Services

 

Salesforce

Salesforce is a great tool that has a lot to offer your business! Still – every tool needs diligent and experienced craftsmen who know its application, purpose, and limitations.

With a data-centric mindset, and an ability to understand complex business processes – we seek to provide the guidance, support, and solutions necessary to get Salesforce to work for your business.

We serve small to medium size businesses who want to move over to Salesforce or who are looking to improve a current Salesforce implementation.

  • Implementation – Let’s create a Salesforce implementation that address your business needs!
    • Data Model
    • Security Setup
    • Internal Controls and Best Practices
    • User Setup
    • Process Automation
    • Application customization
    • Integration
  • Development – Are you rolling out new functionality or looking for unique customization?
    • Apex
    • Lightning Components
    • Visualforce
    • Application Architecture
  • Lightning – Bring the awesome user experience of Lightning to your users
    • Lightning gap assessment and analysys
    • Lightning App customization
    • Lightning migration
  •  Reporting
    • Reports
    • Dashboards
  • Education
    • Admin Training
    • End User Training

Pardot

  • Marketing Plan and Strategy
  • Prospect Cleansing 
  • List and Segmentation 
  • Engagement Studio and Drip Campaigns
  • Page and Email Template Coding
  • Salesforce Integration
    • Integrate Pardot with Salesforce
    • Manage the flow from Pardot Prospect to Salesforce Leads, Contacts, Opportunities and eventually SALES!