Salesforce Consulting

Kaana is a lead-to-revenue leader with over 250 implementations in 10 countries.

Salesforce Consulting Services

Lead-to-Revenue is the shortened phrase to describe an end-to-end business experience from the acquisition of a new lead, the conversion of that lead to a customer, accepting payment for goods or services, and recognizing revenue for said goods or services. It can have various beginning and end states, from publishing your product catalog in a Website, through to quoting and sales order processing, delivery and finally payment of goods or services. Kaana helps you identify where you can optimize the Lead-to-Revenue and Quote-To-Cash experiences to ensure your organization is scalable for future growth.

Implementation Services

Implementing a new application is never as simple as flipping a switch or turning a wrench. To get the most from your software investment, we begin by reviewing your existing processes as is and evaluate those against your desired state. This approach helps us appropriately install, configure, and develop the products to meet your specific needs. We identify areas where workflows can be streamlined, either through slight process adjustments or through configuration settings and customization services. Our methodology is 100% aligned with Salesforce’s best practices creating a fluid process between Sales and Services.

Integration Services

The ability to integrate information from Salesforce to other Systems in end-to-end business process such as quote-to-cash or to synchronize master data files across multiple systems is a critical aspect of business operations. Kaana uses both market leading integration solutions such as Mulesoft and industry standard web services tools to meet these needs.

Extension Services

Kaana has extensive experience with customization and development tools including:

  • Custom application, workflow and forms development using tools such as platform to fill automation gaps where necessary.
  • Salesforce and NetSuite customization of e-business capabilities to provide extended capabilities leveraging Zuora's PCI compliant secure credit card capturing page.
  • Client side and server side scripting, using native tools like SuiteScript and Apex.
  • Where these development tools do not provide the necessary capability, Kaana has deep expertise using .NET, Java, PHP, Perl, and Grails.