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QuickStarts: These project packages are recommended for organization’s doing an initial implementation of a Salesforce product, configuring a Quick Base solution or implementing Zoho CRM. These discrete engagements are meant to quickly get an organization up and running with a cloud-based application. Projects are limited in scope and can be more fixed in terms of pricing and timing. Our Quickstart packages include:

  • Salesforce Sales configuration & Force.com custom development
  • Quick Base configuration & custom development 
  • Zoho CRM business requirements assessment & configuration 

Expansion: Our expansion services are for teams that already use an existing cloud solution and are looking to achieve more with their platform. These projects may include: outsourced admin & config services, functionality road-mapping, learning how to govern and maintain control of your application, and building in-house expertise for growing with the application going forward. Our services include:

  • Data cleanup, de-dup and management 
  • Data model and business logic adjustments 
  • Workflow, automation, user interface and integration enhancements 
  • Training, adoption coaching and governance guidance 

Expertise (Expert Blocks): For various reasons, organizations may find themselves in need of expert advice: developing a roadmap strategy, providing enhancement guidance, custom development, implementation coaching or for other reasons. To accommodate this need, we offer expert blocks of time in hour and day denominations, that can be provided both remote or on-site. 

  • Outsourced Administration: (Adding New Users, Adding Fields, Page Layout Changes, Validation Rules, Workflow Rules etc.) 
  • Maintenance (Release Prep, Health Checks, Quarterly Data Reviews, Duplicate Checking, etc.) 
  • Process Consulting (Analysis, Design, Platform Capabilities) 
  • Dedicated Productivity Advisors' Consultants (Onsite)