Salesforce Services

Salesforce Technical Tune-up

It starts with an in-depth analysis of your organization’s business processes, workflow, Salesforce goals and team adoption.

Initial Application Review:
  1. Review of business processes and Salesforce implementation.
  2. Review of data requirements, data models, and classes.
  3. Review of security requirements, level of access, and permissions.

Our Salesforce implementations usually include

Detailed Application Analysis

  1. Analysis and review of Salesforce application design and architecture.
  2. Analysis and review of the application’s screens, including inputs and outputs.
  3. Conduct review of custom code for adherence to Salesforce standards.
  4. Review third party applications, connectivity and permissions.
  5. Match user licenses to application functionality and business needs.
  6. Conduct Security Check and review results.
  7. Review peak usage situations, including high demand periods and scalability issues.

Action Plans

  1. Application Optimization Plan with suggested object, code, screen and process improvements.
  2. Application Security Optimization Checklist with review of data access, changes to sharing and permissions.
  3. Application Licensing Plan with review of levels of licensing, changes to licensing, and savings benefits.

Our Process is Simple & Consistent

Salesforce is considered by many to be the leading CRM system available. This complex piece of software is able to streamline your business.

  1. We get to know you, your business challenges, and your goals.
  2. We identify opportunities for improvement.
  3. We help you craft your requirements.
  4. We provide detailed, honest estimates we can stand by.
  5. We get to work — balancing efficiency, quality and your timelines.
  6. We partner with you to keep you informed and engaged.
  7. We deliver your solution on time and on budget.
  8. We are here for you beyond “go live.”