We like to measure twice and cut once! Our engagements typically begin with discovery sessions where we seek to understand your business and your goals. We utilize our extensive business and project experience in recommending and crafting time-tested solutions. After our first successful project together, we continue as your cloud advisor to ensure your success!
Following our discovery and project design sessions, we execute our mutually agreed-upon plan. We welcome frequent demo and collaborative review meetings with you, the customer, to ensure that the solution we deliver is as good or better than what you had in mind.
Reap the benefits of a well-organized business in the cloud in as little as 30 days. The Quick Start is a flat-rate implementation for companies with 50 users or less. We target project completion within 30 days of kick-off. Our process involves 4 phases: Business Process Review, Design, Configuration, Training.
Feature addition projects offer customers who already use Salesforce CRM with the ability to deploy functionality currently not in use.
With Revisions, our goal is to improve an existing Salesforce CRM deployment or assist with ensuring that an existing implementation adheres to Salesforce.com standards and best practices.
We have vast experience migrating or integrating data from most sources, including Excel/CSV, Outlook, ACT, Goldmine, SQL Server, MySQL, CRM Dynamics, AS400 DB2, Sage ERP, and many more. We are very familiar with a variety of Data Loader and Data Integration tools.
When your business processes don’t fit the mold of standard, off-the-shelf Salesforce Sales or Service Cloud, we’ve got you covered! Our consultants and developers are pros at creating user-friendly, efficient, and powerful custom applications on the Salesforce platform using Aura, Lightning Web Components, Visualforce, Apex, and other web technologies.
Need Salesforce to integrate with another platform? We’ve got you covered. Whether you need to connect Salesforce with an email marketing system, digital signing application, accounting application, Google Apps, ERP system, external databases, or specific APIs, we can help. The ability to connect Salesforce with other platforms needed to run your business is one of its greatest strengths. Our certified Salesforce consultants and developers know how to harness this power.
A key aspect of organizing your sales or service efforts with a CRM solution is how the files related to those efforts are stored. There are several addons to Salesforce that assist with File Storage integration: Google Apps’ Google Drive, Dropbox, Box.com, Amazon S3, and others.
Process credit card payments via Authorize.net or PayPal from within Salesforce or from Salesforce Sites built on the Force.com platform. IT Edge can either create custom code to interact with these APIs or use existing tried and true solutions like Chargent Payment Processing for Salesforce.
Electronic signature for membership applications and contract agreements featuring bidirectional mail merge with Salesforce.
Integrations with SQL and AS400 allow your backend order processing systems to communicate with Salesforce. Allow your salespeople to pursue new opportunities without ever having to leave Salesforce!
Need integration with a custom system? Salesforce can communicate with any other API-ready system using the REST and SOAP protocols, among others. Integration is also possible with other web services such as customer geolocation and address verification.
Social marketing, web to lead, duplicate catching, and route optimization are just a handful of the other solutions available for Salesforce. Check out the Salesforce AppExchange to see the breadth of apps available.
Need a custom integration? Contact us and we will see what we can do
In most of our implementations, an indispensable component is Salesforce training. IT Edge consultants will provide training at the location that is most convenient to you: onsite at your place of business, at our training facilities, or via web meetings. We also provide documentation manuals as requested.
