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Access Global Groups Consulting Services

Our curated team of experts utilize a customer-centric approach to provide intuitive solutions. Through strategic planning and thoughtful implementations, we’ll work to streamline your work processes and provide ongoing.

Salesforce Implementation Services

Deciding to implement Salesforce is a big decision for any organization, so making sure that it is set up properly the first time is critical. Access Global Group has a unique project methodology that puts our clients at the heart of the process. Before planning begins, our team takes the time to understand your company’s needs and requirements. This allows us to build a system that is tailor made for your business practices. With every meeting and interaction, client satisfaction is our goal. By leveraging our team of experts, you’ll have the confidence needed to move forward with your new system.

Trainings: After implementing Salesforce, AGG will provide you with the necessary tools to maximize efficiency within your org. Premier training opportunities simplify the complexities of Salesforce; allowing your team to move forward confidently in the direction of your goals.

Salesforce Optimization Services

Too often, organizations are underutilizing their Salesforce system. AGG’s Salesforce Optimization Services analyzes your current system to ensure that it supports the objectives of your company. Our industry experts can identify any areas of misused functionality and redesign the system in a way that boosts the overall productivity of your team.

Trainings: AGG will provide you with the tools you need to succeed. Becoming familiar with the intricacies of Salesforce ensures that your system will continue running smoothly and efficiently.

Salesforce Integration Services

Transform and enrich your Salesforce data by integrating it with an external database. Access Global Group’s integrations are seamless, secure and designed to provide powerful insight into your business’s clients and data. A system consolidation offers users access to streamlined work processes and simplified data retrieval.

Salesforce Managed Services

Salesforce is constantly changing, requiring continued education, training, and certifications. Continued education and training can be a difficult task to add onto already existing work processes. AGG offers a convenient alternative to traditional in-house support and training. Whether the support you need is on-demand, ongoing, or long-term, we can provide you with the assistance that best suits your business model and specific needs.

Salesforce Staffing Services

Salesforce is a complex platform and making sure your team stays up to date can be a full time job. Having staff that already possess a deep knowledge of your CRM is essential. Employing supplemental Salesforce experts saves businesses time and money long term; we’ll even do the hard work for you by sourcing, screening and deploying Salesforce skilled staff to your team

Salesforce Cloud Services

A wide range of services that offers flexibility and efficiency. Cloud Services allows your team the ability to deliver quality business from any device, anywhere with ease. Premier high speed solutions means you’ll be saving your team time and money long-term.

Our Salesforce Cloud Consulting Services

As a 5-Star Salesforce Summit Partner, Access Global Group can integrate all of your Salesforce Products and will exceed your expectations.

As a marketing and social media specialist, I deal with almost all of our vendors here at Westminster American and Access Global Group has been by far one of the best to work with. 

CRM Analytics (Tableau)

Highly intelligent and predictive analytics for every client interaction to provide the whole team with a clearer picture of data.

Experience Cloud

Easily create content in one place and deliver it anywhere – from websites to apps to digital portals and beyond.

Financial Service Cloud

Collaborate in real time, instantly share insights, maintain compliance, and make smarter, faster decisions from anywhere.

Marketing Cloud

Build stronger customer relationships that last a lifetime, with data-first digital marketing.

Pardot

Easily route leads to sales, create and track automated marketing campaigns, analyze prospect activity.

Sales Cloud

Grow with ease, from anywhere, with the right sales tools. Win more deals as a team with Sales Cloud.

Data Cloud

Grow with ease, from anywhere, with the right sales tools. Win more deals as a team with Sales Cloud.

Einstein AI

An integrated set of Al technologies that makes Salesforce Customer 360 smarter and brings Al to trailblazers everywhere.

Field Service

Tap into job information, deliver updates, and quickly collaborate on the go, even while offline.

  
Lightning

Take advantage of innovative new features in Lightning Experience to make selling easier and service more personalized.

Mulesoft

Connect any system, application, or data source and automate business processes for an overall more connected experience.

Revenue Cloud

A whole new way to help companies create more connected CRM-powered digital experiences.

Service Cloud

Instantly share insights, maintain compliance, and make smarter, faster decisions from anywhere.

Commerce Cloud

Instantly share insights, maintain compliance, and make smarter, faster decisions from anywhere.

Implementation Services

End-to-end deployment solutions put into action.

Optimization Services

Optimize for peak performance & effectiveness.

Integration Services

Link software application functionality & data.

Managed Services

Offload comprehensive tasks to an expert team.

AI & Data Services

Improve insights, customer experience & Innovation.

Access Commissions

Commission plans to best suit organizational goals.

Access QuickBooks

Connect Salesforce & QuickBooks seamlessly.

Access Docs

Premier document generation tool for simplifying processes.

Access Payments

Complete control over processing payments in Salesforce.

Banking

Commercial banks, credit unions, retail banking.

Insurance

Broker/agency, MGA/wholesaler, insurer/carrier.

Healthcare

Equipment, supplies, technology, life science tools.

Mortgage & Lending

Streamline mortgage lending with FSC solutions.

Public Sector

Deploy quicker, innovate & Increase productivity.

Wealth Management

Firms, RIAs, broker dealers & investment management.

Blog

The latest industry news, updates & info.

Customer Stories

Learn how our clients are making big changes.

Datasheets

Comprehensive docs outlining key information.

Demos

On-demand showcasing of featuring & capabilities.

One-Pagers

In-depth single page overview of brand & services.

Webinars

Live & on-demand online educational presentations.