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.

All expertise areas

Work we support

  1. 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
  2. Connected customer workflows

    Connect customer information and processes across Salesforce and adjacent systems.

    • Flow, custom functionality and platform automation
    • APIs, interfaces and systems integration
  3. 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

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

01

Define the platform need precisely

ITCAD considers the Salesforce clouds, current configuration, integrations, release model, workstream, and balance of functional and technical duties.

02

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.

Contact ITCAD

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