Salesforce Certified Partner
Salesforce
A flexible, cloud connected CRM
- Attract and retain more customers
- Share critical client data throughout your business
- Eliminate dependency on local IT infrastructure
Salesforce is a customer relationship management solution that is designed to bring your company and clients closer together. This integrated CRM platform provides all your departments with a single shared view of your customers and gives you the tools that allow you to drive revenue and empower your teams. On average, Salesforce users report a 38% increase in sales productivity.
Transform your business
What is Salesforce?
Salesforce is built for businesses that want to revolutionise the way they interact with colleagues and customers. It is a cloud-based, scalable platform with 24/7 availability that’s easy to customise and upgrade without the worry of important data or information being lost or compromised.
Salesforce can help you turn data into actionable insights, stay updated with customised sales forecasting reports and can be integrated with multiple ERP’s including Sage Intacct and Sage 200.
Connect with your current software
Integrate with Sage Intacct
Salesforce can easily integrate with Sage Intacct thanks to pre-built integration tools, which give you a best-in-class financial management platform with the best-in-class cloud CRM platform. With seamless integration and alignment, you can enhance visibility, customise daily workflows, and adapt your processes to grow with your business.
The powerful combination of Sage Intacct and Salesforce also creates productive communication between the department that makes the numbers and manages them.
Integrate with Sage 200
Our talented team of developers have created Solutions Connect, a powerful tool that connects Salesforce with Sage 200, empowering your Sales and Marketing teams to drive revenue growth & enable Client Services staff to improve your customers’ experience of your business.
With Solutions Connect, you can easily enhance manual processes, reduce data errors, and provide management stakeholders with rich KPI data by centralising all of your Customer information.
Powerful sales & marketing tools
Why Choose Salesforce?
Salesforce will give you the ability to empower your service, sales and marketing teams by providing them with full visibility of real-time client information. Its benefits include:
Lightning UX
Create a perfect user experience with this fast, attractive and customisable user interface.
Mobile Access
Access information from anywhere and improve productivity by 40% with the Salesforce Mobile App
AppExchange
The world’s leading business app marketplace with over 4,000 prebuilt apps to help solve your business problems.
Security
Trusted by over 15,000 users, Salesforce has security built into every layer of the platform
Integration Services
Easily integrate with your ERP to save time, reduce errors and accelerate cash flow
Analytics
AI augmented analytics will find hidden business opportunities from any data source on any device.
Collaboration
Collaborate and share files on any device to improve productivity throughout your business.
Search
Save time and money with an intelligent and easy to use search tool.
Identity
Salesforce can help you create a single brand identity across all your cloud apps.
Discovering Salesforce with its Sage 200 connector through Solutions for Accounting was a hidden gem moment. With its modern interface and seamless integration, it transformed our data chaos into streamlined efficiency.
Thanks to Solutions for Accounting, we found the perfect fit for our needs. A game-changer for our business!"
Sharon Christopher, Financial Controller
Close Deals Faster
Salesforce offers leading contact management and marketing tools so that you can easily gain visibility of your customer’s activity history and see key contacts, customer communications, and internal account discussions.
Attract and Retain More Customers
Salesforce allows you to track in-depth information about your customers and tailor marketing campaigns towards them. You can also measure your success using a selection of apps, customised for your business.
Improve Productivity
Create the experience employees need to sell faster and get more done with the Lightning Platform. You can also turn your smartphone into a portable sales office allowing instant access to your files and connect with your colleagues from anywhere.
Connectivity
Our in-house developers have created a bespoke connector module between Sage 200 and Salesforce allowing you to streamline your systems. Salesforce can also be integrated with Sage Intacct, giving you automated order-to-cash process that saves time, reduces errors, and accelerates cash flow.
Intuitive dashboards & reporting
Make informed decisions
Salesforce dashboards offer a real-time overview of your business at a glance.
Design detailed reports that are simple to create and stay updated with customised sales forecasting reports which can be built with ease.
Get up and running quickly
Sales Cloud: Quick Start
Salesforce implementations that take months to deliver are in nobody’s best interests. Organisations that adopt core Sales Cloud functionality in a shorter time experience an accelerated ROI. We do this by focusing on the core elements that deliver real business value. We then embed them quickly.
Our ‘Quick Start’ package is designed to get you up and running in just a few weeks. We will help your business embrace core Sales Cloud features. We will help you learn all about leads, campaigns, opportunities and much more.
To begin the process, we work with you to build a project plan, understanding what your requirements are. We will then outline security considerations for your system. Our objective is to ensure this plan describes a solution that will deliver value quickly. But most importantly that it provides a platform for future development.
Throughout the project we’ll interact with you regularly. Demonstrating configurations as they evolve and making small refinements to the system where required. We’ll work collaboratively to create the right Sales Cloud configuration for your business.
Finally, we’ll provide training to your users and system administrators. We will also support you with Sales Cloud as you go live and then beyond.
Accounts
Contacts
Leads
Opportunities
Campaigns
Sales Path
Reports
Campaigns
Homepage
Security settings (sharing rules and profiles)
User profile setup (for up to 10 Users)
Office 365 & Outlook Integration
£5,000* exc. VAT
*Subject to limitations set out on the Quick Start Options document.
Price excludes Salesforce product licences. For more information click here.
Find the CRM for you
Not sure which CRM is right for you?
Take a look at our blog post where our CRM experts are guiding you through choosing the right CRM system for your needs.
If you’re still not sure, why not take the quiz at the bottom of the page and find out which software is best suited to your business?
Award-winning support and services
Why Solutions?
As the UK’s leading provider of business management software solutions, we deliver systems and support that will help elevate your business and drive success. Our portfolio of best-in-class accounting and CRM systems enables us to provide you with a variety of software options and expert advice. This ensures you find the right solution for your business model and know how to use it to its full capabilities, to maximise your return on investment.
We have strong relationships with all our vendor partners, meaning we can influence product development, provide comprehensive training, and highly effective support. Our expert team consists of qualified sales and marketing professionals, product-accredited staff and talented developers. With a blend of technical expertise, software specialism and over 25 years’ experience, we work collaboratively to deliver a unique and compelling customer experience and aim to provide you with the best technology solutions and services.
