What We Do

Custom Development + Data Management + CRM expertise all in one place

We build to drive efficiency and improve business metrics

Salesforce Consulting

CRM Consultation

We provide CRM consultation and Salesforce CRM best practice expertise. This includes:

  • Data Management
  • Data Analytics
  • Tune Up
  • Migrations

Salesforce Configuration

Custom built to meet your business needs:

  • Process automation
  • Custom built reports & dashboards
  • Workflow creation
  • Custom actions & functionality

Salesforce Development

Turn your CRM into a Salesforce Powerhouse. Our development team provide expertise in:

  • Salesforce development
  • App development
  • Lightning components
  • Visualforce pages

Microsoft Dynamics Consulting

CRM Consultation

Microsoft Dynamics CRM Consultation

We provide CRM consultation and Microsoft Dynamics CRM best practice expertise. This includes:

  • Data analytics
  • Data management
  • Dashboard creation (experience w/ both Tibco Spotfire & Tableau)
  • CRM environment analysis & recommendations

Microsoft Dynamics Configuration

Microsoft Dynamics Configuration

Turn your CRM into a Salesforce Powerhouse. Our development team provide expertise in:

  • Server-side user scripting (Javascript)
  • Process & Workflow creation
  • Business Process Flow creation
  • Custom reporting & dashboards (via dynamic worksheets & SQL Server)
  • Custom entity creation & relationship builder

Data Analytics

Data Analytics is the key to understanding the trends of your business. Data is just one piece of the puzzle. The important part is knowing how to ask the right questions to analyze the data. Using the data to answer specific questions lead business to answering the tough questions.

Problem Solving

Find Pain points and use your Data to tell the story

Data Management

Take a deep look into your database and make sure it’s accurate and quality data

Reporting

Utilize tools to visualize your data for up-to-date reporting

Would you like to start a project with us? Contact us now!

304 542 5100

Email Phil.Berry@BerTechllc.com