TECHNOLOGY

Technology

We Help High Tech Companies Accelerate Growth with Salesforce

Tech companies not only have to adapt to changing market conditions, but also anticipate change in order to stay ahead of the competition and meet the evolving needs of their customers. Salesforce helps businesses connect siloed data and gives tech leaders the predictive and generative AI tools necessary to make decisions faster.

From helping a High Tech company unify and integrate data across sales, service and marketing with Data Cloud to enhancing the quoting process for a Fintech company with Salesforce CPQ, our track record of helping tech companies power profitable growth, enhance the customer experience, and improve efficiency with automation and AI is second to none.

We've helped tech companies drive cost-efficient growth, standardize revenue operations, and increase customer lifetime value across sectors including:
  • Consumer Tech
  • Fintech‍
  • OTT
  • B2B SaaS
  • Product-Led Tech
  • Digital Health
  • Edtech
Salesforce Technology Industry collage

Customer Stories: Technology

An AI Software Company Gains Valuable Insights Into their Data with Salesforce Revenue Intelligence and CRM Analytics

Our client in the Tech Industry now benefits from highly customized dashboards with CRM Analytics, greater insight into their data with Revenue Intelligence, and the ability to make more informed, strategic decisions.
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A Fintech Company Boost Sales Team Productivity with Salesforce CPQ

By streamlining operations, enhancing the renewal and amendment processes, and improving reporting and analytics, Salesforce CPQ has empowered our client's sales teams to operate more efficiently and effectively.
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Discover How a Company Replaced an Outdated, Homegrown App with Salesforce Experience Cloud

By making the switch to Salesforce, our client was able to overcome their previous system's inefficiencies and cumbersome corporate processes that were leading to significant delays in project implementation and limited scalability.
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A Tech Company that Provides A Secure Web Browser for Businesses Transforms the Partner Experience with Salesforce Partner Relationship Management and Partner Tracks

After implementing Salesforce PRM, our client in the Tech Industry can now provide their partners with a comprehensive suite of tools and resources essential for co-selling success.
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Salesforce for the Technology Industry: Common Questions

I need ongoing support with my Salesforce org. How can I manage my solution?

Not every company is the same, which is why our Managed Services offerings are tailored to fit the unique needs of your tech business. Whether you’re a SaaS, hardware, or asset management company, we have experience helping tech companies drive revenue and improve efficiency with Salesforce.

If you’re looking for strategic guidance and support with your Salesforce org, our Salesforce Excellence Program (Premium Managed Services) is the best fit. If you’re in need of day-to-day help with tasks on the Salesforce platform and see the benefit of working with a firm vs. hiring internally, then our Managed Services offering is the way to go.

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How can I Increase customer lifetime value and reduce churn rates for my customers?

Case deflection is a major focus for tech companies when attempting to scale. Your support offering needs to keep up with the speed of customer acquisition and not require that you continue to hire support staff as rapidly as your customer base grows. This is a downfall for many fast-growing tech companies that often contributes to rising support costs and a decrease in support agent productivity. With proactive customer health monitoring, a self-service portal, AI-powered chatbots and more, Service Cloud helps tech companies not only increase customer satisfaction but also reduce churn.

In Action: By helping a tech company make the switch from Zendesk to Service Cloud — including solutions for Service Cloud Voice and Einstein Service Replies — our client can now deliver more proactive, personalized, and efficient customer service experiences. This has led to a boost in productivity among support teams and a decrease in average handle times for support agent calls. 

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I have a bunch of siloed data across departments. How can I unify and activate all my customer data across Salesforce applications?

Data Cloud allows tech companies to access and leverage all business, partner, and customer data in one place. With Data Cloud, tech companies can connect CRM data with buyer intent signals, automate personalized journeys, and identify customers at risk of churn. We’ve helped tech companies unify their data with Data Cloud to boost seller productivity and deliver more personalized customer experiences that buyers expect.

In Action: We helped a tech company bring all of their customer activity — from behavioral, purchasing, browsing, service and more — into the 360 degree view with Data Cloud. This allows for enhanced segmentation and personalization across the Salesforce platform based on unified customer data. With a unified customer profile now in place, our client can pinpoint stages of the customer journey and prioritize sales team follow-up using relevant Salesforce data.

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My marketing and sales teams are disconnected. How can I deliver more personalized partner and customer experiences across channels and bridge the gap between marketing and sales?

With Marketing Cloud and Marketing Cloud Account Engagement (Pardot), you can deploy smarter campaigns across the entire lifecycle with AI that is grounded in your customer data. We’ve helped tech companies bridge the gap between marketing and sales by implementing cross platform solutions that connect sales and marketing with Salesforce.

In Action: We helped a tech company prevent churn by setting up automated and dynamic lists in Account Engagement. This allows our client to market to different groups of prospects based on interest or where an individual currently is in their sales process. Our client can also build dynamic and personalized emails and landing pages as well as seamlessly pass along leads to the sales team.

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I need help scaling sales. How can I identify new revenue channels and boost partner sales? 

Whether you need help identifying the right partner relationship management solution or want to drive faster growth with new revenue streams, we’ve worked with high tech companies across sectors to help them enhance their sales operations and partner ecosystems with Salesforce. With Salesforce Partner Relationship Management, you can manage the entire partner lifecycle from onboarding to management and help partners sell by equipping them with tools such as knowledge articles and chat bots.

In Action: We helped a tech company transform their partner experience with Partner Relationship Management and Partner Tracks. After setting up an Experience Cloud Partner Portal for our client, partners are better equipped to sell our client’s products, leading to increased sales and commissions.

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Our quoting process is complex, outdated, and manual. How can my sales team quote more quickly and accurately?

With Salesforce CPQ you can give your sellers the structure and guardrails they need to quote quickly and correctly directly from the Salesforce platform. Give your executive team the forecasting tools they need to make informed strategic decisions, optimize resource allocation, and stay ahead of market trends. We’ve helped tech companies implement Salesforce CPQ solutions to not only mitigate risk, but also stay in compliance with business policies such as guided selling flows, product bundles, and discounting rules for sellers.

In Action: We helped a Fintech company go from manual, outdated quoting processes to streamlined quoting with Salesforce CPQ — including pricing rules based on variable inputs, a custom JavaScript Quote Calculator Plugin (QCP), and support for multiple tiered and yearly pricing. 

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I’m struggling to standardize my revenue operations. How can I accelerate deal cycles and forecast more accurately?

With Sales Cloud, sales reps can improve efficiency by taking advantage of automated, intelligent sales tools that can all be accessed from a single platform. We’ve helped tech companies implement the perfect mix of Sales Cloud products — from Sales AI tools to automated prospecting with sales cadences in Sales Engagement — to help sales teams win more deals.

In Action: We helped a tech company improve the lead-to-sales process by combining five separate processes that were tedious and time consuming with Sales Cloud. We implemented Einstein Activity Capture, Einstein Next Best Action, Salesforce Inbox, and other advanced Sales Cloud features to improve efficiency and identify trends systematically. 

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What can we do for your business?

At Kelley Austin we're proud to provide tailored Salesforce solutions across a variety of industries. Our expert knowledge and many years of experience in all aspects of the Salesforce ecosystem have earned us high levels of satisfaction from our clients.

We're ready to find the right solutions for your industry today.

Testimonials

Our Clients Say

“I’ve worked on projects with eight different Salesforce Partners in the last few years, and I can say without a shred of insincerity or hesitation that, I’ve never had a better experience than I’ve had working with them. I wish I would have been introduced to them sooner. They’re thorough in their discovery and follow-through, they’re confidently independent in their Salesforce configuration knowledge, and they’re very timely with deliverables.”
— Tech Industry Client