Free Salesforce Audit – sign up today!
Whether you just got started on Salesforce or are a decades-long user — odds are you’ve got a wish list for how it could better support your team. Everpeak specializes in helping current Salesforce customers optimize their org — from opportunity and lead flow design to custom reports and dashboards, we’ll help you build a prioritized roadmap and even polish up a business case to increase buy-in and secure budget approval.
The first 20 sign ups will get a free org audit, which includes a 3-hour 1:1 discovery session with a Certified Salesforce Consultant, documented findings, a prioritized roadmap and a budget case to help you win support. 2024 – let’s do this!
During the development process, we create custom modules to reflect unique business needs, customize the interface to make sense for users, design process automation and build reports and dashboards. We use native point-and-click configuration first. When it's necessary, our team writes custom code to accommodate complex challenges or expand functionality.
Everpeak Partners is much more than a technology consultancy. We are a team of seasoned business analysts who have learned the art of creating highly effective processes on the Salesforce platform. We uncover business needs and match them to the appropriate Salesforce features. We implement solutions to support smooth processes and organized data.
Integrations with external applications, databases, or enterprise systems allows Salesforce to work in-sync with other elements of IT infrastructure. Whether it’s a an accounting system, ERP system, email tool, or any other 3rd party application, our staff can guide you to the best approach to tackle your integration project.
User and administrator training is fundamental to long-term success and adoption of Salesforce. As your business evolves, so do your systems. Ensuring users can confidently use all key features of Salesforce is critical. We offer custom tailored training sessions on-site and online.
Product Specific Services
Salesforce Sales Cloud
Driving revenue and transforming your business by optimizing Lead, Contact, Account, Opportunity and reporting. Reduce data entry and clicks for sales users through process automation. Integrate with 3rd party applications, design lead handoff processes, optimize sales stages and reap the rewards optimized analytics.
Salesforce Marketing Cloud
Personalized campaigns and a seamless buyer journey are more important than ever. Marketing Cloud and Pardot will help you get in front of your customers with the right message, right channel and right timing.
Salesforce Service Cloud
Supporting your customers with automation and a highly efficient case management. Organize data from sources like email, web forms and social media all in one place. Assign, track and escalate support tickets with ease.
Salesforce Community Cloud
Building online portals to support customers and partners. Onboard new partners to sell better with training content, tracked interactions, dashboards and a familiar Salesforce UI from the Portal. Integrate Seamlessly with the Salesforce platform to view all customer and partner data in one central location.
Developing "guided selling" process that allows reps to go from quote to cash seamlessly within their Salesforce environment. Build workflows to allow for complex product / service functionality within a recurring revenue or one-time revenue model.
Salesforce Lightning Platform
Designing custom applications that support new processes in your Salesforce ecosystem. Salesforce Lightning development projects can include data migrations and custom integrations with ERPs, Quickbooks, Outlook, phone systems and other tools. Gain a true 365 degree view of your customers.