Let us manage Salesforce so you can go sell.
How we work
Salesforce shouldn’t be a set and forget tool. It’s a highly configurable tool with powerful functionalities to support all sorts of processes and workflows. As the business grows, so should Salesforce.
At Techog, we work closely with the client to make sure Salesforce is designed appropriately for your business goals.
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What is your annual, quarterly, and monthly goals? How should Salesforce support it?
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Let’s envision the perfect world. Then we’ll start with an MVP. Nothing complex, simple to understand.
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Give us a sandbox and we’ll begin working with you on the right design.
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User adoption is just as important as the tool. We make sure the workflow is clear and easy for users to adopt.
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All set. Give us feedback and let’s iterate.
Essentials
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Leave it to us to manage licenses, user requests, and permissions. We’ll actively review license usage and cut down on costs.
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Busy with work? We’ll take care of
Field Management
Page Layouts
Validation Rules
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Control changes with updated documentation.
Develop
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Build Flows, Email Notifications, and more. Just try not to bring up Apex.
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What do you need to track? Let’s help you get the data you need for accurate reporting.
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Enable your users through custom training sessions and workshops.
Advanced
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Need help with integrations? Let me take care of it.
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Salesloft
Outreach
Gong and more!
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If you really need it…