Hourly or monthly retained support from Certified Experts
We have certified Salesforce.com Administrators and Developers who can help ensure your Salesforce CRM strategy has maximum business impact. And by providing these services on-demand, we help you gain access to expertise without the payroll costs.
Staffing the average Salesforce Administrator/Developer often costs a minimum of $80,000 per year, plus benefits. And your full-time employees may not have advanced skills in Marketing Automation, community development, training, coding, or just the general breadth of experience that a consultant can provide.
Our “Quick Start” engagement scope includes:
One to two hours of meeting time to gather business requirements, discuss project success factors, and review out-of-the-box functionality.
Configure Accounts, Contacts, Leads, Opportunities, and Activities. Add custom fields and validation rules.
Add less than 5 custom objects to capture data that is unique to your business.
Past example objects included Projects, Pharmaceutical Compounds, and Donors.
We’ll walk through the new fields with example data, and provide access for you to “test drive” the system.
Changes and updates will be made as requested.
We’ll bulk load 3-5 spreadsheet of data, based on templates that we provide.
The client must compile the spreadsheet data and each file must not exceed 50,000 records if using Salesforce Professional Edition
Create 3-5 reports and 1 dashboard, for ease of monitoring.
An acceptance review to confirm all requirements have been met.
Compile FAQs based on common questions asked during the discovery process.
We provide virtual training to one Administrator, along with documentation and recorded video.
Case Management, Web-to-Lead, Forecasting, Marketing Cloud, and others!
Total Investment: $5,000
Our certified, highly experienced consultants can take the guesswork out of Salesforce administration
We provide flexible support agreements at a fraction of the cost of a full-time employee
We also provide augmentation and training to your existing team
Contact us today for details on how we can help you win with Salesforce