Salesforce is the world’s leading CRM platform and the gold-standard for sales enablement. The introduction of Agentforce AI capabilities takes the possibilities to a whole new level. For small-businesses it is important to understand that unlocking these capabilities will take some time and effort – it isn’t going to happen overnight. But NovoCircle can help you get there.
NovoCircle helps you advance smoothly through your Salesforce Implementation for small business —one step at a time, making sure you maximize the immediate value of your existing tools, people, and processes, and prepare your team to progress to the next level.
Manual Tasks
This is where every small business starts. Everything is done by people, spreadsheets, and email. Work is slow, inconsistent, and hard to track, but with brute force, it somehow gets done.
Supported by a Tool
The first step to automation is getting your core IT tools in place. Salesforce Starter Suite provides a solid data foundation, a user-friendly web interface, and configurable capabilities to support core business processes of Sales, Marketing, Service, and internal task management, along with web commerce capabilities for selling direct to consumers. This is where the small business journey with Salesforce starts.
Once you have the tool (bought the licenses), you need to set it up, load your data, configure roles and processes, and train your team. NovoCircle can walk you through this process so you can keep focus on your products, services, and customers. We can also help you build a set of dashboards to monitor your business operations so you can more quickly identify issues and opportunities
Rules Based Automation
As you start using Salesforce to support your business operations, you will quickly realize that your team members are performing repetitive tasks. You may also find that some processes, such as quoting, aren’t supported by the Starter Suite. This is your indication that it is time to graduate to the Salesforce Pro Suite, adding support for proposals and quoting, along with rules-based business process automation with Flows.
When you get here, NovoCircle can help you analyze your business processes and identify where manual activities can be automated. Our Salesforce experts can then help you implement those automations within the platform and provide guidance on additional opportunities to help your team scale.
Intelligent Automation (with AI)
Once your organization begins to scale with the core Salesforce platform supported by rules-based automations and workflows, you will reach the point where you can start leveraging more advanced capabilities within Salesforce, such as Agentforce (AI engagement, Tableau (enterprise dashboarding), Integration with other tools using MuleSoft, and/or Collaboration with Slack.
This is when your organization is ready to graduate from the Salesforce Small Business offerings to the full Enterprise capabilities of Salesforce Sales Cloud, Marketing Cloud, Data Cloud, etc. When you reach this point, NovoCircle will connect you with our Enterprise Salesforce Deployment partners who can assist you
It is possible to jump directly to the 4th stage; however, the up-front cost and resource time commitment are significant. You also end up paying for features you aren’t ready to use. We understand that most small businesses are cost-constrained and don’t have a dedicated team of IT resources to deploy and integrate an enterprise-scale software platform. NovoCircle’s step-by-step approach focuses on getting you the capabilities you need when you are ready for them.
Are you ready to get started on your Salesforce Implementation for Small Business? NovoCircle helps you advance smoothly. We are here to help. Contact us today for a free consultation.
