Need help implementing salesforce.com?
We offer complete implementation services as well as development, administration, report/dashboard creation and training.

 

Edgewood Consulting Group Services

Located in the San Francisco Bay Area in San Mateo County, Edgewood Consulting Group was established in 1993.

The firm specializes in salesforce.com implementation, development and administration to a variety of industries. Our implementations span from the group edition, professional edition, enterprise edition, unlimited edition and PRM (partner portal) implentations. No project is too big or too small.

Salesforce.com Implementation & Customization

So the folks at salesforce.com told you how easy it is to implement and start using it the day you subscribe, but now that you've subscribed, you're scratching your head. Or maybe you've started using it and you just don't know what to do to take it to the next level.

We've heard this all too many times!

Extensive experience with implementation, development and administration of salesforce.com since 2001 to a variety of industries:

  • Evaluation of business processes 
  • Creation of custom objects and record types
  • Data cleanup and importing data
  • Territory Management 
  • Customization of fields, views and page layouts across all objects
  • Sales Process - opportunities and pipeline 
  • Web to lead/case implementation
  • Creation of Workflow and assignment rules
  • Implementation of AppExchange applications
  • Creation of escalation rules
  • Self-service & Customer portal implementation
  • Creation of validation rules
  • PRM partner portal implementation
  • Creation of S-Controls
  • Creation of complex reports and dashboards
  • Creation of custom formula fields
  • Campaign implementation
  • Implemention of AppExchange applications 
  • Implementation of Cases and Solutions
  • Translation Workbench 
  • Implementation of Price books and quoting system
  • Fluent with the salesforce.com data loader and the Excel Connector
  • Creation of Mail merge documents and templates
  • General Administration
  • Custom emails including field insertion
  • Training and documentation
  • Mobile/Blackberry Implementation
  • Adept with all Spring 2008 new features

If you're up and running and need help customizing salesforce.com, writing reports, creating dashboards, creating calculated fields, implementing the web-to-lead option, importing data, training, or just general help, She also provide these services.

We also offer:

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