Many software integrations fail. The project costs more, takes longer or promises more than the system delivers. Successful implementations rely on the proper analysis, development, training and resources. You must have a well-planned strategy with defined goals, tasks and accountability metrics.
We help you use Salesforce.com to your advantage — automating your business services and enabling your employees to access the platform anytime, anywhere. We focus on building the core functionality first to minimize development time and unnecessary features. Then, we expand the system as needed for added flexibility and customization.
Our knowledge and experience in the financial industry will expedite the integration process and result in a faster, higher quality outcome. We possess a strong understanding of the technical, operational and financial factors that should be considered during integration to maximize ROI and overall
Data Retention & Migration
We mitigate the risk of data migration from your business platform to Salesforce.com. Our process eliminates errors in data mapping and retention to deliver the highest levels of quality, accuracy and security. We minimize the involvement of your team throughout the process so you can maintain normal operations.
Our staff augmentation services provide the resources you need for project-based, seasonal or temporary employment. We understand the costs involved in hiring, training and managing a full-time employee, particularly for short-term projects. We also know the skill set, personality attributes and key performance indicators required for technical, financial and operational positions. By evaluating your business and project needs, we are able to recruit, train and position employees for optimal performance, low turnover and increased profitability.
When implementing Salesforce.com, your team may require additional support including project managers, software developers, compliance specialists, trainers and support analysts. We have a network of qualified candidates for these positions and more.
We will analyze your business requirements and recommend software customizations that will benefit your operations. We identify issues that you are experiencing (or may experience in the future), understand the reasons why they are occurring, and build solutions to address the root causes. We also discuss opportunities to strengthen or expand your business services through software development. Features may improve reporting, consolidate tasks, automate processes and enhance customer service.
Our developers are skilled in the latest programming languages and technology. We have experience working with Salesforce Apps uniquely designed for financial services.
Support & Maintenance
Change is inevitable. As your business grows organically or through acquisitions, we can easily replicate the implementation process across different divisions, locations or companies. Our training manuals and extensive documentation standardize your processes and protect you if a key stakeholder leaves your company. We also build upon existing features to customize the platform and adapt to future needs or opportunities. When building your Salesforce.com platform, we gain a deep understanding of your business and operations. Using this knowledge, we offer ongoing support and maintenance in whatever capacity is needed.