To ensure successful project outcomes, we oversee pre-project "discovery" to document how Salesforce.com will be tailored to address your firm's specific "pain points" and unique practice management and marketing needs. During implementation, we'll configure objects, data fields, layouts, tabs, reports, dashboards, and/or integrations, to help your firm realize the full potential of Salesforce.
Our training program will maximize the adoption rate of your staff, and ensure efficient and effective use of Salesforce. Salesforce integrates with leading law firm-specific applications such as NetDocuments, as well as Google Apps, Outlook, Dropbox, and much more. Do you already have a Salesforce license? Are things working out as well as you had hoped?
If not, don't despair. Let us work with you to identify the "pain points, " and then customize Salesforce to help you realize its full potential. Do you want to know which of your law firm's marketing initiatives are bringing in the most "bang for the buck" so you can allocate your marketing dollars more intelligently?
Our training program will maximize the adoption rate of your staff, and ensure efficient and effective use of Salesforce. Salesforce integrates with leading law firm-specific applications such as NetDocuments, as well as Google Apps, Outlook, Dropbox, and much more. Do you already have a Salesforce license? Are things working out as well as you had hoped?
If not, don't despair. Let us work with you to identify the "pain points, " and then customize Salesforce to help you realize its full potential. Do you want to know which of your law firm's marketing initiatives are bringing in the most "bang for the buck" so you can allocate your marketing dollars more intelligently?
Services
Administrators, Developers and Consultants will help you tailor Salesforce to your firm's unique needs, and realize the full potential of Salesforce for practice management and marketing.
Based on the West Coast, Jeremy has over 8 years of Salesforce consulting experience in various industries and company sizes, including such large corporations as Dell, Google and PG&E.
Jeremy implements Salesforce projects for eLawMarketing Cloud clients from scratch, as well as helping firms already using Salesforce to take their deployment to the next level through customization and user training to improve adoption.
Based on the West Coast, Jeremy has over 8 years of Salesforce consulting experience in various industries and company sizes, including such large corporations as Dell, Google and PG&E.
Jeremy implements Salesforce projects for eLawMarketing Cloud clients from scratch, as well as helping firms already using Salesforce to take their deployment to the next level through customization and user training to improve adoption.
Don't get stuck with a one-size-fits-all, cookie-cutter solution that cannot be customized to meet your firm's individual needs, or tailored to address emerging opportunities and challenges.
The #1 cloud-based CRM application in the world with a user community exceeding 1 million.
Extended by hundreds of differents apps created by Salesforce developers to meet diverse functional needs.
Accommodate every aspect of your client lifecycle from acquisition to intake to communication to invoicing.
Automate the management of both litigation and transactional matters from inception to resolution.
The #1 cloud-based CRM application in the world with a user community exceeding 1 million.
Extended by hundreds of differents apps created by Salesforce developers to meet diverse functional needs.
Accommodate every aspect of your client lifecycle from acquisition to intake to communication to invoicing.
Automate the management of both litigation and transactional matters from inception to resolution.
In either case, some pre-engagement planning is prudent in order to help your firm achieve the best possible results.
We refer to the process of documenting the goals of a Salesforce consulting engagement, and preparing a roadmap of the steps we'll take to achieve them, as "Discovery."
We want to get you up and running with solutions as fast and as cost-effectively as possible.
But some upfront planning is obviously critical to ensure that we fully understand your needs and expectations, and the timetable for rollout is realistic given the scope of work.
We refer to the process of documenting the goals of a Salesforce consulting engagement, and preparing a roadmap of the steps we'll take to achieve them, as "Discovery."
We want to get you up and running with solutions as fast and as cost-effectively as possible.
But some upfront planning is obviously critical to ensure that we fully understand your needs and expectations, and the timetable for rollout is realistic given the scope of work.
Configuring data fields, layouts, tabs, reports and dashboards based on the documentation created during Discovery.
Implementation will generally consist of configuring and customizing data fields, layouts, tabs, reports, dashboards, and/or integrations, to address the "pain points" identified during Discovery that are preventing your firm from realizing the full potential of Salesforce.
Depending on the scope of work identified during Discovery, you may wish to stage Implementation in phases.
However you choose to stage Implementation, once a defined phase is completed, you are ready to move to Training to introduce and acclimate users to the changes.
Implementation will generally consist of configuring and customizing data fields, layouts, tabs, reports, dashboards, and/or integrations, to address the "pain points" identified during Discovery that are preventing your firm from realizing the full potential of Salesforce.
Depending on the scope of work identified during Discovery, you may wish to stage Implementation in phases.
However you choose to stage Implementation, once a defined phase is completed, you are ready to move to Training to introduce and acclimate users to the changes.
Did you know that 42% of CRM systems go completely unused after purchase?
Our training program is designed to maximize the adoption rate of your staff, and ensure efficient and effective use of Salesforce.
Initial training will focus on getting users acquainted with the Salesforce interface, and reviewing the use of key Salesforce "objects" such as Leads, Opportunities, Accounts, Contacts, Events, and Tasks.
How to customize Reports and Dashboards for maximum visibility into Lead and Opportunity status.
Our training program is designed to maximize the adoption rate of your staff, and ensure efficient and effective use of Salesforce.
Initial training will focus on getting users acquainted with the Salesforce interface, and reviewing the use of key Salesforce "objects" such as Leads, Opportunities, Accounts, Contacts, Events, and Tasks.
How to customize Reports and Dashboards for maximum visibility into Lead and Opportunity status.
Reviews
Be the first to review Envoy Messaging.
Write a Review
