Salesforce Services
We have been working with Salesforce for more than 10 years. We can help design, build, administer and optimize Salesforce with a major focus on security and data protection.
We can help with:
- Implementation, migration and administration of multiple Salesforce products:
- Financial Services Cloud
- Sales Cloud
- Service Cloud
- Experience Cloud
- Marketing Cloud
- CRM Analytics
- Dashboard design, maintenance and end-user training
- Simple to complex process automation design with Flow and other Salesforce tools
- Internal and external data integration
- Visualforce and Apex maintenance
As a Salesforce Partner, we can help drive meaningful results fast by managing:
- Development
- Coding
- Configuration
- User Training
- Integration
We can help you configure Salesforce according to your unique business needs.
Analyze
We will work to understand your business needs, help capture requirements, and collaborate with stakeholders to support the development of Salesforce solutions which drive business improvements.
Design
We have expertise using design methods to create compelling experience strategies that drive business outcomes using Salesforce. We can help solve complex problems and design ethical, equitable and sustainable solutions that serve both businesses and communities.
Build
We have skills and knowledge in designing, building, and deploying custom applications using the declarative customization capabilities of the Salesforce platform. We can create, manage, and update data models, application security, business logic, and process automation.
Optimize
We bring experience around security, access, authorization and protection. Salesforce Administrators work with stakeholders to define requirements, customize the platform, and enable users to get the most out of Salesforce.
Artificial Intelligence (AI)
We can provide informed strategies and guide your decisions based on Salesforce’s Trusted AI Principles. We are familiar with data management, security considerations, common business and productivity tools, and Salesforce Customer 360.
Financial Services Cloud
Our areas of expertise include financial services, insurance, wealth management and Registered Investment Advisors (RIAs). We can help with the implementation, configuration and optimization of FSC.
Security is always a key area of focus. We can help secure Salesforce in many ways, including data security, user access security and authentication (Single Sign-On, Multi-Factor Authentication and other authentication protocols). Learn more about our cybersecurity services.
