Are you completely new to Salesforce and need to learn how to use it?   

We also provide training on the platform and functionality, from basics on how to enter contacts to Administrator training on how to modify your Salesforce org to work better for your organization.

Contact us today to find out more about a customized training plan.

You have made the decision to buy the best CRM platform out there.

Now what?

You have come to the right place. We are here to help.

Our starter implementation package gets you a 40 hour block of time to get you up and running.

Depending on our organization’s specific needs, this can include:

• User set up and configuration
  The set up and configuration of your user roles, profiles, an permissions.  
• Org set up and configuration
  The creation of custom fields and objects that your organization needs to operate effectively.
• Data Integration
  Import of Contacts from your legacy data source into your new Salesforce Org.
• Initial Report and Dashboard configuration
  The initial development of a few reports and dashboards that we determine are vital to your organization

Scenario:

You have Salesforce set up and now you need to have an email automatically sent to a manager when a certain type of Opportunity is entered.   Then you need to make sure that opportunity also becomes visible to another department who cant see it.  Once the Opportunity is Closed and Won you need it to be automatically entered into your client onboarding system.

What now?  

Don't worry we have you covered.

After the initial set up many organizations find that they could greatly benefit from the amazing power of Salesforce and want to utilize that power. We are here to help you understand what you can do to make your organization run smoother and be more sucessful.  Some of these services can include:

• Custom Applications
• AppExchange Integrations
• Complicated Legacy Data Integrations
• Campaign Management
• Website Integrations
• Workflow and Approval Processes
• Mobile Cutomizations
• Custom Development (Lightning, Apex, Visualforce, etc)
• Chatter Customizations

Salesforce is the innovative company behind the world’s #1 CRM platform. There are several different options for every type of organization, to insure you have the right tools in place to succeed.  Go to Salesforce to see more.

Once you have decided to utilize Salesforce,then the real fun starts, you can configure it to automate your sales and marketing process, you automatically get a mobile platform so you can conduct business on any device, even your Apple Watch.

We are here to help you get a better understanding of how Salesforce can help you grow and be more profitable.

Contact us today to see how.