Work with customized setup under the guidance of a Salesforce expert enabling faster value for tactical or strategic initiatives.
SERVING BOTH CORPORATIONS AND SI PARTNERS
Service Offerings:
We offer reliability for our customers, trustworthiness for our Partners. From ideation to execution, we are committed to support you at every stage to ensure program success.
Click to review each engagement offering below.
Certifed Salesforce Expertiese
20 Years of Technology & 13 Years of Salesforce Mastery across 25+ Salesforce implementation projects for 20+ clients across sectors like Telecommunications, Non-Profit, Sales/Service, Retail, and Healthcare in the US, Canada, and Europe.
Sales & Solution Engineer
Fractional Salesforce Resourcing
Your on-demand Salesforce resources, available for a fraction of time and cost, eliminating the need for full-time hires and long-term commitments. Innovative engagement model from a trusted Salesforce Alum Professional and Partner team with Enterprise experience. Supports both Clients and Small/Mid-Market SI Partners.
Project Manager
Planning, executing, and oversight of tasks for successful project completion and goals achievement.
Managing within project scope, buget, business objectives, timelines, and resource requirements.
Facilitating communication and collaboration between stakeholders, business workstreams, development teams, and executives to ensure successful implementation
and optimal adoption of Salesforce solutions.
Sales Engineer
Aids clients and partners in clarifying scope, design, and capability mapping of an effective Salesforce solution.
Providing technical expertise and guidance to demonstrate how Salesforce can address specific challenges.
Collaborate with sales teams and/or architects to design and present customized Salesforce solutions,
aligning technology with customer
requirements and objectives
to drive improved outcomes.
Solution Engineer
Designs and oversees the implementation of customized, scalable, and efficient Salesforce solutions.
Guides or delivers Salesforce design and architecture of solutions that meet the project requirements and objectives, ensuring scalability, performance, and alignment with best practices.
Provides technical guidance and support, working closely with development teams and stakeholders to ensure successful delivery within project timelines and quality standards.
Training & Enablement
Designing Technology for Success
Strategic guidance to optimize operations, marketing, enhance growth campaigns, and training/adoption goals.
We support successful technology implementations by working alongside your project team, and surfacing and translating the needs of end users and deploying integrated enablement solutions across your organization.
Customized Enagement Options
- Curriculum Only
- Assessment Only
- End to End Assessment and Training
Training Assessment
We take the time to discover, identify, and translate the needs of stakeholders and users into technology requirements. Then, we support you in creating alignment across the organization.
We deliver your Technology assessment, requirement,and capability mapping, Stakeholder alignment design, and Process and workflow assessment.
Training Enablement
We help you meet your goals by supporting technology adoption, assessing existing workflows, and creating new processes - seamlessly bringing together people, process, and technology.
We deliver process and workflow assessment and design. Technology adoption.
Training curriculumn, design, and delivery.
Salesforce QuickStart Implementation
Get running in as little as 6 to 8 Weeks!
A QuickStart Implementation is the fastest way to get your organization using Salesforce. It is a limited engagement that provides immediate benefits and a foundation for future digital transformation.
Who is this for?
- Small businesses starting with Salesforce.
- Teams of less than 100 users.
- Organizations starting with Sales, Service, or Health Clouds.
- Growing companies that need scalable and optimized workflows
Immediate Value
Quickstart Implementations get you up and running fast so you can start seeing the rewards of your investment.
360 Visibility
Transform the way you work by moving to a collaborative platform and streamlined processes.
Optimized Processes
Transfor your sales, customer services, marketing or operations processes with enhanced pipelines.
Legacy Data Migration
Migrate and enhance your legacy data in your new Salesforce instance to keep track of your historic data and track changes.
High Adoption
You will get a configured solution that matches your business as well as training.
Data Driven Insights
Direct your business with data insights from automatically generated reports and dashboards.
Single Source of Truth
Ensure data quality with a Single Source of Truth serving as a foundation of your digital transformation.
Scalable by Best Practice
Quickstarts follow templated approaches including best practices and leveraging experience from past projects - ready for scale, future enhancements, and growth.
Fixed Price Engagement
With clear governance and terms of agreement - be rest assured with a predetermined budget and scope so you can plan accordingly.