By Definition What is Salesforce? Salesforce CRM (Customer Relationship Management) is a cloud-based software platform that organizations can use to......
Our Business is to Help Your Business
Let us handle the process of setting up your brand-new system. This includes integrating and customizing the Salesforce platform to align with your organization’s specific business needs and objectives.
Duplicate or missing data can leave you misinformed when making important business decisions. We can help with data-deduplication, mass imports, mass deletes and validation rules.
If you already use Salesforce and want to customize it to meet your needs, we can help. We are experts at customizing the Salesforce platform to make it work for you.
You can report on any data that lives in your system. We can create reports and dashboards to give you visuals on the metrics you need. We can even automatically send them to your inbox whenever you want them.
Stop wondering about whether or not your system can do something. Bring us your challenge and we’ll build your technical solutions.
Setting up permissions and profiles is key to ensuring that no team member has access to the sensitive data they shouldn’t, and ensuring they can’t export or delete certain types of records.
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