Start

Process Definition & Automation

One of our strengths at Apprivo is understanding the people behind the process. We take the time to get to know you, your business model, and the people that will be using your Salesforce solution. Employees, partners, customers, you name it. You interact with them differently. You measure them differently. You ask them to do different things. And we get that. We help you define business processes with these differences in mind. Then creatively apply our Salesforce knowledge to automate your processes in Salesforce.

Packaged Service Offerings

While every business is unique, every Salesforce implementation shares common elements. That’s why Apprivo developed Quick Start service offerings. These fixed-price implementations leverage Apprivo best practices, allowing you to benefit from our real-world lessons learned and us to get Salesforce up and running in less than 30 days.

Packaged Products

When you’re just getting started, you may benefit from one of our packaged products. Our administrative tools keep your overhead low by automating cumbersome tasks. And our business applications keep your efficiency high by streamlining essential processes. We’ll assess which ones might help jumpstart your Salesforce success, so you’re not starting from scratch.

Recent Projects

Here is a sample of recent projects where we helped customers get started using Salesforce.

Rapid Response Lead Processes (CRM)

Financial services startup needed to grab market share quickly. Apprivo automated volume-based lead processes and integrated automated dialing and call scripts, enabling rookie agents to rapidly respond and convert consumers before interest cooled.

Investment Management Application (CRM, Force.com)

Investment management firm lacked visibility into investment flow from top-level funds down to individual sub-funds. Apprivo created an intuitive interface where fund managers simply entered an investment split, and then the application applied the diversification of funds and tracked all of the parties involved - automatically.