Our Services

Our proprietary methodology ensures that we not only produce effective results for your Sales Cloud®, Service Cloud®, Revenue Cloud, or Experience Cloud projects, but that we execute with as little disruption to your day-to-day business, and are flexible to address your changing needs. The emphasis on thorough business analysis makes sure we don’t simply replicate the way things have always been done, but execute using best practices that produce optimal results for your investment.

If you need to ensure your company's business operate in the most efficient and effective manner, we can help. Let us perform a thorough review and analysis of your company’s business processes. We’ll provide a detailed improvement plan to ensure your company is utilizing best practices, and executing as efficiently, economically, and effectively as possible.

Point Echo can provide an independent, thorough review and analysis of your operational business and CRM practices, and provide recommendations for improvement. We even tailor our scorecards to your company’s specific key progress indicators (KPI’s), so you can confidently make business decisions based on our evaluation.

A Salesforce administration subscription provides access to a certified Salesforce administrator, on-demand. Often, this can be more cost effective than staffing a full-time, or even part-time, position. For as little as five hours a month, we will not only handle your day-to-day needs, but optimize your Sales Cloud® or Service Cloud® instance to best leverage the benefits of the platform.