Contact Us Today - To schedule your Complimentary Salesforce Audit!
Email: gitcrm@outlook.com Office: 808-855-6761
Welcome to Get It Together CRM Experts In Salesforce Implementations
Your Company's Success Starts Here
Quick Start Packages
Get It Together CRM Implements All Salesforce Clouds
All Package Customizations are fully implemented within 7 to 21 Calendar days
Sales Cloud
- Complimentary business requirements scoping call
- Lead configuration
- Account/Contact configuration
- Opportunity/Products configuration
- Data Import Leads, Accounts, Contacts via Excel
- Tailored to the edition of Salesforce the customer has purchased
Service Cloud
- Case object configuration
- Customer service custom profiles
- Create list views and queues
- On-Demand email configuration
- Account/Contact configuration
- Service Cloud console setup
- Knowledge configuration depends on customer subscription with Salesforce
Account Engagement (Pardot) / Marketing Cloud
- Lead scoring
- Website tracking
- Build automation rules
- Salesforce engage setup
- Marketing specific custom fields
- Update Leads, Accounts and Contacts page layouts
- Salesforce integration
- Account Engagement (Pardot) and Marketing Cloud have varying features
Health Cloud
- Health Cloud console setup
- Patient configuration
- Care plan management
- Diagnosis and related patient details configuration
- Physician assignment setup
- Data import of patient details via Excel
Field Service Lightning
- Service Territory, Operating Hours and Shift configuration
- Work Order & Inventory Management
- Workforce configuration
- Account/Contact configuration
- Setup mobile configuration for field agents
All Other Salesforce Clouds
- Salesforce CPQ
- Partner Communities
- Customer Communities
- Einstein Analytics
- Financial Services
- Lightning Migration
- Salesforce Maps
- Tableau
- And Many More
Timelines provided in advance and final walkthroughs per stage for customer approval. Get It Together CRM can handle the most complex Salesforce Implementations. Contact Us Today!
About Us
Our Experience
After decades in the IT industry, we decided to alter direction. Now, we share our experience to help others. Our ramp up process is designed to empower your technical team and provide your personnel with the tools they need to succeed on the Salesforce Platform.
- All Salesforce Cloud offerings
- Open source technologies
- End-to-end integration
- Database and warehouse technology
- App Customizations from the AppExchange
- Implement Force Based Accounting Systems
Our Approach
We believe in a unique and customized consulting experience for each and every client. One-size-fits-all approach will never help your business reach its full potential. We deliver custom solutions, tailored to you, your industry, your culture, your one-of-a-kind challenges.
Our service includes a comprehensive consult to help identify gaps and opportunities, a project plan with timelines/milestones and a detailed schedule. We also offer a suite of quality services that will help you get there quickly and smoothly.
# sales cloud # salesforce implementation
Why Us?
We offer a range of consulting services, all designed to help your company reach its potential. In addition, business mentors are key—that’s why when it comes to client selection, we’re choosy. We want to give each of you the time and guidance you deserve. We didn’t get there alone, and neither will you.
Contact Us Today!