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The Green SheetGreen Sheet

The Green Sheet Online Edition

September 26, 2022 • Issue 22:09:02

New Products

Expand Salesforce functions and reach at your own pace

Product: Sales Cloud Jumpstart
Company: CRM Science

CRM Science, a strategic Salesforce Gold Consulting Partner and end-to-end solutions provider specializing in the Salesforce product suite and AppExchange, enhanced its Sales Cloud Jumpstart program, a strategic, measured approach to helping partners build cloud-based capabilities on the Salesforce platform and ecosystem.

Royce Hall, Salesforce consultant at CRM Science, described Sales Cloud Jumpstart as a crawl/walk/run program. "A lot of times people overwhelm themselves with huge plans and ideas that they try to roll out all at once," he said. "In our Jumpstart program we focus on setting up a good foundation first and from there we can iteratively roll out more integrations, automations, and features as they are needed."

Hall went on to say that program participants can maintain a reasonable pace without overburdening staff or clients' schedules with demands for input and training on a host of new features. Employees are apt to reject programs that are rolled out too quickly, he noted, because they don't have the necessary time and resources to become fully acclimated during a rapid-fire implementation process. CRM Science can help clients create a resilient foundation that sets up all stakeholders for success, he added.

Adapting to the Salesforce ecosystem

The Sales Cloud Jumpstart program is designed to help people get on the Salesforce platform quickly and easily, Hall stated, adding that as clients adapt to the Salesforce ecosystem, the company can layer in additional tools, resources and capabilities, such as marketing, advanced reporting, building integrations, or mixing in other Salesforce tools.

"Our service really opens the door for digital transformation and enablement, and we walk beside our clients to help roll that out for them and support them on a daily basis if needed," Hall said. "The primary benefit of this solution is working side by side with experts as you build a solid foundation on Salesforce that will enable agile, seamless digital transformation."

Leading CRM technologies

Hall acknowledged that adopting new technology can be challenging but said the primary goal at CRM Science is to drive success by empowering clients and partners to derive maximum value from the Salesforce platform.

Since 2011, the CRM Science Salesforce consultant team has worked with financial services firms, high-tech companies, nonprofit organizations, healthcare and life sciences, and others while helping them scale on the Salesforce platform. By partnering with clients throughout their Salesforce journeys, we can help design and develop solutions across every Salesforce cloud, Hall said.

The Jumpstart program is an excellent way to strategize and optimize business processes and help you derive maximum value from the Salesforce platform, Hall stated. The company's strategic consulting services have been recognized by Salesforce in four consecutive Salesforce Partner Innovation Awards, an annual recognition for partners that deliver outstanding client success. 

A great tool for ISOs, agents

Hall pointed out that Sales Cloud Jumpstart can be a fantastic tool for ISOs, merchant level salespeople and their customers. In fact, he noted, the Salesforce platform has been the leading platform in the CRM space for decades.

It enables sales professionals to manage fundamentals, such as lead and opportunity management but also has a robust suite of reports and provides the flexibility to customize and automate reports without using code, he added.

The Cloud Jumpstart program is designed to get clients up and running in a matter of weeks while accelerating time to market with agile implementation. Clients can build a solid foundation that supports additional integrations and skill up their staff with personalized training and support, Hall stated.

"There's not another CRM on the market that is as flexible and enabling as Salesforce," Hall said. "We support a broad range of industries, including financial Services, insurance, wealth management, and banking and serve large and small enterprises." end of article

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