Salesforce Platform Support • Port and Starboard

Salesforce
Platform Support

Implementation

First impressions are everything. By ensuring that Salesforce is configured to meet your users’ needs and your leaders’ expectations, we make sure your implementation process is smooth sailing!

Customization

Salesforce has so much functionality, but to see more substantial returns, you have to make it your own. Customize Salesforce to support your business processes, and put valuable time back into your day!

Admin on Demand

Take advantage of the expertise and experience of an entire team of certified individuals for your customer support, projects, and Salesforce maintenance needs, without adding to your headcount.

SOS (Save Our Salesforce!)

“Our sales team hates Salesforce!” “People are still keeping their spreadsheets because they just don’t trust Salesforce data.” “This isn’t working how I expected.” Does this sound like your company?

Change Management

Your business grows and evolves, and your Salesforce platform should too! What projects and enhancements are on your roadmap? Are your employees equipped to navigate any changes?

Integration

Reduce redundant data entry, automate processes across your systems, and view all of your most impactful data on one common platform by integrating your external systems with Salesforce!

Data Management

You’ve spent a lot of time collecting data. We can help you develop a data strategy that allows you to transform your data collection into reliable insights that drive financial performance improvement.

Salesforce Training

Whether you are new to Salesforce, user adoption rates are low, or you are ready to dive deeper into Salesforce’s capabilities, we offer training and process documentation to get your crew up to speed!

Platform Support Package Offerings

MAINTENANCE RETAINER

Best suited for companies with no or minimal internal admit support looking to maintain the status quo for existing functionality.

STRATEGIC RETAINERS

Best suited for companies who want to sustain growth, innovation, and maximize your companies Salesforce ROI.

No matter where you are in the Salesforce lifecycle, Port & Starboard offers comprehensive Salesforce Platform Support. How can we help you?

Ready to get underway? Please fill out the form below to receive more information about our retainer offerings.

About Port & Starboard

Port & Starboard is a U.S. based technology consulting company. We specialize in Salesforce, WordPress website development, and Fractional CIO services.

Services

Information

Located in Virginia Beach | Powered by Coffee!

Implementation

We offer assistance with:

Picking out just the right edition, clouds, and number of licenses to meet your needs
Process design and mapping
Platform configuration
Rollout training and support

Customization

Salesforce has so much functionality out of the box, but to realize more substantial returns on your investment, you have to make it your own. Customize Salesforce to support and even automate your business processes, and put valuable time back into your day!

By adding the features your leadership, your end users, and your customers want, we deliver a Salesforce experience tailored specifically to your needs, your business processes, and your goals.

Whether we are developing a custom application for you, or evaluating and configuring your options from the AppExchange, we can help you streamline and automate your processes so you can spend more time nurturing leads, supporting your customers, and growing your business.

Admin on Demand

Who is at the helm of Salesforce for your company? Take advantage of the expertise and experience of an entire team of certified individuals for your customer support, projects, and Salesforce maintenance needs, without adding to your headcount.

When you need customer support, do you prefer to know the people on the other end of the line? We are a viable alternative to Salesforce’s Premier Support offering.

Too small to justify a dedicated Salesforce Administrator? We can handle access management, building reports and dashboards, and any other customization or troubleshooting you require.

Have an Administrator or Salesforce team, but have more projects, bugs and enhancement requests than they have the bandwidth or experience to tackle? We supplement your team to deliver the solutions you need to keep moving forward.

SOS (Save Our Salesforce!)

“Our sales team hates Salesforce!” “Our Implementation Partner didn’t really get us.” “People are still keeping their spreadsheets because they just don’t trust the data.” “This isn’t working how I expected.” “I think I broke something.” Does this sound like your company? We specialize in coming into these situations, getting under the hood, and working with your team to uncover what you really need Salesforce to do for you. Whether we give it a tune up or a total overhaul, we will get your system seaworthy, and help you get your crew back on board.

Change Management

Your business grows and evolves, and your Salesforce platform should too! What projects and enhancements are on your roadmap? Are your employees equipped to navigate any changes?

Still on Salesforce Classic? Let us evaluate your organization for Lightning readiness and migrate your users over to the Lightning Experience.

Your Salesforce users probably have ideas for fixes and enhancements they’d like to see (if not, let’s talk). Salesforce releases three major updates each year, each also bringing new features. We work with you to:

Design a roadmap for your Salesforce Org
Prioritize projects and enhancement requests
Manage the impact of Salesforce releases and deployments
Develop effective sandbox strategies

Integration

Reduce redundant data entry, automate processes across your systems, and view all of your most impactful data on one common platform by integrating your external systems with Salesforce!

Salesforce apps simply give you the ability to send data between external systems and Salesforce, and call that “integration”, even if the external data is not connected to your existing data in any meaningful (or integrated) way. To us, integration means much more — it’s the seamless connection between two systems that gives you the ability to better understand your business, automate processes, and cut down on redundant data entry without having to worry about what happens when the integration “breaks”.

Our comprehensive Salesforce integration strategy involves process mapping, error handling, maintenance, and human interaction at the right points in the process to ensure trust in what your systems are doing and the accuracy of your data. Our team understands the complexity of integration projects, and can recommend the right tools and approaches for your specific needs.

Data Management

You’ve spent a lot of time and money collecting a lot of data. We can help you develop a comprehensive data strategy that allows you to transform your data collection into reliable and actionable insights that drive financial and operational performance improvement.

Not sure you trust the data in your Salesforce? Migrating large amounts of data from another CRM platform or spreadsheet into your Salesforce? In addition to managing any data migration or augmentation, we can help validate your data and develop strategies to ensure data integrity and master data standardization moving forward.

You’ll be able to align your data to key performance indicators and report on it with confidence!

Salesforce Training

At our company, we understand the importance of effective training and process documentation when it comes to using Salesforce. Whether you are brand new to the platform, struggling with low user adoption rates, or simply ready to take your knowledge of Salesforce to the next level, we have the resources you need to get your team up to speed! Our comprehensive training programs are designed to provide you with a hands-on, personalized learning experience that will help you gain the knowledge and skills necessary to get the most out of Salesforce. Additionally, our cutting-edge process documentation tools can help you streamline your workflows and increase productivity, ensuring that your team is always working at its best. Don’t let a lack of training and documentation hold you back – let us help you empower your team to succeed!