To further help our clients, TMS Consulting has developed the Salesforce SMB Package since early 2022 by certified experts in Sales Cloud and Service Cloud as well.
SMB Package Benefits
- Salesforce SMB Package developed by experienced consultants with use cases that have been adapted to current business conditions and SMB needs.
- Competitive prices in the market with features that have been adapted to market business.
- Single source of truth and integrated CRM Tools.
TMS Salesforce SMB Packages
sales cloud
- Can be applied to all industries in the ESMB market.
- Help to increase the productivity of sales reps.
- Improve teams’ effectiveness through increased visibility of sales activities.
- Assist in a more efficient closing process.
- Increase the number of leads that can be generated.
- Improve win rate through automation of leads distribution, segmentation, and nurturing.
- Team collaboration within the same system.
- Centralised database of customer engagement and sales activity without being separated.
- Supervise & monitor productivity of sales activity by using customizable reports and dashboards.
features:
- Role, Profile, and User (Role Configuration & User Configuration) (Max. 2 Profile/Role)
- Themes and Apps (Customization Salesforce Themes & Customization Apps Configuration)
- Lead Management (Web-to-Lead Configuration)
- Account and Contact Management (Customization Account & Contact Configuration)
- Opportunity Management (Customization Opportunity Configuration | Track Sales Opportunities)
- Selling Type & Guidance for Success (General Selling Configuration | Unique Selling Configuration)
- Sales Activity & Chatter (Log a Call, Sales Task, Sales Event, Send Email & Team Collaboration Enablement)
- Customer 360 View (Salesforce Customer 360 View Configuration)
- Duplication Rules on Lead & Account (Duplication Check by Email & Duplication Check by Phone Number)
- Validation Rules (Validation & Input Reason when Unqualified Lead, Validation & Input Reason when Closed Lost Opportunity & 3 Others Custom)
- Auto Notifications / Reminders / Automation (Lead Convert Alert, Big Deal Alert, Closed Won and Lost Opportunity Alert & 3 Others Custom)
- Report and dashboard -- Leads, Account, Sales Activity, Opportunity Reports and Manager & Staff Dashboards (Max 2D + 10 Reports) (Max 3D + 15 Reports)
- Salesforce Mobile (Salesforce Mobile Apps Enablement & Configuration)
features:
All Basic features +
- Product and Price Catalogue (Product & Price Catalogue Configuration) (Max.2 Price Books)
- Quote Template (Quote Template Configuration) (Max. 2 Templates)
- Approval Process (Quote Approval by Discount & Quote Approval by Profit Margin) (Amount)
- Check-in Feature (Sales Check-in configuration with Geotagging)
- Gmail / Outlook Integration (Email integration with Gmail or Outlook)
service cloud
- Can be applied to all industries in the SMB market.
- Help to increase the productivity performance of the company’s employees.
- Assist in a more efficient closing process.
- Increase the number of leads that can be generated.
- Assisting the process of consumer complaints from various channels.
- Employee performance values that are more measurable and accurate.
- Team collaboration within the same system.
- Centralised database without being separated.
- Detailed and comprehensive reports and dashboards.
features:
- Role, Profile, and User (Role Configuration & User Configuration) (Max. 2 Profile/Role)
- Themes and Apps (Customization Salesforce Themes & Customization Apps Configuration)
- Case Management (Web-to-Case & Email-to-Case)
- Case Priority Management (3 Case Category) | Advance Case Priority Configuration*
- Case Record Types (2 Case Record Types Configuration)
- Entitlement & Milestone / SLA Configuration
- Knowledge Management (3 Knowledge Configuration)
- Escalation Process (3 Escalation Process Configuration)
- Email Templates (3 Email Templates Configuration)
- Service Automation and Reminder (3 Automations & Reminders Configuration)
- Omni Channel Configuration (Routing & Supervisor)
- Report & dashboard
- Report and dashboard -- Account, Customer Service Reps - Activity, Case Reports and Manager & Staff Dashboards (Max 2D + 10 Reports)
- Salesforce Mobile (Salesforce Mobile Apps Enablement & Configuration)
features:
All Basic features +
- Case Priority Management (Advance Case Priority Configuration)
- Case Record Types (3 Case Record Types Configuration)
- Knowledge Management (5 Knowledge Configuration)
- Escalation Process (5 Escalation Process Configuration)
- Email Templates (5 Email Templates Configuration)
- Service Automation and Reminder (5 Automations & Reminders Configuration)
- Report and dashboard -- Account, Customer Service Reps. Activity, Case Reports and Manager & Staff Dashboards (Max 3D + 15 Reports)
- Advanced Case Management (Web-to-Case | Email-to-Case | Case Category)
- Einstein Articles (Knowledge Recommendation)
- Gmail / Outlook Integration (Email integration with Gmail or Outlook)
* starting price per month (license only)
Trusted by 100+ businesses. Of all sizes. Worldwide.
TMS is an official Salesforce Partner that is trusted by corporations for providing platforms to manage their customers data inclluding Marketing, Sales, Service, and Commerce.
TMS Consulting is an official Salesforce Partner in Indonesia.
Salesforce is a customer relationship management solution that brings customers and companies together.
It’s one integrated CRM platform that gives all your departments – including marketing, sales, commerce, and service – a single, shared view of every customer.
