SERVICES
What we do
This is a selection of services we can provide to help maximize your CRM ROI. If what you need is not listed here, send a message and we will determine the best way to serve your business needs.
Automations: Flows
Automation is one of the most crucial methods for growth and maximizing your Salesforce CRM potential. Whether you are lost and confused by Flows, or simply don't have time to create them yourself, we can help.
Converting Old Workflow Rules and Process Builders
Salesforce will be retiring workflow rules and process builder. You will need to move those existing automations to Flow -- don't work with someone who will just click the button and convert your existing automations. As a Process Automation Accredited professional Online Igniter ensures your field updates and other automations are properly updated to Flows and optimized as well as documented for easy understanding by future admins or consultants.
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Very quick to respond, 100% trustworthy! Great person to work with. A+ in my book! Will work with again.
Kyle
Patrick is great to work with! He goes over the project in detail to ensure all is done correctly the first time~ Highly recommend.
Margaret
I would highly recommend Patrick to any friend or colleague needing help with Salesforce. I was in a dilemma and he solved my problems and explained WHY things were happening. A positive experience. Thank you Patrick!
Amanda
Some additional services we can provide:
Don't see it? Let's talk and see how we can work together.
- Sales and Lead Process Improvements
- Reports and Dashboards
- Integrations
- User Training
- Salesforce Administrator Support
- On Demand Services
- Enhancing Data Integrity
- Legacy System Migrations