Salesforce Implementation and Consulting

LEARN why and how our accounting firm does Salesforce implementations

Create a Salesforce ERP with Accounting Seed

Our fundamental business goal is to deliver to our clients the full business resource planning power that they can get by combining Accounting Seed and Salesforce with other targeted Apps. We route our clients through our Salesforce consulting group for implementations, migrations, modifications, repairs, and updates.

We have worked in many unique environments and have seen clever, innovative customizations. We first get to know your business and the changes you have made, then align our process with yours, or propose changes that preserve your operating solutions while leveraging the functionality available through Accounting Seed and other related Apps.

Our Salesforce expertise

Our Senior Salesforce Consultant has over 30 years of technology experience with nearly 20 years of experience on the Salesforce platform. With our broad background as both Salesforce clients and Salesforce consultants, we give your business unique insight into optimizing both your team’s user experience with Salesforce and your customers’ experience with your business.

From initial implementations to ongoing support

Implementation

Our Salesforce consultants perform initial implementations for clients new to the platform. We steer towards simple installs to leverage off-the-shelf functionality. We recommend waiting to add costly customizations until they are needed.

Optimization for Accounting Seed

Before we implement Accounting Seed, our Salesforce consultants review your Salesforce build and how you use it. We will suggest modifications, updates and repairs to pave the way for the addition of accounting functions.

Digital transformation

Once you see how Salesforce transforms accounting functions, you may want to discuss additional digital transformation. Our Salesforce consultants would be happy to analyze your other business processes to find ways to leverage Salesforce in areas like deal execution, lead generation, customer service, and more.

Change management

As human beings, we have all been known to resist change. As you optimize your business process management system with Salesforce and Accounting Seed, remember to optimize your human assets as well. Our senior Salesforce consultant offers change management preparation and oversight, as well as train-the-trainer services.

Ongoing support and managed services

We offer longer-term engagements for Salesforce consulting, upon a client’s request. We can structure an agreement to give support on a one-time issue or to monitor daily activity — depending on what you need.

… Provided critical support for the roll-out of Salesforce to other business units and helped ensure continuity during a period of rapid growth for the [entire] business.”

– Chris Chisholm, CFO at UGSI Solutions, Inc.

augeō: augment, grow, increase, magnify

Join forces with augeō. See more, clearly.

Make the most out of your Salesforce investment by adding Accounting Seed. The result: a total enterprise resource planning system.

Ready when you are