Get the most out of your CRM

  • Solutions

    Our experts work to understand your business needs, and pinpoint which Salesforce solutions and plans best suited to meet your short- and long-term goals along with your budget.

  • Implementation

    With your unique business needs in mind, Op Methods will execute a custom installation of Sales Cloud so you can take the wheel and drive with the fastest return on investment.

  • Services

    Op Methods service support means regular administration and enhancements to your Sales Cloud to fine-tune from a day-to-day perspective to best service you and your business goals.

  • Integration

    Connecting tools to Sales Cloud transforms it into a powerful source of truth for your business. Additionally, connecting new or existing tools will streamline your operations and reporting.

Solutions

Identify the optimal Salesforce solutions and plans to meet your business goals and budget through a needs analysis.

  • In a workshop setting we collaborate with you to outline processes, goals, challenges, and budget. The needs analysis workshop allows Op Methods to recommend the ideal combination of solutions to achieve your goals..

  • Salesforce often bundles clouds together in different packages or editions tailored to specific industries or business needs. For example, they might offer a Sales Cloud + Service Cloud bundle for companies looking for sales and customer service solutions, or a Marketing Cloud + Commerce Cloud bundle for businesses focused on digital marketing and e-commerce.

    The bundles enable buyers to customize their CRM and Marketing Technology capabilities based on needs and budget. As a bonus, you can often buy multiple Clouds at a reduced rate.

Implentation

Op Methods onboarding is customized and efficient. Together we can meet your goals!

Customization

  • Turning the lights on is one thing, but ensuring that each dial is finely tuned to your business structure is critical.

  • When your system is ready to go, we help assign user license permissions by role, and then perform end-user training. No steep learning curve!

  • A custom installation sets you up for fastest speed to ROI. When your custom implementation is complete you can start working right away.

  • Setting up a sales and marketing platform comes with additional technical setup of domain authentication, email deliverability, domain warm-up, and other. Without these critical setup steps you might be dead in the water.

Integrations & Add-ons

  • Integrations to your existing tools, or net new tools is included in implementation.

  • Depending on your Clouds, there are applicable add-ons you may need. We can help set up and configure anything from Dedicated Email IP, additional Business Units, additional Domains, and more.

Services

Day-to-Day

Experts from Op Methods are on hand to manage Salesforce on an ongoing basis so you get the absolute most out of Sales Cloud. Our team is available to work with you in a variety of ways, depending on how you and your team work best.

Optimization Projects

While you’re busy selling, we can work behind-the-scenes to deploy advanced Sales Cloud tools and optimize your team’s capabilities.

Growth Consulting

We are a team of growth experts and problem solvers. Op Methods will partner with you to gain an in-depth understanding and documentation of go to market process and goals — then provide consultative support of strategy and operational setup to deliver.

Integrations

Seamless Connections, Limitless Possibilities

Integrating Salesforce with other key systems across your organization unlocks a world of efficiency and collaboration. By seamlessly connecting Salesforce with marketing automation, customer service, financial management, e-commerce, business intelligence, and human resources platforms, you can streamline processes, improve data accuracy, and drive business growth. From automating lead nurturing and streamlining order processing to gaining deeper insights into sales performance and enhancing employee onboarding, integrations with Salesforce empower your teams to work smarter and achieve better results.

Start your revenue operations journey today.