Services
Salesforce Implementation
Who is it for? Professional Salesforce implementation is designed for clients who have recently purchased the Salesforce application and need assistance transitioning their current programs to the Salesforce platform.
What does the service include? After identifying your company’s goals and metrics, our team will work to implement Salesforce while familiarizing you with system operations. Topics include New Implementations, Sales Cloud, Service Cloud, Pardot, CPQ, Experience Sites, Upgrade to Lightning, and App Exchange Application Integration
Salesforce Process Automation
Who is it for? Process automation was created for clients looking to automate preexisting systems by introducing the Salesforce platform. Through streamlining systems, clients are able to deliver an enhanced customer experience and trust that internal actions are always carried out in a reliable, standardized way.
What does the service include? After examining your current processes and determining areas for potential system automation, our team will utilize the Salesforce ecosystem to create efficient, self-regulating program rules where manual input was once required. Also included: Approval Processes, Flows, Process Builder Conversion to Flow and Current Workflow Review.
Salesforce Support and Training
Who is it for? For clients that do not have an administrator or junior administrator, MC4 Solutions will step in to assist with the completion of admin-based tasks along with creation of training materials.
What does the service include? MC4 will act as your administrator performing duties that will enhance/improve your current Salesforce configuration including creation of new objects/fields, new pick list values, new users/groups/queues, email templates, 3rd party packages, reports/dashboards, products/price book, CPQ rules, etc. Make understanding Salesforce simple with custom training materials created for your unique business model. MC4 Solutions will work with you to design guides and short videos that comprehensively explain your Salesforce configuration in a way that’s both accessible and authoritative. Additional topics include Best Practice Guidance, Feature Enhancements, CPQ Support, Reports/Dashboards, and End User Training.