Salesforce AdministrationRegular Salesforce administrative tasks can be as simple as adding new users and resetting passwords, or more complex such as adding new custom objects and fields. Whatever it may be, our Salesforce consultants can advise you on the best approach to take and get things done quickly and correctly the first time around.
Example Administrative Tasks:
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Third-Party App Installation*There are thousands of third-party apps available on the Salesforce AppExchange that can add to the native functionality of Salesforce. Whether you're in need of document generation, electronic signature, accounting integration, or project management, we can help you select, install and configure the best app for your needs.
Popular Third-Party App Uses:
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Salesforce TrainingProbably one of the biggest hurdles to Salesforce user adoption is the lack of proper training. Once your users understand the capabilities of Salesforce and how to leverage them, you will not only increase productivity, but start to see a real return on your investment. Our knowledgeable Salesforce consultants are available for remote and on-site training to help build confidence and competency for all of your users, no matter their level of Salesforce experience.
Example Training Areas:
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Data Migration & Data ManagementMaintaining data integrity and accuracy is one the biggest challenges for any organization. If you are new to Salesforce and migrating from another system, this is especially important. Our Salesforce Administrators can help prepare and migrate your data and advise you on best practices to avoid losing any historical data or creating duplicates. We also can assist with regular data maintenance, that may include mass imports, updates, or exports of data such as Leads, Accounts, and Contacts.
Example Data-Related Tasks:
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