our services
Salesforce Data Migration
Salesforce QuickStart Implementation
Salesforce QuickStart Implementation
Most clients want to have their data pre-populated in Salesforce before the deployment of the application to the users. Unfortunately, migrating data from one system to another can be full of challenges that are not initially apparent to clients. I will guide you through the data migration preparation process and once your data is prepared, I will load it into Salesforce.
Salesforce QuickStart Implementation
Salesforce QuickStart Implementation
Salesforce QuickStart Implementation
A QuickStart implementation is one where I help clients get up and running quickly in an MVP (Minimally Viable Product) fashion, which can be enhanced in the future. These projects typically include user setup, screen navigation and page layout setup, basic data migration, reporting and user training, however the scope of a QuickStart can be customized to meet your needs.
Salesforce Support
Salesforce QuickStart Implementation
Salesforce Support
Getting up and running is half the battle of a having a successful CRM system. Between your business requirements changing and the new features released by Salesforce, clients need an experienced Salesforce Administrator to modify the functionality to best meet the users' needs.
my differentiation
STRONG BUSINESS ACUMEN
With over 30 years of business experience as well as being a business owner since 2007, I have the business analysis skills to work with clients to determine the best solution for their needs. I work with clients to match their requirements to their budget, ensuring only requests that provide the right value proposition are worked on.
FINANCIAL SERVICES EXPERTISE
I have a robust understanding of the Wealth Management/RIA, Private Equity, and Investment Banking areas and have pre-built functionality to support each. Over the years, I have learned a lot of best practices and the needs of these groups, which I will bring to your project.
CERTIFIED SALESFORCE CONSULTANT WITH 17 YEARS OF EXPERIENCE
Since 2007, I have been working with clients nationwide, helping them design, build, and implement their Salesforce.com solutions. With my multiple Salesforce certifications, I have the knowledge and experience to implement these solutions efficiently and cost-effectively. I also bring some best practices to clients based on what I have seen work well in the past.