Salesforce Services
Salesforce Consulting
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, we will help you find the best way forward.
Our experienced 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 project is a success.
Application Delivery
Our cost-effective delivery model leverages our onshore / offshore capabilities to ensure each 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
Application Support
For complete peace of mind, we offer a 24x7x365 or tailored support service package that proactively monitors 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
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
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 & enablement services 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 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.
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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.
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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.
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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.
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UNIFIED VIEW
360-degree visibility into clients’ financial profiles puts your customer at the centre of every interaction.
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New Insights
Insight into a client’s family wealth ecosystem helps advisors grow their book of business across multiple networks.
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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.
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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.
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UNIFIED VIEW
360-degree visibility into clients’ financial profiles puts your customer at the centre of every interaction.
-
New Insights
Insight into a client’s family wealth ecosystem helps advisors grow their book of business across multiple networks.
-
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.
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Advanced Productivity Tools
New productivity tools help advisors and personal bankers work faster and smarter than ever.
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.
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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.
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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.
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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.