Our Services

Adhoc Salesforce Admin

 

Leave your page layouts, flows or whatever is giving you trouble to us. 

Want to free up your time and focus on other challenges?

We can jump in straight away and start to become your Salesforce Admin. We are more proactive so will also be looking for improvements we can make within the system as well. 

Salesforce Can Be Overwhelming. The Good News Is, We Can Help.

Flows & Apex

99% of the time you will need to edit and build your processes into Salesforce. We help plan and build.

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Business process and the backbone of any business and if you have a flow that doesn’t work it can slow down or create blockages. These escalate and you find yourself in a position where you are spending more time on fixing errors rather than selling.

Our team will sit down with your team and iron out the underlying issues and identify what needs to be fixed. We will go away and provide you with a few solutions and once we have the sign off we will go away and build the solution.

Dashboards and Reporting

Dashboards or reports that are created to show and reflect your metrics. 

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 Understanding your business is vital, and there is no way better to visualise what is happening than a report or dashboard. They open up a lot of questions and can trigger the best of ideas or alert you to potential problems.

 Our team are professionals when it comes to building GTM dashboards and reports. We can use our experience and your metrics to create aesthetically pleasing dashboards that you will love to view!

 

User Training and Support

It is good to have the tools, but if your team do not know how to utilise them, why have the tools?

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You can have all the bells and whistles but if you don’t know how to use your tools what is the point in having them?

 

 

Page Layouts

They need to work according to who is viewing the page. We strip it down and make it readable

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A lot of the time Salesforce pages are not working for the end user. The often have fields that aren’t needed, or the order isn’t right as well as a cluttered related list. 

Our team will align with end users and management to create a list of fields needed and display them in an easy to read way. 

 

Integrations

These play a big part in your day to day work. Our team will help you set these up the right way.

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Integrations play a key part in your business and need to be done right or you will face countless problems and be paying for a tool that doesn’t work for you.

Our team can set up your tools so they are constantly talking to each other and you can focus of what matters. Making money. 

Data Quality

If your data is wrong, the fundamentals of the company of all your data will be wrong. 

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There are so many factors that can affect data quality from end users to integrations. The more this is neglected the exponentially worse it gets later on. 

To nip this in the bud our team reviews all of the data that is business critical and ensures this is collected in the most efficient and correct way. When the solid foundations are built we can move onto the company wide data along with a data cleansing plan whether this be with tools or by your admin. 

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Ready To Make a Real Change?