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.

Financial salesforce Whitepaper

Salesforce Financial Services Presented by
Access Global Group

ACCESS GLOBAL GROUP FREE OFFER

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 the industry you’re in
Health Industry Services

Health Industry Services

Patient Centric | HIPAA Compliant |
Medical Insurance
text-bg

Financal 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

Contact Access Global Group

A member of the Access Global Group team will reach out to you shortly!

Ready to Start Maximizing
Your Salesforce Investment?




SALESFORCE SERVICES INTERESTED IN




Join the Access Global Group Newsletter to receive Salesforce updates,
checklists, guides, videos and so much more!
WordPress Video Lightbox Plugin