SalesForce Services
Advanced Solutions
If you have multiple Salesforce management packages, ERP, and other cloud-based systems and need an end-to-end integration approach across Sales/Service/Finance we may be the right Salesforce partner for you!
Some common pain points:
- Cannot make quick business decisions because of data manipulation, lack of authoritative data needs and manual processes in place
- Lack the integration needed between multiple systems, tools, and/or products
- Lack of data analytics and visualization
- Need AI tools or optimization and don’t know where to start
- Need advanced data security
Our Advanced Salesforce Solutions:
We provide advanced solutions on the Salesforce platform to provide the 360° integration and access you need across your CRM and other cloud platforms. Our team of certified Salesforce architects, engineers, and developers are ready to:
- Provide a Salesforce architecture audit: we’ll analyze your current platform, business issues and assess gaps in the build, then provide a report with gaps/recommendations
- Architect and end-to-end integration approach across systems
- Implement advanced Salesforce solutions like CPQ, AI analytics and insights, data security, visualization and more
Why 5P is the Right Partner
As one of the most powerful business solutions available, Salesforce is a good fit for almost any business. However, with so many customization options, implementing the platform on your own can be a daunting project.
A Salesforce implementation consulting partner takes the stress off of you so you can focus less on learning the platform’s intricacies and more on running your business.
Salesforce is one of the most popular customer relationship management (CRM) platforms available. Many businesses use it to help track customer data, create actionable sales and marketing insights, and connect cross-department teams.
All businesses use various systems and tools to support their processes. Over time systems change or are replaced and people figure out ways to keep things in sync with their evolving business processes. For example, a lead in a CRM is converted into a customer and then manually entered into an ERP so they can bill. I call these ‘swivel’ integrations and every company has them. The problem is that they are error-prone and cause major manual effort for your company. At 5P, we are experts at leveraging technology to drive and enable your data integration strategy to ensure proper revenue management and reduce operating cost.”
– Randy Jasinski, President
Get a Free Consultation
* These fields are required.
Salesforce Advanced Solutions FAQs
What are Salesforce Advanced Solutions?
Our Salesforce Advanced Solutions are designed to connect all the dots in your business. If you’re struggling with disparate systems, data silos, and manual processes, we provide end-to-end integration and advanced functionalities within Salesforce to give you a true 360-degree view of your customer and business. We specialize in complex integrations across Sales, Service, Finance, and other cloud platforms.
Why are Salesforce Advanced Solutions necessary for my business?
If you rely on multiple systems and struggle with data silos, manual processes, and a lack of real-time insights, Advanced Solutions are crucial. They provide the integration and advanced functionalities you need to create a unified platform, empower data-driven decisions, and drive business growth. Without them, you’re likely missing opportunities and operating less efficiently than you could be.
How is AI leveraged in Salesforce?
We can help you leverage the power of AI within Salesforce to automate tasks, personalize customer experiences, and gain valuable insights from your data. We’ll work with you to identify the best AI solutions for your specific needs.
What is a Salesforce Architecture audit?
Our architecture audit is a comprehensive assessment of your current Salesforce instance. We analyze your configuration, integrations, and business processes to identify gaps, inefficiencies, and areas for improvement. The audit delivers a detailed report with recommendations for optimizing your Salesforce environment.
What is your approach to project delivery?
We begin with a comprehensive Salesforce architecture audit to understand your current setup, challenges, and goals. From there, we design a tailored integration strategy and implement advanced solutions, working closely with you throughout the process to ensure alignment and success.
How much does a Salesforce Advanced Solution project cost?
Project costs vary depending on the complexity of the integration and the specific solutions implemented. The initial architecture audit helps us define the scope and provide a detailed estimate. We focus on ROI and ensuring your investment delivers measurable results.
Do you provide ongoing support?
Yes, we offer ongoing support and maintenance packages to ensure your Salesforce instance continues to perform optimally and that your integrations run smoothly.
What types of businesses do you work with?
We partner with businesses that rely on multiple systems (ERP, CRM, other cloud platforms) and need a unified view of their data. We often work with businesses that require robust integration solutions.