What's included

• Salesforce Configuration and Customization

  Needs Assessment Conduct detailed consultations to understand your business processes and pain points. Identify key areas where Salesforce customization can improve efficiency and accuracy. Custom Salesforce Solutions Develop tailored Salesforce configurations to meet your specific needs. Implement custom objects, fields, and workflows to streamline your operations. Integration with Financial Platforms Design and implement integrations with platforms such as Orchard.com, Encompass, CreditDirect.com, and NerdWallet.com. Ensure seamless data flow between Salesforce and these platforms. Custom APEX Solutions Provide personalized APEX solutions, including a custom lead list view and external input forms. Develop API integrations, such as integrating Cloudingo, to enhance Salesforce functionality. Training and Documentation Offer comprehensive training sessions to ensure your team can effectively use the customized Salesforce setup. Provide detailed documentation for all customizations and integrations. Empowerment and Self-Sufficiency Equip your team with the knowledge and tools to make changes independently. Deliver solutions designed for easy maintenance and updates, minimizing the need for ongoing external support. Ongoing Support and Optimization Provide initial support to address any issues or questions post-implementation. Offer periodic reviews and optimization suggestions to keep your Salesforce setup aligned with evolving business needs. This list outlines the key deliverables to ensure a comprehensive and effective Salesforce customization and integration service.