Touchpoint Solutions: Do More with Salesforce

Brett Greathouse, President
Implemented appropriately, Salesforce can be a valuable asset for any business. But often enterprises do not leverage it to its full potential. In that case, they miss out on the revenue it can help them generate better customer engagement, personalization, and more. Usually, small or medium businesses sometimes feel at a disadvantage due to their lack of expertise, limited resources, and time. Launching any new initiative that involves Salesforce requires some amount of education and training to get users up to speed, or they may either neglect to use the program or won’t use it as effectively.

“Our people eat and breathe Salesforce, and we help our clients love Salesforce too,” begins Brett Greathouse, president of Touchpoint Solutions. Since 2008, the company has been pursuing its mission by helping clients leverage Salesforce. It provides start-ups and small to mid-sized businesses with access to the Salesforce technology, resources, and expertise needed to become a thriving customer and community-focused company. Touchpoint Solutions helps its clients to optimize their business processes, build advanced tools for their sales and support teams, and better connect with their customers, all through the power of the Salesforce platform. “We become part of our client’s organizations and develop long term relationships that enable them to get the full value of Salesforce,” adds Greathouse.

Touchpoint Solutions has the perfect blend of consulting and industry experience backed with Salesforce know-how. As a Salesforce consulting partner, the company’s team of certified consultants and developers have the skills and experience to help clients with their projects and keep them moving in the right direction.

Touchpoint Solutions provides support and guidance through two offerings: AdminBASIC and AdminPLUS. Through AdminBASIC, the company appoints an advanced Salesforce expert (Administrator, Developer) who assists clients as per their needs. By opting for AdminPLUS, clients have a complete team of experts who can provide Salesforce needs, such as solutioning, implementation, development, and support.

In a typical onboarding scenario, Touchpoint conducts a business process review under which it learns the client’s business, analyzes and identifies gaps, and helps them realize what they can get out of Salesforce. “Our real core competency is understanding the business and knowing the application of Salesforce to solve our clients’ business problems,” states Greathouse.


Our people eat and breathe Salesforce, and we can help you to love Salesforce too

For instance, Touchpoint Solutions came across a customer in the healthcare space who was utilizing Salesforce for sales related activity. The client was using multiple other applications as well for their organization. Touchpoint Solutions designed a solution, helped them streamline their operations, and turned Salesforce into a single platform to host most of their application needs; where other apps were necessary, they built integrations. Salesforce acted as a data warehouse where the client accumulated all inputs from the payroll system and operating system. This led to the elimination of much of the administrative activity both in terms of manual activity and FTEs.

Moreover, they automated over a hundred different workflows and that perform thousands of transactions each month through. Touchpoint Solutions provided solutions to engage patients through surveys/automated inside sales events since the client aimed to provide treatment to its patient on time and keep track of their health post-discharge. Further, the client discovered that they could utilize Salesforce to engage their employees.

Since healthcare is a highly regulated field, Touchpoint Solutions used the ERP application feed into Salesforce to automate outreach to the client’s 1,000+ employees about education requirements, certifications, and license expirations. Touchpoint Solutions consolidated a lot of their reporting into four dashboards providing all needed information at their fingertips. In short, Touchpoint Solutions helped their client obtain the real value of Salesforce by improving compliance operationally, streamlining business operations, and reducing a lot of administrative support.

Forging ahead, Touchpoint Solutions is aiming to grow its team to help more companies get the full value from Salesforce. They have grown each year and, in the last two years, the recognized over 50% growth each year. “The majority of our clients come from referrals, and we gauge our growth by how well our clients are getting value from Salesforce,” states Greathouse. Touchpoint Solutions has an aggressive roadmap of adding more functionality into its current offerings to support its current users and attract new ones. “We have had multiple engagements with an array of industries and leveraging that experience we make Salesforce an enabler for our clients’ growth,” concludes Greathouse.

Company
Touchpoint Solutions

Headquarters
Fountain Valley, CA

Management
Brett Greathouse, President

Description
Touchpoint Solutions is a premier cloud consulting company specializing in the Force.com platform. The company has the perfect blend of consulting and industry experience backed with Salesforce know-how. As a Salesforce consulting partner, Touchpoint’s team of certified consultants and developers have the skills and experience to help clients with their projects and keep them moving in the right direction. Touchpoint Solutions is aiming to grow its team to help more companies get the full value from Salesforce. They have grown each year and, in the last two years, the recognized over 50% growth each year