Investment Guide: Building Business Solutions for Your World
For 25 years, we’ve been helping New Zealand businesses implement and develop Salesforce to achieve growth, streamline processes, and improve efficiency. While we’ve worked with various use cases, the functional foundations of a successful Salesforce solution remain consistent.
In the spirit of transparency, we’ve created this Investment Guide to clearly understand what’s typically required when adopting Salesforce for your business. We aim to empower you with the knowledge to make informed decisions and ensure your investment leads to meaningful results.
Where to Start
Road Mapping
Your First Step to Business Solutions for Your World
At Relationship Unlimited, we understand that every business operates within a unique world with its own goals, challenges, and opportunities. To ensure your Salesforce solution is tailored to your needs.
Salesforce Rapid
Identify if Salesforce is the right solution for you by understanding the Salesforce feasibility, costs, and benefits
Overall, Salesforce Rapid is designed to streamline decision-making processes by providing clear insights into project feasibility, costs, and benefits.
Data Cloud Explore
Data Cloud Explore is our service product that helps companies understand their current Data Cloud business challenges.
Working to identify potential technical solutions and develop the information and documentation needed for sound decisions.
Quick Start
Sales Cloud
Accelerate your business growth with Sales Cloud
Our Sales Cloud Quick Start accelerates your business growth by fully implementing Sales Cloud with customised leads, accounts, contacts, and opportunities, ensuring you can close more deals efficiently.
Service Cloud
Drive higher customer satisfaction with Service Cloud
Our Service Cloud Quick Start helps businesses streamline their service operations, boosting efficiency by setting up a solid foundation, importing essential data, and customising cases. This comprehensive setup ensures a 360-degree view of each customer, driving higher customer satisfaction and loyalty.
Salesforce for Nonprofits
Empower and leverage Salesforce and Grants Management to enhance your organisation
Our Quick Start for Nonprofits is designed to help nonprofit organisations leverage Salesforce and the Grants Management Module to enhance business operations and streamline fundraising tracking.
Field Service & Crew Management
Enhance and gain complete oversight & management of your team.
Achieve comprehensive oversight and management of your service team in the field with our Field Service Quick Start, empowering your team to deliver superior service on-site.
Quote 2 Cash
Save time and money to streamline order management by automating products, services, and subscriptions.
Our Quote-to-Cash service offering empowers you and your company to streamline order management by automating products, services, and subscriptions directly from a single opportunity. This approach saves time by generating multiple quotes and seamlessly automating approval processes.
Experience Cloud for Employees
Empower and leverage Salesforce and Grants Management to enhance your organisation
Our Quick Start for Nonprofits is designed to help nonprofit organisations leverage Salesforce and the Grants Management Module to enhance business operations and streamline fundraising tracking.
Account Engagement
Harness the power of Salesforce marketing and sales to find higher-quality leads and track engagement throughout the process.
By implementing Marketing Cloud Account Engagement, we enable your company to harness the synergy of marketing and sales, automating B2B marketing to discover higher-quality leads and monitor engagement throughout the process.
Experience Cloud for Customers
Revolutionise your engagement with your customers, partners, and employees through an online collaboration.
Salesforce’s Experience Cloud unites customers, partners, and employees through an online collaboration platform. We specialise in customising your Experience Cloud Portal to revolutionise your engagement with key stakeholders critical to your business.
Consumer Goods Cloud
Enable increased customer satisfaction through delivering services that foster growth.
Our quick start package enables you to plan, execute, and deliver services in a manner that fosters business growth and enhances customer satisfaction.
Support Services
Admin OnDemand
We empower and enable your staff to focus on strategic business objectives while we provide a 'safe pair of hands' to administrate your Salesforce requests.
Integrations
Trust
Set up secure access to company spaces and assets
This is our turnkey service for setting up our Trust™ product. We connect BioVerify and JNCTN to Salesforce Service Cloud so all your employees can securely access company assets while giving you a full record log of this access.
Lightning Ready
Improve your Salesforce and take advantage of the new features
Lightning Ready is a service that assists customers and organisations in transitioning from their current Salesforce Classic environment to a new Salesforce Lightning-enabled environment.
