Our Salesforce Experts Are Here to Help

Many smart, talented in-house teams are overloaded and lack the time and resources to maintain legacy quoting systems. The result? Slow internal workflows, unclear visibility into daily sales outstanding (DSO), and cumbersome rogue processes for pricing deals.

Our certified Salesforce professionals – including administrators, developers, and architects – fill your CPQ and billing skills gap to help you achieve an efficient, revenue-maximizing sales process.

  • Install and enhance your quoting and invoicing processes
  • Reduce configuration and pricing errors
  • Ensure order and invoice accuracy
  • Maintain and optimize pricing catalogs
  • Leverage Einstein AI to predict cash flow
  • Develop and implement Customer 360 functionality strategy
  • Configure actionable reports and dashboards
  • Maintain system changes and upgrades
  • Integrate Revenue Cloud with Sales Cloud, Service Cloud, Experience Cloud, and Field Service.
  • Supplement your in-house support teams
  • Connect Salesforce with your ERP systems

The Salesforce Service Void: What You Need to Know and How to Solve It

Salesforce’s barrage of continuous innovation provides companies with the promise of new features to improve workflows and close deals. But there’s just one problem: most companies fail at making the most of the new releases. Learn how you can solve this and stay out of the Salesforce service void.

Read the Blog

THIRD-PARTY RESEARCH

Salesforce Customer Success: Roadblocks and Recommendations

Uncover today’s most common challenges to maintaining and upgrading CRM functionality. See our expert recommendations on how to maximize outcomes from your Salesforce investment.

Download the Report

Salesforce Managed Services Tailored to Your Needs

Select the Salesforce Managed Services package that conforms to your operational requirements.

  • Admin Assistance Package
  • Manage & Develop Package
  • Agile Team Delivery Package

Augment your existing staff with the skills of an experienced part-time administrator – at a predictable rate. This service package provides access to a trusted partner who will tackle routine tasks and help you take advantage of new Salesforce functions and features.

  • Assigned part-time Salesforce Administrator and Salesforce Architect, each with years of experience.
  • Comprehensive service catalog covers everything from routine data loads to issue resolution to new feature implementation.
  • Covers five standard Salesforce cloud products: Sales Cloud, Service Cloud, Experience Cloud, Revenue Cloud, and Field Service Lightning.
  • Release note monitoring and expert recommendations based on your implemented Salesforce products.
  • Assistance with Salesforce product analysis, AppExchange analysis, data modeling, and more.

Smooth your transition from using Salesforce as a point solution to a strategic platform. Our Manage & Develop solution provides the dedicated resource blend you need to support the growth of your team and build out an integrated solution architecture that scales with your organization.

  • Work with a Salesforce Administrator, a Salesforce Lightning Developer, and a Salesforce Architect to optimize your Salesforce build.
  • Includes all features of Admin Assistance package, plus development-specific tasks, such as Lightning Web Components, Lightning Components, Apex, Advanced Trigger Patterns, and integration orchestration.
  • Covers five standard Salesforce cloud products: Sales Cloud, Service Cloud, Experience Cloud, Revenue Cloud, and Field Service Lightning.
  • Release note monitoring and expert recommendations based on your implemented Salesforce products.
  • Proactive advisory assistance and best practices from our teams on improving your Salesforce environment.
  • Your assigned Salesforce Architect answers questions and assists with Salesforce product analysis, AppExchange analysis, data modeling, enterprise architecture recommendations, integration pattern creation, solution architecture based on provided use cases, and more.

Work side-by-side with an assigned team that serves as your long-term partner and strategic advisor to address complex/multiple Salesforce instances, high-growth expectations, and increasing demand for innovation across your many lines of business. Your embedded team practices Agile methods and rapid deployment for all your Salesforce needs.

  • Work with an assigned, enterprise-level team [combination of Salesforce Administrator(s), Salesforce Lightning Developer(s), and Salesforce Solution Architect(s)] that quickly understands internal development standards, platform architectural direction, and integrated development environments.
  • Includes all Manage & Develop package services, plus team-based offerings such as continuous feature delivery, development operations setup, lightning migration, complete data migration, and more.
  • Covers five standard Salesforce cloud products: Sales Cloud, Service Cloud, Experience Cloud, Revenue Cloud, and Field Service Lightning.
  • Release note monitoring and expert recommendations based on your implemented Salesforce products.
  • Proactive advisory assistance and best practices from our teams on improving your Salesforce implementation.
  • Your assigned Salesforce Architect answers questions and assists with Salesforce product analysis, AppExchange analysis, data modeling, enterprise architecture recommendations, integration pattern creation, solution architecture based on provided use cases, and more.

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