ACL Consulting Services

Full Service Consulting

ACL Consulting offers a full range of Salesforce consulting services. Whether you need a one-time tweak to a Flow that is not quite optimal or you want a full implementation with business analysis, data migration, customization, automation, development, training plus continuing ongoing support, we are ready and able to meet your needs. We've been working in Salesforce for nearly a decade and we're ready to be your partners in Salesforce success.

It all begins with analysis ... understanding your business, your objectives, your pain points and the resources you bring with you to Salesforce. Analysis is the indispensible step for effectively planning, managing, and executing your Salesforce project. We bring twenty years of Systems and Business Analysis skills to the table to serve you. The analysis is the foundation that makes the difference between a successful project and a flop.

But, of course we have more to offer than advice. We bring certified expertise in the Salesforce Sales Cloud. We are a Registered Salesforce Consulting Partner. We have certifications as a Salesforce Certified Administrator, Salesforce Certified Advanced Administrator, Salesforce Certified Platform App Builder, Salesforce Certified Platform Developer I, and Salesforce Certified Sales Cloud Consultant. This expertise, combined with the in-house experience and knowledge about your business you bring to the project will ensure that it is executed and completed with competence, professionalism, and attention to detail.

For most organizations, your reason for choosing Salesforce as your CRM was to improve the effectiveness of your sales team. Whether executing a mass-email strategy, implementing territory-based forecasting, or managing the journey from new lead to signed contract, you want to make sure that the Salesforce platform is enhancing your sales team's productivity and profitability while at the same time providing you with the best tools to manage them effectively.


Lightning-QuickStart

If you need a Salesforce implementation that's value-based yet feature-rich, then our Lightning-QuickStart program may be just what you're looking for. We offer you 30 hours of consulting including discovery (to identify and understand your Salesforce needs), Implementation planning, Setup and Input Screen Customization, Basic Security Configuration, Basic Data Import Services, Training, and Custom Report and Dashboard Creation. Any unused hours are banked and may be used for any ACL Consulting services.

CLICK HERE for complete information on the details of our Lightning-QuickStart program.


Full Implementations

If your needs are more comprehensive than a Lightning-QuickStart can provide, we can also offer a customized implementation to build out your Salesforce instance to whatever degree of complexity is required by your business needs. In addition to the services provided as part of the Lightning-QuickStart package, we can also support more comprehensive data migration services, process automation (including Process Builder, Workflows, and Flows), more extensive security setup, Record Type setup and support, Chatter, Campaigns, Cases, Quotes, Products, Price Books, Custom Objects, and custom development along with integration with external systems and more.

If a full implementation is what you need, then CLICK HERE for more information.


Salesforce Training

We provide customized end user (sales team) and administrator training classes (either online or on-site at your workplace) for a very reasonable price and include written documentation and (for online classes) a recording of the class you can use to train new hires at no additional cost.

For the details of our training programs, CLICK HERE.


Data Migration

Moving the data from your old software into Salesforce is a basic and fundamental need for almost any organization. We specialize in data migrations from ACT!, but can bring any data that you can export from your old system as a CSV (Comma Separated Values) file into Salesforce.

CLICK HERE to learn more about our Data Migration Services. For specific information about our ACT! Data Migrations, CLICK HERE.


Analytics and Reporting

Good reporting including charts and graphs are a basic necessity for any organization. We have a deep understanding of Salesforce Reports and Dashboards and can create whatever reports are required by your sales team, sales team supervisors, and corporate management.


Support and Enhancements

No Salesforce organization stands still. The world changes and your needs change with it. And as you use Salesforce, you learn more about your sales organization and processes as you develop a better understanding of ways in which Salesforce could more effectively support your team.

And in addition, sometimes YOU need support. You can't figure out quite how to do something new, or a process that was working no longer works properly because your company and needs have changed.

We are happy to provide ongoing support. If we can answer your question or fix your problem in fifteen minutes or less, there’s no charge. If your problem or question is bigger than that, then our regular consulting rates will apply.