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IMPLEMENT Salesforce.com

Find out how much it costs and how long it takes to discover your requirements, configure Salesforce CRM, pre-load your data and train your team.  Learn More...

SUPPORT For Live Deployments

Work with us how you want: (i) we do it together so you can learn, (ii) we guide - you do it, or (iii) tell us what you need and we'll take care of it.  Learn more...

DEVELOP Add-On Functionality

Have a functionality need that Salesforce doesn't handle out-of-the-box?  We can develop it for you based on your requirements.  Learn more...

akaCRM is a Salesforce.com Silver Cloud Alliance Partner providing comprehensive services for salesforce.com and the Salesforce1 cloud platform. We also offer consulting, implementation and training for select salesforce.com partner-based solutions.  Learn more...

Round Robin Lead Assignment Engine


Round Robin Lead Assignment Engine

For companies wanting to evenly distribute leads to a single group of lead qualifiers or inside sales team through a "round-robin" allocation process. Fully-native application and user interface to easily manage load allocations.

Documenting Integration Requirements

Salesforce.com Integration

Top 20 Questions For Thoughtful Integration Documentation

More and more, our clients want to integrate Salesforce CRM to a database or business application. The question they almost always want to know is "how much will it cost?". To answer this question, first be prepared to present a high-level description of your integration. This could be a paragraph or a number of bullet points that summarize what the integration needs to do. However, to reasonably answer the cost question, we typically need documented requirements. The following article reviews basic questions you should be prepared to answer and document.

Service Cloud vs. Sales Cloud

Having the right information in front of the right person at the right time is critical in providing customer support.  Customers expect to have most of their questions answered instantly and increasingly get frustrated if an answer is not available within minutes. Being able to provide this information to your customers in real time used to be a hallmark of superior customer service, but now is expected as standard customer service.

Salesforce.com has several options available to you to ensure that you’re keeping every customer satisfied.

Favorite AppExchange Apps

Appexchange

Over the past 10+ years, we have had an opportunity to install, test, use (and often uninstall) countless AppExchange applications that extend and enhance the Salesforce CRM experience. We've done this in the context of our own internal instance of Salesforce as well as to support client needs. This posting lists some of our favorite AppExchange applications (click on the name to see the AppExchange listing).  Please note the cost (if any) and editions supported at the end of each review.  If you would like help or have questions on any of these, feel free to contact us.

Experts Wanted

Do you have what it takes to be an akaCRM salesforce.com professional? Our innovative staffing model is designed for high achievers.

Become a Partner

salesforce.com ISV Partners - Learn about our partner selling model.

Our Guarantee

Set your expectations high. Learn about the akaCRM professional services guarantee.