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Salesforce Consulting Services & Managed Services

From the first kick-off meeting to final deployment and every step in between, we’ll be there to help empower your digital transformation journey with Salesforce.

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Customizable Salesforce Consulting Services

Get ready for solutions as unique as you are. Our team of certified experts will work with you to configure your Salesforce system in a way that aligns with your business needs – regardless of industry.

Salesforce Implementation

Having a strong foundation is critical for organizational growth.
Access Global Group’s team of experts will work with you to
ensure that your system is tailored to best suit your industry
specific needs. Our innovative implementation process
promotes longevity and overall growth within your company.

Salesforce Integration

We’ll help you solve critical integration challenges. Our team of
experts at AGG will provide a seamless connection between
Salesforce and other systems critical for business. Quality
planning and execution ensures that your business receives
reliable and secure solutions at affordable rates.

Salesforce Optimization

We’ll evaluate what’s working and what’s not. Improve your
infrastructure performance, efficiency and scalability with AGG’s
Optimization Services. A team of experts will analyze your
current Salesforce system to ensure that it’s a good fit for the
current status of your business model.

Salesforce Support

Talk to us – we’re here to help. Access Global Group wants to
see you succeed and offers a variety of support services to best
suit your business model and specific needs. Expert guidance
covers a wide range of challenges faced in a technological
ecosystem.

Salesforce Staffing

Say hello to simple, flexible and effective staffing solutions from
AGG. Whether you’re looking for something temporary or long
term, we can help. AGG offers thoroughly trained and highly
skilled individuals to supplement your team and provide
powerful results.

Salesforce Cloud

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.

Most Recent & Valuable Salesforce Resources

Discover all things Salesforce. Our resource center houses free articles, guides, demos, webinars and so much more to help you master your Salesforce system.

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Financial Services

Industry specific information for Salesforce Organization’s in Financial Services Industry.

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Complimentary
Salesforce Assessment

Get a free assessment of your Salesforce Organization with Summit Salesforce Consulting Partners.

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Customer Success Stories: Salesforce Consulting Services

Follow along with us as we reimagine what’s possible for our clients. Examples of how we establish trust and navigate business challenges — together.

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Enhance Salesforce Sales Functionality

Increase your sales team’s functionality in the Salesforce Platform with this and that.

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“We found ourselves scrambling to utilize multiple platforms and were often faced with unreliable and inconsistent data. As a result, development projects struggled to stay on schedule and overall organization and company functionality faltered as well.”

   Travis Conley | Chief Technology Officer at Benefytt

How Access Global Group Supported Cadence Bank During Rapid Expansion

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” State Bank & Trust (now Cadence Bank) is a regional bank with 98 branches in Texas, Georgia, Florida, Alabama, Mississippi and Tennessee covering commercial, business and personal banking services. State Bank & Trust experienced rapid growth, acquiring 12 banks in 3 years and needed support for these acquisitions including merging systems, CTI and efficient ways to communicate company-wide.”

How KSA Events Brought Manual Processes into Salesforce with Access Global Group

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“KSA Events (Kaylee Scholarship Association) is a nationwide host of high school sport and performance art events, providing a national competition format that allows high school teams to compete against one another on a national level at popular vacation destinations like Disney World. KSA’s system was not fully online creating problems with accessing information, room for error and preventing customers from interacting with their accounts. ”

How Access Global Group Aided Anthem in their Salesforce Journey

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” Anthem, Inc., is a provider of health insurance in the United States. It is the largest for-profit managed healthcare company in the Blue Cross Blue Shield Association. As of 2018, the company had approximately 40 million members. Anthem is ranked 33rd on the Fortune 500. The company operates as Anthem Blue Cross in California, where it has about 800,000 customers and is the largest health insurer.”

How AGG Improved Commission Visualization for Stericycle

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“Stericycle is a global services company. They provide highly specialized solutions serving healthcare organizations and commercial businesses of every size and shape. For almost 30 years, they have grown from a small start-up in medical waste management… ”

Native Salesforce Applications in Salesforce AppExchange

Transform the way you work with applications proven to increase efficiency and simplify work processes.

Access QuickBooks

Seamless Connection Between Salesforce & QuickBooks

Whether it’s taking payments, managing financial data,
paying bills, producing payroll, entering invoices,
accepting wire transfers or checks, Access QuickBooks
has automated the manual connection between
Salesforce and QuickBooks. Streamline Salesforce and
QuickBooks operations to automate accounting
processes, minimize errors and get your time back.

Access Commissions

Access Accuracy, Access Management, Access Efficiency

Access Commissions is unique, just like you. This app was
designed to give users the ability to customize their
commission plan settings to best suit their organizational
goals and can be managed based on employee group, or
individual-specific commissions. Access Commissions is
intuitive, so it can be configured for any industry. Say hello to
smart commission payments made simple.

The Latest Salesforce Updates, News & Resources

Stay in the know. Being successful in an ever changing technological landscape requires staying astride the latest trends, updates and news.

How to Grow a Salesforce Practice with Vamsi Bollineni and Ben Duncombe

by | Sep 22, 2022 | Blog | 0 Comments

How to Grow a Salesforce Practice with Vamsi Bollineni and Ben DuncombeJenna Trott 5 min read | SEPTEMBER 23, 2022Salesforce is one of the most rapidly growing CRM...

Access Global Group CEO, Vamsi Bollineni Discusses How to Grow a Salesforce Practice with Talent Hub’s Ben Duncombe

by | Sep 20, 2022 | Blog | 0 Comments

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5 Ways to Boost Banking Productivity

by | Sep 14, 2022 | Blog | 0 Comments

5 Ways to Boost Banking ProductivityJenna Trott 5 min read | SEPTEMBER 14, 2022Think about your bank for a moment. What would you consider to be the biggest threat to...

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Financial Institution Forecasts for 2023

by | Sep 10, 2022 | Blog | 0 Comments

Financial Institution Forecasts for 2023Jenna Trott 5 min read | SEPTEMBER 10, 2022For the last two years, the world has been a place of immense uncertainty, between a...

Customer Success Story | Telhio Credit Union

by | Sep 8, 2022 | Blog | 0 Comments

Customer Success Story | Telhio Credit UnionJenna Trott 5 min read | SEPTEMBER 8, 2022For decades, Telhio Credit Union has been a pillar of the community – providing...

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Sales Innovation: The Secret to Lasting Client Relationships

by | Aug 31, 2022 | Blog | 0 Comments

Sales Innovation: The Secret to Lasting Client RelationshipsJenna Trott 5 min read | September 1st, 2022Earlier this year at the Salesforce World Tour in New York City,...

We All Start Somewhere

by | Aug 31, 2022 | Blog | 0 Comments

We All Start SomewhereJenna Trott 5 min read | September 1st, 2022When I started Access Global Group nine years ago, I had no idea how challenging it would be to build...

10 Sales Tips From Top Sales Professionals

by | Aug 26, 2022 | Blog | 0 Comments

10 Sales Tips From Top Sales ProfessionalsJenna Trott 5 min read | August 26, 2022What defines a good salesperson? Some may say it's not only about hitting quotas, but...

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AGG’s Ultimate Guide to Dreamforce 2022

by | Aug 23, 2022 | Blog | 0 Comments

AGG’s Ultimate Guide to Dreamforce 2022Jenna Trott 5 min read | July 23, 2022 Go Big & Come Home: Dreamforce 2022The countdown is ON! We are officially less than a...

Encompass Connector for Salesforce

by | Aug 22, 2022 | Blog | 0 Comments

Encompass Connector for Salesforce Jenna Trott 5 min read | August 22, 2022The ripple effects of a challenging economic period are undoubtedly being felt by all...

Customer is Unhappy

5 Reasons Your Customer is Unhappy

by | Aug 18, 2022 | Blog | 0 Comments

5 Reasons Your Customer is UnhappyJenna Trott 5 min read | August 18, 2022There’s an incredible quote by Mahatma Gandhi that states:A customer is the most important...

What is Vlocity?

by | Aug 16, 2022 | Blog | 0 Comments

What is Vlocity?Jenna Trott 5 min read | August 16, 2022The technological world we live in continues to accelerate at rapid speeds, so whether you work in financial...

What is Salesforce’s Customer Data Platform?

by | Aug 11, 2022 | Blog | 0 Comments

What is Salesforce's Customer Data Platform?Jenna Trott 5 min read | August 11, 2022Salesforce’s Summer ‘21 release featured a relaunch of Customer Audience 360 as...

Grab Your Skis: Salesforce’s Winter ’23 Release is Coming!

by | Aug 10, 2022 | Blog | 0 Comments

Grab Your Skis: Salesforce’s Winter '23 Release is Coming!Jenna Trott 5 min read | August 10, 2022Oh, the weather outside is frightful, but new updates are so...

The Future of Automation: Digital Process Automation

by | Aug 4, 2022 | Blog | 0 Comments

The Future of Automation: Digital Process AutomationJenna Trott 5 min read | August 4, 2022No matter which industry you work within, customer satisfaction is likely a...

Bringing Your Data to Life: CRM Analytics

by | Aug 2, 2022 | Blog | 0 Comments

Bringing Your Data to Life: CRM AnalyticsJenna Trott 5 min read | August 2nd, 2022The importance that data plays in the longevity of your business is paramount, in...

10 Salesforce Influencers You Should Be Following in 2022

by | Jul 28, 2022 | Blog | 0 Comments

10 Salesforce Influencers You Should Be Following in 2022Jenna Trott 5 min read | July 28, 2022It was an unseasonably cool day in San Francisco when Marc Benioff...

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Salesforce: Dreamforce Registration is LIVE

by | Jul 21, 2022 | Blog | 0 Comments

Salesforce: Dreamforce Registration is LIVEJenna Trott 5 min read | July 21, 2022Dreamforce 2022 registration is LIVE! Click here to begin the registration process.Need...

Customer Retention Strategies for an Online World

Customer Retention Strategies for an Online World

by | Jul 21, 2022 | Blog | 0 Comments

Customer Retention Strategies for an Online WorldJenna Trott 5 min read | July 21, 2022You work hard every day to deliver quality products and services to customers,...

Your Business Will Fail – Unless You Do This

by | Jul 15, 2022 | Blog | 0 Comments

Your Business Will Fail – Unless You Do ThisJenna Trott 5 min read | July 16th, 2022The same way that tides change and seasons change, businesses do too. Once upon a...

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