SERVICES WE OFFER
We provide a wide range of professional services to meet your Salesforce needs. This page covers many items, but not everything. If something isn't listed that you need, please contact us to ask if we can help.
Salesforce Customized Setup
We can optimize your setup. It's not just our name, it's what we do! Whether it's an initial implementation, or you've had the tool for years, Salesforce can be better for you.
List of Services
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DiscoveryList Item 1
- Interview end-users, managers, and leadership
- Identify needs & wants
- Understand user roles & responsibilities, and develop personas
- Review current Salesforce setup
- Review data quality
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Op2Myze (or do you spell it Optimize)List Item 4
- Custom objects
- Custom apps
- Record types
- Page layouts & fields
- Formula fields
- Path
- Process builders
- Flows
- User licenses, roles, & profiles
- Permission sets & permission set groups
- In app guidance
- Email templates
- Surveys
- Reports & dashboards
- Demonstrate use/functionality of customizations
- Provide documentation of the instance
Business Process Improvement
We are specialists in process improvement. If things stall in your prospecting funnel, in your sales cycle, on in other business processes, let us help you shine light on things.
List of Services
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Assess & ReviewList Item 1
- Comprehensive review of company culture, mission, values, vision, current and future challenges, etc.
- Shadow and interview people of various roles & titles
- Document business processes
- Perform gap analyses
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RecommendList Item 3
- Highlight where improvements would have the most significant impact
- Chart level of change against level of impact for suggestions
- Build on identified consistencies and efficiencies
- Offer options, including pros & cons
- Prioritize
- Build roadmap
- Create change management plans
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OptimizeList Item 4
- Take action, coach, work the plans
- Ensure Salesforce setup mirrors processes
- Support for continuous process improvement
Training
Set your users up for success with comprehensive training packages. Even if we don't work on your implementation or setup, we can provide top-quality, hands-on training! We can train non-Salesforce content, too, like sales excellence, cold-calling techniques, and coaching.
List of Services
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Training DocumentationList Item 1
- Company-branded
- Customized to your setup
- Multiple document types available, from 1-page quick references to complete user guides
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Train-the-TrainerList Item 3
- Tips and tools for your employees to deliver training to your end-user employees
- Documentation included
- Delivery in-person
- Available for Salesforce admins, corporate trainers, BAs & other IT professionals
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End-User Training
Delivered directly to your end-users.
- Documentation included
- Delivery in-person, webinar, or combination
- Includes comprehensive training plan, including recommendations for ongoing training
Data Quality Services
Don't live with bad data! We can help!
List of Services
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ReviewList Item 2
- Identify all current sources of data
- Review Salesforce data quality
- Verify accurate mapping
- Perform gap analysis
- Define data ownership guidelines
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Clean-UpList Item 3
- Deduplicate records
- Setup duplicate & matching rules
- Resolve incomplete data
- Import additional data
- Create an ongoing data management plan