No matter how complex your business model, we give it a logical and intuitive shape in Salesforce that makes data management efficient and amplifies the productivity of your team.
Have decades of legacy data in your old system? Not a problem. We extract, convert and migrate your data into Salesforce including legacy files, emails and notes in your previous CRM.
Love Salesforce but need it to look a little different? Our UI designers will build mockups and deliver them in your Salesforce org to create the user experience you want.
Enable sales to view their pipeline, service and operations to view outstanding tasks and provide leadership with a comprehensive view of the organization. Custom reports and dashboards provide information you need when you need it.
With extensive post go-live support and rigorous training programs, we ensure that your team is well-trained and is able to use Salesforce to its fullest potential, as you intended it to be used.
We document and deploy your processes on the Salesforce platform to automate task management, workflow triggers and rule-based assignments. No more missed follow-ups for your prospects or your customers.
We leverage the Salesforce open architecture to converse with your other systems. Whether it is an app on the Salesforce AppExchange, or a batch synchronization using an ETL tool, or a custom integration through APIs, we’ve got you covered.
Get marketing and sales on the same page. We setup your Pardot or Marketing Cloud and integrate it with Salesforce to create a seamless channel between your sales and marketing teams.
Enforce security measures by restricting data visibility, territory-based data management and limiting access to profiles with intensive roles and permission sets.
With over 200 Sales Cloud implementations under our belt, we understand every nook and cranny of this powerful platform and can accommodate every nuance of your business.
Provide a stunning customer experience with our Service Cloud implementation that will empower your service operations with the knowledge, the tools and the processes they need to excel.
Financial Services Cloud
One of the first Salesforce partners to embrace Financial Services Cloud, we are one of the most experienced and well versed in serving Salesforce to wealth management clients.
Collaborate with your partners or provide real-time access to your customers with Community Cloud. We build your portal with the right mechanics and the right level of security to provide a seamless experience.
We help you nurture leads and develop affinity for your brand to provide your sales team with a highly qualified and amenable pipeline through marketing automation with Pardot.
Drive personalization at scale with Marketing Cloud. We setup your cross-channel journeys to provide automated yet unique experiences for each of your customers through the ExactTarget platform.
"Accelerize 360 is a critical partner in defining and executing our digital marketing strategy. From driving a first class marketing program to developing a growth-focused marketing tech stack, Accelerize 360 has brought a level of sophistication we have not found anywhere else."
"We needed help building a complex pricing calculator in Salesforce. Accelerize 360 approached the problem creatively and built it faster with easier maintenance."
"Accelerize 360 saved us hundreds of hours every month with a custom solution to automate and track our paper-based governmental forms."
"We needed one central, easy to use system to provide business visibility and access to information. Accelerize 360 accomplished that and more, driving higher levels of efficiency and productivity across the organization."