Here are some common, time-intensive things we can manage across all Salesforce products…

  • Reports & Dashboard
  • Data Deduplication

  • Data Import
  • Data Export
  • Fields
  • Layouts
  • Accesses & Permissions

  • Technical Documentation
  • Training Videos

  • Process Documentation

  • Technical Cleanup

  • Sandbox Management

  • Troubleshooting

  • Debugging

  • Certificate Management

  • Audit Logs

  • QA Testing

  • Deployments

  • Storage Cleanup

  • Single Sign-On

  • 2-Factor Authentication

  • IP Management

  • User Provisioning

  • Error Monitoring

And, here are some feature-specific, value-adding items…

Sales Cloud
  • Lead Management
  • Contact Management
  • Activity Management
  • Forecasting Setup
  • Order Automation

  • Sales Automation

  • Notifications
  • Mobile Setup
Service Cloud
  • Case Management
  • Omni Channel Setup
  • Lightning Console Configuration
  • Knowledge Setup
  • Live Agent Setup
  • Service Automation
  • Milestone Setup
Marketing Cloud
  • Audience Management

  • Campaign Management
  • Journey Configurations
  • Behavior Tracking

  • Dynamic Components
  • Einstein Analytics
  • Email Templates

Experience Cloud
  • CMS Connections
  • Recommendations Setup
  • Moderation Rules
  • Sharing Sets
  • Custom Domain
  • Customer Insights
  • Case Deflection
  • Gamification

Field Service
  • Territory Management

  • Work Order Management
  • Inventory Management
  • Maintenance Plans
  • Time Sheets
  • Resource Management

  • Appointment Management
  • Scheduling
Revenue Cloud
  • Quote Management
  • Products
  • Pricing
  • Approvals
  • e-Signature
  • Quote Templates
  • Amendments
  • Renewals
  • Subscriptions

  • Contracts

It’s easy to get started…

Oh, and here’s how we do business…

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