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SERVICES

Services

Services

SALESFORCE IMPLEMENTATION

At EssenceCode, we are very much excited to help our customers to increase their Customer centricity level with implementation of CRM solution that will best fit to their needs.
We rely on the best Cloud Technology, Salesforce and on our big CRM domain expertise that we have inside.

CRM project delivery – implementation of ‘turn key’ solution according to the customer needs: business analysis, Salesforce platform setup and configuration, customization, integration, data migration, training.

Business Requirements definition

We start our activities with an analysis of your existing processes; we identify what are the missing capabilities according to the goal you want to accomplish with the Salesforce implementation.
This includes collaboration with your business people, where we jointly define ‘where we are’ and ‘where we want to be’, what are the pain points we want to overcome, what are the needs, what are the improvements.

As a result, we define functional requirements for the Salesforce solution that will bring the best value for crucial improvement of your business. We define high- level solution design for the implementation.
Our target is a solution that will empower your business and will drive to your business grow.
Our target is future-proof solution that can easily grow, that ensure best customer data integrity, automated, integrated with other systems.
Our target is optimal solution that is suitable to the customer needs and that will bring best possible results for the shortest time.

As a result, we define functional requirements for the Salesforce solution that will bring the best value for crucial improvement of your business. We define high- level solution design for the implementation. Our target is a solution that will empower your business and will drive to your business grow. Our target is future-proof solution that can easily grow, that ensure best customer data integrity, automated, integrated with other systems. Our target is optimal solution that is suitable to the customer needs and that will bring best possible results in the shortest time.

Salesforce platform setup and configuration

According to the requirements, we set and configure Salesforce. We try to stay close to Salesforce out-of-the-box as soon as possible, but for all specific needs we do additional development in order that we adopt the system to the specifics of your business processes.

Salesforce integration

Salesforce is open to be integrated with other 3rd party systems in different ways that gives great opportunity for implementation of completely integrated and automated solution. According to the customer needs as a part of implementation we integrate salesforce with other systems at your IT infrastructure and we ensure best data flow.

Data migration, initial system setup

Customer data from old CRM systems excel spreadsheets etc. can be migrated into the new Salesforce implementation.
User setup, permissions are configured in order the system is ready for operation.
Reports and dashboard creation that helps in monitoring and forecasting your business is part of the implementation.

End-user Training & Ongoing Support

End-user training session helps your team to accept the new system smoothly and to adapt to the new way of working. The session can be organized at customer premises or on-line.

EssenceCode provides ongoing services for further system administration, further update development, new reports & dashboards for the new business demands or system modification for further improvement or fine-tuning coming from the experience of using in production.

Salesforce Implementation Packages

(i)Sales & Services basic

  1. Standard tools for the creation of customer base
  2. Basic CRM activities covered with this product, will provide companies with the first quality CRM functionalities. Implementing this basic solution, companies will improve sales & services – two basic procedures in almost all companies worldwide, providing a solid basis for further developments

  3. Integration with Facebook profile
  4. Direct mail campaigns
  5. Mobile leads management
  6. Customers proposals/contracts
  7. Standard Sales funnel setup
  8. Standard ticketing system

(ii) Sales & Services advance
Advance CRM is a product based on basic CRM, upgraded with additional and more complex functionalities. This product integrates CRM operation with other operations in the company.

  1. Includes Sales & Services basic
  2. Separation of sales activities per distributors
  3. Mobile distributor’s management
  4. Calendar of activities per distributor
  5. Analysis of results and activities per distributor
  6. Integration with ERP systems

INTEGRATION SERVICES

Salesforce is open to be integrated with other 3rd party systems in different ways that gives great opportunity for implementation of completely integrated and automated solution. According to the customer needs as a part of implementation we integrate Salesforce with other systems at your IT infrastructure and we ensure best data flow.

EssenceCode has big experience of integration Salesforce with 3rd party systems.
Some of them are:

sendWithUs goToWebinar gotomeeting
facebook escapia cake
mailchimp

ONGOING SUPPORT & MAINTENANCE

EssenceCode provides ongoing services for further system administration, further update development, new reports & dashboards for the new business demands or system modification for further improvement or fine-tuning coming from the experience of using in production.

Business is a life and changing, so we need to do adopt our tools accordingly.

APPLICATION DEVELOPMENT

We build own products based on Salesforce force.com® PLATFORM

Our products:

AddvoEssence
AdvoEssence is a complete solution for low practice and legal management that optimizes the performance of legal operations through an easy process for management of clients, events -calendars, documents, mail archiving, payments and invoices automation.

Integrated Online-marketing
Integration of all customer interactions from the Web, Facebook, e-mail marketing directly to Salesforce, classified as new or matched to existing Leads, Opportunities, Contacts or Аccounts.

EssenceCode HRM is a comprehensive, cost-effective HR management system for small to medium-sized businesses that offers a wealth of modules to suit the needs of your business.
o HR Manager allows to effectively keep track of employee personal and business information, performance reviews and compensation history, training, salary history, benefit information, leave management and so much more! At the same time can provide a basic framework for tracking open jobs and candidate information, including work experience, preferences, and entire interview process.
o Recruiting offers a structured, consolidated way to track and manage the recruiting process, so you have easy access to information about job openings, applicants, candidates, interviews and hiring goals.

Multilevel Marketing is a comprehensive application that supports the complete operation for the members of Multilevel marketing program.
o It enables creation of complete members’ hierarchy in a predefined logic for gaining new members and collecting points based on the new membership.
o The application supports Sales process, the process of issuing goods, and process for internal stock evidence, as well as integration with process of bank payment evidence. It supports and calculation of customer points and customer status, customer commission payment, auto-ship control.

INDUSTRY SPECIFIC SOLUTIONS

Courier solution

Solution for courier companies. This solution covers back-office activates, like accepting calls & order from the customers. But, this module also improves field services, with flexible modules for mobile access. Based on Salesforce technology this solution is covering all core business procedures in courier companies.
• Request receipt for goods transfer through all channels
• Management of the process of collecting goods
• Distribution of goods through courier with tracking
• Mobile access for the couriers
• Fiscal bill printing and payment on customer site
• Web application for goods tracking for customers
• Integration with ERP system

E-commerce with goods distribution

From Е-commerce site to home delivery service – all procedures in one package. Package tracking, integrated with advanced e-commerce functionalities will increase revenues, but in the same time will improve customer service. Complex solution for focused companies which believes in e-commerce opportunities.
• Е-commerce site
• Creation of tickets for goods delivery
• Goods tracking for customers
• Goods deliver to a customer site with electronic signature for goods acceptance
• Mobile access for the couriers
• Dispeching module for goods – distribution of good per wharehouses, goods preparation, distribution of goods per couriers, tracking of the delivery
• Monitoring through GPS
• Delivery plan based on the most optimal paths, based on GPS: region, location, time for delivery, algoritham for calculation of the most optimal delivery path.
• Overview of all open tickets
• Integration with ERP

Medical CRM

Tracking daily activities of the Medical Representatives, will improve expected results for pharmaceutical companies. Predefined campaigns, meeting scripts, accessible information for visitingdoctors or drug shops, are important functionalities of this solution. Medical CRM will improve medical representatives efficiently.
• Includes Sales & Services basic
• Procedure for evidence of medical representatives meetings with doctors and pharmaceuticals
• Questionary Form for the visit
• Report on the activities for medical representatives

Quality Control

Solution for quality control, will provide companies with a flexible tool for internal controls. All historical data accessible for quality control team, will provide better understanding of controlling and improving service quality in the company.
• Includes Sales & Services basic
• Quality controls mobile module
• Report on the quality control

Integrated Online-marketing

Integration of all customer interactions from the Web, Facebook, e-mail marketing directly to Salesforce, classified as new or matched to existing Leads, Opportunities, Contacts or Accounts. Using advanced Salesforce technology, the leader in online marketing, this solution will provide excellent online marketing automatization tool.

OUTSOURCE DEVELOPMENT

We establish partnering relationships with Salesforce partners and we serve them with expert resource capacity extension for development etc.

We are committed to our partners!