CRM Consulting and Configuration Services

Kelly Kandler, managing consultant at Firefly Consulting, has been using, administering and configuring Salesforce.com since 2004 and has been a certified Salesforce.com Administrator since 2009. She knows what it can do, how it can be customized, and what tips and tricks to use in order to give you a system that is efficient and easy for your staff to use. Firefly Consulting can manage all system implementation start-to-finish, can help you fill any holes in your CRM strategy, and can ensure that your staff is properly trained to take advantage of everything that Salesforce.com has to offer. Services include the following:

Process Design and Optimization

How well do you manage your customer data? How are your sales reps tracking their successes? What do you want your new CRM system to accomplish? Firefly Consulting will help you determine the answers to these questions, will use our extensive knowledge of Salesforce.com functionality to fix the gaps in your current sales, service, and marketing processes, and will work with you to develop a plan of action that is specifically tailored to your industry and customer goals.

Implementation and Configuration

Once all the strategic decisions are made, the real fun begins! Firefly Consulting can manage the full implementation of your new Salesforce.com database including system design, configuration, data migration from your previous CRM, training, and launch. Or we can help you enhance your existing database with new standard design or custom-scripted APEX/VF configuration.

System Administration

Whether you need help making configuration adjustments, or simply don’t have an onsite admin to keep your system whirring smoothly, Firefly Consulting can help with field creation, page layout adjustments, validation troubleshooting, basic user assistance, report and dashboard building, or whatever else you have on your Salesforce.com to-do list.

Lead Management Workshop

A successful Lead Management strategy includes detailed and documented processes for Lead Creation, Lead Funnel Definition, Lead Aging, Lead Assignment, Lead Notification and Lead Reporting. Does your business have all of these bases covered? If not, Firefly Consulting can help.

Campaign Management Workshop

Whether you are using an integrated Marketing Automation system or are using Salesforce.com as a standalone marketing platform, Firefly Consulting can help you optimize your Campaign planning and reporting process.

Staff Training

A beautiful new CRM system won’t get you very far if you don’t know how to use it like an expert. Regardless of your staff’s technical aptitude, Firefly Consulting will introduce them to all the basics of your new system, simplify the processes and will have everyone working like a Salesforce.com pro in no time.

Do you have a specific need that isn’t listed here? Please contact Kelly to discuss your project and how Firefly Consulting Services might be able to help.