The Salesforce User Interface is sleek and well-organized — provided that you know your way around the functionality. Furthermore, a fair number of key functionality can be accessed in only one way. A lot of others, however, there’s more than one way to skin that cat. To a high-level executive who’s just joined a firm where s/he’s obliged to use Salesforce, the imperative conflicts with the complexity.

That’s what a seasoned Salesforce sherpa is for – to combine deep intimacy with the platform with the specific needs of your role and your firm.

Industry experience in Institutional Finance, Consumer Finance, Software Licensing and Organic Farming.

Services not limited to training. Also have delivered a business plan as to how the team should use Salesforce to advance strategic partnership opportunities.