the box functionality of Salesforce.com is pretty limited and serves very generic use cases for sales and marketing. Almost across all our 30+ (and counting) engagements, we have seen the need for custom validation rules like only sales leader could close an opportunity, once an opportunity is closed, only admins can edit, create new renewal opportunity as soon as an opportunity is closed. We feel that such custom validation rules and alerts are pretty common and useful for almost all sales and marketing organizations. Our expertise in this area of Salesforce.com has been of great help for many of our customers especially the speed at which are able to implement, test and make operational these custom rules.

Salesforce.com has emerged as one of the most critical platforms in marketing tech stack. Any tactic or campaign that marketing executes, requires sales action and feedback on it. Given that all the sales follow-up happens via Salesforce.com, the growing importance of platform is pretty obvious. With this, comes the need for marketing organization to seamlessly integrate any new platform in the marketing tech stack with Salesforce.com. Not only these integrations require proper flow of data across the platforms but also the integration should be established with the right permission sets so that data updates happen as per the requirements.

Many a times we have been pulled into those fire-drills where in a new integration with Saleforce.com ended up impacting the existing critical functionality and the teams are just scrambling to restore the status quo. Situations like these are not fun to be in and we at marqeu make sure that this does not happen with any of our customers. 3rd party integrations are a little more complex than what vendors of the marketing platforms make them seem like especially when the Salesforce.com is fairly customized, which is mostly the case, atleast with 90% of our customers. Whether it is a new webinar platform, attribution platform, business intelligence infrastructure, predictive analytics platform, abm platform, data enrichment platform – our expertise spans across all kinds of 3rd party integrations with Salesforce.com and we can guarantee that we will set right any such 3rd party platform integrations.

A key requirement that we have been seeing across all our customers is the need for having data snapshots. As we know, Salesforce.com is a transactional system of record, which means the data is always dynamic in the platform. To implement the business use cases where in sales and marketing leaders can look at historic trends of the data and do time-based analysis, it requires setting-up custom objects in Salesforce.com to store regular data snapshots for historic reporting. Custom objects also help with providing the extra space for storing additional information that can be linked with the existing objects/tables with in Salesforce.com. One of the common use cases that we have implemented across many of our customers for organizing marketing budget spend data and linking it with Salesforce.com campaigns to enable marketing ROI reporting within Salesforce.com thus eliminating the need for a a separate marketing resource management platform.

There are many such use cases where in with our deep expertise in the platform we have helped our customers by designing the functionality natively with in the platform resulting in huge savings both in time and money without sacrificing performance and scalability of the platform.

Let’s discuss how we can help you optimize the usage of your Salesforce.com