Our team of experts will work with you each week to set goals, review KPIs, provide support, and help you plan for the future. Services include:
Weekly Status Meetings
End User Training
We provide user administration, data administration, and system performance checks so that you don’t have to.
We’ll troubleshoot performance issues and help you maintain your Salesforce CRM stability.
Salesforce Administration
Creating Users, Security Updates, Changes from Salesforce Updates
Create and Update Reports and Dashboards
Data Cleanup/Import and Review
(requires client help and approval)
Sandbox/Deployment Management
Declarative Changes (no-code)
Custom objects, creating/editing fields, page layouts
Programmatic Changes (Apex, Lightning Web Components etc.)
Amount is dependent on hours per week commitment
Automations
Flows, Process Builders, Email Alerts, Approval Processes, Validation Rules etc.
AppExchange Installation/Management
(doesn’t include API integration support)
Bug Fixes
As your business expands and evolves, we’re here to ensure your Salesforce Org does too. Our team of experts is available to help you streamline your business processes and drive innovation with our Salesforce Excellence Program through:
Architecture Review
Roadmap Planning
App/Product Evaluation
UI/UX Review and Recommendations
Your internal Salesforce Admin is only one person. That means their time, availability and skillset is limited.
We work with many companies that have an Admin in-house and bring value by focusing on the tasks they either don’t have the time or expertise to handle.
This also protects your company if your admin were to ever take a new role so all of the knowledge about your Salesforce org doesn’t walk out the door with them.
Premier Success can be great for your team to get help with one-off questions or participate in the training accelerators offered.
You can use Premier Success strategically so that you are reserving your Salesforce Excellence hours for more strategic tasks that require intimate knowledge of your business.
As we work with you, there’s a decent chance that formal projects will arise with specific deliverables and timelines. With Salesforce Excellence, we can run these engagements in parallel and you’ll have consistency with your project team.
Typically, you would need a project team to spend a lot of time learning your business, but since we’ve been doing that as part of our Salesforce Excellence program, we'll ensure the project team can hit the ground running. At the end of the project, the Salesforce Excellence team will take the baton on training and adoption.
Our team will work directly with the people on your staff in as much capacity as necessary to understand the full picture and how Salesforce can be effective.
Our team will make sure each department know hows to get the most out of the system.
Here's what our client's have to say about our Salesforce Excellence Program.
Client, Consumer Goods Industry
Client, Communications Industry
Client, High Tech
The Salesforce platform to manage Leads, Accounts, Contacts, Opportunities, Activities and any other needs in your Sales process.
If you sell with Partners, this is the perfect product to ensure Salesforce stays in sync with external sales reps’ efforts.
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