Professional Services
Actus Advantages:
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.
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New Site Implementation
Strategic Planning and Execution
Define Organizational Goals, Processes, and Communication Strategy: Establish clear objectives, processes, and communication plans for a successful implementation.
Map Out a Roll-out Plan: Develop a comprehensive plan for deploying the new site across your organization.
Configure Key Performance Indicators (KPIs): Set up key performance indicators to track progress and measure success.
Technical Implementation and Optimization
Customize Salesforce1 Mobile: Tailor the Salesforce1 mobile app to your specific needs.
Data Cleaning and Loading: Ensure data accuracy and integrity through thorough cleaning and loading processes.
End-User Training: Provide comprehensive training to empower your users to effectively utilize the new site.
Ongoing Support and Maintenance
On-going Administrative Support: Receive ongoing support and assistance to maintain the site’s optimal performance and address any issues that may arise.
Let Actus guide you through a seamless new site implementation.
Current Salesforce Customers
Data Management and Optimization
Database Import/Cleanup: Ensure data accuracy and integrity through efficient import and cleanup processes.
Web-to-Lead Capture: Capture lead information from your website for effective follow-up.
Sales Process Management
Sales Pipeline Management: Streamline your sales pipeline management process for improved efficiency.
Workflows and Alerts: Implement automated workflows and alerts to streamline processes and improve efficiency.
Business Process Optimization
Business Processes: Optimize your business processes within Salesforce to enhance productivity.
Configure Price Quote (CPQ): Implement a CPQ solution to streamline the quote generation process.
Product and Order Management
Products and Pricebook: Manage your products and pricing information effectively.
Orders and Field Service: Streamline order management and field service operations.
Analytics and Support
Reports and Dashboards: Gain valuable insights through custom reports and dashboards.
Self-Service Knowledge Base: Provide a self-service knowledge base to empower customers.
Customer Support: Enhance your customer support capabilities within Salesforce.
Let Actus help you optimize your Salesforce implementation to drive business growth.
Additional Services
Integration and Connectivity
GPS Tracking Tools: Integrate GPS tracking tools for location-based services.
Back-end Integrations: Connect Salesforce with Microsoft, Apple, Google, QuickBooks, and other platforms.
App Exchange Customization: Customize App Exchange solutions to meet your specific needs.
E-commerce Solutions: Implement e-commerce functionality within Salesforce.
CTI (Computer Telephone Integration): Integrate phone systems with Salesforce for seamless customer interactions.
Community Setup
Set Up Communities: Establish communities for partners, employees, and/or customers within the Salesforce Experience Cloud.