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Pardot is a marketing automation platform that creates a bridge quickly between your Sales and Marketing teams. Pardot includes results-driven email marketing campaigns and easy-to-use templates and builders to help any user create professional outputs. This results in the ability to see the impact and effectiveness of your marketing team’s efforts through detailed analytics on customized campaigns. 

CPQ, also known as Configure, Price, Quote Software, is a sales tool to help you provide accurate pricing and quotes to your customers for any product configuration. This means swift pricing, seamless contracting, and having the right catalog for the right customer. Your Sales Reps will gain confidence by having real-time knowledge of your customer during the complete sales cycle. 

Service Cloud is a comprehensive service management platform that enables businesses to resolve issues efficiently for your customers. This means no more angry customers, quick approvals processes, AI chat bots, and a connected up-to-date system. Smooth emails, high-quality analytics, and integrated SLAs are just a few of the useful Service Cloud features.

Sales Cloud is a cloud-based application designed to help your salespeople sell smarter and faster by centralizing customer information and automating business processes. This means more sales, less Excel sheets, and a 360 degree perspective of your customer and company. Sales Cloud also is your new hub for laser-focused metrics delivered through real-time reports and dynamic dashboards. 

The answer all depends on you. Every business will have a different comfort level with CRM’s and specifically with Salesforce. Typically, we train in a piecemeal fashion, starting with fundamentals and core knowledge to ensure strong user adoption. Contact us today for a free consultation so we can better understand your businesses specific needs.

In many aspects of business, it is important to consult with the experts, this remains true with Salesforce. With the help of a Salesforce Partner, you can ensure your organization is set up correctly for your current use, while also planning for the future. With a Partner, you can ensure your org is not only built for now and the future, but you can have confidence it was built right the first time and will prevent setbacks down the road. As a Salesforce Partner, we live and breathe Salesforce. Our team is loaded with certified Salesforce Admins, Developers and Architects who can help you be successful from day 1 and avoid the common pitfalls, leaving you to focus on what you do best. 

Your first step to success is to speak to one of our consultants. Before you do anything, talk to us! Salesforce is an ever changing platform and we are experts who are able to help you navigate through your transition process from demos, to evaluations, pricing, implementation, training, and support. We always suggest our clients begin on Trailehead.com to become familiar with the platform.

P.S. We are data nerds at heart, meaning we keep your business data and privacy always top of mind as we guide you through this journey.

That’s us! As a registered Salesforce Consulting Partner, Moyers & Stark helps businesses in their adoption of Salesforce. This includes assisting with product evaluations, implementation and customization of Salesforce, training for staff and administrators, and much more. Our mission is to ensure that our clients are able to implement and utilize Salesforce in the most efficient way possible.

A Salesforce implementation project is a process that embeds Salesforce into a business’s practices and provides the business with everything they need to grow using Salesforce. A typical implementation has project management, a clear set of deliverables, and a budget. Moyers & Stark works with the business to understand its values and practices, apply our knowledge in customizing Salesforce accordingly, and ensures all staff are well trained in order to be successful on day 1. 

Our professional consultants are experts in finding the source of any Salesforce issues and tackling them to build the perfect solution. First, the M&S Team goes through your current CRM and data to complete a Health Check that follows a detailed audit checklist. Next, a Business Solutions Consultant will sit down with you to understand your growing pains and future business goals. Finally, we provide a detailed strategy and implementation plan to show you why Salesforce is the #1 CRM in the world!

Well Salesforce Lightning is awesome, it’s come a long way since being released in 2015. Major benefits of Salesforce Lightning include a more modern and efficient user experience as well as further ability for customizations, automation and third-party integration. As of January 2020, all Salesforce Orgs were switched to lightning. Most importantly, all new upcoming features such as AI, Dynamic Page Layouts and Project Cloud will be Lightning exclusive.

Our data migration experts will guide your business into transferring the right data while creating a strong framework into Salesforce. We understand data migration can be a headache, but our team has experience moving millions of records of data to salesforce. Under our direction, the data can be “moved” from HubSpot using high quality tools such as Skyvia.

Our data migration experts will guide your business into transferring the right data while creating a strong framework into Salesforce. We understand data migration can be a headache, but our team has experience moving millions of records of data to salesforce. Under our direction, the data can be “moved” from Zoho using high quality tools such as Skyvia.

Our data migration experts will guide your business into transferring the right data while creating a strong framework into Salesforce. We understand data migration can be a headache, but our team has experience moving millions of records of data to salesforce. After moving data from legacy CRMs such as Sage, Base CRM, NextMove, Sage, Insightly, Pipedrive, and many more, we have learned that as long as we can get clean data into Excel, the data can be moved to Salesforce.