Admin Support
Now if you ask what Salesforce Admins do – well, they help organizations, large and small, win customers!
A world-class Salesforce administrator boosts productivity, powers your CRM initiatives, introduces trove of opportunities, encourages future-thinking approach, and connects business and technology in a smarter way.
Salesforce Administrators are a sea of knowledge and experience when it comes to “All Things Salesforce”. Regardless of their responsibilities as an independent resource or a part of the team, they build and streamline processes, fight inefficiency, master productivity, and probe the opportunities of the Salesforce ecosystem.
They’re rigorous in the oldest to the newest innovations in Salesforce, building creative tools such as intelligent workflows, customized dashboards, and state-of-the-art apps. They work to ensure other employees are educated, stay ahead of the curve and keep the business going forward.
- Build flows for boosting productivity
- Queue Assignment for tasks
- Salesforce Mobile app for instant business
- Einstein capabilities
- Security and data management policies
Key Benefits
Deduplication
Involve collaboration. Eliminating lag-time. Minimized miscommunication between employees. Develop customer loyalty by resolving issues without unnecessary delays.
Defining and Providing Appropriate User Access
We secure access to your organization by creating a list of authorized users, setting password policies and limiting login access to certain hours and locations. The Object and Field-level security enable you to have absolute control over which users have access to which data.
Data Management (Import/Export/Backup)
Data Management is critical in driving actionable customer insights that drive superior customer experiences. Our Data Management capabilities ensure that your critical organizational data is kept safe, reliable while preventing dangerous errors from slipping through the cracks.
Define User Interfaces Specific to User Roles
The features, functionalities, access and permissions differs with each role in an organization. We design User Interfaces specific to user roles, providing access to specific features and functionalities.
Review user utilization and adoption
Understand your business and business process and review your Salesforce org to identify the gaps. Taking care of the gaps ensures that the Salesforce has better adoption and there is ROI on your Salesforce investment.
Define Workflow, Process Flows and Automate
Securing, optimizing and managing the data ensure organization has no security compromises.
Create Dashboards and Reports
We build, maintain dashboards and reports and analyze your Salesforce data. With our exclusive Salesforce services, you can group, filter, and summarize records to answers critical business questions that are insightful – For instance, “How much revenue did we generate from new business in Boston last quarter?
Approval Process
We ensure seamless approval processes by automating how records are approved in Salesforce. Our approval process specifies each step of approval, including from whom to request approval and what to do at each point of the process.
Customization and Branding of Communities
We will Customize and brand your communities to meet your specific business needs and transition seamlessly between them. Our customization services ensure that you drive sales by connecting your employees with your distributors, resellers and suppliers, and deliver world-class service by giving your customers one single place to get answers.