Consulting for Salesforce
Take Full Advantage of the Salesforce Data & Ecosystem
1. Cloud Implementation & Setup
We’ll design and install a successful, cost effective, and secure Salesforce.com solution for your organization.
2. Customization & Automation
We create Salesforce enhancements that are designed for your individual business needs.
3. Admin, Adoption, Training & Support
We provide best practice guidelines and technical support to Salesforce administrators, sales teams, and all other Salesforce users.
Why hire a Salesforce Consultant for your organization?
Salesforce.com is extremely valuable for improving an organization’s operations. However, many companies only use it for the basics, like sales and marketing support. But it can do so much more. When used to its fullest, Salesforce can break down information silos —facilitating the sharing of data across all departments within an organization, from sales, marketing and HR, to manufacturing, logistics and finance.
Once an organization has a sense of how effective Salesforce is for completing basic tasks, they begin to think of new ways they can use it to meet their business goals. But when organizations try to expand beyond the basics, they often get stuck. All the added functionality can make Salesforce really, really hard to customize without help - and most projects require highly advanced skill-sets.
Palma Data Labs provides the business and technical skills needed to maximize an organizations investment in Salesforce.
Salesforce.com Sales Cloud implementation and set-up
PDL’s consultants have more than two decades of experience driving business improvement through technology. We get your Salesforce.com installation up to speed quickly, so you can focus on running your business with this new software platform.
Salesforce.com customization to meet your business’s unique needs and service requirements
Our software development background in a variety of industries and inter-department support allows us to fully understand your pain points, easily clarify your needs and goals, and focus on getting the most out of Salesforce for your organization.
Salesforce.com automation to improve your user’s productivity
With all of its complexities and intricacies, optimizing Salesforce to create enhancements and new features can seem overwhelming – but is critical in order to drive continuous improvement in an organization.
Reducing data entry and information management “friction” is key to Salesforce.com user adoption and effectiveness. Automation enhancements that reduce or eliminate keystrokes improves data accuracy and completeness.
Let Palma Data Labs help you get the most of your Salesforce.com installation and user productivity.
Salesforce.com administration, adoption, training, and software maintenance support for your organization
Many small to midsized organizations can’t justify an experienced, full-time Salesforce administrator. The person assigned the task, typically someone in a non-technical lead or supervisory role, has little to no Salesforce experience. Palma Data Labs can replace or supplement an internal Salesforce.com support staff.
User training and adoption best practices projects ensures an organization is using Salesforce.com to its fullest potential.
PDL’s Salesforce knowledge, training, and experience ensures stable, predictable, uninterrupted operation.
Services delivered on-site, remotely across the US, or a combination of both
Get in touch.
Contact us for a free consultation to talk about how we can help strengthen your organization by maximizing your investment in Salesforce.