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Salesforce Administration Services

Salesforce Administration Services

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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.

US based outsourced
Salesforce administration

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.

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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.

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Everyone in your organization benefits

EXECUTIVE TEAM

We develop big picture insights through reports and dashboards that highlight the overall performance of your company.

SALES LEADERS

We provide best practices for
Territory management
Opportunity splits
Account management
Measuring activities

MARKETING LEADERS

Measure impact of marketing
Multi-touch attribution models
Routing to align sales & marketing
Create MQL follow-up process

Our 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.

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We are SALESFORCE CERTIFIED

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Administrator

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Platform App Builder

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Sales Cloud Consultant

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Advanced Administrator

 

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Service Cloud Consultant

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Pardot Specialist

Have you made the switch
to Salesforce Lightning?

We wrote the Salesforce Lightning Migration Guide. Free for anyone who is ready to start getting the most out of their instance.

Read the Guide
Lightning-Migration-Guide

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.

Join the thousands
of customers that
love EBQ.

and start growing with EBQ.

Get a Free Consultation
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“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.”

Tom Berdan
Chief Marketing Officer at DadeSystems

"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 with Pardot.

Tom BerdanCheif Marketing Officer at DadeSystems

Yes, I want my CRM optimized & aligned to my goals

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