Salesforce Administration,
Optimization,
Implementation &
Training

Book A Free Salesforce Strategy Session!

Schedule a 1-on-1 call with Stephanie Hallam, who will help you to identify how to get more out of your Salesforce setup.

Who We Are

Your Salesforce Guru! With a passion for efficiency and over a decade of experience identifying and implementing Salesforce solutions, we are your trusted CRM advisor.  From your daily Salesforce administration needs to complex process implementation we will be there every step of the way. We connect the dots across your data to increase operational efficiency and improve client service, while providing valuable insights from your data to drive strategic decision making.

 

 

What We Do

Working directly with your team, we analyze your overall processes and data flows to create a tailored Salesforce strategy. After a complete analysis, we will help you put a plan into action that maximizes output, ease of use and productivity. We will help you get the complete picture of your organization’s data allowing you to better serve your clients and make informed business decisions.

Results we have helped our clients achieve:

  • Automate daily processes
  • Improve decision making with visual data analytics
  • Increase team collaboration and engagement
  • Increase productivity of field and office staff
  • Enhance client service
  • Centralize and accurate data
  • Streamline sales and marketing practices

Salesforce Administration

We take the time to know your business inside and out. We provide responsive and thorough ongoing Salesforce Administration and support. Gain access to our experts to submit questions, feature requests and project requests. We will continually update your org to keep up with your changing business requirements.

Salesforce Implementation

We work with you to ensure a smooth and effective implementation. Whether you’re implementing a CRM system for the first time, transitioning to a new system, or adding functionality, we will make sure you are up and running with minimal interruption and downtime.

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Salesforce Optimization

We work hand-in-hand to make ongoing improvements so that your CRM continues to evolve and grow with your business. We integrate process solutions, 3rd party applications and customized report and dashboard solutions to help you get the most out of your CRM.

Salesforce Training

We understand that the introduction of new technologies can be daunting for your employees. That’s why we’re with you every step of the way, ensuring a smooth and complete transition that includes in-depth training for new and existing employees.

Book A Free Salesforce Strategy Session!

Schedule a 1-on-1, no-strings-attached call with Stephanie Hallam, who will help you to identify how to get more out of your Salesforce setup.

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