Salesforce | Digitalised Finance

Salesforce Consultancy

Salesforce is slowly becoming a major resource for many businesses specialising in all sorts of industries, such as Finance, Health and of course Retail.

We believe that there is no limit to what you can do on Salesforce so let us help you achieve your goals whether you are new to salesforce or an existing user. Our Business Analysts will help assess your requirements and processes in order to map out an efficient, scalable solution to keep your business growing.

Consultancy Services

New to CRM or looking to upgrade

Are you a new start-up company? Or are you simply looking for a new CRM system? Get in touch and we will assess your requirements and recommend a CRM system that is the most suitable and cost effective for your business.

Implementation Services

Create Something New

Salesforce is not an ordinary CRM system, it allows manual operations to be automated with the help of workflows, restrictions and triggers.

Are you using Excel and/or manually imputing data from one system to another? Then let us help improve your productivity by up to 200% by automating your business processes.

Step 1

Gather Requirements

A scoping session to gain a good understanding of your needs as well as your like to haves

Step 2

Design the Solution

We will analyse your requirements and present the most compatible solution with recommendations.

Step 3

Implement the Solution

Sit back and see your requests come to life. Customers are given the flexibility to make any minor tweaks to the design.

Step 4

User Interface Testing

We thoroughly test all processes and workflows before we ask you to trial your newly built solution.

Step 5

Go Live

Once all has been tested, ironed out and approved by yourself, the implementation will be moved to Production out of hours to cause minimal disruption.

Step 6

Training

Staff will be provided with training and support. All changes applied to Salesforce and user procedure will be fully documented so you are never left in the dark.

Migration Services

Migrate to Salesforce

Want to migrate from one CRM to another? We can take care of your data migration from any CRM system to Salesforce.

We know that you have more than one ongoing project and your time is precious so let Digitalised Finance take care of your entire migration end-to-end. This allows our team to analyse and identify any possible enhancements and also enables a swift delivery.

Our Methods

How we conduct migrations

Assess the current use of your CRM
Assess any new features you would like to adopt
Gather and clean your existing data ready for migration
Provide recommendations to improve functionality and productivity
Design the solution tailored to your needs
Implement and import existing data

Integrate with Salesforce

Get Connected

Create a dream system and integrate all your systems with a Salesforce Hub-and-Spoke Integration.

Connecting everything from your ERP systems to your service desk, streamlining all of your business processes.

Digitalised Finance believe that documentation is an important part of any project. Our goal is to provide you the freedom to become independent.

Support Services

How we help you through your journey

Staff training and support will be provided before the go-live date to ensure users are content. User procedures are also provided with every project for your future reference.

To allow business continuity, we provide documentation of all changes that have been conducted during the build as well as user guides for in-house administrators so you can carry out amendments to the build yourself.

But don’t worry we also offer fully managed support packages if you still need us.