Health CheckSYSTEM ADMINNONPROFITPROFESSIONAL SERVICESSales CloudREVENUE CLOUD MARKETING CLOUDSERVICE CLOUDEXPERIENCE CLOUD
Salesforce Health Check
A Salesforce health check provides invaluable insights into your current solutions and helps develop a technology roadmap for your organization’s IT future.
We’ll identify key pain points, bottlenecks, and inefficiencies within your organization’s Salesforce implementation.
Our comprehensive review will cover all objects, record types, workflows, installed apps, development environment, and legacy system integrations.
We’ll also delve into the configuration of your organization’s security model, system access, user training, mobile access, and record sharing access.
To gather unfiltered feedback, feature wish lists, and identify internal bottlenecks related to Salesforce, we can conduct interviews with key stakeholders within your organization.
To learn more about how a Salesforce health check can benefit your business, click on ‘Read more’ below.
Part-Time System Administrator
In the midst of a busy season, your team is stretched thin, stress levels are high, but progress is being made. Suddenly, chaos erupts: a team member requests a never-before-created report, Salesforce requires a critical update, and another team member needs a new report for a client project due tomorrow.
Don’t panic. With an Actus support contract, you have access to your own personal certified Salesforce administrator available to answer your questions at any time. Crisis averted.
Nonprofit
Is your nonprofit organization currently using the Salesforce Nonprofit Success Pack (NPSP) or considering implementing Salesforce’s Nonprofit Cloud?
Need assistance in determining the optimal solution for your organization? Actus can help.
With over 25 years of experience in nonprofit fundraising and a decade of assisting organizations in leveraging Salesforce to manage fundraising, membership, grants, marketing, volunteers, events, and client programs and services, Actus is well-equipped to guide you.
Click ‘Read more’ below to learn how Actus can support your nonprofit’s Salesforce journey.
Professional Services
Comprehensive Training and Guidance
Receive expert guidance before, during, and after your Salesforce site launch.
Ongoing Support and Optimization
Benefit from ongoing advice on maximizing every Salesforce release, app, and back-end integration.
Client-Centric Approach
Our team prioritizes your interests and offers independent perspectives on the Salesforce marketplace. With extensive experience in purchasing various Salesforce licenses and selecting, testing, and implementing third-party solutions, we provide tailored guidance to meet your specific needs.
Salesforce Sales Cloud
Actus Consulting Group, your trusted Salesforce partner, empowers businesses of all sizes to get the most out of their Salesforce Sales Cloud investment, from seasoned users to those just embarking on their CRM journey.
As a certified Salesforce partner, we offer comprehensive support for the entire Force.com platform, encompassing Lightning Essentials, Lightning Unlimited, and all editions in between. Regardless of your Salesforce version, we have the expertise to guide you towards success.
We recognize that every organization has unique needs. That’s why we take a personalized approach to each client engagement. However, we also understand the value of a solid foundation. All Salesforce Sales Cloud implementations benefit from a standardized configuration and setup process, ensuring optimal functionality from the outset.
Salesforce Revenue Cloud
Are you dealing with recurring subscriptions, product bundling, or manual quote generation using word processors? Does your organization have a growing sales team of ten or more direct or indirect representatives?
If so, it’s time to explore the Salesforce CPQ & Billing solution. CPQ, short for Configuration, Pricing, and Quoting, revolutionizes your Salesforce quote process by introducing logic and guidance that empower your salespeople to create complex proposals with ease.
The CPQ process streamlines your organization’s quotes, descriptions, and pricing, ensuring consistency and centralized document control.
Marketing Cloud Account Engagement (Pardot)
Maximize your marketing and sales efforts with Marketing Cloud (Pardot), a powerful automation platform seamlessly integrated with Salesforce which is designed to streamline lead generation, prioritization, engagement, and conversion.
This robust solution offers a personalized journey for prospects and customers, ultimately driving more sales and optimizing your ROI. Experience the efficiency and effectiveness of Marketing Cloud.
Salesforce Service Cloud
Are you seeking to deliver exceptional online knowledge self-service and real-time customer support? Salesforce Service Cloud offers these powerful features at affordable prices, making them accessible to even the smallest organizations. If your goal is to enhance customer satisfaction while managing support costs effectively, Actus is your trusted Salesforce developer to guide you towards your CRM aspirations.
As the industry leader in customer service platforms, Salesforce Service Cloud seamlessly integrates with most PBX phone systems (including CTI and VOIP) and provides plug-and-play solutions for live agent chat, web-to-case, and Microsoft Outlook integration. Whatever your current setup, Salesforce has a solution to optimize your existing practices – and we possess the expertise to identify the perfect fit.
Salesforce Experience Cloud
Are you prepared to engage with your customers around the clock by implementing and optimizing Salesforce help centers, partner portals, and account portals? Or do you require a Salesforce developer to enhance the out-of-the-box solution you’ve built?
Actus is your trusted Salesforce partner, offering swift and affordable setup services.
We have a proven track record of deploying Partner Relationship Management solutions for small to mid-sized manufacturers, enabling their distribution channels to effectively manage incoming leads and provide ongoing support for accounts and orders. Imagine extending the power of Salesforce to all your distributors at a fraction of the cost of a full Sales Cloud enterprise license. This is an ideal solution for any organization utilizing independent representatives to support their business.
