CRM CONSULTING FOR GROWING BUSINESSES

Enabling Sales & Marketing Teams through Training, Development, Cloud Consulting & Automation.

Salesforce Certified Consultants, Admins & Developers

Experienced Salesforce Training Teams (400+ Projects Delivered)

Flexible Solutions for Small Businesses using Salesforce & Pardot

Upcoming Events

CYPRESS :
[ SOLUTIONS, ANSWERS, RESULTS ]



We are Aligned with the Following Technology Providers:

As a Registered Salesforce Partner, we specialize in helping Sales & Marketing teams operationalize Pardot and Salesforce. Our approach to implementation & consulting is to elevate your teams' competencies while quickly and effectively delivering technical & creative solutions.

As a Qualified Partner, our team specializes in optimizing on-site Conversational Sales & Marketing with Contextual chatbots, and integration for automating processes between Qualified Chat, Salesforce & Pardot.

As a Shopify Partner, we help with Design, Installation, Application Management, Customization, SEO, Automation, Advertising and custom Integration with Salesforce & Pardot.

We can Help Install, Configure, Design, Maintain & Optimize your WordPress site. We have spent years building sites and applications on the platform.

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SALESFORCE SALES CLOUD QUICKSTART

Everything you need to get started with Salesforce Sales Cloud

10 Hours of Live, Certified Consultant-Guided, Interactive workshops Designed to Get Your Team Up and Running In Salesforce Lightning:

Get Started Quickly and Correctly with your CRM
Automate your CRM Task for Efficiency & Scalability
Get your team using Salesforce RIGHT AWAY
NEXT SALESFORCE ADMIN BOOTCAMP is Jan. 18-20
Enter promo code CYPRESS25. Space is Limited!

PAY-AS-YOU-GO SALESFORCE CONSULTING

Only Pay for the help you need, when you need it

Purchased PAYG Salesforce Consulting Hours can be used toward the following services:
  • Online Screen-Sharing Sessions with a Salesforce Certified Consultant
  • Discovery & Advisory Calls
  • Configure Users, Role-Based Profiles & Permission Sets
  • Develop Permission Sets
  • System Security Configuration
  • Build Custom Objects
  • Configure Custom Fields
  • Configure Salesforce Mobile App
  • Enable Field-Level Security
  • Create User Guides & Documentation
  • Development of In-App Help Guides
  • Develop Custom Views
  • Installation of AppExchange Packages
  • Data Migration from Legacy Systems
  • Email Templates
  • Configure Workflows and Automation
  • Opportunity Tracking
  • Gmail/Outlook Salesforce Sync
  • Develop Custom Reporting
  • Business Intelligence Dashboards
  • End User Training

SALESFORCE WORKSHOPS

1:1 Collaborative Workshops. We work together with your team online. Some of the things we can cover:
  • CRM Configuration: Discovery, Org Design & Data-Mapping Session - 12 hours
  • CRM Configuration: Implement Standard Objects (Lead,Contact,Account,Opportunity) - 20 hours
  • CRM Configuration: Create Custom Object - 8 hours
  • CRM Configuration: Create Custom Report - 2 hours
  • CRM Configuration: Build Custom SFDC App - 4 hours
  • CRM Adv Configuration: Validation Rule/Formula - 4 hours
  • CRM Adv Configuration: Visualforce Page - 20 hours
  • CRM Adv Configuration: Lightning Component or Lightning Web Component - 40 hours
  • CRM Configuration: Custom Profile/Permission Set - 4 hours
  • CRM Automation: Process Builder - 8 hours
  • CRM Automation: Lightning Buttons - 20 hours
  • CRM Automation: APEX Web Service Calls, Batch actions (Trigger + Class) - 40 hours

MANAGED SALESFORCE SERVICES

Need a Long-Term Salesforce Team?

3-Month Managed Services:
  • Full Time: 40 hours/week
  • 1/2 Time: 20 hours/week
  • 1/4 Time: 10 hours/week
6-Month Managed Services:
  • Full Time: 40 hours/week
  • 1/2 Time: 20 hours/week
  • 1/4 Time: 10 hours/week
12-Month Managed Services:
  • Full Time: 40 hours/week
  • 1/2 Time: 20 hours/week
  • 1/4 Time: 10 hours/week
Our Salesforce Resources are available to assist with the following services:
  • Online Screen-Sharing Sessions with a Salesforce Certified Consultant
  • Discovery & Advisory Calls
  • Configure Users, Role-Based Profiles & Permission Sets
  • Develop Permission Sets
  • System Security Configuration
  • Build Custom Objects
  • Configure Custom Fields
  • Configure Salesforce Mobile App
  • Enable Field-Level Security
  • Create User Guides & Documentation
  • Development of In-App Help Guides
  • Develop Custom Views
  • Installation of AppExchange Packages
  • Data Migration from Legacy Systems
  • Email Templates
  • Configure Workflows and Automation
  • Opportunity Tracking
  • Gmail/Outlook Lightning Sync
  • Develop Custom Reporting
  • Business Intelligence Dashboards
  • End User Training

THE "WORLD FAMOUS" CYPRESS PARDOT JUMPSTART

Everything you need to get started with Pardot

20 Hours of Implementation, Training, Live Certified Consultant-Guided workshops - Designed to get Your Team up and running with Pardot:

Get Started Quickly and Correctly with Pardot
Includes Technical Implementation, Consulting & End-User Training
Quick Turn around time designed to get your team using Pardot FAST!

PAY-AS-YOU-GO PARDOT CONSULTING

Only Pay for the help you need, when you need it

Purchased PAYG Pardot Consulting Hours can be used toward the following services:
  • Online Screen-Sharing Sessions with a Salesforce Certified Consultant
  • Discovery & Advisory Calls
  • Configure Sales & Marketing Users in Pardot
  • Enabling Salesforce User Sync
  • Installing Pardot Tracking Code
  • Configure Custom Pardot Fields
  • Sync Pardot Data with Salesforce
  • Design & Development of Pardot Landing Pages
  • Design, Development & Implementation of Pardot Forms & Form Handlers
  • Creation of Segmentation Rules
  • Configuration of Pardot Security Settings
  • Configuration of Domain SPF, DKIM and Pardot Sub-domain
  • Enable SSL on Vanity Domains
  • Design HTML Email Templates
  • Data Migration from Existing Systems
  • Create Pardot Automation Rules & Engagement Studio Processes
  • Pardot Lightning App Installation in Salesforce
  • Creation of Pardot Marketing Insight Reports & Dashboards in Salesforce
  • Configuration of Completion Actions
  • End User Training

PARDOT WORKSHOPS

1-1 Collaborative sessions with a Consultant.

Times may vary, depending on Level of Complexity:
  • Import An Existing HTML email Template: 2 hours
  • Build New HTML email Template: 4 hours
  • Create, Write, Test & Deploy list email: 4 hours
  • Build Pardot Landing Page from existing template: 8 hours
  • Produce Customer-Ready email: 4 hours
  • Design & Build new Landing Page: 20 hours
  • Create & Deploy Engagement Studio Campaign from Existing Business Requirements: 8 hours
  • Salesforce Integration (existing org): 8 hours
  • Salesforce Integration (new org): 16 hours
  • Domain Configuration & Validation: 3 hours

PARDOT MANAGED SERVICES

Need a Long-Term Pardot Team?

3-Month Managed Services:
  • Full Time: 40 hours/week
  • 1/2 Time: 20 hours/week
  • 1/4 Time: 10 hours/week
6-Month Managed Services:
  • Full Time: 40 hours/week
  • 1/2 Time: 20 hours/week
  • 1/4 Time: 10 hours/week
12-Month Managed Services:
  • Full Time: 40 hours/week
  • 1/2 Time: 20 hours/week
  • 1/4 Time: 10 hours/week
Your Pardot Resource is available to assist with the following services:
  • Online Screen-Sharing Sessions
  • Discovery & Advisory Calls
  • Configure Sales & Marketing Users in Pardot
  • Enabling Salesforce User Sync
  • Installing Pardot Tracking Code
  • Configure Custom Pardot Fields
  • Sync Pardot Data with Salesforce
  • Design & Development of Pardot Landing Pages
  • Design, Development & Implementation of Pardot Forms & Form Handlers
  • Creation of Segmentation Rules
  • Configuration of Pardot Security Settings
  • Configuration of Domain SPF, DKIM and Pardot Sub-domain
  • Enable SSL on Vanity Domains
  • Design HTML Email Templates
  • Data Migration from Existing Systems
  • Create Pardot Automation Rules & Engagement Studio Processes
  • Pardot Lightning App Installation in Salesforce
  • Creation of Pardot Marketing Insight Reports & Dashboards in Salesforce
  • Configuration of Completion Actions
  • End User Training

"Get to the future, ahead of your customers, and be ready to greet them when they arrive."


HQ

Atlanta, GA, US

Phone: (404) 445-2828

Email: [email protected]


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