Services

Solving Salesforce Challenges

Our service model starts with a conversation where we take the time to understand your specific needs and goals.

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Overview

Collaboration and informed decision-making are at the heart of our approach. Here’s our simple and straightforward process for working with you:

  • 1

    Book a discovery appointment

    Easily schedule a time that works for you using our online tool.

  • 2

    Share your goals and challenges

    Walk us through what you’re looking to achieve and the obstacles you're facing. We'll ask targetted questions to ensure we understand your objectives and how they align with the bigger picture.

  • 3

    Solution Analysis

    After gathering all the details, we’ll take time to carefully analyze the information. We'll consider various solutions and develop a set of options that aligns with your goals.

  • 4

    Explore the options

    We’ll schedule a call to walk through the pros, cons, and estimated effort for each option, discuss our recommendation, and talk about next steps.

  • 5

    Implementation

    Once you’ve selected the option that best fits your needs, we’ll work together to finalize the plan and get started. We’ll outline the next steps, timelines, and ensure everything is in place for a smooth implementation.

How We Can Help

The Salesforce platform offers countless opportunities to enhance your business processes and optimize your use of Resource Hero. Here are just a few of the ways we’ve helped our customers maximize their Salesforce investment.

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Custom objects and fields

Set up and include the right data objects and input fields to capture and organize your information.

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Salesforce User Interfaces

Optimize how your users interact with Salesforce through custom apps, lightning pages, and custom screens.

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Reports and Dashboards

Surface the right data in the right way for you to make the most informed business decisions.

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Process Automation

Streamline and automate business processes with Flow.

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Managed Services

Sometimes you just need a Salesforce Sidekick to help you do simple customizations to enhance how Resource Hero works for you. If you are unsure of a specific project need, bank hours to pull from as needed.

Transparent Pricing

We believe in providing clear, straightforward pricing so you can make informed decisions without any surprises. Each plan is designed to offer flexibility based on your needs, with a simple structure and no hidden fees. Choose the option that works best for you, and know that we’re always here to support you every step of the way.