LeedsSource
The Salesforce Stalwart

Recent economic headwinds and changing consumer behavior have forced many businesses to embark on a significant transformation journey. Cost-cutting measures and a temporary halt on large-scale projects have emerged as the primary option to stay afloat during these demanding times. However, a renewed focus on maximizing benefits from the investments in business-critical tools like Salesforce presents a better path to keep their operations up par and steer businesses in the right direction.

A Salesforce specialist, LeedsSource rises to these needs with its expertise in helping SMEs and enterprises improve the observability and health of their Salesforce environment for promoting productivity without requiring support from additional/new resources.

It has long-standing Salesforce consulting experience dealing with organizations across different industry verticals including education, manufacturing, healthcare, and energy sectors. This diverse industry expertise along with a team of certified consultants enables LeedsSource to deliver a meticulously crafted service portfolio that enclaves the complete ecosystem. Salesforce consulting, solution development, implementation, maintenance, and support services are part of its roster.

“We serve as an extension of the client's IT unit, helping run business-critical operations more efficiently,” says Ari Leeds, founder and CEO of LeedsSource. “Instead of investing in costly resources with limited expertise in- house, clients partnering with us gain a team of seasoned veterans at their beck and call to support their operations.”

LeedsSource has recently developed a new offering, Salesforce/system Administrator Managed Service (SAMS) that helps find predictable, cost-effective avenues to ensure the applications and customer-facing service remain online without any additional resources. As part of its Salesforce maintenance and support service portfolio, it covers various aspects, like monthly environment health checks, automating support requests, and handling essential administrative functions.

For example, SAMS is ideal for businesses aiming to boost customer acquisition and reduce costs, as it helps delve deep into data, examining lead response time, performance, and churn rates. These insights are crucial for devising strategies to optimize Salesforce environments and enable high-level business process improvements.

Through SAMS, team Leeds Source proactively monitors the environment to keep track of expiring certificates and the latest upgrades while giving detailed insights into operations and business units. This forward-thinking endeavor is critical to uncover process optimization avenues for improving the bottom line.

Infusing the Power of Context from

Assessment to Solution Delivery The team ensures the services rendered are in lockstep with the client's everevolving needs.

LeedsSource’s Salesforce consulting services are proficient in resolving every client query, from identifying the ideal tools for their operations to helping inhouse teams make the right decisions during implementation. Its expertise spans various core solutions, like Salesforce Sales Cloud, Service Cloud, and Experience Cloud.

The team sees Salesforce as a canvas and prioritizes addressing the human element of the challenge at hand before moving on to the technical implementation. It takes substantial time upfront to understand the dynamics at play. A typical client engagement emphasizes 'listening to client's needs' and 'hearing the context of challenge statement.’ This hands-on approach and attention-to-detail mindset allow team LeedsSource to gain a foundational-level insight into the business direction and intended outcome. The initial assessment will give a complete, informed critique of the client's existing Salesforce strategy and highlight strengths, areas for improvement, and elements that should be discarded.

We Serve As An Extension Of The Client's It Unit, Helping Run Business-Critical Operations More Efficiently

Based on these insights, the team develops a customized strategy for solution development and implementation or suggests the Salesforce best practices centered on the user needs instead of carrying out the rudimentary technical implementation. It ensures every systemic improvement across the organization's operation achieves universal buy-in. This effort facilitates the creation of scalable, configurable Salesforce solutions that strike a balance between fulfilling immediate requirements and a futureproofed entity.

LeedsSource can build many products, be it custom coding workflows or completely revamping standard user interfaces. It also assists companies that don't intend to make their infrastructure but are interested in developing apps for Salesforce. Team LeedsSource handholds them in bringing those products to market, which involves traversing through the review and approval process instilled by the Salesforce Security Review. This expertise stems from building and launching its product, Permatrix, in the Salesforce app exchange.

The Universal Salesforce Administrator

LeedsSource developed Permatrix to untangle the intricacies of Salesforce permissions controls. Users, especially IT system administrators, face accessibility challenges as control mechanisms are bundled and reside within different permission sets, making it harder to monitor compliance requirements. For instance, large enterprises often take time to provide reports when auditors request a list of employees with access to encrypted data. They need to review every permission set and its assignments, requiring many individuals working with numerous spreadsheets over days to answer the auditor's query.

However, with Permatrix, administrators can provide accurate and detailed reports in just two clicks, saving hours and days of work. It empowers them with expansive access management options and clear visibility for searching, managing, and provisioning permission assignments by employee profiles, permission sets, and permission set groups.

"No Technical Challenge Is Too Hard For Us. Experienced Project Managers Working Hand In Hand With Product Experts Enable Us To Provide Highly Customized Salesforce Solutions That Align With Client's Business Goals"

It is the long-awaited alternative viewpoint into Salesforce user permissions, which gives a bird's eye view into the organization's permission—every user, each of their licenses, and its source—all on a single consolidated screen. This reduces workload while giving elbow room to make streamlined changes with convenient built-in links, providing direct access to provisioning sources. The combination of simplicity and granularity enables administrators to analyze and root out over-permissioned employees, leading to better, secure, compliant organizations.

LeedsSource is also proficient in effectively automating and processing commissions for sales organizations with complex commission rule sets. Employing extensive commission infrastructures to keep tabs on the sales and business development teams is a common practice. However, the everevolving set of rules related to payout adds complexity to the systems. Executives often spend days each month grappling with commission calculations, goal tracking, and related tasks. LeedsSource has helped many by creating configurable, rule-based systems that can be easily adjusted based on needs. For instance, one IT client reduced a three-week task to 30 minutes, and another streamlined a three-day process to the same timeframe. These achievements exemplify LeedsSource’s ability to impact ROI.

Brains behind Service Excellence

A team of seasoned experts from various backgrounds, such as engineering, operations, and product management, drives LeedsSource’s success. Together, they retain a crucial focus on 'problemspecific' solutions instead of recommending the latest tools in the market.

“No technical challenge is too hard for us. Experienced project managers working hand in hand with product experts enable us to provide highly customized Salesforce solutions that align with client's business goals," says Leeds. "Our operation experts are the final piece of the puzzle in ensuring every modification or solution implementation is poised to take organizations in the right direction.”

LeedsSource is committed to establishing and further solidifying its position as a thought leader in the Salesforce niche. It actively engages in events like conferences, offering resources and creating informative videos. While challenging, these endeavors compel the team to carefully consider the content produced and facilitate an educated perspective on the technology they interact with daily. It forces them to pause and contemplate its implications, enabling them to maintain thought leadership. On the other hand, team LeedsSource can provide more insightful guidance to clients, surpassing the limitations of textbook knowledge or online resources. These initiatives ensure LeedsSource remains relevant and help clients adapt to market changes.