Configuration and Customization
- Page Layouts
- New Objects and Tabs
- Customize Home Tab
- Setup Web to Lead, Lead Assignment Rules, and Lead Auto
Response Rules
- Configure Opportunity Page and Processes
- Setup Forecasting
- Configure Contracts, Products, and Assets
- Setup Case Management
- Configure Customer Self Service
- Custom S-Controls
- Setup Roles, Profiles, Groups, Territories, Sharing
Rules
- Configure Workflow Automation
Report and
Dashboard Design
Reports
and Dashboards are one of the main benefits of Salesforce and we can help
you setup an initial array of reports and dashboards.
End User Training
We
can work with you to develop an end user training plan. Depending on the level
of training you decide on, we can perform the training on line or at your
location. |