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Whether you have a specific project in mind, are looking for short-term support, or have long-term goals, we're here to help.
administrative services
advisory services
data governance & analytics
For clients who
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Need expert guidance on implementation and setup of their cloud CRM
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Need an Admin on staff to manage users and permissions, workflows,training, and reporting & dashboards
For clients who
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Need more than administrative support to help optimize their CRM to perform for their Sales Team and within their business processes.
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Need support to identify objectives and solutions
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Need solution design and implementation
For clients who
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Need help cleaning up and maintaining their data
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Want to prevent bad data from getting in their CRM
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See customized KPIs, reports, and dashboards
Product Offerings
Our one-time product offerings are priced to the size of your organization. Reach out today for a free quote!
CRM Health Check
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Conduct an in-depth assessment of the current Salesforce setup
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Evaluate system configurations, data quality, and process efficiencies
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Provide a detailed report with recommendations for optimization
Data Deduplication & Cleansing
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Identify and remove duplicate account records
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Implement data quality rules and processes
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Provide best practices for maintaining clean data
Training & Enablement
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Develop customized training programs for different user groups
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Conduct hands-on workshops for administrators and power users
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Create documentation and user guides specific to the organization's Salesforce setup