Salesforce

Registered Salesforce Partners, Primacy’s in-house Engagement Marketing team includes Salesforce Administrator, App Builder, Consultant and Developer certifications, and other specialists with experience in multiple Clouds and across many industries.   

As Salesforce implementation partners, Primacy supports all aspects of implementation from discovery through architecture design, data migration, customized layout, and functionality – helping your business build, maintain or enhance your CRM tech stack. Whether building a lean Sales Cloud instance or connecting to a Marketing Automation platform, CPQ, or other Salesforce clouds – we help organizations meet their operational and marketing goals. Specializations include reporting, forecasting, and project management, as well as content and asset development, multi-channel campaign creation and configuration, testing, and launch.  

We work with clients to identify business and technology requirements, recommend data architecture, provide suggestions for apps, as well guide our clients on how to leverage these technical tools to create a digital marketing strategy to drive more leads and conversions. Our Salesforce team improves not only process efficiency but also data transparency, so you have the meaningful data points you need to make more informed decisions and maximize ROI.

The Primacy team can support your business in creating meaningful multi-channel customer journeys through Journey Builder or Engagement Studio maximizing your investment in the platform. Our team can act as your marketing arm, or as a resource for your in-house team helping to create omnichannel marketing programs that increase return on advertising spend – all while being connected to Salesforce so that you have the real-time reporting and forecasting you need to make the best decision with your marketing dollars. 

Our Salesforce development team has experience utilizing and extending various aspects of the Salesforce CRM platform to meet specific business objectives and technology processes including building custom Visual Force pages, Lightning Aura components, and utilizing Apex coding to bridge the gap between out of the box, no code functionality. Specific Salesforce CRM customizations have included the development of sophisticated custom merge tools to resolve duplicate data caused by migration from legacy platforms, building SAML single-sign-on framework to integrate with various customer platforms, and more.  

Specialized CRM platforms such as Health Cloud, Education Cloud, or Financial Services Cloud allow your business to have the power of the Salesforce platform in an industry-specific setup.  Our team can help guide you with identifying requirements, security modeling, customized engagement marketing solutions and reporting to support your digital strategy using any of these prevalent, industry-focused platforms.

Salesforce integrations can allow your business to create the 360-degree view of the customer by connecting other essential business systems.  Integrations can include a variety of email and marketing automation platforms such as Salesforce Marketing Cloud, Marketo, and Pardot. We also integrate with other key business platforms through web services and custom applications via APIs to ensure you have the necessary data you need to better understand your customer.

Primacy has experience connecting Salesforce Sales Cloud to most marketing automation platforms, working as your partner to develop, execute and measure data-driven campaigns that increase ROI while optimizing your business processes. Primacy’s ability to create automated processes using either no-code or Apex code-based options for customer communications, internal approval processes, forecasting, and reporting can free up resources to focus on making better business decisions, empowered by your data.