Our Services

We focus on the administrative and foundational work often overlooked by larger firms.

System Maintenance & Health Checks

These services are designed to proactively maintain the health of a Salesforce environment and prevent issues before they arise.

• Routine System Audits: A regular, in-depth review of your Salesforce instance to identify inefficiencies, security vulnerabilities, and areas for improvement. We'll check things like unused fields, outdated automation, and security settings.

• Salesforce Health Check: A comprehensive one-time assessment of your Salesforce org. We'll provide a detailed report of findings and a prioritized list of recommendations for improvements.

• Managed Package Installation & Configuration: We'll research, install, and configure AppExchange solutions that enhance your Salesforce functionality and integrate with your existing processes.

Ongoing Support & Training

These services focus on the human element, ensuring your users are empowered and supported.

• End-User Support: We'll serve as the go-to resource for your team's Salesforce questions, troubleshooting issues, and providing guidance on how to best use the system.

• New Feature Training: As Salesforce releases new features three times a year, we'll analyze the updates and provide tailored training to your team on the features that are relevant to them. This ensures you're always getting the most out of your investment.

• Documentation & Knowledge Base Creation: We'll create and maintain internal documentation (e.g., how-to guides, best practices) so your team can self-serve for common questions and tasks.

Core Administration Services

This is the bread and butter of our business, focusing on the day-to-day tasks that keep a Salesforce instance running smoothly and efficiently.

• User & Permission Management: We'll handle everything from creating and deactivating users to assigning appropriate permission sets, roles, and profiles. We'll ensure your team has the right access to do their jobs without compromising data security.

• Data Management, Health & Optimization: We'll perform routine data loads, audits, deduplication, and cleanup to ensure your data remains a valuable asset, not a liability. This includes merging duplicate records, standardizing data formats, and establishing best practices for data entry.

• Reporting & Analytics: We'll create custom reports and dashboards to help your teams gain actionable insights from their data. We'll also optimize existing reports to improve performance and clarity.

• Object Configuration & Customization: We'll manage the core structure of your Salesforce instance by creating and modifying custom fields, page layouts, validation rules, and record types to align with your business processes.

NOTE: We can also package these services, such as creating monthly retainer packages or offering one-time project fees