Our team of experts will work with you each week to set goals, review KPIs, provide support, and help you plan for the future.
We're committed to helping your business drive success with Salesforce. 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 & Dashboards
• Data Cleanup/Import & 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 will 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
Here's what our client's have to say about working with our team.
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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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.