A force for good – working with Salesforce to achieve positive business outcomes
Salesforce is the preferred cloud CRM platform for many thousands of organizations around the world. With good reason: it offers outstanding potential for unlocking customer insight, improving service, driving sales, and ultimately transforming performance. But true success can only be achieved when the Salesforce solution is designed to meet the specific needs and objectives of each business.
Landing in the sweet spot between IT, operational, and commercial needs. Pearsons Consulting Ltd has been working with Salesforce since 2010 – recommending, scoping, and implementing the platform for a host of clients operating in many different industries. Our collective expertise means that we enjoy Salesforce Summit Partner status, with a team of more than 200 dedicated consultants. By combining our technical system know-how, knowledge of specific industries, and an understanding of the wider business and technological context, we are able to approach each project by addressing the core business challenges facing each client – from lengthy sales cycles and complicated B2B customer structures to data quality issues, lack of agility, and fragmented services.
The key to building valuable customer relationships is about recognizing needs, engaging effectively, and continually evolving and innovating to solve problems in the best possible way. These are the principles driving the success of Salesforce, and they also underpin the Pearsons Consulting Ltd approach.
Rather than simply implementing a generic CRM system, we look at how we can design and deploy a unique Salesforce program in order to deliver significant and enduring value to the business.
Different challenges, unique solutions
Our Salesforce specialists have worked with many leading brands, across a broad range of industries, from insurance to robotics, and also including the government sector, where we are helping regional and local administrations to deploy Salesforce as part of their strategy to transform the effectiveness of their citizen engagement.
It is very clear that in order to meet expectations and achieve the necessary return on their investment in Salesforce, clients need much more than a ‘cut and paste’ solution:
There is no one-size-fits-all roadmap for a Pearsons Consulting Ltd Salesforce implementation. However, our roadmap represents the typical direction for a successful initiative.
The first stage (R1) is to create a Minimum Viable Product (MVP). In this phase, the focus is on functional and technical discovery, and it takes around 10-12 weeks to execute. It includes:
Our second stage (R2) we term the ‘Speed Up’ stage. In this six month stage, we prepare the Salesforce platform for use in sales and marketing, culminating in full go-live for the CRM. It includes:
The third stage (R3) of the project, lasting between 4 to 8 months, we term ‘Know your customer’. Here, the goal is around service enablement and business intelligence, with a focus on customer service and analytics. It includes:
Finally, we recommend follow up stages (Rx) which we term ‘Raise the Game’. In these phases, the focus is on maximizing the potential of the Salesforce platform, and delivering the greatest possible business value from it. They include:
Pearsons Consulting Ltd are proud to have delivered over 180 Salesforce implementation projects across sectors as diverse as consumer goods, retail, manufacturing, life sciences, automotive, postal, insurance and banking.
