Make the most of your Salesforce® platform

Cozy System’s Salesforce experts can help you efficiently and effectively implement, integrate, and customize your Salesforce® platform to ensure you make the most of its features and capabilities. Our Salesforce consulting services include:

Planning & Implementation

Whether you’re newly implementing or hoping to expand the use of Salesforce into other parts of your business, our Salesforce certified admins, developers, and consultants are Sales Cloud®, Service Cloud®, Community Cloud™, and development experts. We can help guide you through your initial planning stages, work through process definition and work with you to perform the actual Salesforce® implementation.

Salesforce Configuration & Administration

As our Salesforce consultants are certified in Salesforce implementation and administration, we’re able to help you gain maximum benefit from all of standard Salesforce functionality. What’s more, because we have a wealth of diverse industry experience, we’re also well able to recommend best practice in the use of Salesforce® by companies just like yours – whether this comes from standard functionality or other more advanced features, we’re equipped to make informed recommendations.

Salesforce CRM Optimization

Our expert Salesforce consultants will provide a full assessment of your current usage model by executing discovery interviews with key members of your sales, marketing, and management teams. The result is a complete analysis with an actionable plan that allows you to optimize Salesforce features, improve usability, and maximize underutilized tools.

Salesforce Training & User Adoption

Ensuring the successful adoption of Salesforce® by your team starts with effective training. From project team and administrator training to end user classes, we’ll create the enablement program that meets the needs of your business.

Salesforce Re-Implementation Services

If you’ve been running Salesforce for several years, gone through a significant business change, added employees, or just over-customized your system, a re-implementation might be just what you need to get a fresh start with Salesforce.

We work on both Onsite and Offshore model and can undertake the entire portfolio from Inception to Implementation.