Access Global Group’s
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.
Financial salesforce Whitepaper
Access Global Group
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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.
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.
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.
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.
Health Industry Services
Financal Industry Services
OTHER Industry Services
Public Sector | Non-Profit & More
Eliminate sales hurdles and accurately generate quotes for orders with ease. CPQ is a tool your sales team deserves.
Salesforce Customer 360
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
Salesforce is the world’s #1 customer relationship management (CRM) platform.
Salesforce Financial Services Cloud
Collaborate in real time, instantly share insights, maintain compliance, and make smarter, faster decisions from anywhere.
Grow faster with the marketing automation edition that fits your business.
Salesforce Sales Cloud
Salesforce Marketing Cloud
Build customer relationships for life with data-first digital marketing.
Salesforce Service Cloud
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.
Awarded, Trusted & Proven to Deliver
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