Advisory Services
As your business evolves, your processes and technology need to adapt.
Historically, Salesforce environments have been managed by a single admin. However, the business acumen and technical skills needed to support, sustain, and extend a Salesforce Org have become complex.
The Apricity Group’s Advisory Services is a flexible, scalable, and economic solution to maintain and maximize your investment — without the need to hire additional full-time, dedicated employees.
Advisory Services Benefits
The Apricity Group collaborates with you to define your Salesforce roadmap, aligning it with your overall business objectives. This includes conducting executive goal-setting workshops and business process reviews to ensure your Salesforce strategy is on track.
Advisory Services Approach
The Apricity Group experts tackle technical debt, streamline processes, and implement ongoing enhancements to keep your Salesforce environment up-to-date and performing at its best. We also manage integrations, ensuring seamless data flow between Salesforce and other critical systems.
The Apricity Group ensures data quality by cleaning up duplicates, resolving inconsistencies, and optimizing data usage. We also provide regular monitoring and maintenance to keep your system healthy and secure.
The Apricity Group offers advanced support, addressing any issues or questions promptly, minimizing downtime, and maximizing productivity.
The Apricity Group can manage the deployment of changes and updates to your Salesforce environment, ensuring a smooth transition and minimizing disruptions to your business operations.
Advisory Services Process
Incident Management
Proactive monitoring, logging, diagnosis, and resolution of system issues.
Change Management
Assessment, planning, implementation, and review of requested changes.
User Support
Assistance through a dedicated helpdesk, training sessions, and comprehensive documentation.
New Feature Development
Gathering requirements, designing, developing, testing, and deploying new features.
System Maintenance
Regular health checks, updates, backups, and configuration management.
Continuous Integration Continuous Deployment
Implementing and optimizing CI/CD pipelines for efficient and reliable software delivery.
Go-Live Support
Pre-go-live checks, data migration assistance, and remote support during go-live.
Technology Roadmap
Develop a Technology RoadMap to plan for the future.
FAQ
-
Day to day user support & management
Incident management
System maintenance
Go-Live support
Change management
New feature rollout
Managed upgrades
-
We work with you to determine the right level of support for your team. That means a quarterly commitment with options to suit your budget.
-
We offer flexibility in scaling resources without the need for hiring more staff. We can deploy teams to match seasonal demand or rapid business expansion.
-
Implementations focus on specific projects. Advisory Services provides management, support, and ongoing help. This ensures Certinia and Salesforce are adapted to changing business requirements.
-
The Salesforce and Certinia ecosystem contain multiple business applications. We support applications and integrations that cover the full lead-to-ledger lifecycle!
-
We’ll design a level of support that meets your requirements. We want to serve you in a way that drives mutual success. We can accommodate different time zones, application deployments and business demands as needed.
