We can quickly understand your business and challenges, thus redirecting valuable time and money into finding solutions.  With our in-depth knowledge of the functionality available today within Salesforce.com, we can ensure you are getting the most value from your investment.  We can help you to avoid wasting money re-inventing the wheel by finding relevant third-party extensions and packages available through AppExchange for Salesforce.com, some of which can be further modified to suit your particular needs.

We deliver the high quality solution you would expect from a large consulting practice with all the efficiencies of a small organization.  Some of the services offered are:

• Business process review

  We believe the best way to ensure Salesforce.com efficiently supports your internal process is to clearly define and document the workflows within and between teams and between applications.  Typically this exercise pays immediate dues by highlighting inefficiencies that can be quickly addressed, often without even touching Salesforce.com!  These workflows also provide a key input to understanding your business challenge and building requirements that effectively address your system as a whole.

• Initial implementation services

  So you've bought some licenses of Salesforce.com; now what do you do?  We take you through a series of steps to understand which areas you would like to implement and what your requirements are for each, then build a project plan that will get you up and running quickly.  We can configure your system for you or work with an administrator from your team to ensure all requirements are met.  We can bring data from another CRM system, Outlook or Excel spreadsheets and populate Salesforce.com with your current customers, prospects and historical information.

• Implementation of new modules within Salesforce.com

  There are several modules available with Salesforce.com; Sales, Marketing and Customer Support.  If your company is currently working with the Sales module and would like to bring your Marketing or Support team on board, we can help plan, build and deliver these additional features with you while your Sales team is still working hard in the application.

• Assist with assessment and selection of applications from AppExchange

  If your challenge isn't easily solved with the Sales, Marketing or Customer Support modules, there may be something suitable on the AppExchange.  This is a virtual storefront, carrying add-on applications or collections of customizations that are available to download into your system.  Some are available for a monthly fee while others are free of charge.  Vertical solutions can be found there, sets of features that are configured with a particular industry in mind.  We can help identify the applications that best solve your business challenge, and work with you to install these applications and configure or modify as required.  Check out the AppExchange for more details.

• Planning integrations with other systems

  Data is often shared between departments and having a single version of the truth is indispensible.  Would you like to see your website Leads flow straight to Salesforce.com?  What about your HR system linking to your Salesforce.com User area to create/deactivate users?  Order processing is typically done in a separate system but we can help you automate pushing the order over and reflecting the recognized amounts back into Salesforce.com.  Do you want a local database with your Salesforce.com data for more complex reporting and analysis?  We can work with you to setup replication to your database server.

• Ad hoc Salesforce.com administration and configuration support

  Many companies have a Salesforce.com administrator who can help with adding users and basic page manipulation.  We would be pleased to provide you ongoing support for more difficult modifications like security settings, validation and workflow logic, displaying different record views depending on the user and type of record.  We are always happy to show your administrator what we've done to help build your in-house expertise.  Our desire is to enable you to manage your system well, and not be reliant on us!

• Data migration services

  Bringing data together from disparate sources can be challenging.  Data can be structured differently, values may not match exactly, formatting might vary.  All these factors can add complexity to populating Salesforce.com with your current and historical data.  We can help simplify the process, using a combination of built-in import functionality, free applications that work with Salesforce.com, like the Excel Connector, or third-party data manipulation tools to assist with deduplication and verification prior to loading.

• Customized End-user Training

  Drive up your user adoption by providing training that is customized to your process and uses your terminology.  We provide custom on-site or remote instructor-led training with accompanying training material for your users to refer to.

We would be happy to come on-site to discuss your Salesforce.com system and understand where we can assist.  Contact us through phone, email or submit your questions on the Contact Us page.