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.
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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.
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TMS Salesforce SMB Packages
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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.
![](https://tms-consulting.co.id/wp-content/uploads/2023/03/sales-cloud-4.png)
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)
![](https://tms-consulting.co.id/wp-content/uploads/2022/12/Salesforce.com_logo.svg-e1671622639677.png)
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.
![](https://tms-consulting.co.id/wp-content/uploads/2023/03/SRVC-6.png)
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)
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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.
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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.
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