Get a Fast Start, Be More Productive
Setting up and configuring Salesforce can be challenging for first-time users.
We can help you with:
Sales team implementation
- Forecasting setup/configuration
- Price Books setup/configuration
- Contract and Quote approval workflows
- Lead to Opportunity conversion setup/configuration
- User training
Support team implementation
- Case assignment/escalation setup/configuration
- Asset setup/configuration
- Knowledge setup/configuration
- User training
Data migration
- Import/export of legacy data
- Transformation of data formats
- Elimination of duplicates
Account provisioning
- User profiles/roles
- Configuration of sharing rules/permissions
Reports/Dashboards
- Creation of complex custom reports/dashboards
- Scheduled delivery by email
Automated generation of documents, presentations and reports
- Conga (AppExchange) merge templates
- Conga custom queries
Creation and integration of website forms
- Web-to-Lead
- Web-to-Case
- FormAssembly Web-to-Custom objects
Email marketing
- Integration with iContact (AppExchange)
- Integration with Vertical Response (AppExchange)
- Creation of campaigns, bulk import of contacts
- Creation of email merge templates
- Training of marketing staff to be self-sufficient
Customer/Partner Communities
- Sharing Set (data access) configuration
- Site.com and Force.com content creation
- Integration with corporate web properties