Initial Setup of Salesforce CRM

Implementing a new CRM platform is a great step in a digital transformation journey but can be daunting for any business, with the intial setup of Salesforce often seen as the biggest first step.

It’s daunting because of it’s importance. You just have to get the initial sutup of Salesforce and the configuration right, however simple or complex it may be.

It is our long-held belief, backed up by experience, that is much more cost-effective to invest in the initial setup to avoid greater costs as you realise that your setup was poor weeks or months as your data and processes unravel.

Image of a man configuring a CRM Superstars Salesforce Plugin
Quick Start Modules

Begin with an end in mind

Businesses often have pains with their data.  It’s not easy to manage spreadsheets, sharepoint, emails, files, folders and a whole host of platforms where you can store and save customer data.

When you start on your Salesforce journey, start with a vision of where you want to get to.  You might not get there immediately but you definitely won’t get there if you don’t start!

If you’re thinking about Salesforce and wondering whether it will be a good fit for your business – have a no pressure call with our team and we’ll help you through the decision making process… and if appropriate the initial setup of Salesforce too.

star_halfNo need to wait until everything’s perfect to start

Budget is rarely the primary reason that slows a business down from choosing to implement Salesforce. It’s often the fear of change and/or risk of disruption.

You don’t need your business and data to be a perfect state before you get started with implementing Salesforce CRM.  

Welcome to the Salesforce Ecosystem

Salesforce is not just a CRM platform – it’s a whole ecosystem of users, administrators, developers, architect and business specialists.

There is a huge community of people who can help you solve business data and automation challenges using Salesforce – and you’ll find that the team at CRM Superstars are some of the best!

Reconfigure Salesforce CRM as your business evolves

Over time, businesses change, and it’s important that your business keeps up.

If you’ve been using Salesforce for a while, you may benefit from a  ‘Refresh and Reboot‘ where we offer a thorough review of your existing Salesforce configuration, identifying areas of improvement to ensure it remains aligned with your current business goals.

Fine-tuning your configuration helps you vital customer data keep pace with the changes in your business as it evolves.

CRM Expert Help & Services

Need a bit of extra assistance? Our CRM Expert Services are at your disposal. Whether it’s troubleshooting complex issues, implementing new features, or providing guidance on best practices, our seasoned experts are here to provide the additional support needed to keep your Salesforce platform running smoothly and efficiently.

Need Additional Support?

Navigating the extensive capabilities of Salesforce while keeping up with daily business operations can be quite a balancing act. At CRM Superstars, we understand that every organisation requires a unique level of support to maintain a streamlined Salesforce environment. That’s why we offer a selection of supportive services to ensure your Salesforce configuration runs smoothly, your team excels in utilising the platform, and your Salesforce community thrives.

Pro-Active Admin

Having a well-maintained Salesforce configuration is pivotal for daily operational efficiency. Our Pro-Active Admin service provides ongoing administrative support to ensure your Salesforce setup continues to operate seamlessly. By managing routine tasks, troubleshooting issues, and implementing minor enhancements, we help keep your Salesforce environment in tip-top condition.

Salesforce Training

Investing in your team’s Salesforce competency is investing in your business success. Our Salesforce Training is tailored to empower your team with the skills and knowledge necessary to make the most out of the Salesforce platform. Through a blend of practical and theoretical sessions, we provide insights and hands-on experience that lead to enhanced user adoption and productivity.

LightningStart for Communities

Building a thriving Salesforce community can significantly bolster collaboration and engagement. Our LightningStart for Communities service is designed to provide a solid foundation and strategic direction for setting up and nurturing a vibrant Salesforce community. From technical setup to community management best practices, we guide you through every step of the journey towards establishing a collaborative and engaging digital community space.

Why Choose CRM Superstars?

Salesforce-Certified Consultants

Our team comprises Salesforce-certified consultants who bring a wealth of knowledge and expertise to every project, ensuring optimal solutions tailored to your specific business needs.

14+ Years Experience

With over 14 years of experience in Salesforce consulting, we have honed our skills to provide adept solutions that empower clients to fully leverage the capabilities of Salesforce.

Committed to Understanding Your Business

We delve deep to understand the unique nuances and requirements of your business, ensuring a personalised approach to your Salesforce configuration and optimisation.

SME-Focused Approach

Our approach is particularly tailored towards Small and Medium Enterprises (SMEs), aimed at delivering swift and impactful results that propel your business forward.

Fast Lead Time to Start

We value your time and are committed to a fast lead time, typically kicking off your project in less than 5 working days, ensuring swift progression towards your Salesforce goals.

Consultants, Developers & Administrators for Tailored Solutions

Our robust team of consultants, developers, and administrators collaborate to provide tailored solutions, ensuring a seamless and effective transformation of your Salesforce platform to meet your business needs.

Need help with your successful Salesforce Implementation for your business?