CRM SERVICES

Transforming from aging legacy systems to modern customer facing, cloud based technology is a difficult yet important part of our client’s journey of continuous process improvement. We help our clients prepare for the transformation and determine the right conditions for optimizing their investment in a CRM. We are focused on building and supporting a team of business process owners by leveraging reliable implementation solutions and optimization services within your CRM.

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CRM Integration and Training Solutions

Alternative Solutions understands that a client’s journey towards becoming Customer-Focused and World-Class is a multi-step process. It begins with the systematic adoption of additional capabilities and cultures to better address customer needs.

We specialize in creating quality solutions through our CRM Integrations, Implementations, Marketing and Sales Clouds, and Training service hubs located in the cities of Nashville, Atlanta, Chicago, Charlotte, and Cincinnati.

01. Building Efficient Front Office Solutions

Alternative Solutions is dedicated to assisting our clients in creating high-quality solutions. We achieve this by implementing web-enabled sales and support processes accessible to all members of your ecosystem, enabling sales teams to swiftly respond to customer needs. Additionally, we aid clients in bridging the gap between call centers, their website, and social media channels, ensuring they can engage with customer conversations wherever they occur.

02. Connect the Customer Experience Front to Back

As companies start to experience the advantages of their initial CRM implementation solutions, they increasingly seek additional benefits to empower their team in analyzing critical business processes and efficiency. Today’s environment often with specialized products and services often demands customized optimization services and solutions tailored to specific customer needs.

03. Alert and React to Customer Sentiment Using Data Visualization

The most effective method for fostering customer loyalty is to proactively identify dissatisfaction, promptly reach out to the customer, and swiftly address any concerns. Alternative Solutions assists our clients in establishing formal Customer Feedback programs and real-time KPI dashboards, fostering continuous, two-way communication between your company and customers.

CRM Implementations

We identify the most effective and efficient route for achieving the client’s business outcomes. We will execute every phase of the CRM implementation project, from an initial design prototype to deployment.

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As your business grows and evolves, your CRM instance needs to do the same. CRM is an integral part of your company, we can ensure it’s maintained and prepared for growth.

  • Augment Your CRM Team – If you already have an internal CRM admin, it is unlikely he or she will know all aspects of all the different Salesforce products. Alternative Solutions has teams specialized on different products which can support your team when needed.
  • Stay Up-To-Date With CRM – CRM has three update releases per year. As a valued partner, we know the implications of each update, and how it could impact your business, which is why we perform ongoing CRM system maintenance.
  • Remote CRM Administration – Our customers look to supplement their existing set of CRM resources with a remote service that could provide comprehensive coverage in areas of system administration, 24×7 monitoring, issue resolution, proactive performance management and for on-demand consulting services. By engaging remote administration services, you gain peace-of-mind when it comes to operational uptime and availability of your resources.
  • CRM applications. Data Migration – Don’t leave that important historical data behind. The key to success with any CRM is data integrity. Our consultants will assist your company with identifying key historical data that has the greatest impact on your company and can help you with moving that data from your legacy platform to your new or existing CRM instance.
  • HubSpot Implementation – The HubSpot platform is ever evolving when it comes to sales, marketing, and CRM implementations. To us it was a no brainer to become a part of setting businesses up for success using HubSpot. At Alternative Solutions, we are here to make your HubSpot set up and implementations easy and seamless.

CRM Integrations

As your business grows and evolves, legacy systems need to do the same. Alternative Solutions will perform a full analysis of the client’s current enterprise platform and determine best CRM practices and optimization.

Learn More

As your business grows and evolves, your CRM instance needs to do the same. CRM is an integral part of your company, we can ensure it’s maintained and prepared for growth.

  • Augment Your CRM Team – If you already have an internal CRM admin, it is unlikely he or she will know all aspects of all the different Salesforce products. Alternative Solutions has teams specialized on different products which can support your team when needed.
  • Stay Up-To-Date With CRM – CRM has three update releases per year. As a valued partner, we know the implications of each update, and how it could impact your business, which is why we perform ongoing CRM system maintenance.
  • Remote CRM Administration – Our customers look to supplement their existing set of CRM resources with a remote service that could provide comprehensive coverage in areas of system administration, 24×7 monitoring, issue resolution, proactive performance management and for on-demand consulting services. By engaging remote administration services, you gain peace-of-mind when it comes to operational uptime and availability of your resources.
  • CRM applications. Data Migration – Don’t leave that important historical data behind. The key to success with any CRM is data integrity. Our consultants will assist your company with identifying key historical data that has the greatest impact on your company and can help you with moving that data from your legacy platform to your new or existing CRM instance.
  • HubSpot Implementation – The HubSpot platform is ever evolving when it comes to sales, marketing, and CRM implementations. To us it was a no brainer to become a part of setting businesses up for success using HubSpot. At Alternative Solutions, we are here to make your HubSpot set up and implementations easy and seamless.

Optimized Assessments

Our business specialists will carry out a thorough analysis of your company and map your current business processes and technology landscape against proven Best Practices.

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Alternative Solutions, is helping companies find more effective ways to offer customized solutions early in the customer’s buying process, with CRM optimization and CRM risk assessment services. With our deep experience in implementing complex selling systems, we have successfully evolved a comprehensive methodology for achieving the financial results of cloud based sales enablement. Our business specialists will carry out a thorough analysis of your company and map your current business processes and technology landscape against proven Best Practices in Configure, Price, and Quote (CPQ). With CRM optimization and risk assessment services, we help our clients better serve their customers by becoming easier to do business with.

 

  • Modeling your products in terms of their sales definitions, engineering definitions, and manufacturing / provisioning definitions, and tying all these disparate views together.
  • Capturing and formalizing the best expertise from your people regarding your products / services / pricing, such that it can be applied to future customer needs
  • Optimize routes, prioritize schedules, and win leads with Salesforce Maps.
  • Allowing your customers and inside salespersons to quickly respond to customer needs, without having to chase experts to determine what is possible, at what price, at what specification
Learn More

As your business grows and evolves, your CRM instance needs to do the same. CRM is an integral part of your company, we can ensure it’s maintained and prepared for growth.

  • Augment Your CRM Team – If you already have an internal CRM admin, it is unlikely he or she will know all aspects of all the different Salesforce products. Alternative Solutions has teams specialized on different products which can support your team when needed.
  • Stay Up-To-Date With CRM – CRM has three update releases per year. As a valued partner, we know the implications of each update, and how it could impact your business, which is why we perform ongoing CRM system maintenance.
  • Remote CRM Administration – Our customers look to supplement their existing set of CRM resources with a remote service that could provide comprehensive coverage in areas of system administration, 24×7 monitoring, issue resolution, proactive performance management and for on-demand consulting services. By engaging remote administration services, you gain peace-of-mind when it comes to operational uptime and availability of your resources.
  • CRM applications. Data Migration – Don’t leave that important historical data behind. The key to success with any CRM is data integrity. Our consultants will assist your company with identifying key historical data that has the greatest impact on your company and can help you with moving that data from your legacy platform to your new or existing CRM instance.
  • HubSpot Implementation – The HubSpot platform is ever evolving when it comes to sales, marketing, and CRM implementations. To us it was a no brainer to become a part of setting businesses up for success using HubSpot. At Alternative Solutions, we are here to make your HubSpot set up and implementations easy and seamless.
Learn More

As your business grows and evolves, your CRM instance needs to do the same. CRM is an integral part of your company, we can ensure it’s maintained and prepared for growth.

  • Augment Your CRM Team – If you already have an internal CRM admin, it is unlikely he or she will know all aspects of all the different Salesforce products. Alternative Solutions has teams specialized on different products which can support your team when needed.
  • Stay Up-To-Date With CRM – CRM has three update releases per year. As a valued partner, we know the implications of each update, and how it could impact your business, which is why we perform ongoing CRM system maintenance.
  • Remote CRM Administration – Our customers look to supplement their existing set of CRM resources with a remote service that could provide comprehensive coverage in areas of system administration, 24×7 monitoring, issue resolution, proactive performance management and for on-demand consulting services. By engaging remote administration services, you gain peace-of-mind when it comes to operational uptime and availability of your resources.
  • CRM applications. Data Migration – Don’t leave that important historical data behind. The key to success with any CRM is data integrity. Our consultants will assist your company with identifying key historical data that has the greatest impact on your company and can help you with moving that data from your legacy platform to your new or existing CRM instance.
  • HubSpot Implementation – The HubSpot platform is ever evolving when it comes to sales, marketing, and CRM implementations. To us it was a no brainer to become a part of setting businesses up for success using HubSpot. At Alternative Solutions, we are here to make your HubSpot set up and implementations easy and seamless.
Learn More

Alternative Solutions, is helping companies find more effective ways to offer customized solutions early in the customer’s buying process, with CRM optimization and CRM risk assessment services. With our deep experience in implementing complex selling systems, we have successfully evolved a comprehensive methodology for achieving the financial results of cloud based sales enablement. Our business specialists will carry out a thorough analysis of your company and map your current business processes and technology landscape against proven Best Practices in Configure, Price, and Quote (CPQ). With CRM optimization and risk assessment services, we help our clients better serve their customers by becoming easier to do business with.

 

  • Modeling your products in terms of their sales definitions, engineering definitions, and manufacturing / provisioning definitions, and tying all these disparate views together.
  • Capturing and formalizing the best expertise from your people regarding your products / services / pricing, such that it can be applied to future customer needs
  • Optimize routes, prioritize schedules, and win leads with Salesforce Maps.
  • Allowing your customers and inside salespersons to quickly respond to customer needs, without having to chase experts to determine what is possible, at what price, at what specification

Service Cloud Customer Care

The most effective way to drive customer loyalty is to proactively identify dissatisfaction, immediately contact those people and correct the issue for them. Companies rely on customer feedback to understand how well they meet customers’ expectations.

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Organizations that adopt a knowledge based approach to customer service can realize benefits that include:

  • Improved efficiency: Enforcing a knowledge base program with easy to use processes drives employee behavior to support and use the knowledge base database.
  • Improved content quality and consistency: Focusing on improving the knowledge base quality will improve the content quality and information across multiple service channels.
  • Reduced resources and costs: A knowledge base can help customers resolve issues using self-service methods, which leads to reduced call and email volume.

Alternative Solutions and our team of certified consultants follow a consistent methodology when implementing CRM Knowledge and case management solutions which includes:

Industry Solutions

Alternative Solutions assists companies harness the power of CRM, with consulting, management, and implementation. Salesforce.com offers specialized products for Government, Higher Education, Healthcare, Financial Services, and Non-Profit customers.

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Manufacturing companies need a reliable way to identify customer demands to improve response time, increase productivity and to forecast their operating and production costs in a more accurate and consistent manner. Our manufacturing Salesforce consultants’ deep understanding of core manufacturing methodologies allows us to examine a company’s business processes and translate those to robust solutions within Salesforce.

Healthcare CRM Solutions

Our consultants understand the communication challenges healthcare providers face. With a focus on building stronger relationships between caregivers and patients, Alternative Solutions leverages CRM cloud products and Healthcare CRM solutions to close the communication gap and increase customer satisfaction while allowing healthcare providers to focus on patient care.

Financial Services

Financial Services Cloud® allows financial institutions to take personalized service to a new level. Alternative Solutions understands that financial service companies must protect customers’ data while complying with a myriad of regulations. FSC provides agents clear visibility of relationships within households and the ability to track an individual’s personal financial goals without compromising data security or client privacy. Every financial service company is unique, because of this Alternative Solutions can assist with configuring an interface that meets each individual financial company’s needs.

Data and Analysis

Sales forecasting serves as the storyboard that should offer a clear projection of a company’s expectations. We assist our clients in harnessing cutting-edge data visualization techniques, empowering end-users to enhance their forecasting through Salesforce management and consulting services.

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CRM Custom Dashboards are types of dashboards built for teams across your entire company. It is imperative everyone should have access to data and understand how to use it. Alternative Solutions can give your teams an analytical platform that makes it easy to dive deep into data, find insights, and drive your sales forward.

But there is a plethora of business intelligence software options and implementation methodologies to choose from, each offering some benefit … and some cost:

Data Processing:

One of the main challenges faced is handling of disparate data sources. Companies get data from third party companies, from Sales reps in the field, excel files and so on. This data needs to be assimilated at a central location to get the combined picture of the data.

Data Transformation:

CRM forecasting, business intelligence software and other solutions must also provide data transformation functionality. The ability to perform Extract, Transform and Load (ETL) within the dashboarding application makes the development of BI applications faster and provide single versions of the truth.

Data Analytics:

Modern data analytics often use information dashboards supported by real-time data streams. Data analytics generally involve dynamic analysis and reporting, based on data entered into a system in a somewhat recent manner.

 

Learn More

Organizations that adopt a knowledge based approach to customer service can realize benefits that include:

  • Improved efficiency: Enforcing a knowledge base program with easy to use processes drives employee behavior to support and use the knowledge base database.
  • Improved content quality and consistency: Focusing on improving the knowledge base quality will improve the content quality and information across multiple service channels.
  • Reduced resources and costs: A knowledge base can help customers resolve issues using self-service methods, which leads to reduced call and email volume.

Alternative Solutions and our team of certified consultants follow a consistent methodology when implementing CRM Knowledge and case management solutions which includes:

Learn More

Manufacturing companies need a reliable way to identify customer demands to improve response time, increase productivity and to forecast their operating and production costs in a more accurate and consistent manner. Our manufacturing Salesforce consultants’ deep understanding of core manufacturing methodologies allows us to examine a company’s business processes and translate those to robust solutions within Salesforce.

Healthcare CRM Solutions

Our consultants understand the communication challenges healthcare providers face. With a focus on building stronger relationships between caregivers and patients, Alternative Solutions leverages CRM cloud products and Healthcare CRM solutions to close the communication gap and increase customer satisfaction while allowing healthcare providers to focus on patient care.

Financial Services

Financial Services Cloud® allows financial institutions to take personalized service to a new level. Alternative Solutions understands that financial service companies must protect customers’ data while complying with a myriad of regulations. FSC provides agents clear visibility of relationships within households and the ability to track an individual’s personal financial goals without compromising data security or client privacy. Every financial service company is unique, because of this Alternative Solutions can assist with configuring an interface that meets each individual financial company’s needs.

    Learn More

    CRM Custom Dashboards are types of dashboards built for teams across your entire company. It is imperative everyone should have access to data and understand how to use it. Alternative Solutions can give your teams an analytical platform that makes it easy to dive deep into data, find insights, and drive your sales forward.

    But there is a plethora of business intelligence software options and implementation methodologies to choose from, each offering some benefit … and some cost:

    Data Processing:

    One of the main challenges faced is handling of disparate data sources. Companies get data from third party companies, from Sales reps in the field, excel files and so on. This data needs to be assimilated at a central location to get the combined picture of the data.

    Data Transformation:

    CRM forecasting, business intelligence software and other solutions must also provide data transformation functionality. The ability to perform Extract, Transform and Load (ETL) within the dashboarding application makes the development of BI applications faster and provide single versions of the truth.

    Data Analytics:

    Modern data analytics often use information dashboards supported by real-time data streams. Data analytics generally involve dynamic analysis and reporting, based on data entered into a system in a somewhat recent manner.