Our Services
At Home Team, our goal is not only to deliver a service. We leave you confident in your Salesforce management skills as well. Whether you need a quick fix, a full-scale project, or ongoing support, we’ll create a solution that uses the power of technology to help your business grow. Book an appointment now to avail of any of these services.
Project-Based Consulting
Creating solutions that work
We’ll carefully listen as you explain your processes and problems, as well as any previous solutions you’ve tried. With executive-level corporate experience, we will advise on areas that need both unique solutions and enhancement, then help you streamline them.
With that groundwork established, we’ll design apps, features and integrations that fit your situation.
Managed Services
Ongoing support for hassle-free operations
Tap the expertise of our experienced admins, developers, project managers, UX design experts, QA, business analysts and engagement managers so you don’t have to worry about updates, fixes, release management and more.
We’ll have regular meetings with your company’s stakeholders and offer proactive recommendations, along with responsive support.
Mentoring and Skill-Building
Utilizing Salesforce tools effectively
We’ll give your staff the knowledge they need to succeed using the new tools we’ve designed or enhanced for them.
Our experts can also coach your team on advanced Salesforce processes, so they can feel confident using Salesforce for their roles.
We’ll patiently explain not only the how, but also demo and explain why we do the things the way we do. Training is not a one-time event; it needs to be an ongoing process.
WordPress Integrations
A Partnership with Ambrosia Digital
With our expertise in Salesforce and Ambrosia Digital’s mastery of WordPress, we deliver a powerful solution that helps Salesforce customers connect their websites with their business processes, enabling them to automate lead capture, personalize customer interactions, and improve e-commerce and membership experiences.
Whether it's capturing leads through WordPress forms, tracking WooCommerce orders in Salesforce, or automating customer communications, we ensure that your website and Salesforce environment work together to streamline operations and enhance user engagement.
Project-Based Consulting
Creating solutions that work
We’ll carefully listen as you explain your processes and problems, as well as any previous solutions you’ve tried. With executive-level corporate experience, we will advise on areas that need both unique solutions and enhancement, then help you streamline them.
With that groundwork established, we’ll design apps, features and integrations that fit your situation.
Managed Services
Ongoing support for hassle-free operations
Tap the expertise of our experienced admins, developers, project managers, UX design experts, QA, business analysts and engagement managers so you don’t have to worry about updates, fixes, release management and more.
We’ll have regular meetings with your company’s stakeholders and offer proactive recommendations, along with responsive support.
Mentoring and Skill-Building
Utilizing Salesforce tools effectively
We’ll give your staff the knowledge they need to succeed using the new tools we’ve designed or enhanced for them.
Our experts can also coach your team on advanced Salesforce processes, so they can feel confident using Salesforce for their roles.
We’ll patiently explain not only the how, but also demo and explain why we do the things the way we do. Training is not a one-time event; it needs to be an ongoing process.
WordPress Integrations
A Partnership with Ambrosia Digital
With our expertise in Salesforce and Ambrosia Digital’s mastery of WordPress, we deliver a powerful solution that helps Salesforce customers connect their websites with their business processes, enabling them to automate lead capture, personalize customer interactions, and improve e-commerce and membership experiences.
Whether it's capturing leads through WordPress forms, tracking WooCommerce orders in Salesforce, or automating customer communications, we ensure that your website and Salesforce environment work together to streamline operations and enhance user engagement.
Salesforce Clouds We Have Experience With
Salesforce Clouds are specialized solutions designed to address different organizational needs by leveraging CRM, automation, and AI. It caters to a variety of industries and organizations, including businesses, nonprofits, educational institutions, and government agencies. These solutions help organizations boost efficiency, improve customer experiences, and drive growth.
Sales Cloud
Sales Cloud is built to boost your sales operations by offering robust tools for lead management, opportunity tracking, and sales forecasting. It provides a central hub where your sales team can quickly access customer data, monitor interactions, and manage daily tasks. With features like automated workflows and AI-powered insights, it helps you focus on high-value leads and make informed, data-driven decisions—ultimately driving higher sales performance and increased revenue.
Service Cloud
Service Cloud is designed to transform your customer support experience with comprehensive case management, real-time support tools, and an extensive knowledge base. It enables your support team to address inquiries across multiple channels—phone, email, chat, and social media—ensuring a seamless and responsive service experience. Enhanced by AI-driven recommendations and automation, it speeds up response times and improves customer satisfaction, building lasting loyalty and trust.
Manufacturing Cloud
Manufacturing Cloud brings your sales and production teams together on a unified platform. By synchronizing sales forecasts with production plans, it ensures that your manufacturing processes effectively meet customer demand. Real-time insights into contract performance and inventory levels allow for optimal resource use, reduced operational costs, and improved collaboration between departments, resulting in more accurate planning and greater profitability.
Financial Services Cloud
Tailored for the financial sector, Financial Services Cloud offers a complete view of each client's financial profile—from assets and liabilities to personal goals. By consolidating interactions and financial data into a single platform, it supports personalized advice and proactive relationship management. This holistic approach builds trust, streamlines compliance, and helps financial advisors deliver custom solutions that align with their clients’ unique needs.
Nonprofit Cloud
Nonprofit Cloud is crafted specifically for nonprofit organizations, streamlining donor management, fundraising, and program delivery. It provides essential tools to manage relationships, track donations, and measure impact, making your operations more efficient. With features designed for constituent management and grant tracking, it enables you to focus on your mission while maximizing resources and ensuring transparency for your stakeholders.
Experience Cloud
Experience Cloud lets you build engaging online communities by connecting customers, partners, and employees through customizable portals and forums. It enhances collaboration and information sharing, which leads to higher user engagement and satisfaction. This flexible platform fosters a vibrant community where stakeholders can interact, share ideas, and access resources that drive business growth and ongoing innovation.
Marketing Cloud
Marketing Cloud revolutionizes your marketing efforts with automation tools that personalize customer journeys and deliver detailed performance analytics. It ensures that your campaigns reach the right audience at the right time, boosting engagement and conversion rates. By integrating various marketing channels into one platform, it helps you build stronger customer relationships and achieve a superior return on investment through efficient, data-driven strategies.
Configure, Price, Quote (CPQ)
CPQ simplifies the process of configuring products, pricing them accurately, and generating quotes quickly. It guides your sales team through complex pricing structures, reducing the chance of errors while speeding up the sales cycle. This streamlined process not only enhances the customer experience by delivering precise quotes on time but also improves overall efficiency, driving sales success and better business outcomes.
Salesforce Clouds We Have Experience With
Salesforce Clouds are specialized solutions designed to address different organizational needs by leveraging CRM, automation, and AI. It caters to a variety of industries and organizations, including businesses, nonprofits, educational institutions, and government agencies. These solutions help organizations boost efficiency, improve customer experiences, and drive growth.
Sales Cloud
Sales Cloud is built to boost your sales operations by offering robust tools for lead management, opportunity tracking, and sales forecasting. It provides a central hub where your sales team can quickly access customer data, monitor interactions, and manage daily tasks. With features like automated workflows and AI-powered insights, it helps you focus on high-value leads and make informed, data-driven decisions—ultimately driving higher sales performance and increased revenue.
Service Cloud
Service Cloud is designed to transform your customer support experience with comprehensive case management, real-time support tools, and an extensive knowledge base. It enables your support team to address inquiries across multiple channels—phone, email, chat, and social media—ensuring a seamless and responsive service experience. Enhanced by AI-driven recommendations and automation, it speeds up response times and improves customer satisfaction, building lasting loyalty and trust.
Manufacturing Cloud
Manufacturing Cloud brings your sales and production teams together on a unified platform. By synchronizing sales forecasts with production plans, it ensures that your manufacturing processes effectively meet customer demand. Real-time insights into contract performance and inventory levels allow for optimal resource use, reduced operational costs, and improved collaboration between departments, resulting in more accurate planning and greater profitability.
Financial Services Cloud
Tailored for the financial sector, Financial Services Cloud offers a complete view of each client's financial profile—from assets and liabilities to personal goals. By consolidating interactions and financial data into a single platform, it supports personalized advice and proactive relationship management. This holistic approach builds trust, streamlines compliance, and helps financial advisors deliver custom solutions that align with their clients’ unique needs.
Nonprofit Cloud
Nonprofit Cloud is crafted specifically for nonprofit organizations, streamlining donor management, fundraising, and program delivery. It provides essential tools to manage relationships, track donations, and measure impact, making your operations more efficient. With features designed for constituent management and grant tracking, it enables you to focus on your mission while maximizing resources and ensuring transparency for your stakeholders.
Experience Cloud
Experience Cloud lets you build engaging online communities by connecting customers, partners, and employees through customizable portals and forums. It enhances collaboration and information sharing, which leads to higher user engagement and satisfaction. This flexible platform fosters a vibrant community where stakeholders can interact, share ideas, and access resources that drive business growth and ongoing innovation.
Marketing Cloud
Marketing Cloud revolutionizes your marketing efforts with automation tools that personalize customer journeys and deliver detailed performance analytics. It ensures that your campaigns reach the right audience at the right time, boosting engagement and conversion rates. By integrating various marketing channels into one platform, it helps you build stronger customer relationships and achieve a superior return on investment through efficient, data-driven strategies.
Configure, Price, Quote (CPQ)
CPQ simplifies the process of configuring products, pricing them accurately, and generating quotes quickly. It guides your sales team through complex pricing structures, reducing the chance of errors while speeding up the sales cycle. This streamlined process not only enhances the customer experience by delivering precise quotes on time but also improves overall efficiency, driving sales success and better business outcomes.
