We optimize your Salesforce instance to streamline your business processes and align them to your overall organizational goals. Let EBQ handle administration for you, so the tool can work for your business instead of your business working for the tool.
Salesforce Administration Services
US based outsourced
Your EBQ Salesforce administrators handle all the daily tasks for you, such as importing data, creating reports, dashboards, adding fields, and automating processes.
We work within your instance to identify issues, create elegant streamlined solutions, and implement them on your behalf.
Get the most out
of your Salesforce CRM
We have years of experience implementing Salesforce, and we help our clients explore the advanced functions that make Salesforce such a cutting-edge solution.
We’ll ensure that your data is safe, your users are productive, and you get the most from the tool.
Everyone in your organization benefits
We develop big picture insights through reports and dashboards that highlight the overall performance of your company.
We provide best practices for
• Territory management
• Opportunity splits
• Account management
• Measuring activities
• Measure impact of marketing
• Multi-touch attribution models
• Routing to align sales & marketing
• Create MQL follow-up process
1. IDENTIFY GOALS
We consult with stakeholders in your company to gain a full understanding of your organizational goals and what you want to accomplish with Salesforce.
2. DEVELOP INSTANCE
We strategize and develop your instance in a Salesforce Sandbox environment to ensure proper functionality before pushing changes to your live instance.
3. TRACK PROGRESS
We document all tasks with Smartsheet, use Basecamp to interact with you daily, and review all progress with you in weekly working sessions.
4. OPTIMIZE FUNCTIONALITY
We help you get the most out of your instance by constantly collaborating with your teams to validate what we’ve integrated and continue building on it.
5. DOCUMENT STRATEGY
Should you ever leave us, we provide documentation of everything we’ve set up and how it should be used, as well as a list of remaining tasks to be completed.
We are SALESFORCE CERTIFIED
Platform App Builder
Sales Cloud Consultant
Service Cloud Consultant
We provide a complete department
With EBQ, you’re not just hiring a single administrator. You’re getting a full department of US based experts to give your instance the attention it requires, at a fraction of the cost and effort of hiring internally.
For each project, we provide: a Success Manager to plan and drive high-level strategy, a Project Manager to guide day-to-day operations, and one or more admins to execute and document day-to-day tasks.
“EBQ’s knowledge of the systems (Pardot and Salesforce) together with the materials they provided over the duration of the project was very helpful. I would highly recommend EBQ and their team to assist your organization.”
Chief Marketing Officer at DadeSystems
”"EBQ’s knowledge of the systems (Pardot and Salesforce) together withTom BerdanCheif Marketing Officer at DadeSystems
the materials they provided over the duration of the project was very helpful. I would highly recommend EBQ and their team to assist your organization with Pardot.