Implementing Salesforce® Platform Solutions

Accounting Seed Services

We are certified Accounting Seed Implementors and Administrators.  Our CPA’s and Certified Internal Auditors have worked on the platform for over 8 years and use the accounting, expense, and project accounting functionality on a daily basis. We run our own business on Accounting Seed!

From implementation to administration to integration and the development of customizations, we are both knowledgeable and affordable. Our Salesforce® certifications take it one step further!

Goldfinch ERP Services

Our work with the Goldfinch team allows us to provide the Salesforce® integration and customization services that can extend and enhance this powerful ERP platform.  Our CPA’s and Certified Internal Auditors have worked on ERP platforms for years and can assist with EDI development, 3PL warehouse management, and supply and demand planning consulting!

We have solid skills in both the Impartner PRM and Marketing View environments.  We can assist with Impartner solutions planning, implementation, project management, customization and administration.  We have implemented this solution from small SMB’s to 200 million dollar launches.  We can help speed your time to market at a fraction of the price of web development and Salesforce® Communities develoment.

We are certified Smartsheet architects and consultants.  From project management to product planning to forms and data management, we have implemented Smartsheet in a number of industries!

Salesforce® Tableau CRM

We have certified Einstein Analytics resources that can help you leverage the power of artificial intelligence on the Salesforce® platform.  We have shown organizations how to implement the Einstein solution for between $ 30,000 to $ 50,000.00 including licensing and training.   If your data is on or even external to the Salesforce® platform, you need to talk to us about deploying Einstein – because the power of artificial intelligence is knowing what you don’t know!

Salesforce® Software Implementations

Implementing software can be time consuming and careful thought needs to go into its use. Leave that to us so you can focus on your business. We specialize in implementing HEDA®, Lightning Experience®, Community Cloud®, Marketing Automation, and AppExchange and Force.com® solutions.

Salesforce® Administration and Security

All users should not be able to access the same information. Protecting your data and keeping it secure is equally as important. We can assist with administering users with profiles and permission sets while defining record and field access controls.

Salesforce® Configuration and Customization

Nearly any business requirement can be solved with Salesforce® and there are usually multiple ISV solutions available. Choosing the right solution for a business requirement can be a daunting task. Let us help with the appropriate configurations and customizations to optimize your business so you can rest easy.

Salesforce® Data and Reporting

When using Salesforce®, you will be capturing data that can be leveraged in reports and dashboards. You might want to migrate data to Salesforce® from another system or export data from Salesforce®. We can assist with data migration, deduplication strategies, reporting, and dashboard creation so you have the right information in the right place at the right time.

Salesforce® Custom Development

If you have a business requirement that is not covered by out-of-the-box solutions, we’ll meet with you to scope out a suitable solution that is sustainable. Then we can design, develop, implement, and maintain it. This type of engagement might include data modeling, defining the architecture, integrating systems, and building custom pages.

Systems and Solutions Knowledge

In today’s information technology environment, it’s difficult to hold onto top talent and institutional knowledge. Without the appropriate documentation and training, knowledge silos exist and the risk associated with losing knowledge can be detrimental to your business. We work with organizations to provide the appropriate documentation, training, and support to mitigate this risk.

Cloud Database Management Systems

We have technical expertise in Artificial intelligence on the Google Cloud Platform (GCP) and their database platform as service(dbPaaS) products. This open-source solution allows us to bring together Terabytes of data from disparate sources and deploy AI solutions to provide insight and solutions to previously unsolvable business problems.