Our Salesforce Services
We act as an extension of your team, providing on-demand Salesforce expertise exactly when and how you need it.
Salesforce Administration and Professional Training
Ongoing Support
As your business, processes, and users evolve, your Salesforce environment must keep pace. We provide flexible support that scales with your needs, from bundled services and extended hours to responsive emergency coverage.
Dedicated Administration
Whether you need a monthly support plan, a dedicated administrator, an annual block of hours, or help with a one-time initiative, we make every hour count. Our expertise and flexible engagement models ensure work is done right the first time and on your timeline.
Salesforce Development
Sales Cloud
From custom pricing and invoicing to web-to-lead forms and advanced Lightning components, we design and build solutions that improve efficiency and streamline processes. Every engagement is grounded in Salesforce best practices, long-term scalability, and simple administration.
Service Cloud
We help teams implement and optimize case management with solutions like Email-to-Case, custom intake forms, intelligent assignment rules, and advanced SLA automation. Our experience across industries enables support teams to resolve cases faster and more consistently.
Experience Cloud
Create secure, intuitive digital experiences for customers, partners, and internal teams. We design and implement Experience Cloud solutions that extend Salesforce data and workflows while maintaining performance, security, and ease of use.
Additional Salesforce Products
Whether you use Salesforce CPQ, Nonprofit Success Pack (NPSP), Financial Services Cloud, Einstein, or Tableau CRM, our team brings deep implementation experience across Salesforce products. Let’s talk about how we can help you maximize value across your Salesforce ecosystem.
Data Governance
If your team struggles to keep the system clean of duplicate data or of junk and obsolete records, reach out and we can come up with a one time or scheduled cleaning task and help you implement strategies and business processes to prohibit the creation of such data in the first place while still allowing your users' flexibility and efficient system adoption.
AppExchange Partnerships
Helping Customers Win Big
Duplicate, outdated, and low-quality data slows teams down. We help you clean and maintain a healthy Salesforce environment with one-time or ongoing data optimization, supported by smart processes that prevent issues before they start while preserving user flexibility.
Trusted AppExchange Partners
Below are a selection of pre-vetted AppExchange partners we trust to help our customers achieve stronger, more scalable Salesforce outcomes.
ADvendio
If you are running an Advertising Agency and would like to have direct connection to various digital fulfillment systems like GAM, while tracking all sales and invoicing in Salesforce, then you should take a closer look at ADvendio!
sFiles
Want to connect your SharePoint (Office 365) files via a native Salesforce App? Look no further, sFiles can provide that and allows you to fully customize back-end functionality via their own custom API.
ProntoForms
Want to simplify field service inspections and work orders, or need complex but simple to administer forms for partners, or internal users while making all these forms fully accessible while users are offline ProntoForms allows just that!
3rd Party Integrations
Want to see all your data in a unified UI or system even though it lives in multiple servers and systems? Do you want to push your invoice information into NetSuite or Quickbooks for accounting and reconciliation purposes? Need to pull warehouse inventory into your self-service community?
Upsource can help you with your integration needs to and from Salesforce. We will utilize pre-made connectors in for example Workato, Boomi or Zapier, build a custom integration from scratch or help you set up a connector provided by the source/target company.
Migrations
Trying to migrate multiple Salesforce organizations into a global environment? Just purchased Salesforce and need to move all your data from the old CRM, Excel or a homegrown system into your new squeaky clean environment?
Upsource can help you, with years of experience in data transformation, migration and the ingrained knowledge of Salesforce best practices, to have a successful migration of configurations, customizations and most importantly the data. We utilize multiple Salesforce and 3rd Party tools like Dataloader, Ant, and Alteryx for no extra cost to you, to make the process as seamless and clean as possible.
Ready to get started?
It’s time to get Salesforce working the way your business needs it to. We’re here to help you make it happen.