We setup Salesforce.
We document your requirements.
As a Manager, I must be able receive email escalations when the staff is not meeting their metrics.
As a Sales Rep, I must be able to quickly log all of my sales activity, including calls, emails, and visits.
We setup Salesforce for you.
Leads, Accounts & Contacts, Person Accounts, Opportunities, Quotes, Contracts, Forecasts, Content, and more.
Web-to-Case, Case Queues, Assignment Rules, Milestones & Entitlements, Console, KnowledgeBase, Chat, and more.
Customer journey, mass emails, mobile, social media, advertising, web, and more.
Custom objects, custom apps, custom security, custom automations, and more.
Partner tasks, content sharing, leads, accounts, opportunities, and more.
Customer content, cases, case deflection, knowledge base articles, and more.
Create custom unauthenticated sites with Sites.com technology, integrate with CRM, landing pages, chatter, and more.
Employee social intranet, log internal cases, search internal knowledgebase, and more.
TIP: Test before Go-Live!
Test & Revise
We highly recommend that you include a UAT (User Acceptance Test) milestone in your project. A small pilot group of super users will get trained on the solution, they will be provided specific scenarios to test, and a formal process to provide feedback and note defects. We will then quickly make revisions before going live to the large audience, so the solution is really polished.
Test the Happy Path +
We recommend that you absolutely document the “happy path” (primary use cases) and test these thoroughly to assure we get the most critical feedback. It’s also important to document and test the “edge cases” to assure all potential scenarios are fully tested before GO-LIVE.
We recommend the UAT milestone continue through several rounds, until the super users accept the solution as ready.
Why choose ForceBrain?
As a Salesforce partner since 2008 with 500+ projects under our belt, we really know what we're doing.
Customer Success Focused.
Our team is proud of our 9.8/10 C-SAT (Customer Satisfaction) ratings and extremely passionate about keeping it that way. We even have a CFL (Customer-for-Life) team that surveys our customers and polices our own team, to assure we are providing you the absolute best experience possible.
With a full team of certified experts both onshore and offshore, all working U.S. time zones, we offer the most affordable rates around.
Questions? Call us.
Sometimes you just have questions and need to talk to an expert. We’d love to chat.
Meet with an Expert
Schedule an appointment with one of our certified experts. Get in touch.
We're happy to volunteer a little time to demonstrate our expertise. Email us a challenge!
ABOUT FORCEBRAIN[Fact Sheet] -Founded in Silicon Valley in 2008, ForceBrain is a veteran Salesforce partner with locations in Atlanta, New York, and India. We offer consulting & development services for organizations in the healthcare, high-tech, service, financial, media, and non-profit industries. At the core of our company culture is a laser focus on customer success through powerful team building & individual development. As a B-Corporation since 2010, ForceBrain was recognized in both 2013 and 2016 for "Best of the World for Worker Impact".
- HOURS: M-F, 8am-5pm EST
- PHONE: 800-708-1790
- EMAIL: firstname.lastname@example.org
- HQ ADDRESS: 333 Hegenberger Rd, #751, Oakland, CA 94621