some Companies we have helped include:

Depending on your needs, we approach our Salesforce services in one of two ways.

On-Going Services Based	Engagement Based
You can opt for this flexible, services retainer model, where we commit to you a certain number of days per month over a six- or twelve-month period. A day represents 8 to 10 hours.	For new Salesforce implementations or larger, discrete engagements, we often work in a project-based model. We work with you to define the scope of work, budget, and schedule before embarking on the engagement.

administration & support MANAGED SERVICES

Gain the peace of mind knowing a Certified Salesforce Administrator, with a Sales Operations background, is on-hand to support your organization and keep Salesforce running in top shape. Services include on-going Salesforce administration and maintenance, report & dashboard development, end-user support, data governance & quality checks, user adoption checks, and user training. We offer flexible engagement models to fit your budget.

ADVISORY SERVICES

Sales Process Review and Salesforce Configuration Tune-up

Goals: Improved Salesforce ROI. Improved Sales Leader Forecasting and Activity tracking. Increased Adoption.

Focus: End-to-end sales process from Leads to Opportunities to On-Boarding & Customer Success.

Improvements: From better Reports or Dashboards to custom code, our Advisory Services engagements include a combination of innovative Salesforce customizations, optimizations, development, documentation, and/or training. We offer recommendations based on our Sales Operations expertise and best practices with the goals of increasing your Salesforce ROI, smoother Sales team execution, sales team adoption, and better sales oversight.

PROFESSIONAL SERVICES

Transition from Classic to Lightning Experience
Data migration accompanies most Salesforce CRM implementation projects and we have an established methodology to ensure your historical customer and company records are migrated correctly into your new Salesforce system. We also employ procedures and supply recommendations to strengthen you data's accuracy and integrity as part of our engagements.

AppExchange App Installations & Integrations
We have extensive experience working with AppExchange solutions and integrations to popular sales-supporting software and internet services to extend the functionality of your Salesforce CRM.

End-User Training
Strong CRM adoption begins with an elegant design and continues to grow with great end-user training. Being a web-based platform you’d expect Salesforce to be designed with usability in mind, but you’d be making a big mistake if you think users will adopt the cloud without being trained. From logging in, searching, navigating, logging activities, to editing and creating records. We take your employees from the basics to performing their day-to-day job functions in Salesforce.

Data Migrations
Data migration accompanies most Salesforce CRM implementation projects and we have an established methodology to ensure your historical customer and company records are migrated correctly into your new Salesforce system. We also employ procedures and supply recommendations to strengthen you data's accuracy and integrity as part of our engagements.

Data Cleaning

We have expertise with the best tools to import, standardize, verify, and de-duplicate data from within the Salesforce.com interface. We have led de-duplication projects for dozens of companies, some with millions of records.

SALESFORCE IMPLEMENTATIONS

JumpStart Salesforce Implementation Program
Perfect for small businesses that would like their sales team up and running in a matter of weeks. This fixed fee engagement targets configuring Salesforce Sales Cloud to support your sales process, while optimizing for usability and data quality.

It includes:

All of the basic components necessary to centralize and automate the management of leads, contacts, companies, and sales opportunities
End-user training sessions
Promotes CRM use best practices and adoption

Need Assistance during your initial Salesforce Purchase Decision? - NO CHARGE CONSULTATION

Advisory & Managed Services

SALESFORCE.COM

Leveraging 17+ years of enterprise Sales Operations experience combined with Salesforce Certified expertise.

We understand how B2B sales teams operate, speak their "language", & offer best practice sales process recommendations.

Our configurations turn your Salesforce investment

into an asset for your Sales Teams

Salesforce Administrator

Whether you're looking for a net new Salesforce implementation, small tweaks, a complete overhaul, or on-going Salesforce Administration, we have you covered.