Services

Custom Salesforce Project Management and Implementation

Looking to manage projects within Salesforce? We’re here to help. Passage Technology understands how confusing and overwhelming it can be to try to understand the platform and its intricacies. Our team of consultants has developed a project management platform native to Salesforce, and they know exactly where to start and how to finish to get your organization to the next level.

No matter what your project management needs are, Passage Technology can customize a solution to meet 100% of your business requirements.

Community

Salesforce Community Cloud allows you to connect with your customers, partners and employees on a whole new level. Our services can help you build a community to meet your needs and communicate like you’ve never done before.

Custom Reports & Dashboards

Quit slaving away over complex reports and allow us to create custom Visualforce pages or analytics components that allow you to easily see your information in a coherent manner. Reach out to us to learn which analytics tools you should be building with (e.g. Analytics cloud, Wave Cloud Apps, Rollup Helper, etc) - let us save you time, money, and sanity.

Salesforce Implementation & Org/Data Migration

Our team can help make your Salesforce implementation as painless and seamless as possible. In addition, we offer org & data migration services so all your valuable data is combined into one cloud environment.

Custom Search & Custom Document Management

When standard Salesforce reporting and AppExchange apps just aren’t enough, Passage Technology is able to design a custom user interface that allows business users to search their database and generate more complex documents and distribute them in PDF or CSV format.

Management Pipeline Visibility

Ensure management visibility into pipeline opportunities and activities.

Customer Onboarding

There are a lot of moving parts when it comes to customer onboarding. Passage Technology ensures that no key steps are missed in the journey by automating projects in Salesforce.

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Incident Support Plan:

We offer the Incident Support Plan as insurance. If part of your project breaks, you are still covered with the initial investment! For example, if we implement a feature using standard Salesforce functionality like a Javascript button in Salesforce Classic but then Salesforce deprecates the use of Javascript buttons after the project is complete, we will fix it free of charge under the Incident Support Plan. The Incident Support Plan must be purchased within 30 days of project completion, costs 10% of the initial project price, and lasts for one year with optional renewal extension. Add this plan to your order during checkout if you would like to insure your project and ensure continued functionality.