Access Global Group’s Salesforce Services

Our curated team of Salesforce experts utilize a customer-centric approach to provide intuitive solutions for your organization. Through strategic planning and thoughtful implementations, we’ll work to streamline your work processes and be there to provide ongoing support every step of the way.

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Salesforce Financial Services Presented by Access Global Group

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Schedule a Complimentary Salesforce Organizational Assessment

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 Support 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

Salesforce Industry Services

Personalized solutions to help your team work more effectively and efficiently, regardless of industry

Health Industry Services

Health Industry Services

Patient Centric | HIPAA Compliant |
Medical Insurance

Financial-Services

Financial Industry Services

Banking | Insurance Mortgage & Lending |
Wealth Management

Health Industry Services

OTHER Industry Services

Consumer Goods | Communications |
Public Sector | Non-Profit & More

Salesforce Cloud Services

An on-demand delivery of superior services that is easily accessible from any device and from anywhere in the world.

Salesforce CPQ

Eliminate sales hurdles and accurately generate quotes for orders with ease. CPQ is a tool your sales team deserves.

Salesforce Customer 360

Customer 360 connects your marketing, sales, commerce, service and IT teams with a 360 degree view of customer data.

Salesforce Einstein

The first comprehensive Al for CRM. An integrated set of Al technologies that makes Salesforce Customer 360 smarter and brings Al to trailblazers everywhere.

Salesforce Experience Cloud

A next generation social platform that enables companies to connect customers, partners, and employees with each other and the data and records they need to get work done.

Salesforce Field Service Lighting

Hand your mobile employees the power to tap job information, deliver updates, and quickly collaborate on the go, even while offline.

Salesforce Tableau

Make smarter decisions, faster. Get notifications for your most important business metrics and seamlessly find, share, and collaborate on analytics.

Salesforce Platform

Salesforce is the world’s #1 customer relationship management (CRM) platform.

Salesforce Lightning

Take advantage of innovative new features in Lightning Experience to make selling easier and service more personalized. Boost productivity and save up to 10 hours per employee per week.

Salesforce Mulesoft

Empower your teams to react faster by automating routine workflows and building extensible integrations across systems.

Salesforce Financial Services Cloud

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

Salesforce Pardot

Grow faster with the marketing automation edition that fits your business.

Salesforce Sales Cloud

Grow with ease, from anywhere, with the right sales tools. Bring out the best in every rep. Win more deals as a team. Strengthen customer relationships.

Salesforce Marketing Cloud

Build customer relationships for life with data-first digital marketing.

Salesforce Service Cloud

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

Salesforce QuickStart Programs

Customer relationships are the way banks and credit unions build long-term trust with their customers. Salesforce, the world’s #1 CRM provider offers the specialized Financial Services Cloud. FSC helps financial institutions to see the 360 degree view of the people who make them great, giving banks the tools they need to provide the services needed exactly at the time they are needed.

Wealth Management

FSC Accelerator

mortgage lending

FSC Accelerator

Banking

FSC Accelerator

Awarded, Trusted & Proven to Deliver

Countries

Years

Employees

SF Certifications

SF Integrations

SF Projects

Countries

Years

Employees

SF Certifications

SF Integrations

SF Projects

Client-Logos

100% 5-Star Reviews on Salesforce App Exchange and G2

Get Started With Access Global Group

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