OUR SERVICES

Our Cloud Services team is here to help you make the most of your investment in Salesforce and AppExchange partner solutions for for Marketing, Sales, Donations, Program Management and Customer Support.

INTRODUCTORY CONSULTATION

Looking to develop your business but not sure where to turn? Need help planning or executing your next project? Let us guide you. Any organization can move forward with small incremental changes, but building for the future in today’s rapidly evolving environment means taking bold chances and making insightful decisions.

CRM STRATEGY AND PLANNING

We help our customers find where cloud services automation can have the greatest return on investment. Target areas may include Marketing, Sales, Customer Service, Program Management, Volunteer Management and Donor Management.  We partner with your team to assess the impact in terms of people, process and technology.  We develop a roadmap and plan for implementation.

CLOUD DATA SERVICES

The foundation of any cloud services project is data. We can help our customers understand what challenges (i.e., security, capacity limitations, etc)  they may face with their existing data and then develop objectives and strategies for moving the data from where it is today to where it will be in the future.

CONFIGURATION & AUTOMATION SERVICES

We offer program management, business analysis, configuration and testing resources in the delivery phase of your Cloud Services automation project. In some cases we will partner with system integrators or utilize cloud sourcing to fulfill a specific skillset or solution need.

TRAINING

Our training services

CLOUD SECURITY

We help our clients understand how to mitigate risk in their transition to the cloud. This includes secure connections (i.e., authentication services), record level security, field level security, audit, health checks, and general policy guidance.