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Salesforce AE Portal

Every and all documentation you’ll ever need to close deals
and work with the best Salesforce partner in the space

Featured AGG Assets

Access Global Group Product Demos

Access Commissions

Access Commissions is 100% native to Salesforce
and offers users complete control over commissions and commission structure.

Access 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.

Featured Salesforce Demos

Salesforce Community Cloud

Designed to connect and facilitate conversation among an organization’s employees, clients and partners, Salesforce Community Cloud promotes collaboration and innovation.

Financial Services Cloud

Financial Services Cloud is a robust platform for advisors, personal bankers, tellers, etc., helping them to interact with clients in a more personalized and proactive way.

Salesforce Marketing Cloud

Deliver personalized interactions with your client at every step of the customer lifecycle with Salesforce Marketing Cloud. Staying connected has never been easier, this system allows interactions from any channel or device, and it’s easily accessible no matter where in the world you and your clients are.

Salesforce Sales Cloud

This cloud based customer relationship management system was designed to support your team in B2B and B2C processes. This means you’ll be able to sell faster and smarter than ever before with Salesforce Sales Cloud.

Salesforce Service Cloud

Provide premier services effortlessly and efficiently with Salesforce Service Cloud. This platform allows users to automate service processes and streamline workflows to help deliver personalized solutions to your customers.

AGG Customer Success Stories

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.