For success at every stage.

Uncover your organization’s potential; from the first consultation to the user adoption process, we’re with you every step of the way.

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Amaze your customers at every touchpoint.

Place your trust in our experienced developers, working with you to build and maintain secure Salesforce applications that transform your business practices.

Consulting

Along with assessing your business needs and current processes, and recommending suitable Salesforce solutions, our consultants can also fulfill project management responsibilities and provide ongoing support. We guide your organization through the entire implementation process – from planning to post-implementation support.

We fill you in on best practices for using Salesforce and optimizing the platform to meet your evolving business requirements. Our deep understanding of the platform and your industry goes hand-in-hand with our strong communication skills and ability to work collaboratively with stakeholders at all levels. Working with our consultants to leverage the full potential of Salesforce allows you to drive your ROI, simplify your operations, and enhance your customer experiences.

It’s time to seek help when…

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Ineffective Workflows

Poor User Engagement

Lack of Automation

Sales & Marketing Misalignment

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How can our consultants help?

Reach Peak Performance

Skyrocket the Value

Ready to shake up your Salesforce approach?

Get your 30-minute complimentary consultation with one of our experts today, and start driving your business in the right direction.

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Real World Challenges

Service Cloud, Experience Cloud

Modelit Snapshot: How we secured sensitive data with Salesforce.

Our client specializes in life expectancy analysis for life insurance policies, along with providing life insurance underwriting services. With a focus on meticulous data organization, the company operates two Salesforce orgs—one dedicated to insurance policy writing and the other for data organization to initiate policies. The life expectancy calculation org plays a pivotal role, collecting and processing insured client information to determine policy decisions. Additionally, the company utilizes Salesforce tools for document generation, email communication, and policy servicing, ensuring comprehensive coverage of their operations.

Modelit Snapshot: How we facilitated the migration process from Hubspot to Salesforce.

Our client specializes in providing cybersecurity solutions for various software platforms. Operating as a small to medium-sized business, the client predominantly worked with HubSpot for their CRM needs in the past. The client was introduced to us by a Salesforce Account Executive, as they were in search of an outstanding implementation partner that could assist them in the migration from HubSpot CRM over to Salesforce. Here’s how Modelit got involved…

Service Cloud

Modelit Snapshot: How we leveraged Service Cloud for customer excellence.

Our client builds top-of-the-line POS solutions for the live entertainment marketplace, with the goal of creating a smoother overall interaction between vendors and consumers. Their customers in the entertainment industry regularly approach them with questions about their products and logistics. Thus, it is crucial for them to have an excellent handle on their customer service. We built a cloud-based customer service solution to help our client excel in addressing everyday customer queries. Here’s how Modelit got involved...

Modelit

How Fair Trade USA™ uses Modelit to scale up its team.

Fair Trade USA is the leading certifier of fair trade products in North America. Its trusted Fair Trade Certified™ seal on a product signifies that it was made according to rigorous fair trade standards that promote sustainable livelihoods and safe working conditions, protection of the environment, and strong, transparent supply chains. Rather than creating dependency on aid, Fair Trade USA’s model empowers farmers, workers, and fishers to alleviate poverty and earn additional money to improve their communities. They needed a reliable partner to help them evolve their business into the Salesforce platform in order to maximize their positive impact. The main goal was to achieve stronger technological capabilities.

Salesforce

Custom Solutions for Energy Efficiency.

In 2012, Modelit took on Build It Green as its first client. This nonprofit, which offers energy efficiency services throughout California, has since been acquired by Franklin Energy. With that acquisition in 2019, Franklin Energy was able to expand its reach to the west coast -- continuing with its mission of providing energy efficiency solutions to the entire United States. The ultimate goal is to encourage communities to make smart choices when it comes to energy efficiency, and to help reach net-zero carbon emissions by 2025. When we began working with Build It Green, they’d been using two separate legacy systems to run the Energy Upgrade California™ Home Upgrade - a program that is administered by the organization for Pacific Gas & Electric Company (PG&E). Not only was this approach a slow and expensive one, but trouble with data integration between the two systems was also costing the company in customer satisfaction.

Salesforce

Creating a better experience for MoreHands customers and employees alike.

MoreHands Maid Service is a family-owned business that provides cleaning and errand services across Texas. They needed a reliable Salesforce partner to help them build their business into the platform to provide better customer experiences and help streamline their internal operations. The main goal was to use efficient tech to offer an efficient service, so MoreHands can create more joy for their clients.

Salesforce

How we streamlined payment scheduling for Amazon's FreeTime Unlimited service.

Amazon is a multinational technology company that focuses on e-commerce, cloud computing, digital streaming, and artificial intelligence, among many other things. In 2019, the Amazon App Store division needed to streamline its business operations. The main challenge was to implement a system capable of automatizing the processing of hundreds of payments while taking into account the particular terms of each individual agreement.

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Related Notes

Heading

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

This is some text inside of a div block.

Stages of the Salesforce AppExchange Product Lifecycle

Ready to reach success on the Salesforce AppExchange? Navigate stages seamlessly with our expert guidance. Plan, Build, Market, Sell, Support - ace every step!

The Modelit Team

Unlocking Innovation: Why Your Business Needs a Salesforce AppExchange Package

We explore the game-changing potential of custom Salesforce AppExchange packages for your business. Learn how you can gain a competitive edge today!

Angelica Buffa

Salesforce Spring '24 Release: Enhancements for Security, Permissions, and Development

Read along as our CTO, Angelica Buffa, outlines her top recommendations from the recent Salesforce Spring Release of 2024.

Angelica Buffa

Could your Salesforce be costing more than you realize?

Modelit CEO, Danny Teng, offers his expertise on the hidden costs of Salesforce. Learn how you can avoid these extra fees today!

Implementation

At Modelit, we understand that the Salesforce implementation process is not a one-size-fits-all. That’s why we work alongside your business to get a clear picture of your needs and adjust our implementation approach accordingly. Our team of certified experts shares over 12 years of experience in configuring Salesforce to meet a wide range of business requirements. We take pride in our ability to deliver unique solutions that are not only scalable but also user-friendly.

We cover a variety of responsibilities – including creating user accounts, setting up data models, configuring workflows, and integrating with other systems. You can rest assured that all responsibilities are carried out efficiently and effectively, getting you the most out of your Salesforce investment. Whether you’re a small business or a large enterprise, our end-to-end implementation process is designed to deliver success at every stage.

Targeting your business pains.

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Legacy Systems

Poor Visibility

Security & Compliance

Integration Challenges

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Meeting your needs with ease.

Effortless Migration

Data-Driven Insights

Did you know?

Small implementation mistakes could add up and impact your overall outcome. Allow Modelit CEO, Danny Teng, to share his best Salesforce tips for success.