Salesforce Customer 360

+ We’re doubling our Sales team, is Salesforce set up to support the influx of users?
+ We want to increase our NPS and reduce the load on our service team. Are customers empowered to solve their own problems?
+ How do I transform my users into a community of lifetime customers and product advocates?
STRENGTHEN YOUR CRM

sell, service, and engage with Salesforce Customer 360 platform

 

You’ve likely had Salesforce in place for years, and it’s probably working okay. However, in order to scale excellence, you need excellence to scale. Are you ready to 10x your productivity? As Salesforce experts, we’re here to implement, enhance, and optimize these platforms, ensuring they work with how your team does business.



 

 

FEATURES

 

+ Sales Cloud

Streamline from lead to cash and trust your data. Customize Sales Cloud to reflect the latest and greatest of how you sell, eliminate busywork, and drive pipeline.

 


+ Service Cloud

Provide your customer success and service teams with a 360º view of your users. Proactively address customer concerns, provide a frictionless service experience, and increase customer retention.

 

 

+ Experience Cloud

Create a branded user experience and provide access to customer resources. Empower users to form a community of champions and product advocates that support one another.

strengthen your CRM

hear it from our customers

Toby Carrington, SVP Revenue Operations at Seismic

"High-growth SaaS businesses that need to be agile but can’t exponentially grow their internal Salesforce team would be wise to consider OpFocus."

-
 Toby Carrington, Executive Vice President of Revenue Operations at Seismic

 
 

Maribel Olvera, VP of Client Operations, The Predictive Index

“OpFocus had deep experience in Salesforce, had proven itself tackling projects similar to ours, and excelled in the two areas we needed: software development and strategic consulting. They really connected to the nature and speed of our business, and forced us to think into the future so we would have a system that worked well not just for today, but also for the longer haul.”

- Maribel Olvera, SVP of Operations, The Predictive Index 
Ben-Case-Study-Images-3-500x500

“I don’t want an order taker. I want someone who will push back and make us better. Many consultants don’t do this. OpFocus does. They tell me what can be accomplished, and explain the ramifications of alternatives I may want to try. The fact that they’re so candid upfront really helps us succeed.”

- Ben Bryer, Director of Business Operations, CentralReach

Pat Green, SNA Displays

“OpFocus has helped bring our team together and support tremendous growth through Salesforce. Even during this economic downturn, we’ve closed great deals, hired more people, and had no layoffs or negative impact on salaries."

- Pat Green, VP of Systems, SNA

 

SOME OF OUR HAPPY CLIENTS

opfocus' methodology for Salesforce platform success

BLUEPRINT

  • + process discovery

  • + system design

EXECUTE

  • + implementation & optimization

  • + testing & deployment

SUSTAIN

  • + training & user adoption

  • + growth services

some of our experts

Jim-Parker-cutout

Jim Parker

Sr Growth Advisor, SaaS Growth Advisory

Team-Photos-Kristen-4-500x500

Kristen Banks

Solution Architect

customer 360

Does customer success & support have actionable product usage analytics they need in one place? Surface early warning indicators from your platform in Salesforce, increase adoption, and equip your teams to delight your customers.

churn & retention

How many of your customers churn simply because customer success did not reach out to renew their contracts in time? Surface timely usage metrics, automate renewals, and retain more customers.

scalability

Are your people, processes, systems, data, reporting, and governance aligned and ready for hypergrowth? Gain confidence that you are prepared for sustainable growth to become the next SaaS unicorn.

frankenstack

Has your tech stack become chaotic and disjointed as your ARR soared? Consolidate and streamline your tech stack to gain confidence that you’ve equipped your team with a best-in-class platform to support hypergrowth.

ready to transform your CRM?

STRENGTHEN SALESFORCE