SALESFORCE OUTLOOK APP The Salesforce Outlook App allows your CRM users to get the benefits of Salesforce without ever leaving Outlook.
User adoption rates increase drastically for many users when the Outlook App is utilized.
CRM CUSTOMIZATION Salesforce can be customized in many ways.
Our team will work with you to determine what is needed for fields, forms, views, reports, dashboards, custom apps, custom processes and more.
MARKETING AUTOMATION Salesforce includes many good marketing tools.
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You can also expand on these tools with Salesforce Marketing Cloud.The details of this support will be discussed during the project.USER & ADMIN TRAINING As part of the implementation process, we provide 2 key types of training: User training for end users and Admin training for the support team members who will keep the system running smoothly.At Thesis Tech, our business system consultants take pride in helping all our clients improve their business through our Implementations.Thesis Tech assisted a promotional products company support many of their business processes using a basic edition of Salesforce.BUSINESS PROCESS ANALYSIS Early in each of our CRM implementations, we spend time to understand your business and key business processes.We work together to optimize these processes as we plan the CRM implementation.Automate and manage every campaign, publish content and analyze results.SUPPORT & MAINTENANCE After initial CRM implementation, the Thesis Tech team will continue to provide you with the support and maintenance required.DATA MIGRATION One of the most important aspects of CRM implementation is getting your current data loaded into the system.We typically use Excel vba macros to scrub, convert and import your data into the Salesforce CRM.