Salesforce

Where Are You In Your Salesforce Journey ?

Salesforce is the global leader in software-as-a-service CRM delivery, and it’s our core service offering here. Fortune Tech has over 8 years’ experience of designing, developing, and implementing Salesforce for the al sectors.

Looking to see increased success in Sales, Marketing, Customer Service or another business area?

An experienced and certified Salesforce Consultant at Fortune Tech will help you:

  • Understand and map out your business processes
  • Ensure Salesforce best practices are implemented
  • See areas for improved efficiency and enhanced productivity
  • Get the results you want and hit your targets
  • Plan your goals, phases and steps to success
  • Measure your performance with dashboards and reports

Salesforce Setup & Customisation

There’s a lot think about before getting started with Salesforce, whether your implementation needs can be met ‘out-of-the-box’ or with more bespoke customised functionality. The behind the scenes setup, configuration, development, administration and maintenance of Salesforce needs an expert. A certified Salesforce advanced administrator from Fortune Tech can help you:

  • Load your data from legacy systems and spreadsheets
  • Set up your users with the right permissions
  • Build custom features such as new fields, objects and tabs
  • Design workflow and automation
  • Create reports and dashboards
  • Make use of the latest Salesforce technology

Salesforce Training & Coaching

A successful implementation of Salesforce needs your team to know how to get the best use from the system, and to embed Salesforce into the culture of the organisation, and everybody’s daily routine. Business users, key executives, super users and administrators all need excellent training.
An experienced Salesforce Trainer at Fortune Tech will help you:

  • Define your training needs and learning path
  • Plan your training programme
  • Tailor training to relevant groups of users
  • Equip your Salesforce Administrator with the technical skills they need
  • Deliver classroom training, 1-2-1 coaching, and on the job assistance

Our Expertise Spans Across

Get in touch today to find out more

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