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IMPLEMENTATION Salesforce

It is hard to find a business task that cannot be automated with Salesforce
Salesforce CRM
A multifunctional workflow system that is easy to customize for any business task. Salesforce offers one of the most powerful ecosystems for sales, marketing, service, analytics, communication, and automation. It allows you to scale processes and develop your business faster.

FEATURES
FOR BUSINESS

Salesforce Sales Cloud
Use the best practices in building sales processes. The CRM system allows you to manage leads, accounts, contacts, deals, tasks, forecasts, and sales team performance in one place
Salesforce Marketing Cloud
Attract more customers with Salesforce Marketing Cloud — a module for managing marketing campaigns, customer journeys, segmentation, and personalized communication
Salesforce Service Cloud
Create the perfect service. Salesforce Service Cloud allows you to register all customer requests and follow them through a given process
Slack
Build perfect communication within the team. Slack helps employees communicate faster, work together in one space, and connect discussions with processes and data
Agentforce
Strengthen your business with AI agents. Agentforce helps automate routine communication with customers and employees and provides 24/7 support for key business tasks
Data Cloud
Unite all customer data in one environment. Data Cloud helps connect information from different systems and build a real-time customer profile for better decisions
Tableau
Collect all analytics into reports and dashboards based on Tableau, make decisions based on numbers
MuleSoft
Connect Salesforce with other systems. MuleSoft helps integrate CRM with ERP, accounting, websites, support channels, telephony, and other business applications
Salesforce Platform
Automate even those processes for which there are no ready-made solutions. Salesforce Platform is a tool for automating any process from scratch
Commerce Cloud
Build modern commerce processes. Commerce Cloud helps companies create connected digital buying experiences and manage customer interactions across channels

THE SYSTEM
IS BEST SUITED FOR

BUSINESSES THAT ARE STARTING TO SCALE
Companies that require comprehensive automation processes and want a powerful cloud system
FOR COMPANIES THAT NEED TO CUSTOMIZE THE SYSTEM
Those who want to configure the system according to their own business logic, connect additional tools, and adapt the platform to current business tasks
Medium-sized and large businesses
Those that already have quite complex processes where simpler systems are hardly able to cope

Why Salesforce

Powerful CRM ecosystem
Flexible automation capabilities
Strong tools for analytics, integration, and customer management

solutions for business from CRMiUM

Platform selection
We help select a CRM/ERP/HRM platform for those who are not versed in the IT solutions market and are afraid of making a mistake
What is included:
  • We conduct interviews, clarify areas of concern and tasks
  • We clarify the features of your business processes
  • We analyze the collected information
Salesforce Audit
We find growth points for improving the business processes of those who already use CRM
What is included:
  • We conduct an audit of your business processes
  • We analyze the quality of your CRM settings
  • We recommend improvements to your CRM that will increase efficiency
Preparing processes for automation
For companies that have a "mess" in their processes and there is a risk of getting automated chaos
What is included:
  • We analyze the current processes
  • We identify non-optimal processes: duplication, bottlenecks, slow stages, unnecessary documents and reports
  • We make recommendations for process optimization
Turnkey Salesforce implementation
For those who want to delegate the implementation to professionals and get a working CRM system
What is included:
  • We divide the system setup into sprints (1–2 weeks)
  • We set up Salesforce and integration with other systems
  • Each sprint we demonstrate an intermediate result, make adjustments based on feedback
Support and development of Salesforce
For companies that want to constantly improve their processes
What is included:
  • We assign a professional team of integrators to your CRM that specializes in implementing Salesforce
  • We respond quickly to any request, as well as make suggestions for improving your CRM system ourselves
  • We constantly refine and optimize CRM so that your business gets the maximum benefit from the system
Outsourcing Salesforce Administrator
For companies that have already implemented Salesforce and want to keep the system well organized and maintain reliable analytics
What is included:
  • We select a CRM administrator for your company
  • We train the administrator in all the subtleties of setting up Salesforce
  • Administrator:
    - Monitors the quality of CRM usage by employees
    - Prepares reports from CRM, builds dashboards, and extracts any information from CRM on request
    - Adds and disables users, distributes access rights
    - Advises employees on working in CRM and trains new ones
    - Performs many other tasks for the effective operation of the CRM system

main
stages of work
on the implementation of
Salesforce

Business audit
We analyze the company's business processes and give recommendations on CRM setup and full business automation
Setting
We configure the CRM system, interface, and additional applications in stages
Integration
We integrate CRM with other systems and upload the data required for work
Training
We train users to work in CRM, record instructional videos, and conduct consultations
Maintenance
We support you at all stages of implementation, with ongoing technical support and process optimization

Our customers
are satisfied

-- / --
Well done guys! Working with them is a pleasure!
Clear, attentive, pleasant. And I'm not even talking about the quality of the solution they provide. I studied the existing offers on the market for a long time before giving my preference to someone. I chose them and have no regrets. Thank you for your work! I recommend to all!
Olga Yarkho
Founder of event agency "Mmedia"
Thanks to CRMiUM company for help
Although Innovecs is not a simple client, with a huge number of interconnected and constantly changing processes, the CRMium team is always ready to listen to the most daring ideas, suggest a technical solution and bring it to implementation. Our joint brainstorms bring great pleasure!
Nataliya Zub
Head of Manufacturing, Supply Chain & Logistics at Innovecs
A Future-Proof Solution!
I’ve been using the CRM system implemented by this company for over a year now, and I can confidently say – it’s the continuous business enhancements that make it truly valuable. With this tool, I’ve automated key processes, including sales and service delivery. What I value most is that the system always leaves room for future growth.
Roman Izhuk
Head of Sales at Kitchen Line
I'm truly impressed by the exceptional level of service provided
I'm truly impressed by the exceptional level of service provided by CRMUIM. My interactions with every team member have been nothing short of excellent.
I currently use one of their Business Analysts whom I would wholeheartedly recommend to anyone seeking fast response times and top-notch expertise.
Andrew Pinto
CEO at Edgemont Financial Services
Professionalism, maximum support and human approach!
The guys listened in detail to all the comments and wishes, proposed solutions according to the budget and implemented the CPM setup in the shortest possible time, even faster than we expected. I want to note the professionalism and flexibility of the approach. Your wishes, as a simple client, will be listened to, understood and implemented!
Ihor Sandik
Coach at "Power of Sales"
Many tips on 'how to do it better and more conveniently'
Highly effective and prompt work by the Business Analyst. All requests are handled quickly, and the CRMIUM specialists are always available. They swiftly completed the first phase of creating the employee database. Numerous recommendations for process optimization and tips on "how to do it better and more conveniently". Thank you!
Irina Degtyar
COO at Life-Group (manufacturer of TM "Vitomax")

TOP 10 QUESTIONS ABOUT SALESFORCE

What is Salesforce and what is it used for?

Salesforce is a cloud-based Customer Relationship Management (CRM) platform that helps businesses manage sales, service, marketing, and more. It acts as a single source of truth for all customer data, allowing teams to collaborate and automate business processes to drive growth.

What does Salesforce actually do for a business?

Salesforce automates repetitive tasks, tracks lead progress through the sales funnel, manages customer support cases, and provides real-time analytics. It enables businesses to personalize customer interactions and scale their operations efficiently through its suite of integrated apps.

Is Salesforce a CRM or an ERP system?

Salesforce is primarily a CRM (Customer Relationship Management) system. However, through its extensive ecosystem and the AppExchange, it can integrate with or perform many ERP (Enterprise Resource Planning) functions like order management and financial tracking, effectively bridging the gap between sales and operations.

What are the main benefits of using Salesforce CRM?

The key benefits include 360-degree customer visibility, high scalability, mobile accessibility, and deep customization. With Salesforce, companies typically see an increase in sales productivity, faster deal closures, and improved customer satisfaction through personalized service.

Who are the main Salesforce competitors?

Salesforce's primary competitors in the enterprise and mid-market segments include Zoho CRM, Odoo, Creatio, and HubSpot. While Salesforce is the market leader, companies often choose alternatives like Zoho or Odoo for better cost-efficiency or specific industry-focused features.

What is Salesforce Experience Cloud?

Salesforce Experience Cloud (formerly Community Cloud) is a platform that allows businesses to create branded digital spaces for customers, partners, or employees. It’s used to build help centers, forums, and partner portals that are directly connected to your CRM data.

What is an "Opportunity" in Salesforce?

An Opportunity in Salesforce represents a qualified lead that has a high potential of becoming a sale. It is where you track the deal's value, the stage of the sales process, expected close dates, and all related communications and documents.

Can Salesforce send text messages (SMS) to customers?

Yes, Salesforce can send text messages through its Marketing Cloud or by using third-party integrations from the AppExchange. This allows sales and support teams to reach customers on their preferred mobile channels directly from the CRM interface.

Is Salesforce suitable for small businesses or only large enterprises?

While Salesforce is a powerhouse for enterprises, it offers various editions (like Starter and Professional) designed for smaller teams. However, for small to medium businesses looking for a balance between power and cost-effectiveness, we often recommend comparing it with Zoho CRM or KeyCRM.

How much did Salesforce pay for Slack, and why?

Salesforce acquired Slack for approximately $27.7 billion to create the "Digital HQ." This integration allows teams to communicate and collaborate on CRM data in real-time within Slack, making the business processes more conversational and agile.

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