Data Integrity

MAKE IT EASY TO PUT QUALITY INFORMATION IN SO YOU KNOW YOU’RE GETTING ACCURATE DATA OUT

Are you confident that Salesforce is your “source of truth” for all your customer-facing information?

Sales Workflow Optimization

MAKE IT A BREEZE FOR USERS TO ENTER INFORMATION AND LEVERAGE SALESFORCE FOR THEIR BENEFIT.

Too many Salesforce instances become a morass of bad data, convoluted processes, and cumbersome workflows. It doesn’t have to be that way!

NO TASK IS TOO SMALL, NO DATA CLEANUP IS TOO MESSY!

Design, develop, and deploy apps, page layouts, components, custom objects, custom tabs, etc.
Design and deploy Flows, custom tabs, validation rules, approval processes, and auto-response for automating business logic.
Implement custom fields, lookups, master-detail relationships, validation, and formula fields to standard/custom objects.
Develop custom reports & dashboards to better assist managers and report folders to provide report accessibility to appropriate personnel.
Data cleansing and/or migration using Data Loader and Data Import Wizard.
Handle case and lead management using SFDC tools such as Web-to-lead and Email-to-case.
End-user training for sales, customer success, business development, management, and executive.