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ideaHelix

Agentforce Revenue Management & Salesforce Industries Consulting Partner

Salesforce Consultants
Industry Competencies
Communications
Energy and Utilities
Financial Services
Healthcare and Life Sciences
High Tech
Product Competencies
Agentforce
Agentforce Commerce
Agentforce Marketing
Agentforce Sales
Agentforce Service
Data 360
Certified People
People employed by the consultant who hold Salesforce certifications that align to competencies
80
Certifications
The number of certifications held by people at this organization that align to competencies
462

Rating

Type

Reputation

MVP
Recognized by Salesforce for their leadership, expertise, and generosity
Top Reviewer
Contribute reviews that encourage conversation and help others make informed decisions
Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
4.95
Lifetime project and community reviews average
Showing 10 of 37 Reviews
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Project Review
Verified Customer• Project Review

I have involved process builder migration.

Project Review
Verified Customer• Project Review

Our experience with IdeaHelix has been excellent. The non-profit world is among those industries where Consulting firms need to be extra patient owing to our lack of knowledge around the capabilities of platforms like Salesforce. IdeaHelix has been stellar in handholding us through this journey. We believe that they are the right partner for us and cannot recommend them enough especially if you are looking for someone who will solve your problem and not just solution.

Project Review
Verified Customer• Project Review

For a business like ours where we are handling the productivity needs of our customers, agility is very important. We loved the IdeaHelix team's knowledge combined with their agility and willingness to solve problems. I highly recommend them to anyone in our shoes

Project Review
Verified Customer• Project Review

For a highly regulated organization like ours, it is important that we give the best insurance options for our customers across California. Most of our business users are not technologically adept and we require a lot of handholding. IdeaHelix was a real find for us. From the first day, they only spoke to us about solving our problems. their depth of knowledge, professionalism and the absolute skill of making our anxious selves be at ease are skills that are very uncommon today. We are very happy with our decision to use them as our SIs.

Project Review
Verified Customer• Project Review

We are very appreciative of the team from the fact that they are willing to handhold us in our needs and questions. And their proficiency and professionalism makes it possible. Looking forward to engaging them for our digital transformation

Project Review
Verified Customer• Project Review

As a non-profit we often deal with limited resources and budgets and so the perfect solution is of utmost importance. We loved IdeaHelix's willingness to help us and to truly make a meaningful impact. We look forward to an engagement with them.

Project Review
Verified Customer• Project Review

IdeaHelix has the expertise in the Salesforce ecosystem to deliver business requirements to meet the demands of business.

Project Review
Verified Customer• Project Review

Deep Salesforce Communications Cloud expertise and industry knowledge.

Project Review
Verified Customer• Project Review

Our organization engaged with ideaHelix to restart and implement a Salesforce Communications Cloud CPQ and CLM implementation. We had started with another SI and spent over a year before cancelling the contract and looking for a fresh start. The previous attempt saw very slow processes and bad customer experience with many refreshes necessary and reliance on custom code. IdeaHelix focused on a better designed product catalog, strict adherence to out of the box functionality, and regular feedback from the user community. Their expert knowledge of the Communications Cloud products along with strong ties to Salesforce architects and product leadership resulted in best-of-breed solutions which will be protected from the negative impact of any platform changes that may come. I key differentiator for ideaHelix was their willingness to listen to our stakeholders and offer a variety of solutions to meet their needs. Our two teams worked together very closely and have built a bond of friendship to accompany their high level of professionalism. I would not only recommend ideaHelix to others but have also engaged with them on our next phase of transformation, implementing Communications Cloud Order Management and Salesforce Field Service.

Project Review
Verified Customer• Project Review

I recently had the pleasure of working with IdeaHelix Inc, whose services truly exceeded my expectations. From the outset, their team's expertise and proactive approach set them apart. Their blend of technical expertise, customer-focused service, and innovative problem-solving makes them a standout partner for any organization looking to maximize its Salesforce investment. I highly recommend their services to anyone seeking reliable, forward-thinking solutions in the Salesforce ecosystem.