Our Services

Customization

  • Page Layouts

  • Create/Repurpose Fields

  • Field Dependencies

  • Validation Rules

  • Sharing Rules

  • Hierarchies

  • Import/Export Data

  • Licensing

  • Security

  • Login/Passwords/SSO

  • Profiles

  • Roles

  • Permission Sets

  • New/Old Users

  • Data Management

  • Organization-wide Defaults

  • Public Groups

  • Overall Maintenance

Placeholder

Admin Services

  • Endless Possibilities

  • Record Creation

  • Prompts

  • Discount Rates

  • Account/Contact/Opportunity Relationships

  • Reporting

  • Very Business Specific

Integration

Automation

Data Analysis

Reporting

Training

  • Third-Party API Connects

  • Custom Integrations

  • Evaluate Data for Accuracy

  • Identify Duplicates

  • Review Required Fields

  • Segmentation

  • Trend Analysis

  • Determine Changes for Future Consistency

  • Cleaning Data

  • Creating Report Types

  • Establishing Hierarchies

  • Folder Organization

  • Easy of Access

  • Report Subscriptions

  • Report Charts

  • Dashboards

  • Live Training

  • Recorded Videos

  • Job Aids

  • On Demand Explanations

A system needs to be clearly explained so that it can be used to its fullest. We can help with training that is specific to your processes.

Schedule a complimentary consultation