Keep track of everything related to your customer
and build stronger bonds between you and your clients.
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Salesforce Overview
Salesforce is a cloud-based leading platform with extensive functionality centered around a flexible and adjustable CRM system.
At Scalefree we specialize in integrating Salesforce with other systems. We are also happy to help you with projects regarding Experience Cloud, Marketing, or Commerce Cloud integrations.
Our Salesforce Services
SALESFORCE KICK START PACKAGE
Bring your Salesforce Organization to life in just 3 days. The initial setup guarantees a successful start on your brand new Salesforce instance.
- 3 day Salesforce kick-off package
- Initial setup
- Initial configuration
- Initial data migration
- Start working on Salesforce immediately
- One day user bootcamp
SALESFORCE PIT STOP MEETING
Do you get the feeling that Salesforce is holding you back instead of helping you out? We will conduct a rapid analysis of your system, pinpointing key challenges and areas of improvement. This products is available with different focus areas:
- AI-Readiness Check
- Process Automation Check
- Office Tool Integration Check
- Reporting Check
- Permission Check
- BYOP Custom Check (bring your own problems)
SALESFORCE HEALTH CHECK
Focus is in identifying problems in a Salesforce Org and reporting on it. A written Report with solution suggestions and “known-good” approaches to overcome blocker and to move forward is provided at the end. (2 days on-site + written report)
- Goal of the Salesforce Implementation
- Salesforce Products & Licenses Review
- Product Specific Checks
- Integration
- Data Checks
- Processes and Automation
- Data Analytics
Salesforce Consulting
Elevate your Salesforce usage with our Salesforce Consulting Experts. Leverage our team’s Project Consulting capabilities for a seamless integration, data migration or custom application development. Prioritizing user experience, we offer continuous support and training for enhanced productivity.
- Business Process Analysis
- Implementation Roadmap
- Certified Professionals
- Ongoing Support and Training
- Maintenance and Optimization Services
Salesforce Custom Implementation
Transform your Salesforce implementation projects with our innovative consulting approach, centered on Seamless Agile Project Management for adaptability and responsiveness throughout. Our seasoned experts conduct thorough business process analyzes to craft personalized roadmaps, ensuring seamless implementation aligned with agile principles.
- Custom Salesforce Solution
- Agility in Action
- Data Excellence at all times
- User-Centric Approach
- Digitalization Subsidy Check
Admin Buddy for Salesforce
Boost your Salesforce metadata quality effortlessly with Admin Buddy, the new go-to tool for managing org instances designed by Scalefree. If you’re tired of tracking down metadata issues, Admin Buddy takes the hassle out of the process by focusing on metadata quality, a crucial yet often-overlooked aspect. With the Admin Buddy for Salesforce you can leave behind manual checks and hidden configuration problems with this innovative solution.
- Proactively monitor metadata health
- Implement best practices for your metadata
- Streamline daily tasks
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From the first meeting, Scalefree has chosen a completely different consulting approach than we were used to from other companies. We were fully advised in all areas such as development, project strategy and implementation and we were able to celebrate successes at various stages. This also ensured that Salesforce gradually gained acceptance again among the employees, which is the cornerstone for being able to successfully implement the project at all. After half a year we can say that it was the best decision for us!”
Kyrill Ilin
Head of Business Support Management at CONVOTIS Köln GmbH
Salesforce Knowledge
Salesforce Extended Expertise
Scalefree is your trusted specialist in the integration of your Salesforce Solution within your data architecture. Our services include:
Review of your existing implementation
Salesforce Solution implementation and setup
Data migration and integration with new system
Salesforce Solution implementation and setup
Data migration and integration with new system
Frequently Asked Questions
What benefits can Salesforce bring to my business, and why should I hire a consultancy?
Elevate your business with Salesforce, a powerful CRM platform that enhances sales, marketing, and customer service. Our consultancy tailors Salesforce to your needs, optimizing processes for efficiency and growth.
How does Salesforce streamline sales processes, and can it integrate with other applications?
Salesforce revolutionizes sales with tools for lead management and pipeline forecasting. Our experts seamlessly integrate Salesforce with third-party apps, ensuring a unified data flow and a comprehensive view of your operations.
What support and training do you offer during Salesforce implementation, and how do you ensure data security?
Experience a smooth transition with our comprehensive training and support. We prioritize data security through role-based access controls, encryption, and regular audits, guiding you on best practices for a secure environment.
Can Salesforce be customized for our unique business requirements, and what is the typical implementation timeline?
Absolutely! Our consultants work closely with you to customize Salesforce, aligning it with your business needs. The implementation timeline varies based on complexity, with detailed project plans provided during the consultation phase.
How does Salesforce contribute to marketing and customer engagement, and what ongoing support do you offer post-implementation?
Boost marketing efforts with Salesforce Marketing Cloud, offering tools for personalized campaigns and customer journey mapping. Our consultancy provides ongoing support, ensuring Salesforce evolves with your business for lasting impact.
How can Salesforce improve collaboration and efficiency across my organization?
Salesforce fosters collaboration by providing a unified view of customer data. Tailored solutions from our consultancy automate tasks, allowing your team to focus on building relationships and driving business success.