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Jackson Technology Solutions
Optimize your technology to transform data into knowledge
- Certified PeoplePeople employed by the consultant who hold Salesforce certifications that align to competencies
- 1
- CertificationsThe number of certifications held by people at this organization that align to competencies
- 3
We can help optimize both your existing technology and new technology to help you gain efficiencies and transform data into knowledge. More than 10 years of experience with Salesforce implementation, administration and optimization.
Description
We have been working with Salesforce for more than 10 years. We can help design, administer and optimize Salesforce with a major focus on security and data protection. We can help with: * Implementation, migration and administration of multiple Salesforce products, including Financial Services Cloud, Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud and CRM Analytics * Dashboard design, maintenance and end-user training * Simple to complex process automation design with Flow and other Salesforce tools * Internal and external data integration * Visualforce and Apex maintenance Artificial Intelligence (AI) We can provide informed strategies and guide your decisions based on Salesforce’s Trusted AI Principles. Financial Services Cloud Our areas of expertise include financial services, insurance, wealth management and registered investment advisors.
Highlights
Design We have expertise using design methods to create compelling experience strategies that drive business outcomes using Salesforce.
Build We have skills and knowledge in building and deploying custom applications using the declarative customization capabilities of the Salesforce platform.
Optimize We bring experience around security, access, authorization and protection.
Provider Details

- Social ImpactPledge 1%This company pledges 1% of their product, profit, equity, or time to support the community. Learn more about Pledge 1%
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Jackson Technology Solutions can help optimize both your existing technology and new technology to help you gain efficiencies and transform data into knowledge. We have been working in technology and operations for more than 20 years, with advanced experience in systems you know. Our areas of expertise include financial services, wealth management and registered investment advisors, with plenty of experience in other sectors. We are always curious about new technology, and how processes and people can become more efficient. Our approach covers technology, operations and process, with a strong cybersecurity filter. STRATEGIC PLANNING Position yourself for growth with our future-thinking methodology around technology. DESIGN Put a plan in place to achieve the goals defined in your strategy. IMPLEMENTATION See your design come to life with measurable results. OPTIMIZATION & MAINTENANCE Keep everything updated and efficient. We can help set an overall plan for your technology, or help with a specific project around implementation, integration or optimization.
Geographic Focus
United States
Languages
English