Are You Struggling With Your

​Current Salesforce Configuration?

We will help you identify:

• Areas to improve your Salesforce configuration to support your current business processes.
• Best practices to address deviations from standards to maintain and scale your business process on the Salesforce platform.
• Available Salesforce features and functionality to help support, streamline and automate your internal operations.
• Opportunities to improve data quality.
• Recommendations to improve user adoption.

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You will get:

We will provide you with a customized Action Plan confirming your current pain points and the related suggested projects/actions you can take to address them.

Our Action Plan typically includes:

• Data cleansing recommendations.
• 3rd party app recommendations.
• API recommendations.
• Suggested training modules for your team.
• Suggestions to create, remove, update or enhance Salesforce:
  • fields,
  • objects,
  • page layouts,
  • roles,
  • profiles,
  • security/sharing settings,​
  
  

• record types,
• formulas,
• validation rules,
• duplicate checking rules,
• workflows,
• email alerts,
• ​automation,
• Chatter notifications,
• reports,
• dashboards,
• list views,
• shortcuts,
• integrations,
• ...and more.​

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Are You Ready to Brainiate?
Give us a call at (866) BRAIN88

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