CONSULTING

Our boutique Salesforce partner consulting firm excels in providing personalized service and affordable rates.

We guide you through the process of getting up and running with Salesforce successfully, taking the time to learn about your business and its 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.

CONSULTING

Our boutique Salesforce partner consulting firm excels in providing personalized service and affordable rates.

We guide you through the process of getting up and running with Salesforce successfully, taking the time to learn about your business and its 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.

WE MAKE THE CLOUD
WORK FOR YOU

With an on-demand team specialized in Salesforce for small businesses, you can focus on your business and leave the setup, configuration, and implementation to us.

WE MAKE THE CLOUD
WORK FOR YOU

With an on-demand team specialized in Salesforce for small businesses, you can focus on your business and leave the setup, configuration, and implementation to us.

We incorporate customization and business-process integration with Flow and Process Builder to create innovative solutions.

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 with our on-demand team.

We also offer website and web forms integration, and custom development with Apex and Lightning Web Components for even more customization.

We incorporate customization and business-process integration with flow and process builders to create innovative solutions.

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 with our on-demand team.

We also offer website and web forms integration, and custom development with Apex and Lightning Web Components for even more customization.

CUSTOMIZATION

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.

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.

CUSTOMIZE

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.

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.

IoT & M2M INTEGRATION

Integrate remote assets and equipment into your Salesforce organization. Provide a 360 view for all stakeholders across the business uwhile reducing costs and improving customer experiences through automation and workflow efficiencies.

Examples:

* deliver critical temperature and other sensory data to Salesforce where it is used to continuously monitor, alert, and create work orders for faltering or failing locations.

* continually track usage and location of rental assets and deliver to Salesforce for automatic creation of tickets and invoices when the asset is utilized by the end-user

IoT & M2M INTEGRATION

Integrate remote assets and equipment into your Salesforce organization. Provide a 360 view for all stakeholders across the business uwhile reducing costs and improving customer experiences through automation and workflow efficiencies.

Examples:

* deliver critical temperature and other sensory data to Salesforce where it is used to continuously monitor, alert, and create work orders for faltering or failing locations.

* continually track usage and location of rental assets and deliver to Salesforce for automatic creation of tickets and invoices when the asset is utilized by the end-user

SALESFORCE SERVICES

If you a small business without a dedicated Salesforce Administrator and need assistance on an as needed or ongoing basis we can help! We offer affordable fixed monthly fee or as needed hourly for services such as:

* User setup and management
* Profiles and security
* Configuration of standard/custom objects
* Creation and management of automation including validation rules, flows and process builder
* Data quality management and data loading into Salesforce
* User support and training
* Creation and management of business reports & dashboards
* Email integration with Microsoft 365 and Google Workspace
* Backup and data loss prevention
* AppExchange application installations and management

Click here to learn more about our Salesforce Administrator Services

SALESFORCE SERVICES

If you a small business without a dedicated Salesforce Administrator and need assistance on an as needed or ongoing basis we can help! We offer affordable fixed monthly fee or as needed hourly for services such as:

* User setup and management
* Profiles and security
* Configuration of standard/custom objects
* Creation and management of flows and process builder
* Data quality management and data loading into Salesforce
* User support and training
* Creation and management of reports & dashboards
* Email integration with Microsoft and Google
* Backup and data loss prevention
* AppExchange application installations and management

Click here to learn more about our Salesforce Administrator Services

PROFIENCY and EXPERTISE


PROFIENCY and EXPERTISE

Contact us to learn more

OUR CUSTOMERS INCLUDE

OUR CUSTOMERS INCLUDE