Professional Services

When you’re ready for the next step…

The beauty of the CRM is the ability to expand at your own pace

But sometimes, you need additional help to get there. As you continue your adoption of our solutions — through the AppExchange and our user community — our team’s professional services offerings are a great addition to help you take things to the next level.

Our Professional Services fall into four categories: custom Salesforce solutions, business analysis, data management strategies and AppExchange installation and configuration.

Custom Salesforce Solutions
  • Custom Visualforce and Apex code (Visualforce Pages, Apex Triggers and Classes)
  • Custom Salesforce Applications (Custom objects, fields, tabs, buttons, workflows, formulas, etc.)
  • Retention (Integration of key data points; providing actionable metrics and workflows)
  • FormAssembly (Custom single and multi-object “wizard-like” web forms)
  • Service Cloud (Configuration of Salesforce Cases, Assignment Rules, Service Cloud Console, Email-to-Case, Support Metrics, etc.)
  • Reports (Custom reports and dashboard creation, report formulas and bucket fields)
  • Mail Merges (Custom mail merges for application printing, labels, envelopes and complex letters)
Business Analysis
  • Internal Process Analysis (Using Salesforce functionality to support existing process(es) and create efficiencies)
  • Pre-Contract Business Requirements Review (On site or virtual business and GAP analysis used to generate strong contracts and relationships)
Data Management Strategies
  • Custom Data Integration Processes (Custom built Informatica Tasks/Task Flows for additional data sources)
  • Data Deduping Strategies (Review of data deduping process to minimize user interaction and increase data integrity)
Additional Salesforce AppExchange Installation and Configuration
  • Text Messaging
  • CTI Integration
  • Campaign Calendar
  • Jitterbit Data Integration and more

Ready to expand, but need a little help?

The answer: Admin Services