From Implementation to Automation, we will guide your business to the next level of success.

SOL Business Solutions is a Salesforce and CRM partner located in Melbourne that helps companies unlock the power of business and marketing automation and unleash their customer’s growth potential. We work with businesses to identify goals and create solutions using the best CRM software.

We’re a trusted advisor and partner because we are: 

  • Solutions-oriented
  • Reliable and dependable
  • Relationship focused
  • Transparent and open
  • Forward-thinking
  • A credible source of information

How we implement your business software

Discovery

SOL Business understands how important a tailored strategy is for your business, which is why we like to schedule a discovery session with an implementation expert to determine your requirements at a granular level.

Setup

Using our implementation experience, we will set up your CRM software and a host of other backend settings to maximise the efficiency of the platform.

Data Import

Once setup has been completed, we will then perform a basic data import of Accounts and Contracts. To make this easier for you, you will receive a template to consolidate your current data and provide it to us for bulk-uploading.

Customisation

We work with you, customising Salesforce to suit your business processes. Using insight from our discovery session, we can customise Salesforce objects including custom fields, custom layouts, validation rules, custom buttons, record types and any other object-specific settings we uncover during the discovery process. 

Automation

Decrease your data entry workload and enjoy streamlined business processes when we automate tasks through your CRM software. We identify the 5 main automation processes needed during your discovery call and implement them into Salesforce.

Review

Once the CRM platform is ready, a meeting is held to ensure all requirements captured in the discovery phase have been implemented. You can give feedback on the platform and ask for any changes.

Training

Once you are happy with the platform, we will train your entire team. Everyone from first-time users to advanced users are incorporated in these training sessions.

Support 

Once the platform is live, we also offer ongoing support for the platform. As your business grows and experiences change, the platform will need to adapt with you too.

If your business is looking to find a Salesforce Partner, why not consider SOL Business Solutions. We are passionate about providing businesses with Salesforce training, implementation and automation to ensure you get maximum use out of your CRM software.