Salesforce
Services

A trusted partner to help you customize, integrate, launch and adopt Salesforce.

IMPLEMENTATION

Getting YOUR Salesforce up and running, the Stack way.

  • Efficiently and Quickly – So you recognize a return on your investment fast.

  • Empathetically – Our approach puts us on your side of the desk, understanding your business’ unique challenges. From strategic consultation to final deployment, Stack partners with you to create custom technology solutions around your specific needs.

  • Skillfully – All of our Salesforce solutions are architected and managed to provide maximum streamlining of your business operations.

  • We are your full-service Salesforce consulting partner.

Salesforce Products We Implement

Salesforce Sales Cloud

Makes the sales process smarter at every step of the sales cycle—from demand generation, to pipeline management and reporting, Generate more leads, close more deals & increase team productivity.

Salesforce Service Cloud

Lets you deliver fast, efficient, and personalized customer service by automating processes and streamlining workflows. Salesforce Service Cloud is the key to strengthening your brand and building customer loyalty.

Salesforce Experience Cloud

Lets you set up tailored communities for Partners, customers and other stakeholders of your business. Create branded, easy-to-use portals to foster collaboration and allow everyone in your business network to easily connect and engage with one another.

Salesforce CPQ

Quote-to-Cash solution that allows your business to automate your CPQ (configure, price, quote) and billing processes directly on the Salesforce platform.

Financial Services Cloud

Build stronger, more personal relationships with customers and prospects and better manage customers and accounts. A platform proven to provide real-time access to critical data, visibility into unique customer journeys, and meaningful insights at every stage of the customer lifecycle.

Quickstarts

Take off with Salesforce the RIGHT Way

The Salesforce QuickStart typically lasts 3 – 4 weeks followed by ongoing support from the Stack team. We created this program specifically for companies that need a little help to get off the ground and start driving immediate ROI.

More than a QuickStart, it’s the Right Start!

OPTIMIZATION

Take something you have paid for and help you do something really cool with it.

Is your Salesforce system not doing everything you want it to do? Don’t worry, you’re not alone. Take the guess-work out your Salesforce licensing and know exactly what you have, what you need and how we can help.

Our extensive Salesforce Health Check will ensure you are optimizing Salesforce and getting the most out of your investment.

Salesforce Health Check
What our Health Check Looks For:
  • Data Mangement

  • User Permissions and Access

  • Critical System Updates

  • Metadata Mangement

  • Installed Products and Usage

  • Object Usage

  • Critical System UpdatesThird-Party Apps

  • User Experience Configuration

Managed Services

There's Managed Services and then there's us.

Salesforce recommends having 1 full-time resource per 75 users – BUT Salesforce professionals are expensive, hard to find, and difficult to retain.

Leverage our managed service plans, and have access to a full staff of Architects, Admins, and Developers ready to help as much or as little as you need.  

Why Stack Salesforce Managed Services?

Maintain and improve productivity

Our Managed Service team keeps the lights on and things running smoothly. From adding new users to handling error messages and support tickets, we reserve time each week for these reactive items that pop up. We staff each managed service project with several named resources so you can rest assured that one person’s time-off doesn’t mean there is a Salesforce time-out.

Receive Proactive Roadmapping and Business Analysis

We keep ahead of work and resource planning with quarterly roadmapping workshops and monthly strategy and innovation reviews.

We make sure you’re leveraging all the latest and greatest Salesforce provides. We keep an eye on business processes that could be managed more efficiently in Salesforce.

With our proactive planning approach, you have a strategic partner helping you maximize your Salesforce ROI.

Access a Larger Pool of Skills and Specialties

Within our Managed Services, you have access to a large pool of resources. Aside from adding a layer of redundancy to maintain constant coverage, you can also pull in specialists when unique projects and requirements arise.

Want professional advice on remaining HIPAA compliant? Need to evaluate a new Marketing Automation platform? Do you just want to bounce ideas off of someone who has done this before? Don’t worry, we have it and YOU covered.

To get started or learn more, Contact Us!

Schedule a Call