Our Salesforce Services
We want to be your elastic resource, a team of Salesforce experts that are standing by to help you when and how you need it.
Every organization needs to keep their CRM environment up to date, as their business, processes, and users change. But the weekly or monthly throughput vary widely depending on the number of users, hired support staff, and volume of changes. Upsource caters to each client, offering a range of bundled services, extended support hours, and emergency support.
Whether it’s an annual bucket of hours to meet a maintenance release schedule, a monthly support agreement, a dedicated administrator, or a one-time project, use Upsource and make every hour count. The expertise and payment options will make sure that the job is done right the first time and according to your timeline.
If your team struggles to keep the system clean of duplicate data or of junk and obsolete records, reach out and we can come up with a one time or scheduled cleaning task and help you implement strategies and business processes to prohibit the creation of such data in the first place while still allowing your users flexibility and efficient system adoption.
Trying to migrate multiple Salesforce organizations into a global environment? Just purchased Salesforce and need to move all your data from the old CRM, Excel or a homegrown system into your new squeaky clean environment?
Upsource can help you, with years of experience in data transformation, migration and the ingrained knowledge of Salesforce best practices, to have a successful migration of configurations, customizations and most importantly the data. We utilize multiple Salesforce and 3rd Party tools like Dataloader, Ant, and Alteryx for no extra cost to you, to make the process as seamless and clean as possible.
Customers Win Big
Even though we could make a lot of money suggesting to build everything from scratch and custom, we at Upsource put the customer first and therefore often recommend an existing AppExchange product that might already fulfill the core of the requirements. We work well with AppExchange partners to either help their dedicated implementation teams have guidance in your system setup, or even install and build out the tool from beginning to end. We often get asked by our AppExchange partners to salvage a failed implementation and help their customers be satisfied with their chosen solution or pivot in design.
Here is a list of a few AppExchange partners that are pre-vetted and have “our customer win big” stamp of approval:
Want to see all your data in a unified UI or system even though it lives in multiple servers and systems? Do you want to push your invoice information into NetSuite or Quickbooks for accounting and reconciliation purposes? Need to pull warehouse inventory into your self service community?
Upsource can help you with your integration needs to and from Salesforce. We will utilize pre made connectors in for example Workato, Boomi or Zapier, build a custom integration from scratch or help you set up a connector provided by the source/target company.