Salesforce Services

Salesforce Consulting Services

Whether you have a Salesforce solution in place but aren’t seeing any benefits, or if you are new to Salesforce and need advice on the right product for your business needs and industry demands, you can count on our expert Salesforce services to help you find the best way forward.

Our experienced Salesforce consultants will consider how your people, processes and applications currently mould your customers’ journey, and provide you with a clear plan on how to optimise or transform your operation to improve performance, develop in-depth insights and enhance customer experience.

Why Whishworks

Through a set of specialised Salesforce services, we look for quick wins whilst putting into effect a long-term strategy for change, so you can start seeing the benefits from day one.

Ultimately our aim is to help you to make the right decisions, mitigate risks, maximise your investment and ensure that your Salesforce project is a success.

Salesforce Implementation Services

Our cost-effective Salesforce delivery model leverages our onshore / offshore capabilities to ensure each Salesforce implementation is tailored to meet your specific needs, whilst mitigating risks and maximising your investment.

As specialist Salesforce partners, our dedicated consultants will work closely with your team to understand your overarching goals and requirements, your customers’ behaviour, and the results expected by different business users.

  • Configuration and customisation
  • Workflow development
  • Salesforce integration with existing systems and applications
  • Salesforce integration with 3rd parties
  • Data migration and management
  • User management
  • Organisational setup and policies
  • Security protocols
  • Reports and dashboards
  • User enablement

Salesforce Support Services

For complete peace of mind, we offer a 24x7x365 or tailored Salesforce support services that proactively monitor your Salesforce implementation. Our teams are dedicated to keeping your solution running whilst applying best practices and governance:

  • Continuous application support
  • Knowledge management
  • Maintenance
  • Execution of change requests
  • Quality assurance

Salesforce Integration Services

Data unification is at the heart of any Salesforce solution and one of the biggest challenges for businesses. Our Salesforce integration experts will help you execute a unified ecosystem by connecting all types of cloud-based solutions, legacy applications, and external databases with Salesforce, using

  • MuleSoft Anypoint Platform
  • Custom adapters and integration platforms
  • Custom integration web services

Salesforce Training and Enablement

Salesforce provides solutions and tools that enable businesses meet the changing demands of modern customers within an ever more sophisticated competitive environment.

WHISHWORKS training and enablement is an integral part of our Salesforce Services portfolio, to ensure that users are empowered to take full advantage of your Salesforce solution, and administrators are fully versed to apply best practice and continue optimising and growing the solution alongside your business.

Salesforce Managed Services

With the support of WHISHWORKS’ team of experts, you can focus on driving differentiated customer experiences rather than keeping the lights on. When you opt for one of our time-based Salesforce Managed Services packages, you enjoy:

  • Access to a diverse pool of expert Salesforce skill sets
  • Assured quality, governance and best practice delivered from certified Salesforce specialists
  • Lower TCO and accelerated time-to-value
  • Clear visibility into our work and the outcomes with SLA tracking and reporting

WHISHWORKS is one of our Strategic Partners and have been with us since the beginning. We trust them to bring MuleSoft’s best practices to each engagement and ensure our customers are maximising the value of Anypoint Platform. 

Michael Schoenrock, Vice President Channels & Alliances EMEA at MuleSoft, a Salesforce company

Salesforce Solutions

salesforce cpq

Our Salesforce experts will help you implement and tailor Salesforce CPQ so you can quickly and accurately generate quotes for orders and accelerate your quote to cash conversion.

CPQ is a sales tool for companies to quickly and accurately generate quotes for orders. CPQ applications often work in tandem with CRM platforms, ERP programs, and other business technology, which helps ensure integrated data from Salesforce as well as accuracy. Quotes produced with CPQ software are automated according to a preprogramed set of rules, ensuring error-free pricing that takes into account quantities, discounts, customizations, optional features of products, multiple revenue types, and incompatibilities.

  • productivity

    Configure

    Give your sales and channel partners the tools, accessibility and flexibility they need to make that sale. We will help you create the assets (solutions, deal scenarios, pricing models and branded quotes) and processes, tailored to your product, sales and customer characteristics.

  • Price

    Process orders and quotes quickly and accurately and break down front and back office silos. We will help you streamline order processing and electronic payments and customise invoicing and revenue attribution to ensure efficiency, without jeopardising transparency and compliance.

  • Quote

    Streamline pricing and align quotes with your customers’ needs with subscriptions and usage billing options. We will help you configure, customise and automate your quote generation process, embedding intelligence so you don’t miss out on hidden opportunities like cross-selling, up-selling and renewal.

Salesforce Financial Services Cloud

Salesforce Financial Services Cloud lets bankers, insurers and advisers build trust by unifying the customer experience to grow their business and deepen customer relationships. With Financial Services Cloud, Financial Institutions can accelerate digital transformation while delivering the personalised service that customers expect with a single view of each customer’s household, across channels, geographies and lines of business.

Whether you are new to Salesforce, or an existing user, WHISHWORKS domain-experts together with our Financial Services Cloud Accelerator, will ensure you enjoy fast ROI and time-to-market, whilst staying in compliance with corporate, industry and regulatory requirements.

Get in touch today to learn how our Salesforce Rapid Launch programme can get you up and running on Financial Services Cloud in weeks instead of months, at a fixed price with a clearly defined scope and deliverables.

  • unified view

    UNIFIED VIEW

    360-degree visibility into clients’ financial profiles puts your customer at the centre of every interaction.

  • new insights

    New Insights

    Insight into a client’s family wealth ecosystem helps advisors grow their book of business across multiple networks.

  • context

    Rich Context

    A richer context helps personal bankers understand who their customers are, what financial products they have, and what they can use to achieve their life goals.

  • productivity

    Advanced Productivity Tools

    New productivity tools help advisors and personal bankers work faster and smarter than ever.

Salesforce Health Cloud

With Salesforce Health Cloud healthcare institutions can focus on keeping the patient at the centre of care. Health Cloud offers a 360 view of a patient’s profile and health timeline, so that caregivers are able to focus more on patient relationships and deliver smart patient care.

WHISHWORKS certified consultants will help you implement, integrate and tailor Salesforce Health Cloud to meet the specific needs of your organisation, with embedded best practice, governance and adherence to corporate, industry and regulatory standards.

Get in touch today to learn how our Salesforce Rapid Launch programme can get you up and running on Health Cloud in weeks instead of months, at a fixed price with a clearly defined scope and deliverables.

  • patient profile

    360-degree view

    Easily browse tasks, review all the conversations regarding your patients and see your assigned patients with a clear priority of tasks that need attention. Patient profiles give you a panoramic view of your patients with rich contextual data from electronic medical records like their medications and communication preferences.

  • patient history

    Full Patient History

    Review the collaborative care timeline to get a complete view of the patient history including clinical and engagement events. Share information with the primary care physician without ever leaving the patient profile then the physician can even respond quickly using any device.

  • iot

    Medical IoT

    Wearable device data is integrated directly into Health Cloud so you have access to relevant patient data like glucose levels and sleep data to inform smart care decisions.

  • mobile messages

    Easy Communication

    Communicate with patients sending secure messages surveys and appointment reminders directly to patients and their caregivers. Patients can simply access those messages and take action.

Salesforce field service lightning

Salesforce Field Service Lightning improves first-visit resolution with a complete field service solution for dispatchers, mobile workers, and managers. It delivers AI-powered scheduling and resource optimisation, access to job schedules, van inventory, knowledge articles, and more — with or without internet.

Our Salesforce experts will help you set up Field Service Lightning according to your unique business needs, so you can automate field operations, optimise your resources and offer excellent customer service. This includes installing the Field Service Lightning managed package and Field Service Lightning mobile app. We’ll help you get complete control and visibility over your open cases, optimise your resources and offer excellent customer service.

  • Core Features

    When Field Service Lightning is enabled, you gain access to a suite of standard objects that you can find in Setup and as tabs in Salesforce. These objects make up the core field service features, including work orders and service appointments.

  • iot

    Managed Package

    The Field Service Lightning managed package builds on the core features and includes a Guided Setup tool, a dynamic scheduling console, a scheduling optimizer and scheduling policies and triggers.

  • Mobile App

    The offline-friendly Field Service Lightning mobile app for iOS and Android makes work a pleasure for technicians in the field. App users can update work orders, track parts, gather customer signatures, and connect with dispatchers from their mobile devices.