AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

CRM.Team™

Powering forward-thinking businesses to success with Salesforce CRM

Overview

Successful businesses with growth & tangible value operate with efficient & professional systems. Everyone at CRM.Team is trained on helping you maximize the value you get from Salesforce by systemizing so you can grow faster & become more efficient.

1 of 7

  • CONSULTING Our experts help clarify your processes before, through a process of discovery, you start to uncover your "unknown unknowns". Be challenged on why your business works the way it does and learn news ways to achieve greater results, faster.

  • IMPLEMENTATION Turn learnings into practical processes that your team can use day-in-day-out to help your business become more efficient and more profitable. Identify the quick-wins, rapidly implement scalable solutions & keep evolving your business.

  • INTEGRATION We'll build your advanced processes, integrations & automations in fast-turnaround solutions using the latest Salesforce technology e.g. Lightning Web Components, AI, Apex Classes, Web Services Share your problem & we'll show you a solution!

Successful businesses are the life-blood of local and global economies. Large or small, companies deserve & demand access to the latest technology and skills as larger enterprises. MARKETING - leverage the very best in Marketing Cloud Account Engagement technology. We have the technology ourself, so can share you 100% hands-on, practical real-life experience with the technology. CONFIGURATION - solutions for early and mid-stage Salesforce implementations. If you're just starting out we offer options from short consultant engagements helping you up & running to "Refresh & Reboots" and large-scale projects with 1-to-1 admin/managed services to help you generate even more value. DEVELOPMENT - design and build advanced automation solutions, processes, integrations and interfaces using the latest Lightning Web Components including apps. APPS - check out our portfolio of implementation-friendly FREE apps are on AppExchange including Flexpricer® our Clever CPQ for Sales Cloud. New customers qualify for a 100% money-back guarantee so if you engage with us and after starting, decide for any reason that we're not the right team for you, we'll give you your money back. No quibble.

Categories

Industry Competencies
Automotive
High Tech
Product Competencies
Agentforce Marketing
Agentforce Sales
Platform
Small Business
Geographic Focus
Shows the regions where the provider operates or has done business
United States
Germany
India
United Kingdom
Supported Languages
English
German

More from CRM.Team™

  • CRM Apps Lab™ Helper for Opportunity List Views: Product Code Roll-up
    by CRM.Team™
    Product code roll-up makes product codes from opportunity line items available in a text field on Opportunity so you can use them in filters and search. Document merge applications can also use this data to pull in documents relating to line items.
    Productivity

  • CRM Apps Lab™ Line Item CSV Export for Opportunities
    by CRM.Team™
    No Ratings
    A simple and configurable way to export all line items on an Opportunity into a CSV file that's automatically attached to the Opportunity record.
    Admin & Developer Tools

  • CRM Apps Lab™ Recurring Cases: automatically create new cases from existing ones
    by CRM.Team™
    No Ratings
    Recurring Cases automatically creates new cases any number of days after a case is opened, closed or on any other date you choose. Cases recur until you decide to stop by removing the recurrence.
    Customer ServiceAgent Productivity

  • TeeZee™ TimeZones Live Local Time & Week Numbers for Leads, Accounts & Contacts
    by CRM.Team™
    * Quickly see the live local time and time zone id of any lead, account or contact * Beautiful Lightning Components show your & their time side-by-side * ISO8601-compliant week numbering * Formula fields allow you to use the time in list views and reports
    Productivity

  • CRM Apps Lab™ Touch Contacts - updates related contact records on account update
    by CRM.Team™
    Touch Contacts makes it easier for email marketing integrations to work properly when Contacts should be refreshed when Accounts are edited. Whenever an Account record is edited, updates (but no changes) are made to associated Contact records too.
    Productivity

  • CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up
    by CRM.Team™
    No Ratings
    Product code roll-up for quotes makes product codes from quote line items available in a text field on Quotes so you can use them in filters. Document merge applications can also use this data to pull in documents relating to line items.
    Project Management

  • CRM Apps Lab™ Record Refresher: Edit/update all records on any object in 1 click
    by CRM.Team™
    Select an object, review the number of records to refresh, then quickly update (edit/save) them all! Ideal for back-filling data when using workflows or processes. Perfect to trigger mass syncs to external integrations. The simplest way to bulk update.
    Admin & Developer Tools

  • Skuser™ Identify and Improve Salesforce User Adoption and License Utilization
    by CRM.Team™
    Analysis, automations and alerts to help Admins streamline their management of Salesforce Users, gaining valuable insights on how to improve adoption and utilization of their licenses.
    ProductivityIT & Administration

  • CRM Apps Lab™ Activity Comments Enabler: View task & event comments in lists
    by CRM.Team™
    It's frustrating when your users see only a subject line and no detail about an activity without clicking through. Activity Comments Enabler gives you a summary of comments in activity history related lists (showing tasks & events) with no clicks at all.
    Collaboration

  • CRM Apps Lab™ Lead Field Mapper: Convert to Account & Contact standard fields
    by CRM.Team™
    No Ratings
    It can be frustrating that there are no direct mappings from Lead fields to Account/Contact Standard fields on Lead Conversion. This simple app maps Lead Source to Account Source and Lead Birthdate and Department to Contact standard fields.
    Data Cleansing