Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
Quixo Consulting for Salesforce
Smart Solutions Fast
Overview
Founded in 2008, Quixo Consulting is dedicated to providing fast, intelligent solutions to streamline business processes and create effective customer and end-user experiences on the Salesforce platform.
Approach - Understand the business processes that Salesforce needs to support. Create solutions using Salesforce’s configuration components that Client admins can modify. Initially, we recommend minimal custom code to promote self-sufficiency.
QuickStart Process (1) Requirements gathering (2) Configuration review - iterative as needed (3) Data manipulation - preparing, standardizing, de-duplicating, uploading (4) Dashboards & Reports (5) Training and "go-live" coaching support
Results - We work toward a long term vision by implementing multiple short/attainable phases (6 - 12 weeks). "Go-live" is supported with hands-on, process guided training and several support coaching sessions for both end-users and super-users/admins.
Quixo Consulting has been analyzing business processes and providing streamlined solutions with Salesforce for the past ten years. Our projects evaluate current activities, plan for new processes, and design/develop solutions, followed by testing and training of end-users/system administrators. Each project involves extensive collaboration with client. We offer two services: (1) QuickStarts – A guided process to move your organization from spreadsheets and paper to Salesforce efficiency (2) Optimizations – Your organization currently uses Salesforce. You’d like to a. Improve efficiency - take advantage of some new functionality released by Salesforce b. Modify Salesforce – align Salesforce to support your business processes which have changed over time c. Support additional business processes on the Salesforce platform d. Train new users – end users or system administrators e. Improve your data - Clean-up the existing data; create rules to maintain data hygiene; add/remove data. f. Add AppExchange software
Categories
- Industry Competencies
- Education
- Geographic FocusShows the regions where the provider operates or has done business
- United StatesCanada
- Supported Languages
- English