Are you interested in having a third-party service installed or integrated with your salesforce platform?

Working with a third-party or a Salesforce package can boost your salesforce efficiency without having to develop an In-House solution. From day 1, and with the proper set-up, you can hit the ground running! We support the following services:

Conga Composer and Conga Sign can be used in conjunction with your salesforce to streamline and automate document generation and the signing process. Some of the  features include:

Automate the signing process with the click of a button

Remind customers that their signature is still pending

Automatically attach the signed document as a salesforce file

Build 100% custom templates housed in your salesforce environment

Use twilio to send manual and automated text messages to a single individual or a group of people directly from your salesforce. Some of the use cases include:

Automatically texting a lead when a specific action takes place

Sending a survey to a customer after a service has been performed

Bulk texting all of your volunteers when an event is approaching

Salesforce maps uses location intelligence to help outside sales reps identify and close sales more effectively. Salesforce Maps gives you the ability to schedule your day ahead of time and track each individual activity directly within your Salesforce Mobile Application. Some features include:

Organize your route in the most efficient manner

Create new leads directly within the maps tool.

Track overall activity and mileage automatically

Incorporate any screenflow within your salesforce Maps

Sales Engagement (Formerly High Velocity Sales)

Salesforce Engagement is a high powered sales tool that allows your inside sales reps to build cadences, make & receive calls, score leads, use work queues and AI to increase efficiency and close sales faster. The best part is that you can do it all from within your Salesforce environment. Some of the Sales Engagement tools include:

Building of a Cadence to guide your sales team through the sales process

Option to incorporate Lightning Dialer with HVS to make and receive calls within Salesforce.

Third-Party Services

Is your Salesforce already running but you need on-going maintenance or support?

We have a dedicated team of developers and administrators that have a wide range of experience within multiple industries that can bring a fresh perspective into your organization.

Full salesforce automation and implementation

API integration to drive automation and make Salesforce the source of truth

Marketing email automation to increase brand recognition and drive revenue

Multiple Integrations including Salesloft, Google API, Pipedrive, and Dialer tools like RingCentral, Lightning Dialer, and Dialpad

Full automation of manual tasks that were previously deemed time consuming

Conga Composer & Conga Sign Implementation

Custom application to generate an itinerary of requirements

We have flexible options to support office hours, ad-hoc maintenance, or project-specific work.

Ongoing Support

Are you new to Salesforce and need help getting started? We’ve completed 15+ new salesforce implementations with clients that had very little experience with the ecosystem. We connect with the client, identify their goals and needs, and ultimately help them reach those goals by building a robust system that is tailored to their needs. In prior projects, we’ve been able to automate their platform so much so that the click of a button kicks off an entire sales & approval process including the collection of payments, scheduling a visit, and ultimately completing the job.


Are you looking for more out of your salesforce that Out-of-Box doesn’t support? We have built custom solutions that are tailored to your specific needs and industry requirements. For each one of those solutions, we’ve left satisfied customers with a powerful environment. Some of those solutions include:

We built an integration with Authorize.net allowing multiple clients in the commercial and non-profit sectors to automate payment collections and donations received to be tracked directly in salesforce. With this powerful implementation, customers were able to track their payments received in real-time and better automate their sales process. Imagine, with the click of a button, you can let customers know when your team will be providing a service and automatically request payment.

We built a custom application for technicians that required the use of Salesforce on the go. Within the application, technicians are taken through a guided process that accomplishes the following:

Itinerary of all work that needs to be completed for the day

Post Installation checklist to ensure nothing was missed

Customer signature after the job has been completed

Payment collections after a successful job

Post-Installation cases in the event that a future visit is required

We built an application that allows clinic receptionists to complete a check-list for any patients that visit the clinic. All of this was done within a salesforce portal that also ensured proper compliance when working with PII data.

We’ve built partner portals for enterprise clients that required partners to register deals and track commission. Within the portal, partners were able to:

Track the progress of a previously referred deal

Communicate directly with the internal team

Track the commission process and when they can expect to receive payment

Raise questions or issues directly to the internal team

View custom Dashboards and reports from within the portal

We’ve built multiple custom surveys for clients in the Non-Profit sector. These surveys allowed them to track and report on all of the submissions directly from within their salesforce environment. In turn, the reports and dashboards were used to drive increased donations as donors were able to see how their donations were directly impacting the field.

We’ve built api integrations for multiple systems including:

Salesforce Implementaion

Dedicated Support

Dedicated Support

Working with us is a pleasure

Top Notch Services

Services

Third-Party Services

Ongoing Support

Salesforce Implementation & Custom Solutions

Want to work with us?