Salesforce gives you a powerful, all-in-one platform designed to automate your workflow, track deals efficiently, and provide actionable insights into your customers. With marketing, sales, and service features built around a robust CRM core, you have all the tools needed to accelerate business growth.
TeQflo’s experts help tailor Salesforce to match your unique processes, guiding you through setup, customizations, and continuous enhancements.
We empower your team to work smarter, boost productivity, and deliver outstanding customer experiences, making Salesforce a true business asset for your organization.
Partnering with TeQflo for your Salesforce implementation means working with certified specialists who understand how to maximize the platform’s value for your business.
As a Salesforce Partner, we support you with marketing automation, sales optimization, customer service, and website development. Our experience across diverse industries allows us to tailor CRM solutions to your specific needs.
At TeQflo, we deliver customized Salesforce implementations that enable real business growth - whether your goal is stronger marketing, increased sales, scalable commerce, or better service.
Let us help you get the most out of Salesforce and drive your business forward.
A CRM health check is a comprehensive evaluation of your CRM system, focusing on efficiency, alignment with business processes, and the achievement of company goals.
The audit begins with detailed data collection, including system usage analysis, interviews for in-depth insights, and review of documentation and workflows. Technical review ensures your CRM is correctly configured and that integrations and data quality meet best practices. Functional review examines usability, process automation, and how well the CRM supports your daily business needs.
In addition, the assessment covers user support and adoption, evaluating training programs, user engagement, and overall adoption levels. A key part of the process is measuring results and value: reviewing KPIs to determine how the CRM creates business impact and improves operational efficiency.
The audit ends with clear recommendations and actions to boost CRM performance and data security, helping you get more value from your investment.
As a Salesforce Partners, we assist you with the and onboarding of advanced CRM solutions.
Salesforce onboarding is both required and recommended for new users who have purchased Professional or Enterprise licenses.
Contact us before you purchase Salesfoce and you'll be able to waive the mandatory onboarding fees with Salesforce.
As a partner, we'll get you off to a great start. In contrast to one-size-fits-all, we tailor the onboarding to your business needs and goals.
As a Salesforce Partners, we assist you with the implementation of advanced CRM solutions.
TeQflo guides you through every step of successful CRM implementation with a focus on delivering measurable results for your business. We begin by carefully analyzing your existing systems and processes to identify opportunities for improvement and clarify your key goals. Based on these insights, we provide detailed recommendations and a roadmap tailored to your needs.We assist our clients with data migration to their new CRM system, one of the most critical steps in a successful CRM implementation.
We deliver accurate and efficient CRM data migration, making sure your business-critical information is preserved and ready for use in your new system. Our experienced team starts by thoroughly analyzing your current data sources, identifying what needs to be moved, and creating a tailored migration plan with clear timelines and resources.Integration is the process of connecting your CRM system with both existing and new tools within your organization. The goal is to create a seamless and efficient work environment where all systems collaborate optimally.
The management & continuous improvement service focuses on ensuring that your CRM system remains aligned with your business needs, continuously delivering value over time.
We provide ongoing CRM management and support to keep your system reliable and effective. Our team monitors performance, handles updates, manages user accounts, and ensures data compliance. We regularly review your system’s configuration, offer user training, and guide workflow improvements to boost productivity. With continuous risk management and strategic advice, we help your CRM evolve with your business, delivering ongoing value and supporting your goals for long-term success.
A CRM health check is a comprehensive evaluation of your CRM system, focusing on efficiency, alignment with business processes, and the achievement of company goals.
The audit begins with detailed data collection, including system usage analysis, interviews for in-depth insights, and review of documentation and workflows. Technical review ensures your CRM is correctly configured and that integrations and data quality meet best practices. Functional review examines usability, process automation, and how well the CRM supports your daily business needs.
In addition, the assessment covers user support and adoption, evaluating training programs, user engagement, and overall adoption levels. A key part of the process is measuring results and value: reviewing KPIs to determine how the CRM creates business impact and improves operational efficiency.
The audit ends with clear recommendations and actions to boost CRM performance and data security, helping you get more value from your investment.
As a Salesforce Partners, we assist you with the and onboarding of advanced CRM solutions.
Salesforce onboarding is highly recommended for new users who have purchased Salesforce licenses.
Contact us before you purchase Salesfoce and you'll be able to get off to a great start with Salesforce.
As a partner, we'll get you off to a great start. In contrast to one-size-fits-all, we tailor the onboarding to your business needs and goals.
As a Salesforce Partners, we assist you with the implementation of advanced CRM solutions.
TeQflo ensures your CRM implementation is tailored to your goals, starting with a thorough analysis and delivering clear, actionable recommendations for your business.We guide you through every step of CRM migration, with a strong focus on secure and accurate data transfer.
We'll deliver an efficient CRM migration including setup and accurate data migration. Our experienced team starts by analyzing your existing CRM and data sources, identifying what needs to be moved, and creating a tailored migration plan with clear timelines and resources.
We carefully prepare and clean your data, removing unnecessary records and standardizing formats to meet CRM best practices. Quality checks and test migrations are performed to ensure data integrity throughout the process.
When it’s time to migrate the data, we transfer all essential information in the correct format, including relevant fields and metadata. With regular checks and expert execution from start to finish, we guarantee a smooth transition and seamless performance in your new CRM.
Integration connects your CRM with other business tools to ensure all systems work together efficiently.
We recommend ongoing CRM management and continuous improvement to keep your system aligned with your business, handle updates and requests efficiently, and ensure your data is always current.
We provide ongoing CRM management and support to keep your system reliable and effective. Our team handles requests, updates, manages user accounts, and ensures data compliance and provide recommendations.
Continuous improvement maximizes your CRM investment. As your business and CRM evolve, we ensure you stay current with new processes and features.
We ensure your CRM grows with your business, driving long-term value and supporting your success.
Consultants as a Service means pre-committing a set number of consulting hours that you can use flexibly based on your needs. In return, we allocate the right expertise to your team, ensure availability, and offer a discounted hourly rate.
Consultants as Support gives you the flexibility to request expert help whenever the need arises - quickly, easily, and without long-term commitments. This service is ideal for organizations that occasionally require additional expertise during peak periods, urgent challenges, or short-term projects. You get access to experienced consultants who can support everything from technical tasks to strategic work, exactly when you need it.
Consultant as a Project is a delivery model where the assignment is clearly defined in terms of deliverables, timelines, and cost from the outset. This provides you with a structured project framework, including set goals and milestones, ensuring full transparency and control throughout the entire process. The model is particularly well-suited for clearly scoped initiatives where you want a predictable delivery with a defined budget and schedule.
Marketing Cloud brings everything you need to connect with your customers at every stage, making every interaction feel personal and relevant. With all your teams connected through real-time data and Agentforce, it’s easy to work together and build strong customer relationships. No matter your tools, company size, or industry, Marketing Cloud helps you grow your business.
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Which plan is right for your company?
In our discovery meetings, we review your business needs and recommend the best options based on your goals and requirements.
TeQflo can help guide you through choosing the right plan and setting up your Salesforce Marketing Cloud to ensure you’re leveraging its full capabilities to drive growth.
Sales Cloud is AI-powered sales software designed to boost productivity and help teams close deals faster.
Modernize your sales process with Sales Cloud. Empower your team to focus on valuable opportunities, improve productivity, and build stronger customer relationships. Sales leaders gain the insights they need to drive effective growth at scale.
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TeQflo helps you implement Sales Cloud to streamline your sales pipeline and automate tasks, so your team can focus on building relationships and closing more deals. We ensure a smooth integration of Sales Cloud into your daily workflow.
Humans with agents drive commerce success.
Grow revenue and efficiency with a unified and reliable platform. Salesforce Commerce Cloud enables you to manage all your commerce channels, simplify orders and payments, and connect both B2C and B2B operations in one place.
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TeQflo can support you implement, optimize and run the Salesforce Commerce Cloud.
Humans with AI Agents drive effortless service.
Service Cloud enables seamless collaboration between humans and AI agents, for every type of service, on any channel and across any industry to deliver effortless experiences from first contact to final resolution. Let Agentforce for Service handle low-touch interactions and help your teams with high-touch tasks, unlocking new levels of efficiency.
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TeQflo can assist in configuring and optimizing Salesforce Service Cloud, ensuring your customer service teams are equipped with the right tools to provide seamless support and foster long-term customer loyalty. Let us help you elevate your customer service experience.
A CRM system helps you build stronger relationships with your customers by organizing and tracking all interactions in one place.
It ensures you never miss an opportunity, automates follow-ups, and gives you insights into customer behavior.
By streamlining your sales, marketing, and customer service, a CRM saves you time, increases efficiency and ultimately boosts your bottom line.
It's a valuable tool to ensure your business runs smoothly and stays competitive.
A CRM helps you track every lead and customer interaction, so you can prioritize follow-ups, automate reminders, and focus your efforts on high-potential prospects.
With a CRM, sales teams can collaborate more effectively, gain insights into customer needs, and close deals faster, ultimately increasing your sales pipeline's efficiency and boosting revenue.
Yes! A CRM enables you to understand your customers better by tracking their behaviors, preferences, and purchase history. This data allows you to target your marketing campaigns more effectively, personalize messages, and increase engagement.
You can automate marketing workflows and measure the success of campaigns to ensure you're reaching the right audience with the right message.
With a CRM, your team can instantly access customer history, including previous purchases, issues, and interactions. This allows for faster and more personalized service, reducing the need for customers to repeat themselves and increasing satisfaction.
Organized processes enable your customer service team to address inquiries efficiently, resulting in increased customer satisfaction and loyalty.
No, a CRM system is beneficial for businesses of all sizes.
Whether you're a solo entrepreneur or part of a growing company, CRM helps you stay organized, track interactions, and manage relationships with customers.
It’s an essential tool for improving efficiency and scaling your business as it grows.
Any business that interacts with customers can benefit from a CRM system.
If you have a sales team, a CRM can help them stay organized and close deals faster. For customer support, it ensures that no request falls through the cracks. If you're in marketing, it helps target your customers with relevant messages, and if you're a small business or solo entrepreneur, it keeps you on top of follow-ups and builds lasting relationships.
Selecting an appropriate CRM system requires a clear understanding of your organization’s objectives and growth strategy. Begin by identifying your primary business requirements, such as enhanced sales tracking, advanced marketing automation, data security, or improved user efficiency.
Thereafter, seek a CRM platform that offers scalability, seamless integration with existing technologies, and robust user support. An effective CRM solution should deliver actionable customer insights, strengthen client engagement, and maximize the return on your digital initiatives.
In our initial meetings, we work closely with you to identify your requirements and recommend the best-fit CRM solution for your organization.
Yes! A CRM system is highly customizable.
Whether you're in retail, B2B, or any other industry, you can tailor the CRM to match your unique workflows and processes.
Customizing the CRM ensures that it aligns with your business goals, allowing you to get the most out of the system and improve efficiency.
The implementation timeline depends on the complexity of your business and the CRM system you choose.
Generally, the process involves an initial analysis of your current processes, configuring the CRM to fit your needs, migrating data and training your team.
Depending on your requirements, the process could take anywhere from a few weeks to a few months. However, once implemented, the CRM will streamline your operations and deliver ongoing benefits for your business.
Salesforce is a leading CRM platform that enables businesses to manage customer relationships, sales processes, and service operations in one unified system. It offers a cloud-based suite of tools - such as Sales Cloud, Service Cloud, and Marketing Cloud, that support everything from lead generation and opportunity tracking to customer service and analytics.
With features like sales automation, marketing campaigns, customer support, AI-powered insights through Einstein, and custom app development via Salesforce Platform, Salesforce helps organizations drive growth, improve collaboration, and deliver exceptional customer experiences.
As a certified Salesforce partner, TeQflo can help you implement, customize, and optimize Salesforce to align with your business goals.
The first step is a free consultation where we discuss your business goals, requirements and vision. From there, we create a tailored project plan and proposal.
Let's begin your journey!
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