Implementation & Customization

From evaluating whether Salesforce is the right tool for your company to choosing the correct edition to designing the fields, objects, and workflow of the application, Squareblue offers a full suite of implementation services.

Custom Code &
​Integrations

Do you need your back office to communicate with your Salesforce instance? Want to make your pages more visually appearing or add custom functionality not native to Salesforce?  From a full integration to a single Apex Trigger, Squareblue's development team has you covered!

Outsourced Administration

Many firms don’t need a full-time Salesforce administrator or even a marketing staff. Squareblue outsources those services, from Salesforce admin to inbound marketing monitoring to email and other campaigns on a retainer basis.

Managed Package
​Support

Squareblue can assist your company with implementing AppExchange packages to automate your marketing, generate complex quote and contract documents, manage your accounting needs, and beyond.

Fixed Price Assessment

Maybe you’ve had Salesforce for a while and have never fully utilized its potential. Squareblue offers a fixed-price Assessment that includes a set of detailed recommendations for bringing your Salesforce implementation up to its fullest potential.

Editions and AppExchange Partners

Let's face it ... One size never fits all. Because of the complexity of many sales, marketing, and business processes, Squareblue can work with you to determine the right edition of Salesforce based on your unique situation. 

We have experience with:
  • Group Edition
  • Professional Edition
  • Enterprise Edition
  • Unlimited Edition
  • Sales Cloud
  • Service Cloud
  • Wealth Management Edition
  • Non-Profit Starter Pack
Because most companies integrate their Salesforce applications with other marketing or workflow automation tools, Squareblue has experience with these and more AppExchange partners:
  • Accounting Seed
  • Engaging Networks
  • Rollup Helper 
  • Hubspot
  • Act-On Marketing
  • Pardot
  • Jitterbit Data Loader
  • iCal Marketing Calendar
  • Constant Contact
  • MailChimp
  • Stripe Payment Processing
  • Vertical Response
  • Predictive Response
  • Conga Composer
  • DrawLoop
  • Data Loader
  • Concur
  • LinkedIn
  • Docusign
  • Data.com
  • Informatica Cloud Loader
  • MoonClerk