What We Do
How do we help small-medium orgs with their Salesforce instance?
We help organizations who are already using Salesforce and could use some support to make the most of their Salesforce investment. This can include some/all of the following:
User Support & Admin Help
Salesforce Admin Backlog
Training
Object & Field Management
Record Types, Picklists, Page Layouts
Reports & Dashboards
Automation & Flows
Integrations
Data Quality & Hygiene
Audits & Health Checks
Troubleshooting
Release Readiness
Process Improvement Consulting
Managed Services is typically 10 hrs/mth for 1 year. Our goal is to ensure you are supported strategically and also with ad-hoc needs that pop up. However, we have alternate options and are happy to discuss!
Need help with something that’s not on this list?
Email us. If it’s in our wheelhouse great, if not, we will happily refer you to our trusted contacts.