Salesforce Consulting

From Salesforce consulting and implementation to ongoing support and training, our services are designed to empower businesses with the expertise and resources they need to achieve success with Salesforce.

Expert Salesforce Consulting

Improve Operational Efficiency With a Certified Salesforce Consultant From Mensatech

Customer 360 Circle Icons

Maximise the Value of Your Salesforce Investment

Hiring a certified Salesforce Consultant is a wise decision; it's that simple. At Mensatech, our certified Salesforce Consultants are experts across all facets of the Salesforce ecosystem. They provide in-depth knowledge of the platform's features, capabilities, and best practices, helping you leverage these tools to achieve your goals and objectives.

A Salesforce Consultant can help create customised solutions that align with your unique business requirements across the following products:

  • Sales Cloud
  • Service Cloud
  • Experience Cloud
  • Marketing Cloud
  • Field Service Cloud
  • Consumer Goods Cloud

As we tailor the platform to meet specific needs, we will also look to streamline processes and improve overall efficiency. Learn more about how our Salesforce Consultants help you get the most out of this powerful technology.

Professional Implementation Support

Our Salesforce Consultants can help with implementation

Consulting

Using Salesforce correctly is the key to unlocking its full potential, and it all starts with the right implementation. We work closely with your stakeholders to design a customised solution that fits your specific needs.

Upon conducting a comprehensive analysis of your business procedures, our team will determine the optimal technology solutions to address your concerns. Our services extend beyond simply providing specialised knowledge in streamlining your Salesforce system. We collaborate with you to enhance your existing workflows and recommend potential automation to increase productivity and efficiency.

Transformation is simplified thanks to our proven process, which includes six key elements below.

Scoping Workshops

The first step is to hold a series of scoping workshops to identify your business requirements, pain points, and desired outcomes. Our consultant will work with key stakeholders to understand your existing processes, data, and systems. 

People at table with sticky notes

System Design

We will design your system by defining the data model, designing custom objects, fields, and relationships, and configuring the platform to automate business processes. 

Salesforce Essentials Mockups

System Development

Customising the platform and code while working closely with you to ensure the system meets quality standards. The process can involve customising the platform using declarative tools like Process Builder, Flows, and Lightning App Builder. 

Salesforce Code Screen

User Acceptance Testing

We will test the system thoroughly. This involves performing functional and regression testing to ensure the system is bug-free.

Sales Management screen on laptop

Training

We will train all users after the system is tested and approved. From how to use the system to a process to enter data, run reports, and perform other common tasks, we explain best practices for using the system effectively.

People looking at reports at meeting table

Deployment

Our team will deploy the system to your production environment, inclusive of migrating the data from existing systems, configuring settings, and performing any final testing. 

Salesforce Audiences screen mockup
Optimising Salesforce Operations

Applying a continuous improvement process to your Salesforce operations

Achieving success is an ongoing journey rather than a destination, and even successful Salesforce solutions require tweaks over time to remain relevant and support evolving business needs.

To ensure this happens, our Salesforce Consultants continually bring a fresh set of eyes and a different approach to your Salesforce processes. Our approach centres on finding common ground and identifying quick wins to build collaborative momentum. We aim to develop long-lasting relationships with our customers where we can provide real value through tailored solutions.

Alignment

We begin by learning about your business, not just your Salesforce. Our team identifies areas for improvement and valuable expansion opportunities.

Execution

We start small and gradually step through a program of work to achieve your business outcomes. Our team executes the plan with a focus on delivering tangible results.

Iteration

We ensure your Salesforce system stays continuously optimised and updated to meet your growing business needs as it evolves.

Unlock the power of Salesforce for your business

Discover how our Salesforce expertise and customised solutions can optimise your business processes and drive growth.

Streamlined Salesforce Solutions

Transform Your Business with Customised Salesforce Solutions

Customised Salesforce Solutions

From creating custom trigger points to integration with third-party systems, you can customise Salesforce to fit your unique needs. 

Our consultants are skilled at communicating technical information in a way that is easy to understand. This allows businesses to have their needs translated into a working technological system without having to undertake the development process themselves. We work to clearly understand your business goals, functions, and pain points, to design and implement a system that promotes growth and addresses key issues.

Salesforce website on monitor

Streamline and Scale with Salesforce

Its integration capabilities can efficiently and effectively streamline business functions, including sales, marketing, customer service, and commerce operations.

One of the most significant advantages of Salesforce is its cloud-based accessibility. It allows businesses to manage their operations anywhere with an internet connection. In addition, this feature enables remote work, becoming increasingly essential in today's digital landscape. As a result, team members can easily collaborate and work together, irrespective of their location.

As a scalable solution, Salesforce can grow alongside your business. You can quickly add new users, features, and integrations to your Salesforce system, making it an ideal tool for companies looking to expand.

Empowering Business Strategies

The Salesforce platform provides a unique opportunity to build a business-focused strategy, utilising the most forward-thinking technology available. The platform's interoperability and connectivity allow for more accessible and connected data into systems that bring business processes to life. With Salesforce at the core of your technology stack, you have more options than any other platform.

Our certified Salesforce Consultants immerse themselves in your business to fully understand the "why" of your needs rather than just the "how." By challenging and engaging, we can get to know your business and its goals, allowing us to build a roadmap and recommend a technology stack that aligns with your journey.

As your business evolves, so must your technology. That's why we iterate and continuously strive for improvement. We rise to the challenge of change, so change doesn't become a challenge. Let us ensure that your business and technology are harmonious, driving your success forward.

Maximise System Integration

Benefit from integrating Salesforce with other systems and tools

Our skilled Salesforce Consultants will help you integrate Salesforce with marketing automation platforms, customer service software, ERP systems, and more. With integration, you can streamline workflows, reduce manual tasks, and improve data accuracy.

The expert team of Salesforce Consultants at Mensatech provide training and support to help your users learn how to use the tools effectively, troubleshoot issues, and stay up-to-date with new features and updates. This is a cost-effective way to get expert guidance and support without the expense of hiring a full-time employee. 

Salesforce Tableau Screen on laptop
Contact us

Speak with Mensatech, a certified Salesforce Partner today

Our Salesforce certification means we have met Salesforce's stringent requirements for expertise and proficiency. We also are equipped to provide specialised services and guidance to businesses looking to implement or optimise their Salesforce platform.

As a Partner, our Salesforce Consultants are constantly staying up-to-date with the latest innovations and advancements in the Salesforce platform. They undergo regular training and certification to ensure that we have a comprehensive understanding of the platform and can provide expert guidance to our clients.

Our partnership with Salesforce provides access to resources and tools that are not available to non-partners. This allows us to offer customised solutions tailored to meet our client's specific needs. Let Mensatech provide ongoing support and guidance throughout your Salesforce journey today.

Thank you

Thanks for reaching out. We will get back to you soon.
Oops! Something went wrong while submitting the form.