Services

Process Automation

Do you have any repetitive tasks or complex processes to simplify? Process automation in Salesforce is the solution. We take time to learn what you do, how you do it and what part it plays in your system as a whole.

3rd Party Integrations

It’s common to have different processes in multiple systems, however, it’s ideal to keep all your data synced with your Salesforce CRM. We can configure apps such as Calendly, MailChimp, Zoom and a whole lot more

Reporting

Data, data and more data! It’s important to have your key metrics and important information right at your fingertips. We can customize Salesforce reports, charts and models, to give you the information you need!

Administration

✓ Implementation - setting up from scratch or migrating existing data
✓ Reporting - have key metrics and data right at your fingertips
✓ Customization - tailoring Salesforce to meet your specific business needs
✓ Training - empowering your team to get the most out of the platform
✓ Support - troubleshooting flows, processes and other problems

Development

✓ Data sync between your data stores and the CRM
✓ Connecting and syncing 3rd parts software such as Calendly, Mailchimp and Zoom directly in Salesforce
✓ UI/UX - leveraging LWCs, Apex, Aura Components and Flows to ensure your instance is configured to meet your needs

  • Empower Strategic Growth using Reporting

    Keep a good pulse on your business. Stay informed and be able to make decisions based on key metrics available right in your app. You can track how well customer service is doing, check your financials using different charts for visualization and measure results of any project.

  • Bridge the Gap by Leveraging Integrations

    Reduce your effort when completing tasks. integrating with 3rd party systems ensures you have all the data you need right in front of you on one platform. No more switching tabs!

  • Empower Strategic Growth using Reporting

    Keep a good pulse on your business. Stay informed and be able to make decisions based on key metrics available right in your app. You can track how well customer service is doing, check your financials using different charts for visualization and measure results of any project.

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Value Added Services

☆ Adding/displaying records on a Google Map
☆ Integratign your website with Salesforce
☆ Setup email campaigns
☆ Data Management: Import & Export
☆ Setup Round Robin assignment for any object
☆ Consulting services
☆ Full time Salesforce Admin resource