Highlights Approach - Understand the business processes that Salesforce needs to support. Create solutions using Salesforce’s configuration components that Client admins can modify. Initially, we recommend minimal custom code to promote self-sufficiency. QuickStart Process (1) Requirements gathering (2) Configuration review - iterative as needed (3) Data manipulation - preparing, standardizing, de-duplicating, uploading (4) Dashboards & Reports (5) Training and “go-live” coaching support Results - We work toward a long term vision by implementing multiple short/attainable phases (6 - 12 weeks). “Go-live” is supported with hands-on, process guided training and several support coaching sessions for both end-users and super-users/admins. Description Quixo Consulting has been analyzing business processes and providing streamlined solutions with Salesforce for the past ten years. Our projects evaluate current activities, plan for new processes, and design/develop solutions, followed by testing and training of end-users/system administrators. Each project involves extensive collaboration with client. We offer two services:(1) QuickStarts – A guided process to move your organization from spreadsheets and paper to Salesforce efficiency(2) Optimizations – Your organization currently uses Salesforce. You’d like to a. Improve efficiency - take advantage of some new functionality released by Salesforce b. Modify Salesforce – align Salesforce to support your business processes which have changed over time c. Support additional business processes on the Salesforce platform d. Train new users – end users or system administrators e. Improve your data - Clean-up the existing data; create rules to maintain data hygiene; add/remove data. f. Add AppExchange software
# Salesforce Expertise
# Certifications (8)
# Geographic Focus
International: United States
United States: Illinois, Michigan, Missouri, Texas
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International: United States