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Salesforce.com

What It Is

Salesforce.com is the world’s #1 Customer Relationship Management (CRM) platform--a cloud-based application for managing sales, service, marketing, and pretty much any business operation. While Salesforce.com offers a number of functionalities out of the box, it can be further customized and extended to solve any business process need:

  • AppExchange: literally thousands of apps that are customized for Salesforce.com, extending it to every department and every industry.
  • Workflows for automating business processes based on rules and triggers that send out notifications, update field values, or create tasks based on certain criteria being met.
  • Apex code for addressing even more custom and sophisticated requirements
  • Integrations available with a large number of commercially available software/cloud based marketing, sales, and financial/accounting tools  
  • Business Analytics to run on top of the built-in reports and dashboards to provide any intelligence required

SOMAmetrics has installed, optimized, extended, and managed over 61 Salesforce.com installations in startups as well as Fortune 2,000 companies. In a digital era, companies that do not digitize their business processes will be at a significant disadvantage compared to their competitors who have digitally transformed their businesses.

Let us begin your company’s digital transformation.

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How It Works

SOMAmetrics breaks this complex task into five manageable stages, utilizing Agile Development Methodologies for rapid releases of deliverables:

Diagnose

Work with Senior Management and department leaders to define company-wide and departmental objectives. Identify where the bottlenecks are today that may prevent the achievement of these goals.

Design

Work with key leaders to optimize existing business processes, remove any that no longer deliver desired results, and add new ones that may be necessary.

Implement

Develop the necessary tools and workflow automation to deliver the desired targets on identified metrics; upload data and clean the database; integrate systems to share data across departments and workflows; and build the dashboards and reports that enable departmental heads to get the pulse of their business at a glance–on their laptops, tablets, or smart phones.

Institutionalize

Build a company-wide knowledge base and train both management and end users on how to use the new automations, reports, and dashboards to accelerate business growth.

Manage

Provide ongoing maintenance and administration of Salesforce.com to ensure that it is always delivering not only what is needed today, but also for the future.

As a Salesforce.com partner, SOMAmetrics has implemented, upgraded, and optimized dozens of Salesforce.com projects, including:

  • New installations
  • Data cleansing and de-duping
  • Workflow and process automation
  • Automation of discounts and approvals
  • Integrations with marketing, financial, and support automation tools
  • Building and automatically delivering reports and dashboards to both managers and their reports

In a digital era, companies that do not digitize their business processes will be at a significant disadvantage compared to their competitors who have digitally transformed their businesses.

Let us begin your company’s digital transformation.

Case Studies

CASE STUDY: Capability Assesments

Capability Assessments

Our client’s business model was based on volume transactions—high volume of lending was good for business, and the reverse was equally bad. Volumes were at a historically low level.
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