Our Services

Salesforce Administration

Sometimes you may just need to temporarily bring in a helping hand to improve your usage of Salesforce. Certified in Salesforce Administration, we can supply this help to improve your management of users, permissions, reports, and dashboards.

More specifically this type of work may include:
- Addressing pipeline cleanup
- Importing new lead data
- Implementing Campaigns to track marketing ROI
- Creating custom objects to track new KPIs
- Training users on better use of Salesforce and the benefits of keeping records up-to-date
- Supporting Salesforce + Outlook and Salesforce + Gmail questions
- Presenting and implementing ideas for increased adoption
- Utilizing cases to track requests, bugs, and any issues
- Creating automated processes with Workflow, process builder, and flow
- Creating and updating email templates and letterheads
- Updating permission sets and profiles
- Deploying apps from the AppExchange
- Implementing integrations with 3rd party tools
- Setting up Proof of Concept objects and consoles in a Dev Org

And of course, throughout the whole process we will update you about the status of all projects

Salesforce Services

Digital Marketing

Brand Design

Ask For a Salesforce Consultation

Are you bogged down in excel spreadsheets?

Are you wishing there would be an easier way to use data to justify funding projects?

Ask for a free consultation on how Salesforce can centralize your organization's data in the cloud, keep your constituents all on the same page, and provide the insights you need to reach your goals.