Personalize Customer Service and Get More Business with Service CloudIn today’s marketplace, companies struggle to differentiate themselves from competitors. Even when a company has one clear advantage, competitors can win over customers by providing them with outstanding customer service and customer experience.

How can you make your customer service stand out? Salesforce Service Cloud customer service software can propel you ahead of your competitors.

Service Cloud software helps you deliver more personalized customer service experiences — the kind that puts a smile on the faces of your customers. And when customers are happy, they provide repeat business, and they tell others about you, which boosts sales.

At the same time, Service Cloud saves time, reduces costs, and multiplies productivity by:

• Automating service processes
• Connecting with customers across multiple channels
• Allowing customers to use any device
• Streamlining workflows
• Helping you respond to customers faster

What Can Pegasys and Salesforce Service Cloud Do for Me?

As Salesforce integration partners, we study your business process to figure out how to streamline, automate, and simplify Service Cloud for your organization. We map your processes to Salesforce current best practices to create a customized package that gets you the best results.

After mapping is complete, you receive a report with recommendations on how to:

• Speed productivity: Automate service department processes and activities.
• Streamline ticket management: Covers entire process from loading to closing tickets. The workflow will automatically assign tickets and escalate based on business requirements.
• Build knowledge base: A knowledge base is valuable, but not when it’s outdated or hard to find the right information. Users will solve problems faster with an efficient knowledge base.
• Know important metrics: Management will have access to reports and dashboards with the right information to track progress and effectiveness in closing tickets.
• Customize Service Cloud interface: You’re not required to use Salesforce’s default layout. The console can be adapted to fit your business process including case history, account and contact information, and call scripts.

We Can Help You Supercharge Your Customer Service with Service Cloud

In addition to optimizing Service Cloud, our consultants can help you with Salesforce development and services including:

• Integrate Salesforce: Heighten productivity by integrating other business-critical systems with Salesforce. Your employees can quickly access accounting, ERP, and other cloud and on-premise systems when integrated with Salesforce.
• Customize Salesforce and Service Cloud: Get the case management information you need. We can customize Case Types, Case Status, and other important information for case management based on your requirements.
• Train employees: Effective training leads to a faster ROI and higher user adoption. You can request customized training content and format (book, face-to-face, etc.)
• Enhance Salesforce: With thousands of apps available from Salesforce AppExchange, we can make Salesforce work harder, so you don’t have to.
• Migrate to Salesforce: Don’t start from scratch or deal with mixed up data. We can analyze, map, and import data into Salesforce from different CRM systems, databases, and spreadsheets.

Marketplace success requires delivering an omnichannel customer experience. What does that mean? It means your customers can connect with you on any channel — mobile included — and expect the same level of service. Salesforce Service Cloud makes this possible, too.
Frequently Asked Questions

What about my current data?

Your data can be migrated from its current platforms, such as legacy databases, spreadsheets, and different ticketing system. We can migrate the data and load it into Service Cloud, quickly and accurately.

I need my other programs to work with Service Cloud. Can you set that up?

Yes, we can identify integration opportunities and suggest tools. For example, we can integrate your CRM, billing, and accounting systems with Salesforce Service Cloud.

Who trains my team? What about recurring training for new hires?

Great question! Training is a big factor in ensuring your organization’s success with Service Cloud. You’ll see a faster ROI when you have well-trained and knowledgeable users.

Customer support agents will use Service Cloud differently than other groups will. We can develop a customized program for each team. Service Cloud can also be adapted to fit your organization’s needs and learning styles. Training can be in-person classes, reference materials, videos, or a combination.

How can I get more out of Service Cloud besides what comes out of the box?

We can make suggestions based on your requirements and needs. Some possibilities may include existing third-party apps, custom Salesforce development, and Salesforce integrations. Clients often ask us for recommendations and help with implementation.

Don’t see your question here? Or want to learn more? Contact us now.

Deliver Relevant, Personalized Messages to Clients and Prospects with Marketing Cloud

Every company has an online presence. An up-to-date, responsive website is no longer enough to make your company stand out. Making a lasting impression, breaking from the pack of competitors, requires sending personalized, relevant messages to customers and prospects.

If the thought of automating inbound marketing sounds daunting, don’t worry: Salesforce Marketing Cloud simplifies the process for you. The software maps the customer journey to create personalized, one-to-one communications that move the customer to the next step in the journey.

Marketing Cloud delivers the right message at the right time on any channel by:

• Personalizing your email marketing
• Reaching customers with mobile messaging
• Automating the social workflow
• Creating journeys across channels
• Providing useful data to create relevant content

What Can Salesforce Marketing Cloud and AppShark Do for My Organization?

As your Salesforce consultant, we take a look at your marketing process for ways to automate, integrate, and simplify Marketing Cloud for your organization. Next, we map your process to current Salesforce and marketing best practices. Then, we use all of the information to create a report and proposal.

Your personalized report will have recommendations on how to:

• Streamline content creation: Set up static and dynamic templates for content and emails.
• Capture more data: Build smart capture forms to collect data via landing pages.
• Create segmented lists: Achieve your marketing goals by sending precise targeted messages to specific customer groups.
• Simplify customer self-management: Build Customer Profile Center and Preference Center that allows customers to update their own information.
• Automate marketing activities: Set up complex automations in Automation Studio to execute multiple steps on an immediate, triggered, or scheduled basis to move customers through the journey.

We Can Help You Amplify Your Customer Journeys with Marketing Cloud

Not only do we optimize Marketing Cloud for your organization, our Marketing Cloud services can also help you:

• Integrate Salesforce: If you want or have other Salesforce instances such as Sales Cloud or Service Cloud, those can be integrated with Marketing Cloud and other systems.
• Migrate configurations: You can expect your set up to have all the same factors whether migrating from Marketing Cloud to another instance or vice versa.
• Automate personalization: Get custom code for implementing personalization-related tasks.
• Train employees: You’ll have higher user adoption and faster ROI when your employees receive effective training. Training can be customized for different formats, such as online or face-to-face.
• Boost Marketing Cloud:
  HubExchange features thousands of apps that will have the software doing the heavy lifting, so you don’t have to.

Marketing Cloud is powerful and feature-rich. To get a 360-view of every customer with this software, you need Marketing Cloud to be customized based on your business requirements and needs. You’ll accomplish more when you work with a team that lives and breathes Salesforce.

Frequently Asked Questions

What about my current data?

Whether your data is stored in spreadsheets, legacy databases, or CRMs, we can quickly and accurately migrate it to Marketing Cloud.

Is it possible to get other programs to work with Marketing Cloud?

After having a conversation with you about what you want to get out of Marketing Cloud, we can suggest tools and list things you can integrate, such as your CRM.

How can I get more out of Marketing Cloud besides what comes out of the box?

Let us know what functionality and features you need, and we’ll provide recommendations. Some of the things possible include existing third-party apps, custom Salesforce development, and Salesforce integrations.

How do I get my team trained? What about new hires?

Training plays a big role in ensuring your organization has high user adoption of Marketing Cloud. Having well-trained and knowledgeable users leads to a faster ROI. Pegasys can customize and provide the training based on your requirements.

What questions do you have? Or want to learn more? Contact us now.

Connect, Communicate, and Collaborate with Salesforce Community Cloud

The best companies stand out because of their customer service. You can enhance customer service with Salesforce Community Cloud. It makes it effortless to engage with the people who matter to your organization.

Community Cloud is a social platform for Salesforce that lets your organization connect, communicate, and collaborate with customers, donors, partners, and employees.

What Can Salesforce Community Cloud Do for My Organization?

Just by integrating Community Cloud seamlessly with Salesforce, you’ll transform all of your relationships.

Salesforce Community Cloud is an online portal that provides these benefits:

• Saves time: Customers and partners can get answers quickly with publicly-posted questions and answers. Think of it as an interactive knowledge base.
• Provides better customer service: Since the community contains answers to common questions, your customer support team can focus on more complex problems.
• Engages customers: Your customers and partners can learn from each other by sharing ideas on how to make the most of your product or service.
• Boosts productivity: Everything that’s shared in the community is easier to track and access than a bunch of emails filed in different places. Someone may have information in an email that no one else can access.
• Grows sales: You and your partners will be able to share contacts, leads, and data. This prevents channel conflicts, provides partners with access to product experts, and permits you to share customizable dashboards and reports.
• Allows access from anywhere: Community Cloud works with desktops, tablets, and mobile devices. Users can get the information they need, when they need it.

You have limitless possibilities as you can add these features to your community:

• Self-registration
• Reports and dashboards
• Custom applications
• Order management
• Case escalation
• Chatter collaboration
• Salesforce Files

Build Engaging Communities with Salesforce Community Cloud

Whether you use community for sales, services, or both, we can customize it any way you want. Here are some things you can do with Community Cloud:

• Build communities quickly: Your community can be created using many types of templates, such as Salesforce Tab + Visualforce, Partner Central, Lightning Bolt, and Napili for faster deployment.
• Customize communities: Request customization for your community to reflect your branding, user interface, tabs, functionality, and other requirements.
• Enhance content management: Optimize your community content with tag-based content search, content sharing based on rules, and license requirements.
• Create a partner community: Using a template to build a community only gets you halfway there. We can maximize your community for collaboration, file management, and Chatter.
• Develop Visualforce pages: Visualforce pages make it possible to create custom user interfaces. Our team can do this for communities with JQuery plugins and bootstrap.
• Add a knowledge base: Customers like knowledge bases and articles because it helps them get answers to their questions quickly. We can build a user-friendly knowledge base to help your customers help themselves.

Once implemented, using and maintaining the community is effortless. Implementing it, however, is not. Get everything you need in your community with help from an experienced and certified Salesforce developer like those on our team. All your Salesforce requirements can become a reality with Pegasys’s Salesforce consulting and implementation services.

If you need things done that aren’t listed, please contact us with your requirements. Our Salesforce development team can customize the CRM software to meet your needs.

Frequently Asked Questions

How can I get more out of Community Cloud besides what comes out of the box?

Salesforce Community Cloud offers many options, everything from integrating existing third party apps to custom Salesforce development. If you need more functionality or customization, we can make suggestions. We have experts who can make recommendations and implement them.

I need my other apps to work with Salesforce Community Cloud. Is this possible?

Yes, we can identify opportunities for integrations and suggest tools that work with other systems and apps. Such apps include accounting, finance, customer service systems, and another CRM.

Once implemented, what do we need to do to ensure everyone uses Salesforce and all of its features?

The companies most successful with Salesforce include training as part of the process. You’ll see a quicker ROI when you make sure your users receive proper training. We can develop and provide training based on your needs and learning preferences. Training can be in-person, references, videos, web-based, or a combination.

What about training for new employees?

Companies successful with Salesforce include training as part of the new employee on-boarding process.

What about the data we already have?

We can migrate your data from different platforms and import it into Salesforce Community Cloud. Data can be from spreadsheets, legacy databases, and other software.

Ask us any questions or to learn more, please contact us now.

Quote Fast, Grow Faster with Salesforce CPQ (Configure, Price, Quote)

Send your revenue soaring to new heights by adding Salesforce CPQ to your sales team. It will automate quotes, manage pricing, and help close deals faster than you thought possible.

Sales teams can instantly customize orders by pulling the right combination of products across many possible variables. This is a critical feature especially for organizations with growing products and services offerings.

Finally! A way to simplify your pricing, discounting, and approvals processes.
What Can Salesforce CPQ Do for My Organization?
After integrating CPQ with existing Salesforce data, you’ll transform your quote-to-cash process. You’ll benefit from Salesforce CPQ integration in the following ways:

• Save time: Sales will get fast and accurate customer-friendly quotes. It’ll save a lot of time in dealing with spreadsheets, emails, and data entry.
• Boost billing accuracy: Salesforce automates the entire billing process from order through payment collection. It can connect to CRM, CRP, ERP, and finance systems.
• Close deals faster: The streamlined process cuts down the tedious quoting-related tasks.
• Sell the right products and services: Point-and-click based on what the prospect wants to get the perfect offering.
• Make more sales: Using information about the customer, CPQ can identify opportunities for cross- and up-selling.
• Simplify product selection: Complex pricing and product options are a thing of the past thanks to guided selling based on business rules and logic.
• Renew effortlessly: Automatically generate renewal opportunities and quotes. No more missing a renewal or worrying about mistakes.

Revolutionize Your Pricing and Discounting Process

Salesforce CPQ can be configured and implemented in many ways. When you work with an experienced and certified Salesforce partner, your CPQ will be maximized for best results.

Here’s the process for implementing Salesforce CPQ in your organization:

• Define business processes and KPIs: Technology needs well-defined processes to succeed. KPIs provide metrics to see how your organization is doing.
• Review current systems: If you use a different system for quoting and have existing data, our team can make a plan to analyze, map, and import the data into Salesforce.
• Identify integration needs: Based on your external system requirements, our Salesforce consultants propose tools and processes for integration.
• Discuss customization options: After outlining your requirements, we make template, app, basic customization, trigger, and integration suggestions.
• Create a report and proposal: This plan includes configuring page layouts and products, setting up Salesforce CPQ features and multiple pricing options, and identifying opportunities to boost productivity.
• Implement Salesforce CPQ based on requirements: Once you approve the report and proposal, we move forward with Salesforce CPQ development and implementation.
• Train users: With technology and processes in place, it’s important to take care of the third most important factor to ensure Salesforce success: people. You have various options for training, even training targeted to specific roles.

Pegasys is one of only 15 firms worldwide that rank as both Salesforce Silver and Product Development Partners. You’ll have access to a team of experienced Salesforce consultants and technical resources to transform your organization’s marketing, sales, service, and operations.

Ensure your Salesforce implementation is a success with Pegasys. Explore more Salesforce consulting services.

Contact us with your CPQ and Salesforce questions and requirements.

Frequently Asked Questions

How long does implementation take?

On average, implementing Salesforce CPQ takes between 5 to 10 weeks. However, some customers have had theirs implemented in as little as two weeks. The timing depends on requirements and scope.

Can other programs such as CRM, CRP, ERP, and finance work with CPQ?

Yes. We can review your external systems to find integration opportunities and help with implementation. We can also suggest tools and processes for effortless integration.

How much administration and technical knowledge do we need to be able to manage Salesforce CPQ?

Salesforce CPQ is 100% native to Salesforce. If you have staff who can administer Salesforce, they will be able to manage Salesforce CPQ. If you’re not familiar with Salesforce, we can help you get quickly acquainted.

Align Sales & Marketing to Convert More Leads with Salesforce Pardot

Be like Pardot customers who, on average, have seen …

• 34% increase in sales revenue
• 37% increase in marketing campaign success.

Salesforce Pardot is a marketing automation platform that turns prospects into customers and customers into loyal evangelists. With Pardot, you can create effective marketing campaigns that generate high quality leads and shorten the sales cycle.

Salesforce is already a rock star for the sales team. Now unite sales and marketing with Pardot, and they’ll speak the same language. No more going back and forth between two or more systems. No translator needed. Get it all in one system.

Pardot’s mantra says it all: “Do more, stress less.”

What Can Salesforce Pardot Do for My Organization?

You’ll benefit from Salesforce Pardot in the following ways:

• Regain time: Marketing automation saves many steps in creating effective marketing campaigns.
• Get more leads sales-ready faster: Automating lead nurturing frees up resources and puts leads on a nurturing program that keeps your company top of mind.
• Build better campaigns: Monitoring and metrics provide useful data to improve marketing campaigns.
• Calculate marketing ROI: Know which programs are crushing your revenue goals by tracking campaign performance with customizable dashboards.
• Engage prospects: Spend more time on creating higher quality content that gets results and less on processes and data management.
• Gain 360-degree view of customers and prospects: Build stronger relationships by sending the right information at the right time.

When you download an app for your device, you get one that runs on your operating system. When you use Salesforce, doesn’t it make sense to use a powerful marketing automation system that speaks the same language? Pardot is the only one that speaks Salesforce.

Transform Your Sales and Marketing Processes

You’ll want to take full advantage of the many powerful tools and features in Salesforce Pardot, so it makes sense to get help configuring and customizing your system. Free your resources, get up to speed faster, and see results sooner with help from an experienced and certified Salesforce partner like Pegasys.

You’ll have access to a team of Salesforce consultants with the resources to transform your organization’s marketing and sales. We’re one of only 15 firms worldwide that rank as both Salesforce Silver and Salesforce Product Development Partners.

Here’s the process to implement Salesforce Pardot in your organization with Pegasys’s help:

• • Discovery: Review your marketing strategy and marketing tools. Discuss pain points, issues, and future marketing goals.
  • Plan and design: Configure applicable connectors, complete customizations, and create users.
  • Technical setup: Implement website tracking, create vanity tracker domain for links, and implement email authentication to maximize email delivery.
  • Integrate Salesforce CRM: Install Pardot, map Pardot and Salesforce fields, sync with select Salesforce users, and migrate pre-existing leads from Salesforce.
  • Training: Technology and processes can only do so much. Training employees is a critical aspect to rolling out Pardot. Training can be in-person, online, or based on a training guide with resources.
  • Support: Verify everything works as planned and troubleshoot as needed.

Completing this proven process and conducting training ensures your Salesforce Pardot implementation succeeds and your team starts using Pardot to the fullest right away.

Check out the other Salesforce consulting services available to you. Contact us with your Salesforce questions and requirements.