“We brought Connecting Business on to help us swap out our existing CRM and to implement and support Salesforce. We needed someone who could turn the project around quickly and strengthen our ideas with their experience of best practice.
They explained the Salesforce conventions and gave us a template which we edited and talked through line-by-line. They made sure they understood everything we’d asked for, and added their perspective on how they had done it successfully before. We had an implementation plan within days and were up and running in less than two weeks.
Since then they have provided us a prompt support service helping us to optimise our set-up and integrate additional processes/parts of our organisation into it. Connecting Business is ultimately helping us make a success of Salesforce and is one of our trusted advisers. We highly recommend them.”
Size: 20 User Salesforce Sales Cloud Environment
Industry: Web Analytics
Project: Migrate over from existing CRM to new Salesforce Sales Cloud instance including data migration services. Provide monthly BI reports. Support services and System Administrator duties.