Consulting Services

We'll deliver a custom solution, tailored to you – your industry, your culture, your challenge. This is your journey.  We're here to make the trip easier.  Also, If you don't know where to begin, we'll help you get started.  Our Implementation Services can include any of the following:

  • Discovery Session
  • Requirements
  • Configuration of Leads, Opportunities, Accounts, Contacts, and Activities
  • Data Migration
  • Setup Reports and Dashboards
  • User & Administrator Training

Set Up and Customization:

  • Integration with On-premise or Cloud Applications
  • AppExchange Apps - Installation and Configuration
  • Marketing Automation: Pardot, Exacttarget, Eloqua, Marketo
  • Communities for: Customers, Partners or whatever constituent group you need
  • Support Strategy & Service Cloud set up
  • CTI, Console and Custom Apps to meet your requirements
  • Lead & Opportunity Management, Contract, Order, Quote to Cash

Support & Training

  • Administration - Everything from User Setup to Configuration  
  • Analytics - Reports and Dashboards
  • Training for Admins & End Users

Custom App Design

  • Including Lightning Apps and Visualforce Page Integration
  • API Integrations, External Object Design
  • Process Automation with Lightning Process Builder 

Data Migration Services

We work with you to ensure your data "at the next level" before its migrated.  We will work with you to understand your data requirements.  We have questions to ask and tools to clean data from your current system (or your current Salesforce ORG) so it's what you want and brand new car clean.  

Your data will be:

  • De-Duped/Accurate
  • Organized/Relevant
  • Filtered/Accessible
  • Reliable/Complete
  • Consistent/Updated* 

*across multiple data sources & regularly