Do you already have an existing Salesforce.com license? How are things working out?
Salesforce is a powerful application with tremendous potential, but it can sometimes leave less experienced administrators feeling frustrated and disappointed with low adoption rates, and unrealized benefits.
Do not despair. Based on the documentation undertaken during Discovery, we can help you customize Salesforce so it’s a better fit for your firm and your users. In fact, the more you tailor Salesforce to match the specific practice marketing and managment needs of your firm, the more likely you are to realize its full potential.
- Ongoing customization
- User training
- Creation of new reports/dashboards
- Monitoring of integrations
- Data quality monitoring or data transfer
- Dealing with new releases of either Salesforce or third party products being utilized