akaCRM offers these services as part of a comprehensive project or individually as you may need. Give us a shout for a no-obligation conversations to discuss your specific needs.
Facilitation of requirements gathering and documentation.
Based on the results of discovery or documented requirements, we will configure Salesforce to meet the needs or your organization. Our consultants incorporate industry and functional best practices and recommendations to enhance your success.
ETL Services (Extract, Transform, Load) including one-time data migrations, duplicate prevention and deduplication, data enrichment and data translation.
Leverage the value of your CRM data by integrating it to your other databases and enterprise solutions (Accounting, Data Warehouse, ERP, Financials, SIS, etc.)
akaCRM can develop custom Lightning Components or full-blown business applications to support and enhance your productivity.
If you have multiple instances of Salesforce, let us help you evaluate the cost and benefits of combining these instances, and create plans to minimize disruption.
We provide training options to cover new deployments, new features/releases and new hires. Training curricula are available for management, end-users and administrators.
akaCRM offers support options for live deployments to supplement your in-house administrator/developer resources or to fully-outsource key support skills. Support options range from small blocks of time to commitments of 20 to over 200 hours per month.
Lead management and sales pipeline management activities
Customer Service & Support, IT/HR Help Desk, Bug Tracking
Provide access and value-added tools and resources to your customers and partners and other constituents (e.g., alumni, employees, faculty, students, vendors, etc.)
Marketing Cloud / Pardot
Create journeys and automated programs to engage your audiences at the right times with the right messages. Score your prospects and gain insight to their interests.
Empower your institution to become a connected campus. Support for recruiting, retention and advancement.
Helping nonprofits of all sizes advance their missions in fundraising, event management, grant management and volunteer management.
Financial Services Cloud
Helping financial institutions in commercial banking, retail banking, insurance, and wealth management develop and enhance client relationships.
Chat for Web or In-App, Messaging (SMS, Facebook Messenger), Einstein Bots, Social Customer Service
EDA is the building block for the Connected Campus and a community-driven data architecture for the full K-20 student lifecycle. Easily see the relationships students have with advisors and family members as well as their affiliations with clubs, departments and more - all in a single view.
A set of best-in-class platform services that bring advanced AI capabilities into the core of the Customer Success Platform, making Salesforce the world's smartest CRM. Sales Cloud Einstein, Service Cloud Einstein, Einstein Activity Capture and more help organization make better decisions.
Improve first-visit resolution with a complete field service solution for dispatchers, mobile workers, and managers.
Communicate more efficiently with prospects and customers. Features include click-to-dial, in-bound screen pops, automatic call logging, call coaching and recording.
Have a question about a Salesforce feature or license not listed here? Give us a call.