Salesforce Expertise

Impaqtive is a full-service provider of Salesforce consulting services. From the initial assessment of your needs, to creating the best experience design and technical road-mapping to system implementation and ongoing innovation, Impaqtive partners with organizations at every stage of their Salesforce maturity.

Advisory

Our experienced strategists and architects begin with journey mapping, guide you through solution design, and stay through advice on change management, ensuring the success and longevity of both the partnership and your solution.

Sales Excellence

Salesforce Sales Cloud engagements bring our resources into partnership with our clients Sales and Marketing teams to collaboratively design and build a bespoke scalable solution that meets the needs of users today, with an eye on accommodating the requirements of tomorrow.

Service Excellence

Salesforce Service Cloud engagements bring our resources into partnership with our clients support and call center teams to help create best service experience for the modern customers. Your sales and service teams are not separated by a wall of tech and segregated systems. Service Cloud and Sales Cloud work together to give both sales and customer service agents a complete overview of a customer.

Impaqt Discovery workshops

The Impaqt discovery workshops are sessions where we can use our proprietary Impaqt FUEL methodology to get maximum returns for your Salesforce investments.

SMB Catalysts

Not all organizations have the resources or desire to run a 'transformational' project. That's why we built our Impaqtive SMB Catalyst offering, where the goal is to get customers up and running on Salesforce in the shortest time possible.

Our flexible, fixed-fee packages are designed to overcome common challenges facing small and medium sized businesses. Our implementations give our clients a better understanding of the power of data and how you can leverage the Salesforce platform to scale your business.

Salesforce Health Assessments

A Salesforce Health Assessment is like going to your doctor for your annual physical. Much like the “health check Up" with your doctor, your Salesforce Org needs a "check up" too. Auditing your Salesforce Org by performing a Salesforce Health Assessment helps to keep your environment configured properly to support you as both your business and the Salesforce platform evolve.

Impaqtive Consultants evaluate your Salesforce Org and deliver a diagnosis with the information necessary to work towards a clean bill of health.

Experience Management

Impaqtive can harness the power of Salesforce Community Cloud to provide our customers with fully-branded, collaborative spaces that empower them to interact directly with their audiences, increase engagement, and build meaningful relationships. Members of communities can share their excitement for your brand, access information and knowledge articles, find your closest location, and book appointments. Communities also make it easy for customers to create cases, connect directly with an agent via live chat, or access other self-service options—tying your brand to a world-class service experience.

Implementations

From roadmap to reality, we build systems your teams can't live without. With a deep technical understanding of the Salesforce platform and experience across all functional offerings, we implement multi-cloud and single-cloud solutions.

Sales Cloud

We focus on a core implementation of the #1 CRM platform in the world, Salesforce.com. The platform’s strength is it’s flexibility to meet the demands of any organization across industries. As you expand and grow your use of the platform, it is important to have a solid initial implementation built with both best practice and industry-specific experience. The flexibility of Sales Cloud allows you to analyze, manage and understand every aspect of your company, putting you in control. Our solutions factor in existing platform functionality, newly acquired and released applications and platform enhancements, like the Lightning framework, Einstein Analytics and Salesforce CPQ. Our level of innovation and understanding of the SaaS ecosystem sets us apart and allows us to build systems your sales organization can't live without.

Service Cloud

Our Service Cloud implementations are driven by the three tenets of the “The Seamless Experience”

  • Improve the customer experience with consistency. Unnecessary features do not earn loyalty; providing a consistently good experience does.
  • Allow agents to focus on the customer. Providing agents with a highly optimized case management console and improving their departmental process will give them more time to listen to customers and act appropriately.
  • Harvest customer interactions to improve operational efficiency. Agents are accumulating highly valuable data; analyze it and act on it.
Experience Cloud

As Salesforce's portals have evolved from transaction-centric into engagement-focused communities, so have stakeholder expectations. Whether they are employees, customers, prospects or partners, they want to engage with a company and get the information they need from anywhere, on any device and all in seconds. To meet these growing expectations, companies must deliver tailored content that is easily accessible at any time.

Development

Impaqtive stays in front of the technology curve by pushing the boundaries of Salesforce mobile and desktop development. We aim to build beautiful Salesforce applications and deliver exactly what customers want.

Salesforce

Salesforce Platform offerings have expanded to not only provide multiple development frameworks that create amazing applications and workflows, but also the development tools needed to build them collaboratively and efficiently. Our team is fluent in HTML, CSS, JavaScript, Visualforce, Apex and other development languages.

When custom development is required, our team pulls from a growing portfolio of stored procedures, scripts and reusable code that has been refined over several projects. Using this IP accelerates the rate at which Impaqtive can deliver complex solutions, while ensuring our code is of the highest quality.

Lightning

Lightning is already the future of the Salesforce platform. New Salesforce features, functionality and complementary applications are all being developed using the Lightning UI and framework, so it's time to jump on board. Don't let it scare you. Built on Force.com, Lightning components are single applications that are built into your overall solution to enhance functionality. You can also design apps with the Lightning framework that are larger, more robust solutions that sit on top of the Salesforce platform. Regardless of the size or complexity, one thing remains certain; Lightning improves the user experience and adoption.

Mobile

Whether built to improve an in-store customer experience, help field technicians record data more accurately or better inform sales reps on-the-go, mobile apps are a necessity for today's customers and workforces. Using Salesforce Platform Mobile, Impaqtive is helping customers build and deliver custom mobile applications faster and easier than ever before. All mobile app development follows best practices and considers requirements for different devices and operating systems, online and offline functionality, user interface and experience and more.

Experience design

Our UX and CX specialists create easy, intuitive and intelligent experiences that translate to business results. To us, your implementation is less about the technology platform and more about delighting your users and creating advocates.

Managed Services

Your Salesforce solution has launched, but the work is never finished. You need to make sure you are realizing business results long after release. With Impaqtive’s Customer Success Services team meeting your managed service needs, you get a dedicated partner with technical expertise, a proactive approach and a deep understanding of your goals. From ongoing enhancement to administrative requests, troubleshooting activities to preparing for major releases, Impaqtive will ensure that your investment in Salesforce continues to unlock business value long after launch.

Monitoring, Analytics & Reporting

Gain better visibility into your platform and data through monitoring and reporting. Impaqtive can partner with you to setup near real-time analytics, dashboards, and alerts.

Improvements

As your platform and user needs evolve, Impaqtive can partner with you to provide support for feature enhancements to improve your user 's experience.

Maintenance & Support

With proactive alerts and on call support, we offer flexible SLAs and support models to be there when it matters most. Impaqtive can partner with you to establish your support process or improve your existing one.

Issue management

Using a collaborative approach, Impaqtive can partner with you to fix issues and restore service quickly while ensuring a root cause is identified to prevent related issues in the future.

Customer Enablement

Set your users up for success with a proven training program. When the entire team knows how to use your platform (and use it the right way), you get better insight into performance and happier employees. Increase adoption of your Salesforce platform by giving your users a defined pathway to understanding the tool and using it to work more efficiently.

End User needs analysis

Impaqtive will work with you to complete an assessment of the user interface and experience. “Day in The Life” User Requirement Sessions and “Customer Journey Maps” are some of the tools employed. We also work with executives to look at their reporting and dashboarding needs.

End user training

We conduct customized Business Process Focused Sessions. We offer remote or onsite training sessions depending on your need. This includes System Best Practice/Tips and Tricks Coaching.

Train the trainers

We train key business leaders on both the business and technical aspects of the implementation. We then work with them to create training decks that they can use to spread the message.

Ongoing supplemental training

This includes post go-live process refreshment training, system best practices, tips and tricks coaching. We can also help you with your ongoing executive reporting and dashboard creation coaching needs.

Data & Analytics

Your data has a lot to tell you. Start listening to make smart decisions. Impaqtive will help you leverage Salesforce data and analytics to find business opportunities that your competitors will miss.

Intelligent Data Quality

Too often organizations invest in technology and analytics platforms without considering the state of the data they are putting into those systems. Understanding, integrating and delivering quality data is essential for effective decision-making within Salesforce. Impaqtive’s experts put data quality before analytics by helping organizations through a process of standardization, cleansing, de-duplication, and enrichment. With new-found confidence in their data, organizations can gain accurate insights into their business.

Einstein Analytics

Driven by artificial intelligence, Salesforce's Einstein Analytics give business users more insight into their data than ever before. With customized offerings for sales, service and marketing, Impaqtive provides solutions tailored to address any and all business intelligence needs.

Integration & Migration

Based on process requirements, Impaqtive’s data experts will help determine the most appropriate solution. If migration is necessary, we will use our extensive IP and experience migrating data from systems like Zendesk, Desk.com, Oracle, SAP, Microsoft and more. If integration is the right path, we will help you to get it done.