Salesforce Optimization

Salesforce
Optimization

You Aren't Tapping Into All Of The Power Of Salesforce

Salesforce is incredibly powerful . . . IF it's configured correctly, customized for the unique needs of your business, and optimized to all your users to seamlessly integrate the platform into their normal workflow. To reap all of the benefits of Salesforce takes a considerable effort backed by years of experience and knowledge.

You Need To Expand User Adoption And Follow Best Practices

It's not uncommon for user adoption to be slow when rolling out Salesforce. You might think it's just your team members resisting to change. But if Salesforce were truly optimized around making the lives of your users easier and gave them simple best practices to follow, usage would increase and your company would reap massive benefits.

We'll Help You Get The Most Out Of Salesforce

Since 2009, we've helped hundreds of clients implement, integrate, and fine tune Salesforce. We can help you maximize your Salesforce investment by aligning your instance with your evolving business needs.

Our 3 Step Process

We've created a streamlined three-step process that enables us to quickly understand your business processes and transform Salesforce to fit your needs.

Discovery & Design

  • Perform an audit on your Salesforce instance so we understand how Salesforce has been set up
  • Provide a Solution Design Workshop during which we will work with you to identify the best processes and best configuration for your Salesforce environment
  • Create a Solution Design document that lists ways for you to translate your business requirements and Salesforce best practices into your Salesforce environment

Development

  • Configure Salesforce based on prioritized modifications outlined in the Solution Design document and that can be deployed within the budget
  • Test and validate your Salesforce configuration

Deployment

  • Provide a virtual training class to educate users on best practices for using Salesforce and to review modifications made to it
  • Our Salesforce expert will provide information about your application enhancements to your Salesforce administrator
  • We will create a road map for Salesforce enhancements

At the end of this process, you have a fully optimized Salesforce platform customized to support the goals of the company while allowing your team members to be more productive.

What Our Clients Are Saying

We could not be happier with the experience we had with StarrData. They not only have an in-depth understanding of Salesforce and how to maximize its success, they took the time to learn about our business and our needs to maximize OUR success with Salesforce.

Our team feels empowered and excited to grow our business using Salesforce as a key tool in that process - all thanks to StarrData.

 
Shannin Stein
Director of Business Operations, Passmore Ranch

Darren has been a very good Project Manager who understood our situation, requirements and where we wanted to go. George is an excellent Business analysis resource with a front to back grasp of salesforce, its internals, shortcomings etc. Max was also a great implementation help for our project. 

All in all, I would recommend the StarrData team for your implementation, configuration, modification or any other questions you may have about your Salesforce instance.

Sandeep Mishra
Director of Software Development, Kayne Anderson Rudnick Investment Management

I have hired with StarrData twice to work for me at two different companies. Both experiences have been exceptional. They are experts in Salesforce installation and optimization. On the latter project, we transitioned from Microsoft CRM to Salesforce. They were thorough in process, scope, and implementation and they took the time to really understand what a company needs, without wasting resources or time. I highly recommend them to any company looking to quickly and efficiently launch or improve their Salesforce instance.

 
Scott Brueggeman
Chief Marketing Officer, CyrusOne Inc.

Our company recently merged with another company and we each used SFDC in very different ways. This merger was very complex and I'm glad we went with StarrData. They were reasonably priced and very thorough. Our consultant, George, had a solution to everything we could throw at him and clearly knows SFDC inside and out. Now that our merger is complete we are going to keep StarrData around in a consulting role for further sfdc optimizations. I highly recommend.

 
Steve Brancale
Sales Operations, Upsight

I worked with StarrData when I needed to customize, cleanse and update an instance of Pro Edition. StarrData helped me create dashboards/reports and customized a script to integrate SF with Webex.

We decided to separate an instance in order to upgrade to EE and StarrData made it happen on time and in-budget. Actually going above and beyond just to ensure the project success and our satisfaction as a client. I would recommend the StarrData Team and always look forward to working with them.

 
Geoff Talbot
Chief Growth Officer, Sourcing Interests Group
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