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.
Creating Users, Security Updates, Changes from Salesforce Updates
Create and Update Reports and Dashboards
Data Cleanup/Import and Review
(requires client help and approval)
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
Flows, Process Builders, Email Alerts, Approval Processes, Validation Rules etc.
(doesn’t include API integration support)
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 through:
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.
Make communication easy and insightful both internally and externally. The power of the Slack platform only continues to grow.
Get Lead and Opportunity scoring and insights based on the powerful Einstein AI engine. Out-of-the-box, high-powered dashboards will take your analytics to the next level.
Provide your Sales team with detailed cadences so the reach the right prospect in the right way.
Integrate your phone system with Salesforce so that reps never have to leave the platform.
Give your reps the ability to plan and optimize their routes. Meeting canceled? Quickly see other accounts/leads nearby and make the most out of it.
Get the most out of Salesforce from right inside of Outlook or Gmail. Track when a customer opens your email and schedule meetings easier than ever before.
Generate templated documents using data from Salesforce with the click of a button saving your team hundreds of hours.
E-Signature is a must have for Sales teams and Conga Sign works directly in Salesforce.
With an easy to use app, Docusign and Salesforce remove the hurdles in the closing process.
An easy to use form builder directly integrated with Salesforce is worth its weight in gold.
Communicate how your customers want to. For many of your customers, that means text messaging, and Twilio allows you to do it all right in Salesforce.
ERP integration is vital for many companies. Commercient allows us to easily connect to some of the most popular On-Premise and Cloud-Based ERPs.