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Dashboards & Reports

Salesforce Dashboards and Reports are integral to your adoption success.  We can help you create goal orientated dashboards and actionable subscription reports.  Let’s do a deep dive into your day to day to game plan a personal dashboard/report.

Implementation
Data Cleansing
Vendor Management
 

We can help you implement Salesforce, clean and organize your data, and help manage your vendors. If your implementation did not go well or you are unable to handle your data, let us step in and fix it.  Let's partner and own the solution together!         

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CRM Diagnostic
 

A routine (quarterly/annual) checkup for your Salesforce instance will allow you to better manage both technical debt and enhancements.  We will run a series of diagnostics and provide feedback of your current state and make recommendations.  Let’s schedule a diagnostic today.

Training
 

You built the most robust dashboards, streamlined your processes, and cleansed your data.  And no one is using it and your adoption is non-existent.  You need to train your users!  The most overlooked part of a Salesforce implementation is training and adoption.  Let's get in front of your users and train them!        

ABOUT US

CRM Helpdesk mission is to partner with you and help you achieve your goals.  Technology and data can be overwhelming.  We cut through the noise and create your own personal path that is both manageable and laser-focused.  We are YOUR personal helpdesk!

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