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Preparing for Your Scope Call

How Much will it cost? How long will it take?For turn-key implementation or integration projects, we get asked these questions every day. Because your needs are unique to your organization, the functionality, effort and cost of your project will be unique as well. To help you answer the cost and time questions, we will offer to hold a phone call we call the "Scope Call" at no cost to you, so we can better understand the project and get enough information to provide you good answers.

Selecting System Administrators

We often speak of the critical success factors in a Salesforce or Conga deployment. These include: (i) Senior Sponsorship, (ii) Communication Planning, (iii) Design & Understanding of the Purpose of the Project, (iv) Qualified Configuration, (v) Training for end-users, managers and administrators, and (vi) Post-Implementation Support. The last item, Post-Implementation Support, is often overlooked or considered ancillary in nature. If you did every step perfectly but fail to provide an adequate support plan for your...

Have You Integrated to [???] Before

Over the past two decades, we have seen Salesforce deployments with associated integrations go from less than 5% of deployments to more than 60% of deployments. Consequently, one of the most common questions that clients ask is, "Have you integrated to [fill in your system] before?" It's a great question and who wouldn't want to hire a firm that had proven experience integrating a specific system to your CRM?

Salesforce Org Consolidation

For large national and international clients, we often find companies with multiple instances of Salesforce CRM. In Salesforce "speak" each instance is referred to as an "org" which is short for "organization". These independent orgs arise most often as a result of mergers and acquisitions where one company using Salesforce purchases another using Salesforce. In other cases, large organizations will deploy separate orgs overtime for various country, divisions, departments or business functions. This article addresses...

Documenting Integration Requirements

Top 20 Questions For Thoughtful Integration Documentation More and more, our clients want to integrate Salesforce CRM or their Conga Contracts applications (their "Solution") 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...

Event Management Solutions for Salesforce

Does your organization host events, need to take on-line sign-ups, or want to publish your events on your website? Have a look at the akaCRM Event Management Solutions for Salesforce vendor comparison. This review includes pricing, ecommerce features, and other key features of 3rd party Event Management tool add-ons for Salesforce.

akaCRM Appointed as Exclusive Channel for Causeview Advancement

Causeview and akaCRM
October 21, 2021. Under an agreement with Causeview’s parent company, schools interested in the Causeview Advancement solution will be referred to akaCRM for qualification and implementation services. The Causeview Advancement solution allows schools (K-12 and Higher Education) utilizing the Salesforce Education Data Architecture (EDA) to add fundraising and on-line giving capabilities.

Student Success Hub Essentials™

StudentSuccessHub Essentials packages for Salesforce® Student Success Hub for Higher Education cover set-up and training for some of the most popular features designed to get success teams quickly on their way. Starter 6-8 Week Typical Implementation Common Features:  Central Advising Record  Student Community w/Salesforce Scheduling  Student Contact Information Management  Frequently Asked Questions  Standard Dashboard with 3 Custom Reports  Single Advisor Role  Manually...

Supporting your Salesforce and Conga success.

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6510-A S. Academy Blvd, #258
Colorado Springs, CO  80906

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