“Coming from a ‘never used a CRM platform before’ perspective, the Virtuoso team has been great as an educator, coach, and customizer for our specific needs with AllenForce. Building our non-profit database has been an adventure, with their team as our lead trailblazers. They are responsive, know CRM ‘first aid’ for us beginners, and are not afraid to forge through the unknown with the custom challenges we present to their team. And they have stellar holiday greeting cards they send out!”
Case Study: PROBLEM This Maryland non-profit provides low-cost automobiles for individuals in need through a qualifying application process. In the past, each application required manual review and Salesforce entry, resulting in unforced errors, lengthy bottlenecks, and oftentimes a need for resubmission. Due to these inefficiencies, the non-profit could only process 20 applications statewide yearly. […]
How a dedicated Salesforce partner can help de-stress your accidental admin. Congratulations (or Condolences?)—You’re the New Salesforce Admin! So, your company just bought Salesforce. That’s fantastic! And because you’re a trusted, capable team member, or you just happened to be standing too close to the decision-makers, you’ve been “voluntold” as the new Salesforce admin. Exciting, […]
Get your sales and operations working together with Salesforce admin training. Informed decisions are always the best decisions. Taking available information/data and forming a strong action plan usually garner the best results. Salesforce provides your sales and operations people full visibility into all the information they need to make informed decisions. If they know how […]
