wcg 2019

Service Cloud

West Coast Consulting Among CIO Applications’ Top 25 Solutions Providers for Salesforce Customers

The West Coast Consulting team is honored to have been included in CIO Applications’ 2019 list of the Top 25 solutions providers for Salesforce customers.  The main reason the WCG team has been included in this list is our ongoing commitment to innovation, and not just for the sake of innovating.  We bring our combined expertise in business process design and the Salesforce solution set to creating client environments that deliver measurable value in greater efficiencies, faster and more accurate processes, and expanded revenue streams.

The CIO team did a great job writing up some of our relevant experiences, and you can read more about it here.

#Awards #Certifications #Salesforce #SalesCloud # ServiceCloud

20 Years of Salesforce, 15 years of West Coast Consulting Group!

It’s been a lot of fun to follow the media coverage of Salesforce, describing the incredible achievements of Marc Benioff and Parker Harris and the entire team over the past twenty years.  One of our favorite photos was in the San Francisco Chronicle of Mark and Parker outside of Mama’s Cafe in North Beach.  One of the West Coast Consulting Group team’s favorite spots is just across the street at the Liguria Bakery, where we try to show up early to get our focaccia before they sell out!  It’s interesting to think about how all three of these things – Mama’s, Liguria Bakery and Salesforce – are San Francisco institutions, and on the 20th anniversary of Salesforce we thought about what this particular institution, that today reaches all parts of the globe, means to us.

2004: What a Year!
West Coast Consulting Group started in 2004, a bunch of enterprise software and business process optimization specialists from large tech firms and systems integrators coming together to bring our expertise to Silicon Valley companies.  Our mission was to codify their processes in software.  And one day we were standing outside of our SoMa offices and a taxi drove by with an ad with that now-iconic cloud logo and the tagline “No Software.”  What was this?!  We immediately investigated, had our first meeting with the Salesforce team and from that point, there was no looking back.

Our team was one of the first teams trained, certified and gainfully employed to deliver Salesforce implementations back in the day when the Salesforce platform was essentially only what SalesCloud is today.  We were among the first 500 to be certified, and we have a plaque to prove it! (more…)

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. 

(more…)

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.

PLAN
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