From point solutions to business engine with Salesforce

It can be a challenge to plan and implement a comprehensive, resilient, yet flexible business ecosystem out of countless systems and solutions available. Our approach: leverage Salesforce’s superior CRM and customer services capabilities in the front-office, integrate thoroughly with the back-office processes, and follow enterprise architecture best practices to allow for innovation on that solid foundation.

Salesforce, the guiding light towards leading front-office practices

Through decades of research and development, Salesforce has embedded business process leading practices into its platform, enabling customers to rely on this solid foundation for front-office processes rather than engineering them from scratch. This allows users to benefit from Salesforce’s proven strategies for lead management, sales, and customer support.

At the same time, Salesforce platform does not impose any limits in terms of scalability or extendibility. From the data model and APIs all the way to the user-friendly, modern user interface, everything is customizable. Throw in the selection of thousands of 3rd-party apps available, and one has an unparalleled platform and ecosystem for any conceivable front-office need.

Plus, Salesforce has by far the most mature, productized AI offering among any of the business platforms. Whether it is about following up after a sales call, prioritizing leads, or helping support agents to write ticket responses, Einstein AI is securely leveraging organization’s own data, and can be set up in no time.

The beauty of Salesforce is that the entire flow can be handled in it giving clients a wholistic picture of their sales.

Significant efficiency gains with seamless back-office integration

Often, Salesforce isn’t the only business system in use. Businesses seeking competitive advantage and efficiency gains use several best-of-breed solutions, to fully support different needs in both customer interface as well as in back office. Salesforce, together with robust integrations and industry-leading back-office systems equals more than the sum of its parts; it all comes together into a mighty, well-oiled engine humming on and keeping all aspects of the business running smoothly.

From implementation to continued support and managed service

We support you in the use and implementation of the software as well as in developing your business. As a strategic partner for your business, we build Salesforce into an efficient, user-friendly go-to-market engine. Whether you need strategic guidance with enterprise architecture or just extra pair of hands to fill in for an absence, we got it. We work closely with your team to set you up for continued success, by introducing Salesforce’s best-practice tooling, as well as architecture and development processes.

Greenstep – a diverse range of expertise to support your business all sides

At Greenstep, teams consist of experienced technology consultants, finance, enterprise architecture, analytics, and integration specialists. This way your ecosystem can be built to support the business now and in the future. We provide our customers with comprehensive end-to-end solutions, from the system implementation to iterative improvements and support services. We have what it takes to design cross-functional, systems-spanning business processes and implement them using leading technologies such as Salesforce.

What we offer?

  • Salesforce implementations: Provide you with a superb go-to-market engine with smooth user experience, automated data curation, seamless back-office integrations, and crisp & transparent sales policies controls.
  • Integrations: Integrate Salesforce with your other key business platforms following industry best practices: API management, no-code integration platforms, and centralized data warehouses.
  • Data analytics & AI: Set up near-real-time, curated data sets encompassing all your critical systems and processes. Leverage data with chosen AI technologies and PowerBI.
  • Business processes: Design and implement seamless end-to-end processes in multivendor environments. For example, quote-to-cash with Salesforce at front-office and NetSuite in back-office.
  • Delivery: Set you up for continuous, successful Salesforce deliveries. Treat Salesforce as a continuously improving go-to-market product, not merely an individual system. Apply all the modern system development and administration best practices, such as DevOps and version control.
  • Enterprise Architecture: Evaluate optimal business-, data-, and systems architecture according to TOGAF industry standard framework. Roadmap it to operationalize.

What sets us apart?

Truly function-spanning implementations

With decades of experience in back-office processes like accounting and quote-to-cash, we unite organizational functions through hyper-integrated systems. We leverage best-of-breed solutions for each area rather than forcing CRM to act as ERP, or vice versa.

Advanced analytics & seamless integrations

Our analytics capability sets us apart in systems consulting. We are a true analytics & BI practice with hundreds of PowerBI implementations. Our own PowerBI-based reporting solution, BIBook, highlights our expertise. Setting up a full-fledged analytics infrastructure is our specialty.

Big picture: TOGAF enterprise architecture

We support your ecosystem from enterprise architecture down. Our certified TOGAF practitioners work with your team to plan the future state based on business goals. We also help organizations set up internal EA practices for ongoing control and planning of business and technology architecture.

Intimate, hard-earned business process knowledge

Many firms claim to design business processes, but few have our experience. With hundreds of interim CFOs and accountants, we truly understand key processes like lead-to-deal, quote-to-cash, procure-to-pay, and record-to-report, applying industry best practices and trends.

Quality assurance: Excellence through cross-functional teams

We ensure exceptional quality through our cross-functional teams. Led by seasoned, certified architects and supported by TOGAF experts, our skilled developers and experienced Salesforce admins work closely with your team, delivering comprehensive, tailored solutions that optimize processes.

Dynamic delivery process for lasting change

We see a project as a vehicle for change. For major changes, it’s ideal. But Salesforce requires constant innovation. We implement a continuous delivery cycle, treating your ecosystem as a product, developed with modern tools and best practices like DevOps and version control.