About the service

Salesforce is a powerful cloud-based CRM platform, renowned for its adaptability, integration capabilities, and ability to transform customer relationship management. Astech’s Salesforce services are designed to unlock these capabilities for your business, providing a robust and tailored CRM experience. Our implementation process begins with understanding your goals, designing workflows, and migrating data. Beyond initial setup, we offer customised configurations and ongoing support to ensure that Salesforce evolves with your business, providing real-time insights, enhancing team collaboration, and automating key functions across departments. With our comprehensive support, you can rely on a secure, high-performance CRM that supports business growth.

Key Features

End-to-End Implementation Services
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Customisable Sales and Marketing Workflows
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Advanced Analytics and Real-Time Reporting
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Third-Party Integrations and API Connections
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What's Included

Customised Implementation Blueprint
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Ongoing Salesforce Customisation
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Role-Based Training and Support
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24/7 Technical Support and Maintenance
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Key Features

End-to-End Implementation Services

From planning to execution, we handle the full Salesforce implementation process, ensuring a smooth transition to a cloud-based CRM. We oversee everything from initial setup and data migration to system configuration, ensuring Salesforce is fully aligned with your business’s specific requirements.

Customisable Sales and Marketing Workflows

We build custom workflows for sales, marketing, and customer service, allowing you to automate processes, streamline interactions, and maintain consistent, efficient communication with your clients and leads.

Advanced Analytics and Real-Time Reporting

Salesforce’s robust reporting features enable real-time data insights and analytics, which we customise to track key performance indicators (KPIs), customer engagement, and sales pipeline health, empowering you to make informed, data-driven decisions.

Third-Party Integrations and API Connections

Astech’s expertise in integrations allows us to connect Salesforce with third-party systems, ensuring seamless data flow across platforms like ERP systems, accounting software, and other critical business applications, creating a unified view of your customer and sales data.

What's Included

Customised Implementation Blueprint

We design a tailored implementation blueprint based on your unique goals, detailing each stage of the Salesforce setup, from data migration and configuration to testing and final launch, ensuring a streamlined transition.

Ongoing Salesforce Customisation

As your business requirements evolve, so will your CRM. We offer continuous customisation services, adjusting workflows, dashboards, and automated processes to ensure Salesforce remains aligned with your operational needs.

Role-Based Training and Support

We provide comprehensive training tailored to each team member’s role, enabling your staff to use Salesforce to its fullest potential. This includes on-demand support for new features and updates, helping your team stay up to date and confident in their usage.

24/7 Technical Support and Maintenance

Our team is available around the clock to address technical issues, perform regular updates, and provide maintenance. We ensure your Salesforce instance remains secure, efficient, and optimised for peak performance.

FAQ’S

Frequently Asked Questions

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What is Sage CRM, and how can it benefit my business?
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What’s the difference between Sage 300 and Sage CRM?
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Can Astech customise Sage CRM and Sage 300 for my specific business needs?
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What kind of support does Astech provide for Sage CRM and Sage 300?
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Do you provide training for Sage CRM and Sage 300?
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How secure is my data when using Sage CRM and Sage 300?
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What is Salesforce implementation, and do you provide it?
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Can Astech assist with nCino implementation and support?
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Do you provide consulting services to determine the right solutions for my business?
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How can I get in touch with Astech for support or a consultation?