Salesforce Consulting
Our small boutique consulting team (no off-shoring or outsourcing ) can help guide you through the process of getting up and running with Salesforce successfully. We sit down with you to learn about your business and it’s processes which is a vital step in any successful Salesforce implementation. Utilizing industry best practices we avoid common pitfalls and enable a smooth Salesforce adoption for you and your team.
From security settings, fields and page layouts, business process management, workflows, reports and dashboards or custom apps to solve a set of specific tasks within Salesforce, we will configure Salesforce to meet your business needs.
On Demand Salesforce Administration
We can provide short-term (hourly rate) Salesforce system administrator services for tasks including data import and backup, managing users, reports and dashboards creation, website integration for leads and cases, process and workflow updates, assignment and validation rules.
When out-of-the-box Salesforce isn’t enough we can take your requirements and deliver a solution uniquely shaped to your business. Whether you require custom visual interfaces, work flows or integration with external services and platforms we can help you get there.
Training
We customize role-based training to meet your unique needs and budget, from basic to advanced, from onsite to online, you and your team will learn how to use Salesforce efficiently and effectively. With our help, your organization can retain skills for daily operation and, most importantly, train other users as needed.
Support
Your business evolves and therefore Salesforce can evolve along with it. We can help you with all things Salesforce as your needs evolve. If you need help with workflow and automation, reports and dashboards or anything else Salesforce related, we can be of service.