Transform Your Business with ProjEx
Innovative Salesforce Solutions Tailored for You
Unlock the full potential of your business with ProjEx's customized Salesforce solutions, designed to enhance efficiency and drive growth.
You know you need Customer Relationship Management (CRM) Software and you want Salesforce. ProjEx can take you from idea to implemented solution.
Roadmap to success:
ProjEx will design a bespoke, customized strategy based on your business goals.
Your business will receive a carefully structured implementation approach, which prioritizes critical functionality and builds in scalability, so you can start using CRM quickly and watch as functionality and features grow with you.
Who needs ProjEx?
ProjEx is a trusted Salesforce Partner specializing in Salesforce Industry Solutions.
Salesforce Industry Solutions is right for:
Any company or business looking to leverage the potential of AI-driven automation, data-driven decision-making, and customer-centric innovation is a potential partner.
Any company or business who wants to reduce waste, increase efficiency, and improve data-driven decision making is a potential partner.
Our team’s extensive experience enables us to design, deploy, and optimize a solution for which addresses your unique business challenges, streamlines your operations, and enhances customer engagement.
We provide expert implementation of Salesforce’s industry solutions, including:
Construction & Real Estate
Consumer Goods
Energy & Utilities
Healthcare & Life Sciences
Nonprofit
Professional Services
Travel, Transportation, & Hospitality
How does ProjEx partner with your business to create a Salesforce solution?
Step 1: Analysis and Optimization.
Understanding and Optimizing your business needs is how we build a successful and scalable CRM solution. ProjEx is here to help you find and fix inefficiencies and improve your workflows.
Step 2: Advise and Consult
ProjEx isn’t just about technology, to be successful the ‘people’ part of the equation need to be supported. Customers, employees, suppliers need to be part of the plan, because all the newest tech can’t succeed without the support of the people who will use it.
Step 3: Implementation and Deployment
We begin with detailed requirement gathering sessions with key stakeholders so we can understand business needs, pain points, and objectives, ensuring we can deliver a customized Salesforce implementation which meets your unique needs.
Step 1: Analysis and Optimization
Business process analysis, and redesign:
An in-depth assessment of your existing business processes, lets us point out opportunities where incorporating Salesforce capability can increase efficiency and profitability.
Automation and Workflow:
We will help you identify and implement automation tools and workflows within Salesforce. Automating routine work eliminates manual tasks, reduces errors, and improves overall operational efficiency – increasing your business’ productivity.
Step 2: Advise and Consult
Salesforce governance and compliance advisory
We’ll help you build your digital foundation, making sure you meet all regulatory requirements, establishing best practices and ensuring your solution meets or exceeds industry standards around security and risk management.
Digital transformation consulting
We’ll help you discover and leverage Salesforce’s capabilities to modernize customer interactions, streamline operations, and how to use the data generated to give you new ways of seeing your business.
Change management and user adoption strategy
Through effective change management we ensure smooth integration of Salesforce into your business and minimizing resistance including ongoing support to maximize system utilization.
Step 3: Implementation and Deployment
Custom Salesforce solution design
The Salesforce solution we provide will not be adapted from another business. It will be customized for you from the ground up, ensuring scalability, efficiency, and seamless integration with your existing operations.
Setup, integration and configuration
Our team will configure your Salesforce implementation including user roles, security, workflows, automation rules, and any custom elements needed as part of your business needs. We will implement seamless connectivity between Salesforce and your other business-critical applications such as ERP, marketing automation tools, e-commerce platforms, and financial system.
Data migration from legacy systems
Secure and seamless data migration from legacy systems, ensures data integrity, accuracy, and completeness with an opportunity to identify and eliminate redundant or outdated information.
User training and adoption programs
A comprehensive user training program to drive successful Salesforce adoption is available. Choose what levels of workshops, documentation, and hands-on guidance you want, or let us put together a plan to increase user engagement, and maximize system utilization.
Under the Hood options
Custom Applications Development
AI Implementation
After Implementation
Service management and Ongoing support
Salesforce Implementation Health Check
Unlock Your Business Potential with ProjEx
Ready to transform your business with Salesforce? Connect with ProjEx today to explore tailored solutions that align with your unique goals. Our expert team is here to guide you through every step, ensuring a seamless integration that enhances efficiency and drives growth. Contact us now to start your journey towards innovation and success.