Insight Powered

Empowering your business through Salesforce and Data


Highlights System & Data Assessments: 1) Define current state system process and data flows2) Highlight opportunities for improvement within current systems3) Identify possible complimentary solutions to solve functionality gaps Salesforce Build & Maintenance:1) Design and deliver Salesforce platform configuration and development2) Manage ongoing support needs without adding FTEs3) Integrate systems with Salesforce to reduce manual entry Reporting & Analytics:1) Create visibility for producers to their actual metrics vs. goal2) Establish automated and consistent reporting for management3) Leverage data to build dynamic forecasts based on historical trends Description Insight Powered provides seasoned consultants with deep healthcare and professional services industry knowledge. We work with our clients to shape Salesforce to their business processes so that it quickly become a multiplier for your team and significant ROI can be recognized.Certified Salesforce Partner for Implementation, Optimization, and Support:1) Analysis of business process compared to system configuration with recommendations to improve system adoption and data quality (e.g. optimized page layouts or customized quick actions)2) Standard maintenance activities such as adding/removing fields, creating/modifying validation rules and workflows, and configuration of Salesforce functionality (e.g. territory management and forecasting)3) Custom Salesforce reports and dashboards4) Configuration of standard Salesforce integrations (e.g. marketing automation and sales productivity tools)5) Custom Salesforce development to extend the platform beyond CRM functionality (e.g. applicant tracking or operational workflows)

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# Focus

# Salesforce Expertise


# Certifications (21)

# Portfolio

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# Geographic Focus

Languages: English

International: United States

United States: Florida, Kentucky, Michigan, North Carolina, Tennessee, Wisconsin

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