Salesforce

Strategic services for better customer engagement

Whether you are considering migrating to Salesforce, or want to leverage more of the incredible power of the Salesforce platform for your existing implementation, Prisio can help.

Our highly qualified and certified team will combine our robust implementation methodology with global implementation experience to rapidly implement process modernization solutions that leverage industry best practices.

We’ll work with you to create a data management strategy across your application landscape, creating better visibility into your customers and the health of your relationship with them.

Our flexible engagement models range from project-based, to CRM-as-a-service, to pre-built solutions that accelerate your time-to-value.

Our Salesforce CRM
services include:

● Implementation & Rollouts

● Application Support

● Oracle > Salesforce migration

● Oracle <> Salesforce integration

SFDC Insights

Comprehensive Health Check for your Salesforce installation

Many organizations started using it to some degree in the sales department, then realized over time the exciting possibilities—and also the daunting challenges—of integration with other departments, systems, and platforms.

Over time, though, changes, modifications, connections, and ad-hoc integrations start to take root in the enterprise, but never fully work together in concert to deliver the maximum value that could be achieved.

Prisio provides a structured process to review, identify, and understand the real impact and implications of Salesforce across your enterprise. This leads to a path of optimizing your CRM value, and providing a stronger foundation for future growth.

CRM PROCESS

● Opportunity Management Service Request Assignment Territory Managment

DATA QUALITY

● Salesforce Duplication rules
● Apex Dataloader
● Data Quality Analysis Dashboard (AppExchange)
● Strorage Helper

REPORTS & DASHBOARDS

● Report Inventory and Usage User Training

CONFIGURATION

● Data Dictionary Report (AppExchange)
● Config Workbook(AppExchange)
● Field and Picklist Usage (AppExchange)
● Code Scan (AppExchange)

ADMINISTRATION

● License Optimization (AppExchange)
● Profiles and permission Sets (AppExchange)
● Security Zen (AppExchange)
● Config Workbook (AppExchange)

INTEGRATION

● Integration Inventory API
● Usage Monitoring
● Error logs