Salesforce Enhancements
If your organization is already using Salesforce but you’re ready to take the customizations up a notch, our team is excited to help!
We’ve done it all - from automating processes, to customizing objects and fields, to implementing special projects - and we will work with you every step of the way to make sure your vision comes to life!
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Customizations
If you’re already using Salesforce but would like to further customize fields, add new objects (tabs on the navigation bar), add new components like volunteer management or set up integrations, we can help! The best feature about Salesforce is the ability to consistently adapt and scale with your business as your needs change.
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Automations
Have you ever thought to yourself: This is taking way too long, it’s too tedious, and there has to be a better way to do this? Well, chances are there is a better way! Salesforce automations are all the rage these days because they transform simple, tedious, time-sucking tasks that run automatically without ever having to push a button!
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Special Projects
Many times our clients have Salesforce Admins on staff or contracted to handle the day-to-day tasks of CRM management. However, finding time to execute those special projects can be a challenge. Our team can work with your current admins to set up major gift portfolios, prospect scoring, dashboards and so much more!
