Platform administration and support
Keep the platform usable while managing day-to-day needs and controlled change.
- Salesforce configuration, users and permissions
- Data, workflow maintenance and platform support
Technology and delivery expertise
CRM
Connect customer processes with the systems that support them. ITCAD recruits for CRM platform needs, with Salesforce as an existing specialization across administration, functional analysis, development and integration. Add a specialist to your team or engage ITCAD for a defined workflow, integration or migration initiative. Usable customer systems and reliable information give people a stronger basis for service and decisions.
When to engage
Customer workflows have become difficult to use
Teams need clearer processes, permissions and configuration so the CRM supports the way they serve customers.
Customer information is disconnected
Duplicate records, manual exchanges or gaps between systems are making customer information harder to trust.
Platform changes need the right expertise
Your team needs administration, functional analysis, development or release capacity for an existing CRM environment.
Work and specialist expertise
Connected customer workflows
Connect customer information and processes across Salesforce and adjacent systems.
- Flow, custom functionality and platform automation
- APIs, interfaces and systems integration
Functional and release capacity
Translate stakeholder needs into platform changes your team can test and release.
- Requirements, process mapping and configuration choices
- Data migration, quality checks, acceptance testing and release planning
What you receive
A documented customer workflow
Process maps, requirements and configuration or integration decisions connect stakeholder needs with the platform changes to make.
Tested changes and operating guidance
Configured workflows, interfaces or migrated data are accompanied by quality checks, acceptance evidence and guidance for users and administrators.
A useful way to begin
Start with one customer process
Review a sales or service workflow, its information and its connected systems. Use the findings to define a practical improvement, or begin implementation when the requirements are ready.
Choose project delivery or specialist capacity
Commission a defined CRM change through Consulting & Delivery, or hire a Salesforce administrator, analyst, developer or integration specialist to work within your team.
Areas of practice
- Salesforce configuration and support
- Functional analysis and process design
- Automation and integration
- Migration and release support
Technologies and methods
- Sales Cloud and Service Cloud
- Salesforce administration
- Flow and platform automation
- Apex
- Lightning Web Components
- SOQL
- APIs and integrations
- Data migration and quality
- Permission design, testing, and releases
Ways to work together
Recruitment and staffing support
Define the platform need precisely
ITCAD considers the Salesforce clouds, current configuration, integrations, release model, workstream, and balance of functional and technical duties.
Assess relevant platform experience
ITCAD assesses candidates against the administration, functional analysis, development, integration or release work your team needs to complete.
Let’s talk about the work.
Tell us about your objectives, the expertise you need and your timing. We’ll help you explore the right support.