CLOUD ADOPTION SOLUTIONS for SMBs

Do you need help with Salesforce?

Are your sales people and users struggling against logging their activities into Salesforce?  Is user adoption a challenge in your company?

Did you hire a partner who was technically sound, but now you’re left trying to figure out how to make Salesforce work?

Is your Administrator brand-new to Salesforce?  Could you benefit from advice and administration from an experienced expert?

We help startups and small/medium businesses struggling with Salesforce.  We have Salesforce-certified Administrators who help teams just like yours with Salesforce adoption, advice, and assistance.  Contact us today for your custom Gap Analysis to get your Salesforce instance jump-started for success!

Admin On-Call

You need help, but don't need a full-time administrator.
  • You’ve made the big jump to Salesforce, but the super-user that you’ve designated as an admin can’t handle the requests, or just doesn’t have the knowledge on the system capabilities.  Our Certified Administrator can handle your requests at a fractional cost of hiring a full-time admin.  We’ll handle requests so that your business runs smoothly, revenue and bookings become predictable, and your Salesforce org maintains scalability.

Salesforce Adoption

Your system looks great, but no one's really using it.
  • You invested in Salesforce for the ability to forecast, provide operational resource planning, and have your finger on the pulse of your business in real time.  But if no one uses it, you won’t get your ROI out of the system.  Our experts have proven experience in training executive management, sales managers, and field staff to record all of their activity in Salesforce.  We’ll create a custom plan for training to ensure your Salesforce investment is realized.

Managing Salesforce

You don't know how to navigate your rep, or your partners.
  • You’re feeling good about your implementation, but you don’t know how to gain the most out of Salesforce.  Our experts will help you to navigate all of the ins-and-outs of managing your Salesforce rep, choosing partners, and where and how to spend your time on User Groups, Trailhead,  Dreamforce, and the Salesforce community.  We’ll help you learn how to use the platform to its fullest capabilities, with the resources that Salesforce provides to you.

Other Salesforce

You need something specific and custom to your company.
  • You have a specific need for your Salesforce org, and can’t handle it in-company.  Custom workflows, field validation rules, automation (approval processes, lead or case assignments, and the like), instance integration (for mergers and acquisitions), cultural implications to system changes, third-party app exchange add-ons and solutions, and so on.  We’ll make your requests a reality, without over-designing or over-customizing.

 

Do one of these common Salesforce challenges sound exactly like what you’ll need to get the Return on Investment out of your Salesforce tool?  Have an uncommon Salesforce challenge that leaves you scratching your head?  Complete the form just below to schedule your custom Salesforce Gap Analysis and we’ll provide an honest assessment on what it will take to unstick your Salesforce, and get the value you imagined when you bought the system.





Do You Currently Use Salesforce:

If Yes How Many Licensed Users:

Which SFDC products do you have:

 

Into self-help?  Visit my Resources page for blog posts, tips, and tricks for the business user.  Admins and techy types, meet my friends The Accidentals.