Optimizing Salesforce applications with our Salesforce Consulting services

Companies have heavily invested in Salesforce and its eco-system. However, the adoption is low, and users feel it is unnecessary evil in their life taking their 3-4 hours a week and not providing them insights to do their job better. On the other hand, CFOs are questioning the ROI, and management is not able to justify because they do not get insights to improve topline or reduce customer service costs.

Did you know? On an average, sales representatives spend 64% of their time on non-selling tasks, says the Salesforce report. The Salesforce Sales Cloud, the solution for having a well-structured sales process, provides full-fledged solutions for everyone in sales. Have you wondered whether, this customisable product is providing good fruits for your Enterprise?

Commonly faced challenges in Sales and Service Cloud,

Where the Sales guy need help?

Why the deal is 60% and not 80%?

Is my forecast correct and able to meet?

360-degree review of my existing customer?

How are my customers doing?

Along from these challenges, you may also wonder, Salesforce, being a universal CRM, how can it meet my specific business needs? As a Salesforce implementation partner, Bolt Today will be happy to help and develop customised integration. Bolt Today, specializes in Salesforce development services and helps businesses drive bigger sales with our Salesforce Optimization. We ensure that you leverage all your salesforce business implementation to give your sales teams a competitive advantage and user-friendly functionality.

How to Improve the ROI?

In our experience and working with hundreds of customers, we have noticed that Salesforce is no more the Sales support application, and is used by multiple stakeholders across the company. The definition of success is different for every stakeholder. Hence understanding the stakeholder success metrics, and optimizing Salesforce to deliver results, is the right way to increase the ROI.

Few stakeholder success metrics examples based on our experience:

  • Spend less time updating Salesforce and mobile-first design
  • Reduce the number of fields to update and implement automation
  • Insights to understand the blind spots and guide them to close the deal
  • Sales Management wants insights on deals so that they can guide the seller, and understand the risks
  • Deal maturity, seller performance, and forecast accuracy have been the top requirements from the Sales leaders
  • Service agents want to reduce the back & forth interactions with the internal teams
  • Agents want Salesforce as the central place for customer service, including internal and external communication related to cases
  • The managers need to understand the quality of customer service along with risks of churn, escalations, etc.
  • Service department executives want to see Customer 360 View
  • Costs of Sales and Service go down
  • Forecast to be driven from within Salesforce
  • Pipeline information in real-time inside Salesforce with up to date information on customer payment, upsell/cross-sell opportunities, escalations, and CSAT
  • Finally, CFOs want an ROI-led plan for spending any money on Salesforce implementation or ongoing improvements
  • Ensure re-use to existing IT systems, and avoid duplicate data entry into Salesforce
  • Integrate with all critical IT systems
  • Ensure data ownership is maintained across Sales, Service, Product, Partner Management, and Finance teams as per their roles and responsibilities
  • Control data governance to ensure data quality and security
  • The operating executives want to get customer 360 views in real-time and want to avoid custom XL based reports
  • Keep a close watch on churn and understand the risks from customer service data
  • Control the scenarios where Sales is discounting the products without reasons
  • Understand opportunities in revenue uplift based on similar customers profile analysis
  • Reduce the cost of sales and service, and achieve more with less

Bolt Today’s Salesforce optimization services address these and many other unique needs and can fine-tune your Salesforce quickly and effectively.

Business Metrics to Blueprint

We begin by identifying measurable business objectives to ensure all stakeholders agree on short-term and long-term goals, as well as methods to quantify and qualify success – the business metrics. Once the metrics that drive the business are understood, we conduct stakeholder interviews to model the current and future state as it meets the needs of changing business. Stakeholder interviews define specific user journeys for customers, employees, managers, and partners. In many cases, we build prototypes to enrich stakeholder conversations and facilitate decision making.

At Bolt Today, we have adopted, leveraged, and mastered the industry-standard Business Process Model and Notation 2.0 (BPMN 2.0). BMPN 2.0 is a next-generation BPM technique that tackles the organizational complexities and provides the ability to keep these processes as living documents and provides a common vocabulary to all business groups. This lays the foundation to build the business blueprint that will drive the transformation.

Architectural & Integration Design

At Bolt Today, we believe that a well-architected & designed application can serve as a system of engagements for all things customers. Our approach starts with understanding the current enterprise IT landscape. The documented business processes and customer journeys are mapped to this IT landscape, and decisions are made about which system will own which part of customer data. We then focus on integration architecture that will enable the customer 360 views into Salesforce. The final step is to decide on governance - the business groups that will own & manage different parts of the customer data.

This architectural blueprint (aka design specifications) ensures that the data flow will satisfy the business success metric. Identifying tools and technologies based on your enterprise IT footprint completes the Salesforce implementation architecture aligned to your business strategy.

ROI Based Transformation Plan

CFOs in every organization and across the industries are questioning the high $ spend on Salesforce. The business value it brings to the table is not clearly defined. Our transformation planning maps to business success metrics and quantifies the productivity and operational gains it will generate. We have adopted and further modified the design-thinking methodology to achieve this. In addition to the four key questions (What Is, What If, What Wows and What Works), we have also analyzed human aspects of doing, thinking, and feeling.

The result is a set of initiatives that the organization can effectively implement in incremental, ROI-driven phases.

Data Strategy

We know that data is the key to success in this digital age, and organizations are struggling to redefine their business strategies around data. For years, the battle—or at least, the discussion—has centered on two approaches: “tearing down silos” and “creating a data-driven culture.” Most organizations have struggled on both fronts. But the solution is not to tear down, or radically reinvent, the organizational structure of our data. Information tends to reside in the location and format relevant to its primary use. That won’t, and shouldn’t, change.

With this core understanding we will define your data strategy including data migration, data de-duplication, data governance; leading to high quality of your customer data. Salesforce has evolved from just being sales tool and has become the de-facto enterprise application for all things customer. We leverage this evolution and implement the right tools and techniques; using External Objects, Files Connect, Salesforce Connect or Custom API Integration to maintain data harmony.

Reporting and Dashboards

A “data-driven” culture is one in which data is used to inform every decision, in which every action is a strategic choice using the best available insights. You can’t use data to drive every action until you give every decision maker hands-on access to data and the tools to act on it. This is where our experience and expertise in Salesforce Reporting and Dashboards can significantly help you. We will work with the users and define the right dashboards for them. We have pre-defined templates across various roles in Marketing, Sales, Service, and Finance.

Adoption & Training

Adoption is the key tenant of any successful project. Like quality, the adoption must be baked in right from the beginning. Our design-thinking methodology lays the foundation for adoption and we ensure that users are heard, their pain points are addressed, and they feel empowered during the transformation projects. We work with users at every stage, fine-tune priorities and identify champions from every business group which will further ensure adoption stays high.

Smartphones have raised the bar when it comes to user training. The conventional approach of classroom training no more works. Intuitive UX and short how-to videos is an effective way. Our approach is to develop these video leveraging the champions, keeping the costs low and user engagement high.

We begin by identifying measurable business objectives to ensure all stakeholders agree on short-term and long-term goals, as well as methods to quantify and qualify success – the business metrics. Once the metrics that drive the business are understood, we conduct stakeholder interviews to model the current and future state as it meets the needs of changing business. Stakeholder interviews define specific user journeys for customers, employees, managers, and partners. In many cases, we build prototypes to enrich stakeholder conversations and facilitate decision making.

At Bolt Today, we have adopted, leveraged and mastered the industry standard Business Process Model and Notation 2.0 (BPMN 2.0). BMPN 2.0 is a next-generation BPM technique that tackles the organizational complexities and provides the ability to keep these processes as living documents and provides a common vocabulary to all business groups. This lays the foundation to build the business blueprint that will drive the transformation.

At Bolt Today, we believe that a well architected & designed application can serve as system of engagements for all things customers. Our approach starts with understanding the current enterprise IT landscape. The documented business processes and customer journeys are mapped to this IT landscape, and decisions are made about which system will own which part of customer data. We then focus on integration architecture that will enable customer 360 view into Salesforce. The final step is to decide on governance - the business groups that will own & manage different parts of the customer data.

This architectural blueprint (aka design specifications) ensures that the data flow will satisfy the business success metric. Identifying tools and technologies based on your enterprise IT footprint completes the Salesforce implementation architecture aligned to your business strategy.

CFOs in every organization and across the industries are questioning the high $ spend on Salesforce. The business value it brings to table is not clearly defined. Our transformation planning maps to business success metrics and quantifies the productivity and operational gains it will generate. We have adopted and further modified the design-thinking methodology to achieve this. In addition to the four key questions (What Is, What If, What Wows and What Works), we have also analyzed human aspects of doing, thinking, and feeling.

The result is a set of initiatives that the organization can effectively implement in an incremental, ROI-driven phases.

We know that data is the key to success in this digital age, and organizations are struggling to redefine their business strategies around data. For years, the battle — or at least, the discussion—has centered on two approaches: “tearing down silos” and “creating a data-driven culture.” Most organizations have struggled on both fronts. But the solution is not to tear down, or radically reinvent, the organizational structure of our data. Information tends to reside in the location and format relevant to its primary use. That won’t, and shouldn’t, change.

With this core understanding we will define your data strategy including data migration, data de-duplication, data governance; leading to the high quality of your customer data. Salesforce has evolved from just being a sales tool and has become the de-facto enterprise application for all things customers. We leverage this evolution and implement the right tools and techniques; using External Objects, Files Connect, Salesforce Connect or Custom API Integration to maintain data harmony.

A “data-driven” culture is one in which data is used to inform every decision, in which every action is a strategic choice using the best available insights. You can’t use data to drive every action until you give every decision-maker hands-on access to data and the tools to act on it. This is where our experience and expertise in Salesforce Reporting and Dashboards can significantly help you. We will work with the users and define the right dashboards for them. We have pre-defined templates across various roles in Marketing, Sales, Service and Finance.

Adoption is the key tenant of any successful project. Like quality, adoption must be baked in right from the beginning. Our design-thinking methodology lays the foundation for adoption and we ensure that users are heard, their pain points are addressed, and they feel empowered during the transformation projects. We work with users at every stage, fine-tune priorities and identify champions from every business group which will further ensure adoption stays high.

Smartphones have raised the bar when it comes to user training. The conventional approach of classroom training no more works. Intuitive UX and short how-to videos is the effective way. Our approach is the develop these video leveraging the champions, keeping the costs low and user engagement high.

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Bolt Today (Head Office)

1155 Mount Vernon Hwy NE | Suite 800,
Atlanta | GA 30338, USA.
Email: info@bolt.today

India Office

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Near Orchid Hotel, Baner, Pune, India.
Email: info@bolt.today

UK Office

20-22 Wenlock Road | London N1 7GU
Email: info@bolt.today