Salesforce Consulting
Incarni Partners knows each customer is unique and has different needs and priorities. Our Boston based team consists of highly skilled consultants who can help implement, maintain and enhance your Salesforce.com project. We specialize in all aspects of Salesforce.com consulting from lead collection to high-level opportunity management, providing the tools to manage sales, marketing, and customer service activities. Implementing cloud based solutions requires a well-structured project. Incarni Partners consultants are individuals who can custom-tailor the software so that the application seamlessly integrate into your company’s technology solution. We'll partner and consulting with you to will improve your CRM implementation and end-user adoption rates to maximize the usage of your systems and deliver over the full project lifecycle.
Depending on our customers needs we can provide:
Data Migration and Integration
With data segmented and coming from several sources, we have the resources and expertise to help you consolidate all of your customer data in one easily accessible place, without compromising the integrity of your existing enterprise systems. We can integrate the data to give you a full 360-degree view of your customers and their relationship with your organization. We can help you achieve tangible business results by unlocking the value of your customer information.
Marketing Automation
Leveraging the marketing automation functions of salesforce.com and other tools like Marketo and Eloqua , we can help you create, execute, and track marketing campaigns, as well as measure campaign effectiveness through ROI analysis. With these tools, you can track marketing campaign spending and performance, and make smart decisions about where to make future investments for maximum impact.
Customer Portals
We can assist in giving your customers and partners safe and secure access to your data, 24 hours a day and 7 days a week. Customers can use the self-service portals to safely retrieve data, receive case updates, search the database, and even interact with agents to exchange ideas and experiences.
Business Intelligence
Once we have your data properly housed in salesforce.com, we can create, run, or modify reports and dashboards on any of your data, no matter where it resides! We can prepare customized reports for users with different roles within your organization. Users can drill down and instantly perform deeper analyses to gain insight into critical areas, such as customer spending, sales growth, and marketing ROI, in addition to identifying potential problems or future opportunities.
Custom Development
Ranging from Apex triggers and Visual Force pages, all the way to custom .net web applications, Incarni Partners provides custom development projects to allow your business to run effectively and efficiently.
Training
We understand the importance of end-user training in maximizing system adoption rates. With more than 20 years of experience in delivering CRM solutions, we have the skills to provide training either in-person or over the web to all the end users. Once your system is up and running, we will customize the training based on how your organization will use the system.
Healthcheck - Improving current salesforce implementations
Along with implementing new Salesforce solutions, our consultants have the know-how and experience to improve your current implementation. From best practices and reporting to custom development and training, we can improve your Salesforce system and create higher adoption rates.
Depending on our customers needs we can provide:
Data Migration and Integration
With data segmented and coming from several sources, we have the resources and expertise to help you consolidate all of your customer data in one easily accessible place, without compromising the integrity of your existing enterprise systems. We can integrate the data to give you a full 360-degree view of your customers and their relationship with your organization. We can help you achieve tangible business results by unlocking the value of your customer information.
Marketing Automation
Leveraging the marketing automation functions of salesforce.com and other tools like Marketo and Eloqua , we can help you create, execute, and track marketing campaigns, as well as measure campaign effectiveness through ROI analysis. With these tools, you can track marketing campaign spending and performance, and make smart decisions about where to make future investments for maximum impact.
Customer Portals
We can assist in giving your customers and partners safe and secure access to your data, 24 hours a day and 7 days a week. Customers can use the self-service portals to safely retrieve data, receive case updates, search the database, and even interact with agents to exchange ideas and experiences.
Business Intelligence
Once we have your data properly housed in salesforce.com, we can create, run, or modify reports and dashboards on any of your data, no matter where it resides! We can prepare customized reports for users with different roles within your organization. Users can drill down and instantly perform deeper analyses to gain insight into critical areas, such as customer spending, sales growth, and marketing ROI, in addition to identifying potential problems or future opportunities.
Custom Development
Ranging from Apex triggers and Visual Force pages, all the way to custom .net web applications, Incarni Partners provides custom development projects to allow your business to run effectively and efficiently.
Training
We understand the importance of end-user training in maximizing system adoption rates. With more than 20 years of experience in delivering CRM solutions, we have the skills to provide training either in-person or over the web to all the end users. Once your system is up and running, we will customize the training based on how your organization will use the system.
Healthcheck - Improving current salesforce implementations
Along with implementing new Salesforce solutions, our consultants have the know-how and experience to improve your current implementation. From best practices and reporting to custom development and training, we can improve your Salesforce system and create higher adoption rates.