Salesforce Services.

When you need a little help or a lot of help

-- Salesforce Tower
San Francisco, CA


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.

Salesforce Partner
  • Discovery & Requirements

    Facilitation of requirements gathering and documentation.

  • Implementation

    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.

  • Data Services

    ETL Services (Extract, Transform, Load) including one-time data migrations, duplicate prevention and deduplication, data enrichment and data translation.

  • System Integration

    Leverage the value of your CRM data by integrating it to your other databases and enterprise solutions (Accounting, Data Warehouse, ERP, Financials, SIS, etc.)

  • Application Development

    akaCRM can develop custom Lightning Components or full-blown business applications to support and enhance your productivity.

  • Org Consolidation

    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.

  • Training & Support

    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.

Sales Cloud
Sales Cloud

Lead management and sales pipeline management activities

Service Cloud
Service Cloud

Customer Service & Support, IT/HR Help Desk, Bug Tracking

Community Cloud
Community Cloud

Provide access and value-added tools and resources to your customers and partners and other constituents (e.g., alumni, employees, faculty, students, vendors, etc.)

Education Cloud
Education Cloud

Empower your institution to become a connected campus. Support for recruiting, retention and advancement.

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Financial Services Cloud

Helping financial institutions in commercial banking, retail banking, insurance, and wealth management develop and enhance client relationships.

Health Cloud
Health Cloud

Improving patient engagement and experience by delivering seamless solutions for provider, medical device, biotech, pharma, and healthcare focused technology/management companies.

Marketing Cloud and Pardot
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.

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Nonprofit Cloud
Helping nonprofits of all sizes advance their missions in fundraising, event management, grant management and volunteer management.
  • Digital Engagement

    Chat for Web or In-App, Messaging (SMS, Facebook Messenger), Einstein Bots, Social Customer Service

  • Education Data Architecture (EDA)

    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.

  • Einstein

    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.

  • Field Service Lighting (FSL)

    Improve first-visit resolution with a complete field service solution for dispatchers, mobile workers, and managers.

  • High Velocity Sales
    Efficiently reach the best leads, intelligently convert leads, and create new opportunities in one seamless workspace.
  • Lightning Dialer

    Communicate more efficiently with prospects and customers. Features include click-to-dial, in-bound screen pops, automatic call logging, call coaching and recording.

  • Nonprofit Success Pack
    The Nonprofit Success Pack is a flexible, open data architecture that includes pre-built constituent and donor management components.
  • Quip
    Quip combines documents, spreadsheets, slides, and chat into one place inside Salesforce to accelerate collaboration.
  • Salesforce Engage
    Empower Sales to connect early and effectively with marketing-curated Pardot content.
  • Salesforce Inbox
    Bring email, calendar, and CRM together in one seamless experience on mobile devices and the desktop.
  • Salesforce Maps
    Data Visualization, Scheduling/Routing, and Lead Generation to Optimize your Sales Processes (formerly known as MapAnything)
  • Salesforce Shield
    A trio of security tools that admins and developers can use to build a new level of trust, transparency, compliance, and governance right into business-critical apps. It includes Platform Encryption, Event Monitoring, and Field Audit Trail.
  • And so much more...

    Have a question about a Salesforce feature or license not listed here? Give us a call.

Have Questions?

Supporting your Salesforce and Conga success.

Find Us

akaCRM, a division of Strata Information Group (SIG)
3935 Harney Street, Suite 203
San Diego, CA  92110

Let's Talk

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  • (877) 928-3337
  • Schedule Free Call

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