Kelley Austin is excited to share several Business Value Services to help you get the most out of your investment in Salesforce in 2025 and beyond!
Whether you’re interested in discovering the right use cases for an Agentforce AI Agent or having your Sales Cloud, Service Cloud or Marketing Cloud org assessed, our team of experts is here to help. Our goal is to provide strategic guidance with your Salesforce journey — no matter where you are.
Start the New Year off right by setting your Salesforce org up for success! Reach out to our team to see how you can receive these services complimentary for a limited time or for additional help with your Salesforce org.
In September of 2024, Salesforce announced a powerful new offering — Salesforce Foundations — that expands the capabilities of Sales Cloud and/or Service Cloud for Enterprise Edition and higher.
This comprehensive package brings together a set of Sales, Service, Marketing, Commerce, and Data Cloud features with several new and enhanced features that are part of Salesforce’s relatively new Starter and Pro Suite products.
In addition to these enhanced capabilities, Salesforce Foundations comes with Agentforce, including features such as turnkey agents for Sales and Service, Agent Builder, Prompt Builder, Model Builder, and Data Cloud. Our Agentforce Quickstart can help you take the first step toward a more AI-powered future. Learn how you can get started today below!
Our Agentforce Quickstart is designed to help you identify an Agentforce use case to help you achieve your business goals — whether that be improving your case deflection rate with a Service Agent or engaging with prospects 24/7 with an SDR Agent.
We’ll identify key areas of opportunity where your business may benefit from an Agent, as well as suggest enhancements to existing automation in your Salesforce org.
Our Agentforce Quickstart will require 2-3 hours of time on discovery calls with you to understand your current Salesforce landscape and either fully detail out the Agentforce use case you have in mind or help you determine the best use case to deploy an Agent for initial value. Our team will put together the requirements and process flow based on these sessions.
What You Get:
Salesforce is more than just another tool in your tech stack — it’s a cornerstone of your operations and a critical driver of strategic success. But for many businesses, the challenge lies in consistently maximizing the value of such a significant investment.
Salesforce is constantly evolving, and with that comes the need to ensure your setup aligns with your business goals. Every feature, workflow, and automation should serve a purpose, contributing to the metrics that matter most — especially ROI.
So, how can you be certain your Salesforce platform is pulling its weight and delivering results? The process starts with identifying areas that could benefit from smarter automation, optimizing your workflows, and ensuring data-driven insights are right at your fingertips.
That’s where Kelley Austin’s expertise and Salesforce Automation Assessment can make all the difference. We'll help you uncover efficiencies and new ways to use Salesforce automation tools that drive real value, ensuring your system aligns with your ambitions for 2025 and beyond.
Our Salesforce Automation Assessment will require a 1-hour discovery call with key stakeholders, during which we’ll identify five automation opportunities, which could include:
In 2023, Salesforce announced that customers with Enterprise Edition or above can get started with Data Cloud at no cost. This is a great opportunity for companies to take advantage of Data Cloud to unify prospects for targeted selling or unify customers for personalized service.
Data Cloud has revolutionized the way businesses operate, equipping them with the necessary tools to tap into high-quality external data sources and transform their CRM processes by:
Data Cloud serves as the gateway to an expansive network of data providers, enhancing the potential of your Salesforce data. With Data Cloud you can harmonize siloed data from any product and system into a 360 degree view of every customer. With the ability to unify profiles down to a single individual, it’s much easier to offer personalized interactions for your customers.
Whether you’re interested in Data Cloud for Marketing Cloud, Sales Cloud or Service Cloud, our team of experts is here to help you find the right solutions for your business. Data helps AI do its job, which is why investing in Data Cloud early on will prepare your business for AI-powered products and services like Agentforce.
Our Data Cloud & AI Readiness Assessment will require 1-hour with the team to design a Point-of-View around the Data Cloud use case as well as a 1-hour executive summary readout. We'll examine your existing data infrastructure and integrations, assess data cleanliness, and pinpoint distinct business challenges within Marketing, Sales, and/or Service that could be addressed through the implementation of Data Cloud.
What You Get:
We will provide your team with a 1-hour executive summary readout that includes the sample that we produce using the free version of Data Cloud. This sample will lay out the roadmap for how the company could benefit from utilizing the full version.
Maximizing the value of your Marketing Cloud investment starts with understanding where you are today and uncovering opportunities to grow. Our Business Value Services are designed to help your organization identify maturity gaps, improve deliverability and hygiene, and fully leverage Marketing Cloud Connect.
With tailored assessments, actionable insights, and clear roadmaps, our team of dedicated Marketing Cloud experts will partner with you to drive better outcomes and optimize your marketing strategy. Explore how our services can transform your Marketing Cloud capabilities and progress your business goals.
The Marketing Cloud/MCAE Maturity Assessment is designed to provide your business with a high-level assessment focused on identifying capability gaps and opportunities to optimize your Marketing Cloud or Account Engagement investment.
Our team of Marketing Cloud experts will work with you to determine business outcome objectives and areas of concerns with current campaigns and email sending. The process will include a 90-minute interview with a “super-user” or SME walking our team through the processes and pain points as well as an executive summary readout at the end of the engagement.
What You Get:
The Marketing Cloud Deliverability & Hygiene Audit involves a comprehensive evaluation of the overall health and effectiveness of your company's Marketing Cloud org. Our team will evaluate your existing Marketing Cloud org configuration, deliverability, and existing hygiene methods. We’ll focus on the importance of IP reputation and good sending practices.
The process will involve two 1-hour sessions with key Marketing stakeholders on areas of concerns with current campaigns and email sending and an SME review of the following assets:
What You Get:
Our team will take a deep dive into how you’re using Marketing Cloud Connect to connect with Salesforce in addition to helping you determine what features you’d like to expand on. We’ll also review your current sending solutions and provide insight into how you can further leverage MCC, such as incorporating Salesforce elements into Journeys. The process will involve two 1-hour sessions with a combination of Marketing and Sales stakeholders.
What You Get:
AI is top-of-mind topics for service leaders, as companies that opt for late adoption may be left behind by their competitors. With Service Cloud AI features such as Einstein and Agentforce, businesses can reduce service costs by efficiently automating routine customer inquiries, providing instant and accurate responses, and streamlining support processes.
Kelley Austin will identify your Salesforce org and teams’ preparedness to take full advantage of Salesforce’s AI products and features for service, and develop recommendations for a path toward readiness. The Einstein Readiness Assessment (Service Cloud AI) will involve a 1-2 hour SME-led demonstration of current case management processes including:
What You Get:
The Case Deflection Score Assessment evaluates the effectiveness of your customer support system by measuring the rate at which customer queries are resolved without human intervention. The assessment will provide actionable insights on how you can enhance self-service capabilities and reduce operational costs with Service Cloud AI and automation features.
The process will involve a 30 minute meeting with a key stakeholder to discuss how your company is utilizing Service Cloud for case deflection and will require 30 minutes for the Case Deflection Score Assessment readout at the end of the engagement.
What You Get:
Kelley Austin is a Dallas-based full-service Salesforce consultancy that helps brands and businesses drive revenue and connect with their customers through the power of Salesforce. As a Salesforce Summit Partner, their expertise spans Agentforce, Sales Cloud, Service Cloud, Field Service, Marketing Cloud, Experience Cloud, Revenue Cloud, and more.The Kelley Austin team has successfully delivered hundreds of projects and takes pride in their diverse industry expertise. While Salesforce brings customers and companies together, Kelley Austin helps you put plans into action so you can get the most out of your investment.
Get in touch with our team to find out if we’re a good fit for your business. We’re ready to Solve Things together in 2025!
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.