User and Profile Management

New user account set up, deactivating users, unlocking user accounts, password resets, profile assignment, managing roles and permission sets.

Configuring and Customizing Salesforce

Help set up Salesforce to meet the specific needs of your organization including creating custom fields, objects, and workflows to automate business processes.

Account Management

We ensure that users have the appropriate permissions, access levels, and security settings based on their roles and responsibilities. Help identify and merge duplicate Accounts, Contacts and Leads.

Data Management

Our Admins can handle data management in Salesforce including importing and exporting data, creating reports and dashboards, and ensuring data accuracy and integrity.

Maintaining and Monitoring Salesforce

Help ensure that your Salesforce instance is running smoothly. This includes performing regular system updates and backups, monitoring system performance, and troubleshooting issues.

Training and Support

Help provide training and support to users of the Salesforce platform. This includes creating training material, conducting training sessions, and providing ongoing support to users.

Collaborating with Teams

Help coordinate with different departments and teams within your organization to ensure that Salesforce is meeting business needs.

Salesforce Integrations

Configure and manage various Salesforce integrations for your organization. Examples of integrations include Lean Data, Voyager, Drift, Conga, Location API, ZoomInfo, SAPI and 6sense.