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What we do

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Implementation & onboarding

Salesforce is a highly powerful tool. But to unlock its full potential, it must be implemented in line with your organisation’s strategic goals and be embraced by your entire team. That’s where Resolve IT’s end-to-end implementation and onboarding services come in. As our track record of 5-star reviews proves, we are here to help you succeed with Salesforce.

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Our Salesforce implementation process

Prepare

We analyse your business needs, processes, and goals. Who are your customers? And what does your organisation need to grow? Together, we design the ideal solution. 

Design

We translate your vision into an actionable plan, with detailed designs and in-depth user stories. Our team prepares a statement of work with a crystal-clear implementation timeline.

Build

Based on the roadmap, we kick off development. We work closely with team members throughout your organisation on this, laying the groundwork for a smooth adoption.

Accelerate

We ensure a seamless transition to the new Salesforce solutions. Our team provides comprehensive training and support to ensure your organisation feels competent and capable of utilising the platform and maximises the benefits of Salesforce. 

Want to know more about our implementation and onboarding services?

Get in touch and we’ll be more than happy to answer all your questions.

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Salesforce audit & consultancy

Optimising your current operation and determining your roadmap for success. Those are the objectives of our Salesforce best practices audit. Free of charge, we will assess your current Salesforce environment and determine possible next steps, broken down into three categories:

01

Quick wins

We find the low-effort, high-impact changes that can be implemented quickly, yielding immediate results and driving positive momentum for your team.

02

Process improvements

Our team examines your current workflows, automations, and overall system efficiency. We identify opportunities for streamlining and optimisation that ensure your Salesforce platform supports your organisation’s strategic objectives.

03

Roadmap

Finally, we determine what additional features, integrations, or customisations can support your organisation as it grows and evolves.

The next step is entirely in your hands. Our list of possible actions allows you to make an informed choice about which improvements to implement and when, based on your organisation’s priorities and resources.

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Development & Integrations

Resolve IT is committed to helping you succeed with Salesforce, now and for years to come. Our business is built on lasting relationships with our clients and staying involved with your organisation after the initial implementation. Both to provide ongoing support and guidance on new tools, features and integrations as your business grows. You can count on us to ensure that Salesforce continues to help your evolving organisation operate efficiently.

Salesforce’s open platform allows for easy connectivity with any system that has an API. Resolve IT has connected countless platforms to Salesforce and can realise any integration you require within weeks. You can rely on us for expert advice on selecting suitable integration methods that ensure a seamless connection.

Popular integrations include:

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Stripe is a widely-used online payment platform known for its user-friendly interface and robust security. It enables businesses to accept and manage online transactions seamlessly through its versatile integration options and developer-friendly API.

OneDrive and SharePoint integration enable smooth collaboration and file sharing within organizations, simplifying workflow transitions between personal and team-based file management. The streamlined system includes robust security measures for effective access control.

This integration provides an efficient solution for businesses to enhance productivity and manage content seamlessly.

Google Drive is a cloud-based file storage and synchronization service provided by Google. It allows users to store files in the cloud, synchronize files across devices, and share files with others.

Exact Online is a cloud-based ERP solution for small and medium-sized businesses. It helps manage finances, operations, and customer relationships in one place. With real-time insights and customizable reporting, it streamlines processes and supports business growth.

Aircall is a cloud-based phone system, allowing businesses to handle calls effectively with a user-friendly interface and integration options. It offers tools for managing calls and improving customer interactions efficiently.

 

SAP provides a wide range of enterprise software solutions, including ERP, customer relationship management, and supply chain management, assisting businesses in managing their operations, data, and resources effectively to enhance productivity and decision-making.

 

DocuSign is a digital platform that allows people to sign and manage documents online, making it easier to handle paperwork without needing physical copies or in-person signatures.

 

SharePoint is a web-based collaboration platform developed by Microsoft. It’s a part of the Microsoft Office family and is primarily used by businesses to create websites, store, organize, share, and access information from any device.

ChatGPT is a sophisticated machine learning model developed by OpenAI, based on the GPT-4 architecture, designed to generate human-like responses in natural language conversations.

Microsoft Teams, a collaborative communication platform developed by Microsoft Corporation, has become one of the most popular tools for remote and in-office work, owing to its numerous advantages.

Most popular are the Collaboration, Meeting and File Sharing Functionalities which come with the out of the box solution
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Service

Training & best practices

To get the most out of Salesforce, it is critical that your entire team is on board. Our user training ensures that all team members feel confident using Salesforce. We also provide more advanced admin training for specific team members, allowing you to manage the Salesforce application in-house. By empowering your team to handle less advanced tasks, we ensure that our expertise is focused on tackling the more complex challenges, optimising your investment in our services.

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