Our Salesforce Consulting Services

A recent survey revealed the three biggest challenges Salesforce platform users face are data quality, third-party integrations, and platform customizations. While the Salesforce cloud boasts an extremely powerful toolset, its benefits can’t be fully unlocked without being tailored to your sales, marketing and customer service needs.

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That’s where our Salesforce consulting services come in.

KeyNode Solutions is a Salesforce consulting partner in San Diego offering a range of services aimed at getting Salesforce to work for your business. Whether you’re just getting started and need a team of experts to deploy a Salesforce implementation, or simply want a partner for ongoing Salesforce support, we’ve got you covered.

Salesforce Consulting Highlights

Successful Projects Done

Quickly Resolved Support Requests

Years of Combined Team Experience

100

Unsolved Problems

Common problems our Salesforce consulting will help solve:

A lack of visibility into sales rep activities and customer history

Having a clear view of your customer’s journey with your company has many obvious benefits. Proper Salesforce CRM setup and training is critically important for both sales rep accountability (making emails, tasks, calls, demos, and presentations trackable and/or transparent) and for maintaining a logged history of communication from the customer.

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A lack of a 360-degree view of your customers

Centralizing marketing, sales and service customer data amplifies each department. It better enables alignment between marketing and sales, sales and service, and finally service and marketing without team members needing to switch between platforms. We’re experts in setting up Salesforce Marketing Cloud, Sales Cloud, and Service Cloud for that coveted 360-degree view. In addition, our leading-edge usage of AI helps to deliver your solutions quicker and at a reduced cost.

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A lack of a defined sales process

Having a clearly defined sales process with meaningful touchpoints and clear conditions to convert leads is vital for pinpointing process bottlenecks and performance tracking. Our seasoned sales consultants will help you create streamlined sales processes (or re-examine outdated ones) and then implement it within Sales Cloud.

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Not having the right data displayed properly

Salesforce will capture the data you need, but knowing which data to display (and how) is a whole different animal. It’s a game changer when sales managers and sales reps have customized dashboards properly displaying the metrics they need to do their jobs well.

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Fear of underutilizing Salesforce features overall

FOMO is real. Thankfully, our Salesforce consultants know every nuance of the Salesforce ecosystem thanks to the hundreds of different clients we’ve served that bring a collective industry experience and allowing us to be a true adviser.

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Salesforce Consulting Services

Salesforce Implementation

Whether with Sales Cloud®, Service Cloud®, Marketing Cloud®, Experience Cloud® or Pardot®, we work to implement all Salesforce products in a way that flows naturally with your business processes, with fewer growing pains. We make sure our Salesforce implementation solutions are mapped to your business goals and current technologies to allow for a seamless transition.

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Salesforce Managed Services

Technology is always changing and software programs require updating. It’s important to understand the Salesforce platform isn’t a “set it and forget it” platform. As your company grows and shifts, your Salesforce products will need to adjust with it. From day-to-day customer service needs to urgent troubleshooting issues, we’ll be your partner for Salesforce Managed Services.

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Salesforce Integration

A true strength of Salesforce is its ability to sync with other platforms (there are more than 100,000 sales, customer service, and marketing tools available on AppExchange alone). For your business to run like a well-oiled machine, its apps need to properly “talk” to each other. Our seasoned Salesforce integration developers will ensure your Salesforce integration ecosystem communicates seamlessly.

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Salesforce Customization

Your internal processes are unique to your business. That’s why customizing Salesforce products to your marketing and sales processes is key for properly automating, streamlining, tracking, and reporting on the major aspects of your business. However, depending on your business needs, goals and internal limitations, Salesforce customization projects can be a complex process.

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Salesforce Platform Development

The Salesforce Platform is used to develop custom, cloud-based apps for a range of business needs. We have a team of certified Salesforce Platform developers with decades of combined app development experience who can turn your ideas into intelligent Salesforce apps. We’re well versed in Salesforce development, the Salesforce Platform, agile methodology and business analytics, so we work to get the job done right, on time and on budget.

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Salesforce Training

With any KeyNode integration, customization, or implementation project, marketing and sales teams receive equally customized online or onsite Salesforce training sessions. Led by our seasoned and certified experts, these sessions help teams ramp up as quickly as possible by encouraging quicker platform adoption. And to help train new team members down the road, all training sessions are recorded and hosted online for future reference.

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More than a third of Salesforce survey respondents who have integrated clouds say their data has become a competitive advantage or strategic asset and helped them grow revenues. Our Salesforce consulting services will help get you there.

What You Can Expect from Our Salesforce Consulting Team

A clearly defined implementation path derived from business goals

Our business consulting services always start with your business’ goals. With so many options, a Salesforce implementation path marked with objectives is vital—especially for complex projects. For this reason, we split each project into prioritized phases, delivering the most essential functionalities in Phase One, allowing for quicker adoption and ROI, as well as more transparent and helpful customer service.

True process solutioning

We help design marketing, sales, and support-journey processes in Sales Cloud, Service Cloud, and Pardot. And only true advisors (we have extensive industry experience in financial services, manufacturing, healthcare, banking, and professional services) are at the helm of our business consulting services.

Yours will conduct a thorough evaluation of each requirement, making sure Salesforce is being harnessed properly for your business needs, and create pilots to perform demos for viability testing. As far as Salesforce consulting goes, this is our bread and butter and what makes us one of the most capable Salesforce consulting companies in San Diego. (For a hands-on look, check out this case study on dynamic forms.)

Flawless delivery

Flawless delivery is the main goal of our business consulting services. And that’s not just for the deployment of CRM system changes and data migration, but the whole delivery process—including user training and deployment notes, made available online for review and new hires. Our extensive experience combined with the latest in AI technology help create a solution that is tailored to your unique environment while striving to come in under budget and within already discussed project timelines.

Deep technology expertise

Technology stacks aren’t getting smaller, thus deep technology expertise is a vital part of successful Salesforce implementation these days. Our extensive Salesforce development experience aids in our ability to integrate full technology stacks and pick the right integration solution, or quickly dive into custom API documentation sets our Salesforce consulting apart.

Post-deployment support

As a trusted Salesforce consultancy, our consultants are readily available to give a hand after each and every project deployment, whether a little tweak needs to be made, another report created, automation adjusted, or an extra training session (online or on-site) needed. It’s one of the things that sets our Salesforce consulting apart.

Successful adoption

We take Salesforce consulting seriously. That’s why successful Salesforce adoption is one of our key goals. Properly defined business goals, project planning derived from a carefully strategized implementation path, in-depth user training, and timely post-implementation support are the most important ingredients for a successful adoption. Why do you think they call us Salesforce experts?

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Contact Our Salesforce Consultants in San Diego Today!

Call us today at (858) 215-5371 or simply complete this form

Our team of dedicated Salesforce-certified consultants will be happy to simplify your day-to-day management of Salesforce and make it work for your business at full capacity.

Your success is our 100% priority!