Salesforce.com Consulting
ROOSE Consulting has a fully trained and certified salesforce.com Administrator on staff.
We offer a number of services that revolve around the salesforce.com suite of products and platforms. With a vast knowledge of the application we can meet almost any API customization need. Contact us and we will follow up with you within 24 hours.
- salesforce.com planning, deployment, and customization
- Workflow customized and built to fit your business processes
- Enable and support your cross department collaboration by implementing sales, marketing, customer service, and ideas for salesforce.com
- Build alerts to notify your teams when important processes are complete
- Create automation to handle re-assignment or repetitive tasks
- Training your salesforce.com users for productivity and adoption
Unlock the power of salesforce.com with customized forecasts, reporting, and dashboards. Begin the analysis of your databases that is critical to your continued success.
Salesforce.com Reporting & Analytics
- Build custom reports to analyze data across objects
- Leverage dashboards to send important summary reports directly to your management teams
- Schedule reports and dashboards to be emailed
- Build back end processes to automatically export data for other databases
General Reporting & Analytics
- Excel analysis of data for ease of use in your company
- Pivot table and custom analysis
- ROI reporting
- Marketing campaign reporting
- Email reporting
- Presentations developed to include your results
- Custom charts & graphs to help tell your story
Marketing
Your marketing campaigns drive your sales revenues. To ensure that you get the most return on your marketing dollars you need a defined campaign strategy. With more than 10 years of marketing experience building simple to complex contact strategies, we can help you maximize your marketing budget.
- Utilize campaigns inside salesforce.com to maximize your CRM investment
- Capture leads directly into salesforce.com with web-to-lead
- Integrate many popular email tools with Salesforce.com
- Build simple and effective HTML emails
- Assistance with your e-newsletter
- Reporting that is clear and easy to duplicate
With our experience and knowledge of Salesforce.com we can help you begin to get the most out of your CRM investment either by working with your salesforce.com Administrator or acting as your Salesforce.com Administrator, on demand, when you need us.
Our goals are to get your projects implemented professionally, quickly, and all necessary knowledge is transferred to you.
You know your business and your involvement in the project is welcome and critical to success. We conduct an initial needs assessment and will generate a Statement Of Work outlining the best solution to your challenges. Together we will clarify the SOW and agree to move forward on the project.
Contact us for a simple and efficient needs assessment.
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