SOLVING HUMAN PROBLEMS

The Umana approach is centered around using a straightforward approach to understanding, designing and executing software solutions for your business. Leveraging the Salesforce platform, businesses have access to one of the most versatile platforms to enable their staff to reach all their potential has to offer.

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CONSULTATION SERVICES

Umana takes pride in being able to help organizations accurately assess their current capabilities and give guidance to help realize the company’s aspirations.

IMPLEMENTATION SERVICES

Umana takes pride in being able to help organizations accurately assess their current capabilities and give guidance to help realize the company’s aspirations.

DEVELOPMENT SERVICES

For business process needs that fix outside a box, the Umana team provides the ability to leverage unique and powerful software solutions developed from the ground up or integrating external tools that gives a company the tools it needs.

PARTNER SERVICES

Umana takes great pride in partnering with other product and service providers to extend an amazing network to its customers. Giving you the same competitive advantages that we employ not only for other customers but for ourselves as well.

OUR CONSULTATION SERVICES

HOW DOES YOUR COMPANY MARKET ITSELF?

In today’s day and age, the whole world is screaming for your attention, well the same goes for your customers. So what do you do to create your opportunity to have that stage?

Furthermore, what is your message to them when you have it? What is your message to them when you don’t realize they’re looking? If you are uncertain about what those answers are, don’t worry most organizations don’t, then it might be time to take a look at your marketing efforts.

Ask yourself, would you like to know how to take control of your brand in order to effectively decide what messages you are or are not sending about your company? Wouldn’t that be helpful to know where your marketing budget should be spent?

Let Umana help you choose the right processes and software solutions that match that very thing. 

WHAT CAN YOUR COMPANY DO BETTER TO WIN MORE CONTRACTS?

By understanding where our prospects come from, what they are seeking and most importantly why they are seeking it, we are now empowered to know whether we are the product or service provider for this customer. No, you are not  always the solution for every opportunity, the sooner you realize this, the better off you are. A turning point happens…

Companies spend entirely too much time and money chasing opportunities that have such a small margin of success and they lose out on the ones that would have been a better fit for their good or service. So how do you know which is a good prospect for you to dedicate your efforts on?

Let Umana help you choose the right processes and software solutions that solve that very challenge

IS YOUR OPERATIONS THE BLACK HOLE OF YOUR BUSINESS?

One of the most interesting aspects of doing business consulting is sitting into operational meetings and ignoring everything that is being said instead we focus our attention on how it is being received…

What is the value of transferring information if it is not wanted, not needed, miscommunicated or worse of all, misinformed? The day and age of organizations running their business from spreadsheets is quickly coming to a close.

From the incredible amounts of redundancy, the opportunity for mistakes and most importantly the incredible workload it takes to compile data…you can quickly see and probably attest to the value of running a single database model for your business, where the information is leveraged by your staff for productivity, rather than wasting time transferring information from one silo to the next.

Let Umana help you choose the method to manage those processes and the software solutions that bring systemic changes to your organization.

IMPLEMENTATION SERVICES

MARKETING SOLUTIONS

Whether you choose to leverage a third party marketing tool such as Marketo, Constant Contact or decide to use the native Marketing Cloud or Pardot solutions, Umana is here to help make sure that your first interaction with your customers is the one you want it to be.

Empowering your organization by empowering you with these very powerful software tools that allow for companies to carefully measure their campaigns and branding.

By integrating these solutions into your business practices, companies can bridge the gap between marketing departments and sales departments creating a mutually beneficial relationship instead of siloed teams that don’t understand one another.

SALES AND CRM SOLUTION

One of the fastest ways to leverage a software solution like Salesforce is through its CRM tool, it’s 5th year consecutively #1. By understanding what your company does well in the Sales cycle we can blueprint a repeatable set of steps that come from your own best practices combined with that of the latest technology.

This allows you to track the most important metrics of your team members giving you vital information that is normally swept under the rug or lost into oblivion. Combining automation with at your fingertips access to the tools you need most, collaboration replaces excuses.

Strategy and forecasting opportunities become central to day to day operations, this enables your team to effectively manage their time by knowing what is a valuable use of their time and more importantly, what is not.

MANAGING OPERATIONS

The double edged sword of Salesforce is that it offers such an amazing sales tool that most people are not aware of its capabilities. Well Umana is here to help disperse that notion!

With Salesforce you have a seamless transition to the world’s number one customer service platform, Service Cloud, to great operational software solutions like: Field Service Lightning, Community Cloud, Manufacturing Cloud and many many more.

By centralizing your customer’s experience within a single database, you eliminate the need for redundancy and multiple programs to manage the customer’s life cycle. Now metrics and insight no longer need compiling; simply ask Salesforce to display a live feed of the data or schedule a report to be sent to you on the frequency YOU desire.

MANAGING ACCOUNTING

Most software solutions keep a very tight control of their platform, but Salesforce embraces the idea of collaboration, even with its own software solutions. By offering partnerships with integrated 3rd party solutions and native (Salesforce built) programs, companies easily run their entire business with Salesforce feeding the information in a controlled manner.

Whether you integrate to your Quickbooks, Sage or other accounting platform or are ready to evaluate a more customizable solution like Accounting Seed, don’t let your hard work of winning your customers business be in vain because you can’t manage your accounts receivable or accounts payables!

DEVELOPMENT SERVICES

Apex and Visualforce Development

Our development team can help you personalize your Salesforce instance to assist with non-standard functionality to accommodate advanced business requirements that your organization may need.

App Development

Have an idea for an OEM application or and ISV solution? Let us help you bring your vision to market with strategy and development.

Community Development

Are you ready to present your company's vision to the world? Community Cloud allows for an incredibly powerful public facing side to your Salesforce application, contact us to see how we can help.

3rd Party App Integrations

For third party software platforms that do not have a pre-built integration, our development team can build API integrations to connect your Salesforce Org to external sources based upon your requirements, allowing your business a more seamless experience.

PARTNER SERVICES

From the thousands of bolt on applications and use cases for Salesforce available through the appExchange, let us help you maximize the efficiency of your Salesforce Org through the evaluation and implementation of these solutions. We proudly serve as registered partners to many of these solutions because of their well deserved reputation and functionality: