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Complimentary Salesforce Organization Assessment

To demonstrate confidence in our ability as Salesforce Partners, we’re offering you the following complimentary service:

A Salesforce organization assessment and roadmap session with our expert consultants

“Just like having to go to the doctor for routine maintenance checkups, your Salesforce organization needs the same. For all of 2022, we are offering this service for free, and we think that it may help you in your contingency planning. If there’s one thing last year taught us, it’s that business agility is of paramount importance.” Vamsi Bollineni CEO | Access Global Group

Unlock the potiential of your
Salesforce investment today!

The Salesforce Organizational Assessment Includes:

  • Alignment Preperation Session
  • Salesforce.com Optimizer Reporting Guidance & Understanding
  • 1-2 hour Salesforce Org Walk-through with Certified Consultants
  • Best Practices & Business Goals Review
  • Salesforce Findings/Recommendations & 2022 Road-Map
  • Of course, there is no obligation for this service. We only
    hope that if we do a great job up-front, you may wish to
    leverage us for future service work.
Schedule Complimentary
Salesforce Assessment



Assessment Offer-Logos

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.