LeedsSource | Top 10 Salesforce Services Company - 2022
LeedsSource: Taking the Product Management Approach for Salesforce Implementation
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CIOREVIEW >> Salesforce >> LeedsSource

LeedsSource has been recognized by CIOReview Magazine as the recipient of “Top 10 Salesforce Services Companies - 2022,” based on our proprietary methodology, reflecting its position in the industry. This profile has been developed by the CIOReview research and editorial team based on insights from an interview with Ari Leeds, CEO.

LeedsSource
Taking the Product Management Approach for Salesforce Implementation

LeedsSource

Ari Leeds, CEO
Data has become an integral part of every business as it helps overcome analytical challenges. The reason for this growing importance of data is simple. More information means more accurate analysis, which allows businesses to make better decisions for their growth and success.

It doesn’t come as a surprise when executives aspire to chase this unseen opportunity to enhance their operational efficiency and bottom-line effectiveness. This persuasion, however, comes at the cost of spoiling the end-user experience. Organizations often ask their employees —managed through systems like Salesforce—to fill out long and tedious forms that leave an indelible stain on their experience. LeedsSource is helping corporations improve the employee/ end-user experience by automating the data collection, validation, and enrichment process to ensure that their end users are not burdened with manual processes.

LeedsSource is known for its Salesforce expertise and quick implementation of the platform. It always views itself as a customer-centric company as it prefers to take onsite tours, talk to the clients and understand their needs.

For Salesforce users, the company brings an opportunity to manage data collection and user experience simultaneously. “We bridge this gap to make sure executives and leaders can get the data they need without compromising the end-user experience,” says Ari Leeds, CEO of LeedsSource. The company achieves this by generating data from the actions of users. For instance, when they sign a deal using a Salesforce solution, LeedsSource can automatically log and timestamp all of their actions without any manual intervention.

With LeedsSource’s solutions, quality data is generated and captured at every step of a user’s journey. They don’t have to fill out forms or follow standard operating procedures. This creates a viable atmosphere where user adoption is high, and the chances of human error at data entry are minimal.

Using the data generated by users’ actions, executives can identify trends and behavioral patterns that can be used to make strategic decisions. When an organization lacks the experience to use data, LeedsSource offers Salesforce consulting services to assist them. The consultation is to “help decision makers make decisions” by purchasing the Salesforce application that addresses their needs, projects ROI, and evaluates what practices to implement for growth and scale.

The Salesforce environment is quite different from traditional enterprise software setups. Focusing on its implementation to reap maximum benefits, LeedsSource adopts a “product management approach” where each task is treated as a business challenge, not a technical specification. This outlook involves making improvements and iterations using end-user feedback. At the same time, organizations get acquainted with user experience and develop a deeper understanding of their audience.

Talking about the development side, LeedsSource provides a full spectrum of Salesforce services to help organizations connect better with their customers. It differs from the traditional practice of integrating software and configuring some complicated codes. The company provides consulting, customization, setup, and implementation services for Salesforce Sales Cloud, Salesforce Service Cloud, and Salesforce Experience Cloud, while offering the end-users an omnichannel, mobile-friendly experience.

We bridge this gap to make sure executives and leaders can get the data they need without compromising the end-user experience

With LeedsSource as a Salesforce partner, implementation and development go hand-in-hand. So, if a client intends to perform data migration from one system to another, re-platforming, adoption, digital transformation, or heavy custom engineering, the company can perform implementation while keeping the client’s end goal in mind. The company’s implementation methodology is based on Salesforce best practices and guidelines. For instance, it follows a strict set of rules for data migration. This ensures that the client’s data is protected, properly configured and maintained as part of a centralized environment.

LeedsSource has also built a “shared resource model” where it provides an internal resource, which the client’s can use as their own. This prevents them from hiring a Salesforce administrator, which can be quite expensive, especially in big cities. Moreover, their requirement is also limited. Using this model, customers don’t have to spend time and money on an outside resource. They can just avail this service and have a consultant on their site to keep an eye on the environment and help onboard and off-board users.

The company’s purpose behind using this strategy is to help customers access full-range of services. Taking such interest in a client’s journey keeps LeedsSource going and forging strong relationships.

LeedsSource

News

LeedsSource Unveils Free Salesforce Permissions Tool to Simplify Visibility and Enhance Audit Readiness

Wednesday, May 24, 2023

NORWOOD, Mass: LeedsSource, a Salesforce consulting firm that specializes in solving business problems with technical solutions, has released the Permatrix app - a free user management solution that uncomplicates permissions in Salesforce. The Permissions visibility tool is available on the Salesforce AppExchange.

Permatrix provides detailed visibility into all permission assignments across every Profile, Permission Set, and Permission Set Group. Designed to help with compliance and security, the app allows you to see how each permission is provisioned, what it is, who has access, and where it comes from. A long overdue alternative viewpoint into Salesforce user permissioning, Permatrix provides easy access and insight into each user's full scope of permissions, all on a single consolidated screen. As a free user management solution, Permatrix significantly reduces the level of effort needed to effectively structure, manage and analyze permissions in Salesforce.

"As Salesforce encourages admins to move towards Permission Sets, having the ability to visualize who has what in your business environment has become critical for organizations," said Ari Leeds, CEO and Founder of LeedsSource. "Permissions can be labor intensive to organize, manage and analyze, which is why Permatrix was designed to reduce the level of effort it takes to do all of the above. We strive to be forward-looking and align with the Salesforce roadmap so that Permatrix will continue to guide users through the process of structuring permissions according to best practices."

The Permatrix app allows businesses to focus on the bottomline by improving employee productivity, reducing financial risk associated with internal data leaks, and minimizing business risk by safeguarding customer data. Companies from small and medium businesses to enterprises utilize Permatrix, and span across industries from financial services and healthcare to higher education and professional services.

"We were looking for a solution that met a very specific business need," said Satheesh Sekaran, Associate Consultant at TCS. "After working with LeedsSource for just a couple of hours, they quickly recognized and understood our business problem and created a feature within Permatrix that not only was intuitive and provided a consolidated view but was tailored to our exact need. LeedsSource helped us when we were in a crunch not just once but twice, and both times their team and Permatrix delivered far past our expectations."


Top 10 Salesforce Services Companies - 2022

Company
LeedsSource

Headquarters
Norwood, MA

Management
Ari Leeds, CEO

Description
LeedsSource provides Salesforce guidance, configuration, custom development, integration, and data services to businesses

Top 10 Salesforce Services Companies - 2022

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