Admin Services

 

Industries we have experience serving:

Financial Services

Nonprofit

Higher Education

Real Estate

Retail

Software

Automotive

Communications

Healthcare

Manufacturing

Startups

Implementation

  •   Set up roles, profiles and permissions
  •   Data de-duplication
  •   Data Import
  •   Page layouts and record types
  •   Set up reporting
  •   Workflow rules
  •   Process builder
  •   Visual Workflow
  •   Case Management
  •   Custom objects and object relation
  •   Data migration
  •   Classic to Lightning migration
  •   Sandbox set up and testing
  • And many other new and exciting features to automate your processes

Optimization

  •   Sales Cloud
  •   Service Cloud
  •   Marketing Cloud
  •   Pardot
  •   Communities
  •   Identify tools and use cases for managing data (e.g. Dataloader, data import wizard)
  •   Backup data (e.g. weekly data export service)
  •   AppExchange applications

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