Salesforce

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Salesforce Implementation & Salesforce Professional Services

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$90/hr

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Elevate Your Game with Salesforce: Unlocking Potential, Empowering Users, and Maximizing ROI

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Understanding Salesforce: Key Challenges in Mastering CRM Implementation

Mastering the Setup: Diving into Salesforce can often feel like navigating a complex maze. With its extensive features and customization options, getting started can be overwhelming for many. It’s crucial to approach Salesforce with a clear strategy to fully harness its capabilities and align it perfectly with your business processes. Let’s simplify the setup together and ensure your CRM journey starts on the right foot.
Integrating Seamlessly with Other Systems: Linking Salesforce with other essential business systems is key to creating a unified and efficient workflow. This integration process can be intricate, requiring precise attention to ensure that data flows smoothly and systems communicate flawlessly. We’re here to handle the technicalities, making sure your CRM system works in perfect harmony with your entire business ecosystem.Adaptation and personnel training
Achieving Effective User Adoption: Unlike other platforms, Salesforce’s success heavily depends on how well it is adopted by the user base. It’s not just about setting up the system; it’s about making it an integral part of the daily routines of your team members. This challenge requires more than technical know-how—it needs a strategic approach to implementation, user engagement and training. We aim to empower your staff with the knowledge and skills needed to leverage Salesforce to its fullest potential, turning your CRM system into a central pillar of your business strategy. Let’s ensure that Salesforce becomes a valuable tool for everyone in your organization.Data security in the cloud

What We Bring to the Table: Revolutionizing Your Salesforce Experience

At MATE (Marketing Automation Technology Experts), we are not just consultants; we are your dedicated partners in optimizing Salesforce to radically enhance your CRM strategies. With extensive experience and a deep understanding of Salesforce environments, our team is uniquely equipped to transform your customer relationship management from basic to brilliant.

Expert Guidance from Certified Salesforce Professionals: Our team includes some of the industry's most highly certified Salesforce experts. We specialize in utilizing best practices as well as bespoke solutions that address the unique challenges of your business sector. With MATE, you gain more than solutions; you receive strategic insight and a competitive advantage designed to propel your operations forward.

Customized Services to Overcome Any Challenge: Our comprehensive service range is designed to ensure your Salesforce CRM not only functions but excels:

User Adoption Strategies: We smooth the transition for your teams from old systems to Salesforce, focusing on extensive training and support to maximize user engagement and system proficiency.
Seamless System Integration: We expertly integrate Salesforce with your existing systems to create a cohesive infrastructure that improves data flow and operational efficiency. Let us synchronize your technology landscape to streamline processes and enhance productivity.‍
Tailored Development and Customization: Our expertise extends to customizing Salesforce to fit your specific needs, from automating workflows to refining customer data management. We tailor every aspect of the CRM to enhance your business capabilities and meet your strategic goals

As we dive deeper into how these services can transform your approach to CRM, you will see how MATE can not only meet your immediate needs but also lay the groundwork for sustained success.

Let's explore how we can turn your Salesforce implementation into a powerful tool for business achievement. Are you ready to elevate your CRM strategy? Let’s get started!

SALESFORCE SOLUTION ARCHITECTURE

A Bright Future for Your Business with Salesforce!

Embracing Salesforce marks the beginning of a transformative journey. The strategic and competitive advantages it brings hinge significantly on how effectively a company implements automation and streamlines workflows. When used adeptly, Salesforce can be a formidable tool in your arsenal, helping your business to stand out and thrive in a competitive market.

[1] Plan

Begin with a clear definition of your business processes to form a solid foundation. Develop a compelling business rationale and outline the optimal state of your solution. This planning stage is crucial for setting the direction and goals of your Salesforce implementation.

[2] Implement

Bring your plans to life by deploying Salesforce according to the strategic blueprint developed. This phase involves customizing Salesforce to fit your business's unique needs and integrating it seamlessly with your existing systems to enhance functionality and user experience.

[3] Optimize

After implementation, the focus shifts to optimization. Refine and tweak the system to ensure it operates at peak efficiency. This continuous improvement strategy is designed to harness the full potential of Salesforce, adapting to new challenges and goals as your business evolves.

[4] Support

Ongoing support and maintenance are vital to sustain the effectiveness of your Salesforce environment. We provide continuous assistance to resolve any issues that arise, ensuring that Salesforce remains a reliable and powerful tool for your business.

Salesforce Operations

Lighten your team’s load by outsourcing routine tasks to seasoned pros. Consider it as giving your team the freedom to concentrate on what they're best at, while cutting down the time spent on hunting and training new hires.

Revenue Operations (RevOps):

Data Management;
Process Automation / Flow Builder;
Sales Reporting / Forecasting;
Budgeting.

Everyday platform management:

User Management;
Campaigns Management;
Custom Page Layouts;
Reports & Dashboards;
Troubleshooting.

List Uploads:

Data Normalization;
Email Validation;
Person Source Assignment;
Acquisition Program Assignment;
Data Enrichment.

Web Development

Leap forward with custom-designed landing pages, email templates. Dive into the details with JavaScript fine-tuning, elevate your emails with advanced dynamic content using Velocity scripting, or seamlessly connect systems with API integrations. Every solution we craft is fine-tuned to meet your unique needs to perfection.

Email Development

Custom Email Templates: Tailored to embody your distinct brand aesthetic.
Thorough Testing: Ensuring impeccable rendering across all major email clients.
Subscription Management: Best-in-Class Compliance (GDPR, CASL, CCPA) and Opt-In Management Solutions.
Accessibility Compliance: Emails designed for inclusivity, reaching every audience member.
Mobile Optimization: Crafted for perfect presentation on devices of all sizes.
Deliverability Optimization: Techniques to boost your email's inbox placement rates.
Calendar File Integration: Seamlessly include calendar files in emails for easy event tracking and reminders.

Custom Email Templates: Tailored to embody your distinct brand aesthetic.
Thorough Testing: Ensuring impeccable rendering across all major email clients.
Subscription Management: Best-in-Class Compliance (GDPR, CASL, CCPA) and Opt-In Management Solutions.
Accessibility Compliance: Emails designed for inclusivity, reaching every audience member.
Mobile Optimization: Crafted for perfect presentation on devices of all sizes.
Deliverability Optimization: Techniques to boost your email's inbox placement rates.
Calendar File Integration: Seamlessly include calendar files in emails for easy event tracking and reminders.

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Landing Page Development

Custom Landing Page Templates: Expertly crafting pages that align with your designs.
Marketo Form Integration: Extending Marketo's pre-fill capabilities to enhance form functionality on your landing pages.
Fully Responsive: Optimized for perfect viewing on all devices.
Conversion-Focused: Tailored to boost visitor-to-lead conversion rates.
Accessibility Compliant: Built with inclusivity in mind, reaching a wider audience.
Speed Optimized: Fast-loading for improved user experience and SEO benefits.

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Bjorn Beukes

Marketing Operations Manager, GoCanvas

They work quickly. They're meticulous and follow instructions carefully. They are helpful and always willing to offer their expert opinion. The only thing to keep in mind is their time zone, as they are based in New York. This wasn't an issue for us, but it may be something to consider for teams who are in a different timezone and need quick turnarounds in communication.

Rene Karras

Senior Manager, Demand Generation and Digital Marketing,Panopto

The MATE team has a remarkable understanding of the real-life context behind why applications need to be built or modified to support business success. Their ability to quickly devise practical solutions is often a real lifesaver.

Alexandra Gosney

Senior Manager Marketing Operations, Collibra

My favorite thing about the MATE team is their communication style. They provide clear and consistent expectations and communicate every step of the project. At the end of every project the MATE team has provided detailed documentation making sure we fully understand programs created and what needs to be done for furture updates. I love how they don't set things up so that we have to rely on their team, but they enable our team to be more effecient and productive.

Mariam Vanyan

Head Of Marketing Operations, Wrike

With MATE on board, we've experienced a remarkable shift in our productivity. My team and I have the peace of mind knowing that they excel in managing vast email campaigns and landing pages, allowing us to concentrate on driving our marketing strategies forward. MATE agency could handle dozens of emails daily, and Wrike team's time to market of assets became 20% faster.

Robert Janasek

EMEA Marketing Lead, Lenovo

MATE has been of great help to Lenovo Data Centre marketing team in EMEA, working with a multinational team to roll out various marketing initiatives for Lenovo around EMEA. The team have a good understanding of international software business environment, so working with MATE is easy and enjoyable.

Yuko Takagi

Director Marketing Operations, Elastic

MATE has been a great partner for Elastic's marketing ops team!

John Porricolo

SVP of Marketing, ABILITY Network

I have worked with many independent contractors over the past 20 years in various roles to help grow businesses. I can say without hesitation that MATE is one of the best I have ever worked with. MATE managers are bright, articulate and have a strong business acumen in the area of sales & marketing. From the very first hour MATE provided value and a ROI to our organization. I hold no reservation whatsoever in recommending their services!

Maja Rissman

Sr. Marketing Manager, SmartRecruiters

MATE has not only displayed excellent knowledge of Marketo, the team goes above and beyond in their projects to ensure their customers' success. We have been nothing but amazed at their skills, knowledge, willingness to execute, flexibility and pro-active handling of our Marketo instance.

Why you should "swipe right" with MATE

When you team up with our ace Marketo Engage specialists, you're not just getting expert help – you're upgrading your entire game. We're all about ramping up your audience engagement, supercharging your marketing campaigns, and boosting your business growth. It's a match made in marketing heaven!

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For MOps Specialists, Team Leads

for partners

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Download our presentation to find out:

what services we provide and how they can help your business;
what approach we use at work and why it’s beneficial for our customers;
why working with us will lead your business to a marketing transformation;
what companies already use us as their guide to their marketing transformation;
which certificates our experts have and why they can be trusted.

Salesforce

$90/hr

Understanding Salesforce: Key Challenges in Mastering CRM Implementation

What We Bring to the Table: Revolutionizing Your Salesforce Experience

As we dive deeper into how these services can transform your approach to CRM, you will see how MATE can not only meet your immediate needs but also lay the groundwork for sustained success.