| We provide many different services to assist your company to maximize its Salesforce.com investment. Business Process Review
For those clients who are implementing Salesforce.com for the first time or believe they just need a tune up; we recommend a detailed review of your business requirements. We do this by meeting with your project stakeholders to review your project goals and requirements. Project Management
We also provide comprehensive project management to ensure your implementation goes smoothly and all project goals are met. Data Import
Are you migrating data from other legacy systems such as Excel, Access, Act!, or Goldmine. Our data migration steps: - We map all your critical data elements from your old systems to Salesforce.com.
- Conduct a small test import and have you review and confirm the accuracy of the import.
- Conduct the final import at the time of cutover.
Configuration and Customization
- Page Layout Modification (Add, Delete, Move Fields and Sections)
- Create New Objects and Tabs
- Create New Tab View
- Customize Home Tab
- Setup Web to Lead, Lead Assignment Rules, and Lead Auto Response Rules
- Configure Opportunity Page Layouts and Processes
- Setup Forecasting
- Configure Contracts, Products, and Assets
- Setup Case Management and Solution Knowledge Base
- Configure Customer Self Service
- Custom s-Controls
- Setup Roles, Profiles, Groups, Territories, Sharing Rules
- Configure Workflow Automation
Report and Dashboard Design
Analytics are one of the main reasons you are implementing Salesforce.com. Under most circumstances, we save the detailed discover of your Report and Dashboard requirements until after we have imported your data and have conducted end-user training. End User Training
We work with your team, to develop an end user training plan. Depending on the depth and breadth of the training we can conduct the training on line or in person at your office. Microsoft Access Conversion
Does your business have one or more Microsoft Access databases? Are any of these conditions true? - The size of the database has exceeded 200MB.
- The number of concurrent users has exceeded 10.
- The application needs to be run from multiple offices or locations.
- Users need to run the application from home or otherwise out of the office.
MB Consulting has over 15 years of experience developing MS Access custom applications and is well versed in adding new custom functionality to Salesforce.com. Salesforce.com continuously enhances its platform so additional user interface and business logic processes become possible. Contact MB Consulting about converting those applications to a Software As a Service (SaaS) by moving them to the Salesforce.com platform. On Going Daily Administration
Do you need help with the day to day aspect of keeping Salesforce.com running smoothly. What about keeping your executive happy and your end users productive? By outsourcing your routine tasks with us, you can concentrate on your main business focus! | 
