Advisory

Services

Salesforce® Consulting

Our team of certified professionals and technologists have worked on numerous projects and successfully delivered solutions to clients across industry segments.

We can help you extend your existing environment to further streamline operations, enable business processes, and realize even high return on your investment in the Salesforce PlatformTM.

We can help you build your own apps for AppExchange or to be used internally.

We are committed to your success.

 Cloud Implementation

We offer implementation services around the various “Cloud” solutions offered by Salesforce.

  • Sales Cloud®
  • Service Cloud®
  • Analytics Cloud®

These industry leading cloud solutions offer tremendous capabilities “out of the box” which will transform your business.

 AppExchange Development

Our team has built apps for various organizations that are being marketed on the AppExchange in addition to our own. We understand the process of building Enterprise class applications and getting them listed on the Salesforce AppExchange®. We can help you from start to finish.

 Custom Development

Often enough organizations tailor a solution to meet some very specific needs. Our team is able to help you with building a custom application or solution on the Salesforce PlatformTM which utilizing an agile approach to development.

Integration

Given its nature, the Salesforce PlatformTM lends itself to integrations with other systems. We can work with you to implement the necessary integrations, from simple data synchronizations to business processes where Salesforce plays a critical role. We use the Salesforce® APIs along with other third-party tools when appropriate.

 Training

In order to maximize your investment in Salesforce®, it is critical that your team is leveraging the platform to its fullest potential. We offer customized training to your organization on the use of our custom solutions and standard functionality of the Salesforce PlatformTM.

 Salesforce® & Data Administrator

Our administrators are trusted members of your organization and help you with managing all the intricacies of your Salesforce® environment. All key systems, such as Salesforce, require special care and attention when it comes to the Data.

How does it work?

We become an extension of your internal team focused on your Salesforce environment. At the beginning of the engagement, we establish concrete objectives and define areas of responsibility.

We conduct weekly meetings to establish priorities and assess level of effort for all the tasks. We work on the various tasks and keep you apprised of our progress. When customizations are being implemented, we make those changes on a weekly basis after proper testing and validation.

We provide training on new functionality where applicable.

What areas of Administration does it cover?

As a trusted administrator of your Salesforce® environment, we perform regular duties in order to ensure that the system is maintained and continues to support your business processes. While this list of functions will be tailored to your needs, we typically take on the responsibility to manage the following areas:

SETUP

  • Configuration
  • Basic Customization
  • Collaboration
  • Mobility
  • Communication Templates

SECURITY

  • User & Access Management

LEAD MANAGEMENT

OPPORTUNITY MANAGEMENT

  • Sales Process
  • Territory Management

CASE MANAGEMENT

REPORTING & ANALYTICS

  • Reports
  • Dashboards

DATA SECURITY

DATA INTEGRITY

DATA IMPORT/EXPORT

Full-time or Part-time?

We offer standard packages based on a Full-Time-Equivalent model:

  • 25% FTE (10 hours/week)
  • 50% FTE (20 hours/week)
  • 1 FTE (40 hours/week)

We ensure that you always have someone to help you who is familiar with your Salesforce® environment and your business.

How much does it cost?

Contact us for pricing at sales@xceedesolutions.com.

We offer discounts to Nonprofits.

Powerful Solutions

Our solutions help you transform your organization while leveraging the full capabilities of Salesforce® and provide you with a competitive advantage in the marketplace.

Proven Methodology

Our Agile-like approach ensures that we are constantly providing value to your organization. We believe that we can impact your organization day one of our engagements.

Certified Professionals

We are a seasoned team of Certified Salesforce® professionals with expertise in leveraging the full capabilities of the Salesforce PlatformTM.

Salesforce Platform™

Business Consulting

We offer business advisory services to ensure proper business alignment with your organizational strategy.

IT Strategy

We ensure that your short and long term IT needs are in line with your overall strategic direction. We believe that technology is an enabler for your organization and can help drive your value and differentiation in the market place. Technology can become your competitive advantage.

Performance Management

Enterprise/Corporate Performance Management is a critical function in any organization and positions the Finance leadership and team are key partners in the business strategy. We have enabled organizations of all sizes establish their ECPM framework and underlying technologies in order to support and drive decisions within the organization.

Operations

An organization needs to maintain a level of nimbleness within its operations in order to reach to external market-driven forces. We assist in streamlining your operational business processes with adequate use of technology in order to implement automation and support key functions.

Mergers & Acquisitions

We are an integral part of your transaction team (buy or sell-side) and assist in areas such as Due Diligence and Technology Review. We have worked closely with investment groups in evaluating several transactions involving technology platforms and offerings.

Let us help you…

Tell us more about your current challenges and learn how we can help!

Contact Us