West Coast Consulting Group
Contact Us

Service Cloud

Feel Like a Genius with Einstein for Your Business

Businesses large and small alike can find themselves swimming in data: data about their customers, data about their operations, data about their market, and so much more.  In the digital economy, with more software, more devices, more mobility and more connected things, we as individuals, as employees, and as consumers generate clouds of “digital dust,” and the task of making sense of data has catapulted to the top of the priority list for the most innovative companies.

As a salesforce.com customer, you have a couple of options to utilize tools that they provide to analyze your business data, both the data that is resident within your salesforce instance and even data that is stored in other applications or data stores.  These two solutions are:

  • The Einstein family or analytics platforms for native salesforce data, such as Sales Cloud Analytics, Marketing Cloud Analytics and more;
  • Einstein Discovery, the newest entry in the salesforce solution set that performs predictive analytics (more on that in a minute) on any data source, including data sources from outside of salesforce. 


Is It Time For Lightning?

Change is hard.  Changing our personal behaviors is hard enough, so changing a team’s processes or those of an entire organization consisting of n individuals is harder to the nth degree.  But there will always be opportunities to change for the better, and moving to Salesforce’s Lightning user interface (UI), a revamp of what is now called the “Classic” UI, has a lot of good things to offer your team.  To help you manage your organizational challenges when considering and executing your Lightning upgrade, West Coast Consulting Group wanted to summarize a recommended approach that has worked for our customers.

The Salesforce Lightning experience is a significant step in the platform’s evolution, delivering not only a new graphical look and feel to your reports and dashboards, but a host of new features that deliver both increased user productivity and embedded analytics that will make your business more efficient, whether you are a small business with a handful of Salesforce users or a large multinational corporation. (more…)

20 Most Promising CRM Solution Providers

Here at West Coast Consulting Group we are excited that CIO Review magazine names us as one of the “20 Most Promising CRM Solution Providers 2017”.

Having been selected by a panel of CEOs, CIOs and Venture Capitalists, we are proud to be included, together with companies such as Salesforce, Pegasystems, and Zendesk. This is a reflection of our outstanding clients and the successful engagements we have delivered over the past 15 years.

Read the full article on CIO Review.

#CIOReview #Salesforce #Digital Transformation #SalesforceImplementation



Salesforce Field Service Lightning

Your services team is ready to jump in and help. But often they are slowed down by disconnected processes, systems, and information, or impacted by inefficient scheduling and systems that can’t keep pace with your business.

That’s why Salesforce has just announced Field Service Lightning.


Salesforce Field Service Lightning is a modern approach to field service that’s built for mobile and the Internet of Things (IoT). You can now unite customers, connected devices, agents, dispatchers, and employees in the field on one powerful service platform to deliver a seamless customer experience from phone to field.

It helps your organization to:

  • Create work orders from any case, fast
  • Manage complex assets
  • Schedule and dispatch work, intelligently
  • Manage and monitor technicians
  • Access information from any mobile device
  • Monitor performance in real time

Providing a truly differentiated and best-in-class service experience means meeting and exceeding your customer’s expectations at every interaction. Let our team help you assess if Field Service Lightning is right for your services team.

Contact us today at info@westcoastconsulting.com to schedule your free assessment.

By Benafsha Irani, Managing Partner, West Coast Consulting Group

#Lightning #SalesforceLightning #ClassictoLightningMigration #ServiceCloud #SalesforceFieldService

Exciting New Features available in your Salesforce.com

For the last 17 years Salesforce has been on a continuous journey to completely re-imagine CRM for the digital era. And West Coast Consulting Group has been at their side from the very beginning. Our team members were among the first 500 consultants certified for what would become the dominating CRM platform worldwide.

With the launch of Salesforce Lightning, the company has provided an important upgrade for the user interface, enabling deployments across any device. Our consultants are excited about the new Lightning App Builder that helps us develop custom apps for our customers that are fully integrated with Salesforce. But Salesforce has also announced a number of new applications for Sales and Service Cloud, including:  (more…)

February 5th, 2016|Categories: Sales Cloud, Salesforce, Service Cloud|