KPMG and Salesforce

Salesforce Net Zero Cloud is the best solution to ensure efficient real-time sustainability data and a great way to achieve ESG initiatives. We are able to deliver end-to-end solutions to help you make faster and data-driven climate decisions using Salesforce Net Zero Cloud.

Salesforce Net Zero Cloud allows you to communicate your sustainability efforts to the world based on facts through trusted data, and it calculates emission from business travels, used fuel and the supply chain among others – regardless of your industry or market, and it enables your organization to be more transparent. The data is visualized in dynamic dashboards and reports allowing your organization to easily identify improvement areas and take meaningful action. Whether or not you are new to Salesforce, we will find the right solution to suit your needs.

Read our report to hear more about how Salesforce Net Zero Cloud can help your business.

We will stablish increased organizational transparency and move your organization towards net zero emission by

• identifying the right strategy for your business
• developing a climate action plan based on your situation
• streamlining carbon emission data towards one specific platform
• increasingly integrating data-driven insights to guide your future decisions.

Salesforce Manufacturing Cloud creates stability and improvement to the manufacturing process in your organization.

Our Customer & Growth team is specialized in the Salesforce Manufacturing Cloud, and our certified Salesforce consultants can solve your manufacturing issues and improve your operations. For instance, we can help you with commercial operations, leverage your embedded analytics and simplify your partner engagement to transform your service experiences. Additionally, the Salesforce Manufacturing Cloud is AI-powered, which can be customized to your specific needs. Some of the key features of the Manufacturing Cloud include:

• Forecasting frameworks
• Sales agreements
• Manufacturing data model
• Embedded analytics
• Digital process automation
• Rebate management.

Do not hesitate to reach out and discuss your next Salesforce step. 

Salesforce is the market leader in customer relationship management (CRM) systems. With out of the box functionality and minor configuration, any company can be up and running on the world’s #1 CRM system with minimal time and effort.

With its highly customizable features, Salesforce Sales Cloud brings all the customer information together in a platform that supports both your B2B and B2C sales process. Through the Salesforce AppExchange, it is possible to incorporate additional applications and strengthen the capabilities for sales, service, marketing, and business analytics. Discover valuable insights in our report that highlights the benefits of Salesforce Sales Cloud as a CRM solution, with a specific focus on enhancing sales enablement.

At KPMG, we are experts at designing and implementing Salesforce for customers across multiple industries. We can help you with

• identifying the right strategy for your Salesforce Sales Cloud implementation

• designing, building, and implementing your Salesforce Sales Cloud solution from start to finish

• ensuring a smooth transition from existing systems to the world’s #1 CRM system.

Effective lead management is essential to ensure that marketing efforts do not perish. Whether the goal is to pursue big deals or high-quantity-low-margin sales, Salesforce Sales Cloud can assist your business to successfully convert leads into sales.

Salesforce Sales Cloud offers a dynamic lead record page that gives sales reps a full overview of lead details and past activities like calls, emails and meetings. Its automated rules can assign leads to the right sales reps based on defined criteria, helping clarify responsibilities and drive timely follow-ups.

• AI feature Einstein - to help sales reps prioritize which leads to pursue as well as guidance on the next step.

• Collaboration tool – tag other teammembers.

• Leads through different methods - such as form submissions, importing lists generated at offline and online events as well as manual lead creation.  

Please feel free to download our report that elaborates how the unique features of Salesforce Sales Cloud can add value to your digital landscape. 

At KPMG, we offer our Salesforce consulting services to analyze, assess and improve your lead management processes, to help your business convert leads, drive sales and increase profits.

It can be difficult to provide great customer service if you need to keep track of customer interactions on multiple channels. Service Cloud enables your support reps to provide excellent service to customers and partners through the support channels they prefer.

With Service Cloud you can automate support case creation from a variety of channels such as emails, communities, phone, chat and social media. It then allocates them to the most qualified and available support agent based on custom criteria, assisting customer reps in providing faster and more efficient support.

As an integral part of the Salesforce platform, Service Cloud provides a 360-degree customer view, helping support reps with all relevant customer data within the CRM system.  It provides strong capabilities for automation and case deflection minimizing the workload of your service agents with built-in features such as:

• Centralized platform
• Chat-bots & knowledge articles
• Voice chat

Our certified and highly skilled professionals are ready to support your organization throughout every stage of your Service Cloud journey.  We can help you identify the right implementation, ensuring it aligns with your business goals and customer needs. In our report, you can gain more insight into the value of Salesforce Service Cloud.

Without seamless integration between quoting tools and CRM systems, businesses risk inefficiencies that impact both revenue and customer experience. The solution is to centralize the process via Salesforce CPQ tool (Configure, Price, Quote), which enhances the quoting process by allowing users to work entirely within the Salesforce platform from initial engagement to quote generation and contract signing. 

CPQ allows you to configure your products to fit any sales model and with features like product rules, bundle configuration, and direct document delivery from Salesforce, CPQ can be tailored to support your unique sales process. Furthermore, CPQ helps increase the bottom line of your organization with an accurate pricing logic set at product level that supports any pricing model.

Once an order is placed, CPQ provides visibility into active subscriptions and past purchases, making renewals and upsell opportunities easier to identify. CPQ contains multiple features that can be tailored to fit your organization's business case:

• Product rules – Create product dependencies or exclusions to assist sales reps in the quoting process

• Bundle configuration – Increase profitability by allowing sales reps to configure bundles in the quoting process to customize offerings to client needs

• Direct document delivery – Send documents directly to customers from Salesforce with all products and prices, ensuring a seamless and professional experience.

• Centralized data – Utilise your centralized data to keep an eye on your customer and iterate your sales process for optimal delivery.

By leveraging centralized data, your team can monitor customer behavior and continuously refine the sales process for optimal results. CPQ integrates seamlessly with Salesforce Sales Cloud, allowing your organization to take advantage of every data point in your CRM, for the optimal quoting experience. 

Our certified professionals are ready to guide your CPQ implementation strategy and unlock its full potential. Download our report to explore how Salesforce CPQ can transform your sales operations or contact us directly. 

Many companies struggle to work efficiently throughout their sales pipeline. They spend too much time trying to generate, manage, and convert leads. Manual processes and lack of digital assistance cause a lot of issues.

Salesforce has developed one of the best software solutions to overcome these struggles: Salesforce Marketing Cloud Account Engagement (MCAE), formerly known as Pardot. MCAE is a marketing automation tool that helps by connecting businesses to their leads.

The use of MCAE lets businesses integrate web forms into their existing setups, automate lead generation, automate emails, and build intelligent campaigns.

In KPMG, we are experts within Salesforce and have drafted a short and precise document on how Salesforce Marketing Cloud Account Engagement can generate value for your business.