How To CRM
Instructions on how to accomplish any Administrative Task in Your CRM
Social Media Posting
test description for this blog post and a way to test how it uploads and works overall... this is a first shot at a blog post. ...more
Leadership
February 04, 2023•6 min read
We are here to help you get your financial share of the pie
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User Administration
Hire a new employee? Had to let someone go? Sales and Technology can setup new users, deactivate users who are no longer at your company, run audit report, and reclaim unused licenses.
Reports and Dashboards
Salesforce has a rich reporting platform, but most people don't take full advantage of all that it offers. Just tell us what kind of report you'd like to see, and we'll do the rest!
Custom Objects and Fields
Give up cumbersome spreadsheets. We can help you setup custom objects and fields so that you can organize, manage, and report on all your data in Salesforce!
Custom Page Layouts
Salesforce is highly customizable. Want a new field on your screen or see your fields in a specific order? We can setup a custom page layout just the way you want it.
Business Process Automation
Want to make Salesforce work for you? We can help you automate complex data tasks, schedule reports to be sent, send emails, and pretty much anything else you can think of.
Data Backup and Restore
Salesforce backs-up data in the cloud, but that doesn't save you if you accidentally delete records, or entire objects. We can implement a backup strategy that's right for your business.
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