Salesforce Consulting Services

Salesforce CRM is a complex tool; most companies merely scratch the surface of its capabilities. For small- or medium-sized businesses, hiring a dedicated Salesforce administrator isn’t a practical option. It’s not uncommon to see someone internally assigned the task secondary to their own responsibilities. Without a strong Salesforce administrator, you risk your investment of the tool declining over time and—in a worst-case scenario—damaging your bottom-line as well. 

Allyn IT is a Salesforce consulting firm that offers this important Salesforce support to SaaS companies, professional service firms, and IT departments by leveraging the tools, technology, and processes that service-oriented firms need in order to succeed in a competitive marketplace. We keep the technology in line with your business needs by:

• Providing training & support for new and existing users
• Offering general CRM administration
• Configuring the tool to meet your goals
• Design and implementation for add-on products
• And many more services!

If you’re struggling to maximize your Salesforce investment, contact us today to schedule a free phone consultation to discuss your needs.

Free Consultation

Training and Support

We offer training and support for new and existing user bases within the platform so each user feels comfortable with the unique features of Salesforce. Users can submit requests directly to our case-management system so your team can focus on their day-to-day activities, instead of spending hours fielding these requests themselves.

Configuration

One of the reasons why Salesforce is such a complex tool is because it can be configured and customized to meet your company’s goals. We can customize your tool by building reports, dashboards, and preparing status reports & decks that prioritize the data that means the most to you. Our knowledge of the Salesforce environment configuration and our ability to design, build, and deploy process automation can help make your business more successful.

Implementation for Add-On Products

Do you need to implement Salesforce-compatible apps? We can test and launch any type of plug-in with your Salesforce application software. We can implement the add-on implemented into your Salesforce software and ensure it works properly with the core program—and any other add-ons you have installed.

Who We Work With

Located in Fort Collins, Colorado — a historic town with its eye on the future — we work with customers throughout North America. We enjoy working with small- to medium-sized businesses that are looking to expand their use of Salesforce CRM and maximize their investment. Some industries we specialize in include: 

• SaaS companies looking to better manage the subscription life cycle.
• Professional service firms and agencies are tired of the endless spreadsheets and disconnected systems used to manage sales, project delivery, rate cards, retainer, invoicing, timecards, utilization, etc.
• IT departments & PMOs that would like to use Salesforce to manage project demand & prioritization, strategic goal alignment, and portfolio cost management.

Contact us today if you believe we would be the right fit to assist your company

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