This in-depth security review identifies potential vulnerabilities in your current settings, ensuring that your data and operations remain secure and compliant.
By analyzing your license usage and identifying any underutilized features, we’ll help you maximize the value of your existing investments and identify opportunities for optimization.
We’ll evaluate your use of Profiles and Role Hierarchies to ensure they align with your team structure, permissions, and access needs —minimizing risks while improving efficiency.
Avoid unnecessary costs by understanding your current storage usage. We’ll provide a root cause analysis for any overages and offer solutions to optimize data and file storage moving forward.
A well-designed user interface can improve user adoption and productivity. We’ll assess how your record pages and overall UI/UX design contribute to or hinder workflow efficiency.
We’ll evaluate your automations to ensure they are running efficiently and not causing bottlenecks or system performance issues. This includes reviewing workflows, process builders, flows, and any other automation tools you use.
Based on these findings, we’ll provide recommendations and a customized roadmap for your Salesforce environment, ensuring your organization is well-prepared for future growth and evolving business needs.
As the Practice Director for Sales Cloud and Managed Services, Jeremy Wood is passionate about helping our clients develop a long-term strategy for their Salesforce roadmap. Jeremy has 15+ years of experience helping businesses across industries transform their Salesforce org.
When he's off the clock, he's probably traveling with his wife, goofing off with his son, herding his animals, or relaxing on the lake with a fishing pole.
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
Even though your Salesforce Admin may be great at their job, they can't bring all of the knowledge that a full team has to the table.
With Salesforce Excellence, you get access to our team of technical and industry / product experts to help your admin thrive.
Meet Our Team →
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 through:
• Salesforce Administration
Creating Users, Security Updates, Changes from Salesforce Updates
• Sandbox / Deployment Management
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'll help you manage your backlog, optimize your business workflows, and ensure seamless continuous delivery through:
• 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)
Data powers Salesforce.
We'll work with you to streamline your data hygiene processes and ensure you're properly documenting data integrations, validation, and storage.
We'll also help you determine if you have the best backup policies in place. Services include:
• Data Cleanup / Import & Review
(requires client help and approval)
Obtain a comprehensive overview of your business instantly.
Our team will work with you to create and update tailored reports and dashboards designed specifically for your business, revealing the crucial metrics you need to succeed.
We'll work with you to troubleshoot and resolve any bugs, ensuring smooth functionality and uninterrupted performance for users.
This service would encompass thorough diagnostics, timely patches, and proactive measures to prevent recurrence of issues.
Agentforce is only as good as the data it works with. We’ll work with you to not only get your data in order, but also provide the necessary ongoing support, testing, and enhancements that Agentforce and all Salesforce AI features require.
Our team can assist you with developing Agents and recommending potential use cases for your business. Get started with AI Agents for sales, service, marketing, and more such as Service Agents, SDR Agents, or Campaign Optimizer.
Boost sales productivity with Einstein for Sales — your built-in data science partner that delivers smart predictions, actionable insights, and automation to help you close deals faster and retain customers. Features include:
• Einstein Activity Capture
• Einstein Lead Scoring
• Einstein Opportunity Scoring
• Einstein Forecasting
• Einstein Opportunity Insights
• Einstein Conversation Insights
Save service reps time and improve service quality with Einstein for Service features, such as:
• Einstein Bots
• Einstein Case Classification
• Einstein Case Routing
• Einstein Article Recommendations
• Einstein Reply Recommendations
• Einstein Conversation Mining
• Einstein for Service: Grounding
Need ongoing support with your Marketing Cloud org?
Our dedicated team of Marketing Cloud and Account Engagement (Pardot) experts can work with you to design and create the ideal journeys and automations for your customers.
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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.
