Seaport Consulting
Your Salesforce Solution

Services

Salesforce solutions for your business.

How can we help you?

 

Seaport Consulting specializes in working with small and mid-size businesses to make the most of their Salesforce investment. Whether you're new to Salesforce or need to rethink your system, we're ready to help evaluate, implement, and support the right solution for you.

 
 

Business Process review

The Business Process Review evaluates your process, user requirements, and technology to identify opportunities for improvement using the Salesforce platform.


Implementation services

You've purchased Salesforce. Congratulations! Now it's time to customize Salesforce to serve your business needs. Implementation projects include:

  • Initial discovery and Business Process Review
  • System setup based on best practices
  • Design and configuration
  • Customization of standard and custom objects
  • Data import
  • Security configuration
  • Integration with 3rd party applications
  • Training
  • Project Management

System refinement and customization

Already using Salesforce for your but need to refine, or start a new project? Seaport will help you reevaluate your Salesforce setup and configurations, and provide soltuions for reimplementation needs.


Reports and dashboards

There is an art to creating Salesforce reports and dashboards to get the metrics you want. Seaport will review your reporting needs, provide solutions to streamline data input, and customize reports and dashboards for your business.


Salesforce Admin services

Don't have the workload or resources to hire a full-time Salesforce Administrator? Take care of all your Salesforce maintenance and administration needs with Seaport as your part-time Salesforce Administrator.


System integration

The power of Salesforce includes it's ability to work with and leverage external applications and platforms. Seaport makes it easy to integrate your external software systems and 3rd party Salesforce applications, such as:

QuickBooks | Intacct | DropBox | Box | Outlook | DocuSign | AdobeSign | And more...


Data Management and migration

Maintaining good data is key to your success with Salesforce. Keep your data healthy with our services for data cleaning, mass updating, and importing.


Appexchange

Salesforce's AppExchange offers a wide variety of 3rd party applications to support and enhance your business process. Seaport provides guidance for best fit in addition to installation and support.


Training

Seaport provides onsite or remote training programs for management, administrators, and end users. We also provide training documents customized for your people with detailed instructions and screenshots.