SERVICES
PROJECT SERVICES
Unlock the full potential of Salesforce with SOLVD’s team of expert consultants. Our multi-cloud specialists, certified in Sales Cloud, CPQ & Billing, Service Cloud, Field Service Lightning, Marketing Cloud, and more, are ready to transform your business. Take the first step towards Salesforce success with SOLVD today.
- IMPLEMENTATION
Standing up a new system is difficult.
A good implementation is the foundation of future success on any platform. Our highly-skilled team will guide you through our expert process for implementing Salesforce. We will help you ensure data is properly stored and managed, processes are optimized to the system, and people are adopting the system correctly. Change is hard, and we are experienced in overcoming the obstacles posed by people, processes, and technical limitations that can doom an implementation to failure.
- OPTIMIZATION
As your business changes, so should your system. Changes in personnel, processes, and/or technology can result in a need to update and optimize your system. Did you know Salesforce has three major releases of updates each year? That is a critical time to review important updates and ensure you’re taking advantage of the latest tools that your subscription offers. We are experts in automating the mundane and redundant, and accelerating process performance so that you can spend more time on what matters, and less time clicking through the system.
- GOVERNANCE
Having the proper framework for managing system and process changes in your organization is essential as you scale your business. Failure to invest in proper governance results in massive unintended consequences when system or process changes occur. Don’t let your CRM fall behind your fast moving business. We help our clients set up a governance plan and enjoy helping them execute it. Many of our clients like to have us participate in their governance meetings, so that we can advise on both technical and business implications. This allows us to speak to best practices before a particular direction is chosen, push back when there are technical limitations that the business might be unaware of, or provide estimates on cost and level of effort for more complex undertakings.
- LICENSING
We work closely with you and your Account Executive at Salesforce to ensure you get the right solution at the right price. What should be integrated? What should be custom built? What add on products are right for our business? Is this solution going to deliver the intended value? We don’t have any stake in the licensing, and thus, can be completely objective in helping you find the best tools and solution designs for your business. We bridge the gap between where you are today and where you need to be tomorrow.
TRUSTED BY TRAILBLAZERS IN THE INDUSTRY
Empower Your Business
At SOLVD, we excel in orchestrating and optimizing a diverse array of powerful tools and products, propelling your business to new heights. Our specialties encompass everything from scaling SaaS Rev Ops and Financial Services Cloud to harnessing the transformative potential of Generative AI. We are experts in Slack Implementation and Administration, Data Cloud utilization, Lightning Development, and the fine art of Operational Analytics. With our extensive expertise in hundreds of third-party integrations and workflows, including Conga and Docusign, we’re your trusted partner in the pursuit of unparalleled business excellence.
Jon Crane, AVP of Financial Services at Salesforce
We have extensive experience across a wide array of third party products in our implementations and migrations
Save time + money
Outsourced Admin
Outsourcing administrative tasks for your business can lead to cost savings, increased focus on core activities, and access to specialized expertise, ultimately enhancing efficiency and profitability.
Slack Admin
Outsourcing your Slack set up for your business can streamline communication, improve team collaboration, and enhance productivity by creating an organized and efficient messaging platform.
Generative AI
Generative AI provides a significant advantage to your business by automating tasks, fostering data-driven decision-making, and driving innovation, ultimately boosting productivity and profitability.
QUICK START
PACKAGES
Slack Quick Start
Slack improves business communication and collaboration by providing a centralized platform for efficient real-time messaging, file sharing, and integrations, enhancing team productivity and coordination.
Service Cloud Quickstart
Service Cloud Voice enhances business operations by seamlessly integrating voice communication within Salesforce, enabling streamlined customer support, improved agent productivity, and better customer experiences.
Sales Cloud Quickstart
Sales Cloud empowers your business with a comprehensive and customizable customer relationship management (CRM) platform, streamlining sales processes, optimizing lead management, and fostering data-driven decisions to drive growth and revenue.
Pardot Quick Start
Pardot enhances your business by providing a powerful marketing automation platform within Salesforce, enabling personalized marketing campaigns, lead nurturing, and lead scoring, ultimately driving more effective and efficient B2B marketing strategies.
CPQ Quickstart
CPQ (Configure, Price, Quote) streamlines your business by automating complex product configuration, pricing, and quoting processes, reducing errors, improving sales efficiency, and ensuring accurate and profitable quotes for customers.
Financial Services Quickstart
Financial Services Cloud empowers your business by delivering a tailored, secure, and compliant platform within Salesforce, enabling financial institutions to enhance customer relationships, streamline operations, and meet regulatory requirements for a competitive advantage in the financial services industry.
Experience Cloud Quick Start
Experience Cloud enhances your business by providing a unified platform for creating and delivering personalized digital experiences to customers, partners, and employees, fostering engagement, collaboration, and brand loyalty.
Org Assessment Quick Start
An Org Assessment provides valuable insights into your business operations by evaluating and optimizing your organizational structure, processes, and systems, leading to improved efficiency, cost savings, and better decision-making.
MyTrailhead Quickstart
MyTrailhead benefits your business by offering a customizable, employee training and learning platform within Salesforce, enabling the creation of tailored content and resources to enhance workforce skills, productivity, and overall organizational success.
“Gwen and Connor were a pleasure to work with. They took the time to fully understand the needs before they took action on anything. They explained the options very clearly and made thoughtful recommendations on path we should take. They were well prepared for every conversation we had, always sending the agenda in advance, which made for a well structured and productive meetings. They worked with urgency but never at the sacrifice of quality. Would definitely recommend working with them.”
