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Top 5 Reasons To Upgrade Your Salesforce.com Platform To Enterprise Edition

Posted on January 27, 2015

1. Profiles

Profiles contain user permissions and access settings that control what users can do within your organization.

Enterprise Edition allows a Salesforce Implementation Partner like App Solve to set up your permissions and access settings incredibly specific to your business’s functions and roles– within a Profile. This way, as your business grows, scale seamlessly as you add users to already created and configured user profiles – and only worry about it again unless you make massive organizational changes.

2. Record Types

Do you have separate sales teams within your organization that need to follow different steps to win the deal?

Record Types allow different page layouts, so only the required information for that team is visible to them. This also allows for multiple sales processes so that if different steps need to occur for a sale to be made, that can be completely accommodated for that particular sales team.

Does your business include a B2C channel?

Enterprise Edition features ‘Person Accounts’ – Salesforce.com is the ONLY CRM provider that does this. The system allows for a contact to be ‘un-attached’ to an account, this way you can accommodate your methods of selling to that person since they’re buying your company’s services directly, not another company.

Do you sell products AND services?

Record Types allow your business to manage and track opportunities based on the different revenue channels that your organization is recognizing.

3. Access to API’s

Enterprise Edition allows your business access to the Salesforce.com API’s so that you can integrate nearly any application with your CRM platform (do not need to rely on the AppExchange). Whether you want to fully integrate your ERP, Accounting, Project Management – the options are almost endless.

4. Field Level Security

Would you like individual fields visible only to certain users or profiles? This is possible using Enterprise Edition and Field Level Security. For instance, want to have a field called ‘Manager’s Notes’ on an Opportunity Record that only the Manager can see, not the individual rep? Use Enterprise Edition. This way Sales Executives can clearly see the Manager’s perspective on the state of the deal and can make Forecasting decisions based on this.

5. Workflow

Professional Edition handles your company’s sales process from Marketing to Sales, but what happens once your opportunity is closed as ‘won?’ That’s where Enterprise Edition takes over. Enterprise allows your business to fully automate business processes. What happens when your business closes a sale? Does it kick off a project? Create a purchase order or invoice? Should executives be alerted to a large sales opportunity so that they can make a courtesy call into that prospect? All of these and so much more can be fully automated with Enterprise Edition.

These are our top reasons why you should choose Enterprise Edition over Professional Edition for your Customer Success Platform, Salesforce.com. Interested in upgrading? Get in touch to receive a free consultation to see if you are eligible.

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Whether you need industry advice, a product demo or consultation on your next project, contact App Solve for all the resources you need to plan and grow your business.

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What Our Customers Are Saying

Digitcom hired AppSolve to streamline Digitcom's processes from Quote to Cash. A digital service provider, Digitcom's requirements are challenging and AppSolve's thorough knowledge of Service Cloud and AccountingSeed ERP and Financial Suite made them uniquely qualified to help.
AppSolve delivered a comprehensive overview of Digitcom's processes. They simplified systems by eliminating half of the business tools currently in use, resulting in more cohesive work flows at a lower monthly spend.
AppSolve's team faced external challenges multiple times during their engagement with us, but managed to keep tightly to their deadlines and deliverables while maintaining a high-quality, professional service.

Digitcom Telecommunications Inc.

"A great long term partner. The team at App Solve has helped us implement several strategically valuable modules, custom design, and workflow processes to our org. We have been working with them for four years now. They understand our business needs and help us scope projects appropriately for our requirements and budget. Planning projects is always difficult when we don't understand the complexity of some challenges. They help us navigate appropriately and are reasonable to work with when original plans inevitably end up drifting into something different than first envisioned."

Craig MacAdam, CFO | Lift North America

"Great team to work with! App Solve knows their stuff. They helped to get Pardot integrated with Salesforce, and I am excited to see what we can do with it."

Dawn Jones, Director of Marketing | Kraun Electric Inc.

"Exceptional work and customer service! We contracted App Solve to help us with an implementation roadmap project and feasibility study. We were very pleased with the level of service they provided, the clarity of communication, and the attention we received. All our needs were addressed! I strongly recommend App Solve, their level of expertise, and customer service are unparalleled."

Asia Nebesnaia, IT Project Manager | Cox Automotive Canada Company

"The App Solve team was very knowledgeable, organized, and worked diligently to set up Salesforce and Pardot within a tight timeframe. We enjoyed working with everyone on the project and appreciated the guidance along the way."

Simon Dealy, CEO | HIRE Technologies

"Experienced partner with good staff. We did our first project with App Solve this past summer. It was implemented professionally and has had a positive impact on our business. The staff are responsive and know their stuff. We will definitely use them again."

Aaron Jones, CEO | Kraun Electric Inc.

"Highly skilled and easy to work with! I’ve been working with App Solve for several years as a Salesforce partner and a software implementor of our platform - Accounting Seed. In my experiences with App Solve, they've been spot on with respect to the Accounting Seed and Salesforce value proposition and I've had countless successful project roll-outs with our mutual customers! Cheers to many more, App Solve!"

Anthony Schermer, Senior Account Executive | Accounting Seed

"App Solve is great to work with, they take the time to understand our business and how best to implement Salesforce solutions to meet our objectives. Very knowledgeable team to work with our company as we rolled out Salesforce across North America to 12 cities, implementing our entire business. It was a pleasure doing business with App Solve. Thank you."

John Chiaramonte, Senior Business Development Executive | Enwave North America LP.

"Extremely pleased. David and his team have been a dream to work with. They are very responsive and complete projects in a timely manner. They also take the time to thoroughly explain things to a novice Salesforce user. I look forward to working with David in the future!"

Sierra Hayes, Operations Manager | Dream Local Digital

"Great Group to work with. We have used App Solve a few times and they have been great to work with. They were very knowledgeable and showed a willingness to work with or organization. I will use them for future consultation."

Chris Haase, President | Environmental Products Group

"We worked with the App Solve team to implement Salesforce for our organization, including the main system architecture and setting up the data model needed for our business. They have been a true partner in getting us rolling with Salesforce and have also been of great assistance in tackling smaller projects after the implementation was largely completed."

Gregory Kennedy, Controller | Generis

"Fantastic experience working with Pattie & David. Our company recently completed the transition to Lightning with the competent, guiding hand of Pattie. This transition provided us the perfect opportunity to fix an ongoing issue that was caused by a custom-built feature. Pattie & her team took the time to clearly understand the issue and to take the proper steps to fix it. I would highly recommend App Solve to anyone looking to integrate Salesforce into their business."

Lee-Anne Golden, Managing Director | Urban Flats Toronto

"A true partner. The team at App Solve is amazing. We have truly valued their expertise and consider them a partner, helping us maximize our Salesforce experience. They have been lifesavers on more projects than I can count. We look forward to a long and productive relationship. 5 stars all around!"

Kerrie LePage, Director of Marketing and Product Management | Edenred Commuter Benefit Solutions

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