Salesforce Solutions Fitted For Your Process
Fourlabs will review with you all the current pains you have, work out a plan that helps your team achieve your goals during the initial discovery phase.
Our migration service is an exemplary way to move your Salesforce data to the upgraded version with the help of migration tools. We will take that responsibility from you and work with you to understand the option of mapping fields, transferring the data to CRM becomes a quick and hassle-free process.
It’s near impossible to make smart decisions without clean data. We handle duplicated data and improve data quality. Define the ideal data model based on Salesforce best practice recommendations, key performance indicators, and known initiatives and growth plans.
Our Integration service will help unite different business tools required for the continued success of your business. We are familiar with several IPAAS tools including Boomi, Celigo, and Zapier.
We understand how powerful and useful Salesforce can be if configured, optimized and customized for your business needs, and workflow. We make sure your business reaps all of the benefits of Salesforce backed by our years of experience and knowledge.
Our team is very familiar with and leverages several Salesforce AppExchange tools to accomplish several business requirements. This not only saves cost and time but prevents our client from attempting to rebuild available technology. Top Apps we often use include: Conga, Docusign, Ebsta, Volunteer for Salesforce, Dataloader, Cloudingo, Rolluphelper, and DLRS
We are aware of all the Salesforce Administrator responsibilities needed to support our clients. We ensure that all our administrators do their best in performing all the tasks falling under the purview of their role and guide you every step of the way. Freeing our clients to achieve their goals for their business.
Provide Salesforce administrative support for the Sr. Director of IT, CRM & Leasing Systems; Services included the provision of first-level support and user training. Re-engineering of processes when current processes don’t meet business requirements. Operational and technology system reviews of processes, procedures, and systems. Create and update the security model. Automation of document Creation via Conga and DocuSign.
Introduced new automation of tracking the best time to replenish products sold to clients at an agreed frequency. Management of Integration between NetSuite and Salesforce to push Account, Product, Contract, and Sales Orders via Celigo. Maintenance of business processes, requirements, and policies. Identify opportunities for business process improvements and make recommendations as appropriate. Configuration of Marketing cloud and Journey builder for mass emails.
We implemented API Integration between Salesforce and NetSuite with Boomi. Create feature to properly track influencer performance and determine the type of deal to be offered to influencer. Utilizing Apex for Social Studio (Twitter) and Salesforce integration to track influencer conversation on LootCrate products and promotion. General Salesforce support including reports, buttons, email templates, and validation rules.
Lead implementation of Salesforce organization to go live, and migration to Lightning for over 25 Salesforce instances. Translates business requirements into well-architected solutions that best leverage the Salesforce products. Share best practices and be consultative to clients throughout the duration of the project – act as a trusted partner. Configure and maintain clients’ Salesforce instances via declarative tools, including workflows, process builders, reports. Create test cases that can be delivered to clients and support them during UAT. Leverage several Salesforce products including; Sales, Service, Community, Finance, and Marketing Cloud.
Salesforce Enhancement and utilization of existing automation to enable Christian Legal Aid of Los Angeles to understand and benefit from all the features provided by Salesforce to better serve its client. Restructuring Current Objects in Salesforce to be used the way it is meant to be. Installation of Non-Profit Success Pack and Volunteer 4 Salesforces. Implementation of proper volunteer donation tracking. Implementing Salesforce Architecture to accommodate proper management legal teams and resolution of cases.
Leaders in salesforce management.
Fourlabs helps you scale your business by creating and managing reliable, robust, and secure Salesforce CRM implementations.
Our solutions are designed to help small businesses move from manual administration of their Salesforce CRM and move towards fully automated, data-driven management.