If you can dream it, we can build it!
Talk to an ExpertAt Legendary Solutions, we understand that maximizing the benefits of Salesforce goes beyond just the initial setup. Our Salesforce Managed Services offer a comprehensive partnership tailored to your unique business needs. As a registered Salesforce partner, we provide ongoing support, enhancements, and expert guidance to ensure your Salesforce instance is not only up-to-date but also driving optimal results for your organization. Whether you're looking to refine processes, integrate new tools, or simply maintain peak performance, our dedicated team is here to ensure you get the most out of Salesforce. Dive deeper into the world of possibilities with Legendary Solutions and let us help you transform your Salesforce experience. Reach out today to discover more.
We are honored to have achieved the tier of Ridge Salesforce Consulting Partner by Salesforce for our high-quality and consistent hard work toward driving customer satisfaction.
Whether exploring Salesforce as a potential CRM for your business, or seeking assistance with updating and maintaining a system in use, we provide a wide range of services for a variety of Salesforce Products to help you understand and take advantage of everything Salesforce has to offer. If you don’t see your needs listed, send us a message!
Satisfied Clients
Completed Projects
Years of Experience
Our experts, after carefully analyzing your business and its operations, list the objectives and goals of the business in terms of revenue and other factors as an organization.
Whether you choose Salesforce Sales Cloud, Service Cloud, Marketing Cloud, etc. we tailor the platform to streamline specific processes to your businesses whether it be the sales pipeline, marketing campaigns, or customer service protocols, we’ve got you covered!
We facilitate maximizing your teams utilization of Salesforce through ongoing training and support from time to time to make the direct users of Salesforce understand the platform deeply so that they can easily work their way through it and achieve their goals.
Depending on the budget, goals, needs, and type of business, we recommend the best-suited Salesforce edition for your business, including the additional tools and features that need to be integrated to enhance the functionality of the platform.
We all do it, often without even realizing it. When stuck doing the same mundane tasks day in and day out we tend to accept them as ‘part of the job’ and mindlessly click through the same multi-step processes or copy/paste data from A to B and don’t even give it a second thought. Imagine the possibilities if you could take 30, 40, or even 50% of those tasks and automate the process.
Talk to an ExpertRelieving the sales team from mundane repetitive tasks allows them to focus on the actual goals and reach their sales targets.
With visual reports and customized dashboards, you get an insight on the sales process and come up with the most efficient strategy to enhance or improve that.
Automation streamlines repetitive tasks, reducing the time taken to complete them and allowing employees to focus on more value-added activities.
By minimizing manual interventions and errors, automation can lead to significant cost reductions in the long run.
Automation reduces the risk of human errors, ensuring tasks are executed with precision every time.
Automation solutions can easily handle increased workloads, allowing businesses to scale operations without proportionally increasing costs.
With visual reports and customized dashboards, you get an insight on the sales process and come up with the most efficient strategy to enhance or improve that.
Automated processes ensure that tasks are performed consistently, maintaining a uniform standard of quality.
Automation can speed up response times and ensure timely follow-ups, leading to enhanced customer satisfaction.
Automated systems often come with analytics, providing valuable insights into business operations and areas for improvement.
With routine tasks automated, businesses can allocate resources to strategic initiatives and innovation.
Automation can help in regulatory compliance and reduce the risks associated with human errors or oversights.
Automation can give businesses a competitive edge by enabling them to offer faster, more efficient services.
Automated systems can operate round the clock, ensuring continuous service even outside of regular business hours.
By eliminating mundane and repetitive tasks, employees can focus on more engaging and fulfilling work, boosting morale and retention.
Renewal of Opportunities to help companies engage with recurring customers.
Distribute Leads, cases, and other records to a group of users in a fair and balanced way!!! Round Robin Assignment is a powerful feature in Salesforce that can help teams distribute workloads more evenly and improve productivity. It ensures that each user receives an equal number of records and thus reduces the risk of burnout.
Prioritize leads based on predefined criteria, ensuring your sales team focuses on high-potential prospects.
Automatically generate and assign tasks to relevant team members based on specific triggers or conditions.
Schedule and send targeted email campaigns to segmented lists, with follow-ups based on recipient actions.
Automate the progression of opportunities through the sales funnel, from lead generation to deal closure.
Minimize manual data input by auto-populating fields and syncing data across related records.
Auto-generate quotes and invoices based on product selections and client details.
Automatically generate and assign tasks to relevant team members based on specific triggers or conditions.
Streamline approval processes by automating request routing and notification to decision-makers.
Schedule and auto-generate regular reports, providing insights into sales performance, lead conversion rates, and more.
Automate the sequence of marketing communications based on user behavior and engagement.
Automatically identify and rectify duplicate records, incomplete data, or inconsistencies.
Automate the sequence of actions for welcoming and integrating new clients, from welcome emails to product walkthroughs.
Seamlessly connect your Salesforce with a telephony solution, enabling click-to-call functionality, auto-logging of call records, real-time call analytics, and automated follow-up task creation based on call outcomes, enhancing communication efficiency and client engagement.
We are delighted to have achieved the status of Salesforce Managed Services Partner, recognized by Salesforce for our consistent high-quality work and dedication to driving customer satisfaction. We aim to reach even greater heights by continuing to serve our clients with the utmost faith and expertise.
Monitor staff performance and review customer purchase history to address concerns effectively.
Address all challenges your business faces in customer interactions.
Trust in our team's commitment to quality, transparency, and data security.
Beyond Salesforce, we offer web/app development.
Enhance customer satisfaction, data management, and user experience with our tailored solutions.
Director of IT & CRM, M.S. Rau Antiques
We’ve been working with Legendary Solutions just over a year now. They are the 5th dev consultant I’ve used and by far the most thorough. Chad and his team are always looking out for the future of your org. forget about those dev teams that just slap code in, do no testing.
Read moreHigh Tech, New Jersey, United States
Throughout my career I've had the privilege of working with many consultants from McKinsey & Accenture to smaller boutique firms on a myriad of technology and process improvement projects. Chad and his team at Legendary Consulting are second to none in terms of acumen, expertise, foresight, and desire to help. Legendary was able to migrate us (Daas/SaaS firm) to Salesforce in record time with significant gains in productivity (true customer 360), velocity, and sales rep retention. If your looking for significant returns on your tech stack investments, you're in the right place. I'm happy to provide more detail and a reference so don't hesitate to reach out to me directly.
Read moreCEO at PhoneIQ, Texas, United States
We've been working with Legendary Consulting for little over a year now implementing HVS/CTI Solutions and more, to Sales and Service Cloud users. Chad Hammond and his team have proven to be the best consultant/partner we've came across so far. Their knowledge and experience about the ecosystem and the Salesforce platform is second to non, helping customers achieve their objectives in a very effective way. Everything from planning, to execution and deployment is carefully & professionally coordinated and their dedication and ongoing support makes their company unique and a trustworthy partner to grow your business.
Read moreFinancial Services, United States
They do a great job listening to your needs and getting the job done!
Read moreEngineering, Construction, & Real Estate, United States
Legendary Consulting helped us refactor our existing code that we've customized over the past several years. We were starting to run into issues where we were hitting governor limits, but they were able to rewrite a lot of our code and refactor our automations. In the end, our org is now running much more smooth and faster. They provided flow charts of our automations and before/after of our CPUs time. We're very impressed with the results of this project.
Read moreProfessional Services, United States
Legendary Consulting is a great partner when it comes to everything Salesforce. Chad's knowledge and commitment are second to none, and his team will work non-stop till they get the job done. If you are looking for a boutique Salesforce dev shop where you get personalized support and 100% dedication, I'd look no further.
Read moreSr. Product Analyst, 360 Degree Cloud Technologies
Chad and his team at Legendary Solutions helped us build a better version of our Salesforce Org that is optimized for large data sets and faster load times. The best thing about them is they engage with you and deliver the best you can think of. I would recommend "Legendary Solutions" any day over some hefty consulting business out in the market.
Read moreMr at Software Karnataka, India
They are a great partner to work with. We are working on multiple projects and very happy to collaborate.
Read moreCustomer Support at Kulturra, Philippines
Chad does really good in explaining issues and theories. He seems very knowledgeable in Salesforce and someone great to work with.
Read moreSenior Salesforce Administrator, Patch Lending
Legendary Solutions has helped us implement High Velocity Sales and PhoneIQ for the past several months and I've been extremely impressed with their knowledge of Salesforce and ability to execute creative solutions to any business problem. Chad and his team also worked tirelessly to help us refactor our org so that it runs more smoothly and efficiently. Read More
Read morePublic Sector, California, United States
Chad and the team at Legendary did a great job capturing the requirements, providing suggestions, and moving the project along. I especially appreciated their flexibility working with a difficult customer who kept changing the requirements almost daily. Chad has great patience and expertise, and both were needed to get the project done.
Read moreWe have worked extensively in the legal services industry primarily focused on implementation and maintenance of the Litify App, available on the Salesforce AppExchange.
We have had multiple clients in the Real Estate industry and would be happy to assist you in configuring a complete Salesforce solution for sales, lease, property management, condominium management, lending, and more!
We understand that in a fast-paced industry like Lending & Financial Services, response time can make or break a deal when competing for leads. We've implemented hundreds of automations to minimize the time from lead creation to initial outreach, including SLA tracking to ensure your sales team remains accountable!
Whether using WordPress, Commerce Cloud, Shopify, or even a custom site, we know the importance of a seamless and organized sales process. You should never have to copy/paste or manually generate emails and invoices for each sale. Let Salesforce professional services do that for you with automations!
In the dynamic world of Healthcare, swift response times are crucial for patient outcomes and satisfaction. We've implemented numerous automations to streamline the process from patient inquiry to initial consultation. Moreover, our systems prioritize HIPAA compliance and the security of PHI data to ensure the utmost protection for your patients' information.
The foundation of a successful project on the Salesforce platform is rooted in a robust discovery process. This involves understanding the unique needs of the business, conducting thorough research, and leveraging the platform's advanced analytical tools. By pinpointing the right strategies and solutions from the outset, projects are set on a path to achieve their objectives efficiently and effectively.
The design phase is pivotal in shaping the trajectory of a Salesforce project. It delves into understanding the project's feasibility, viability, and most crucially, its desirability—identifying the end-user and their preferences. Our design team meticulously assesses a business's immediate requirements while also anticipating future system needs. This foresight ensures we create solutions that not only meet present demands but also scale seamlessly, preventing bottlenecks and inefficiencies as the company grows.
Crafting a Salesforce app requires a blend of precision, functionality, and intuitive UI design. Our development phase is rigorous, ensuring that we consistently deliver high-quality apps within the stipulated timeframe. Beyond immediate requirements, we proactively consider the evolving needs of the business, integrating data management and relevant tools. This approach ensures our solutions are both robust and adaptable, ready to grow with your business.
Smoke Testing serves as a preliminary check, ensuring that the core functionalities of the Salesforce solution are operating as intended. It's a rapid-fire test, catching any glaring issues before diving deeper into the system. Following this, the User Acceptance Testing (UAT) phase begins. Here, end-users engage with the system, validating that it aligns with their expectations and real-world scenarios. This critical phase ensures that the solution not only meets technical specifications but also resonates with user needs and provides an intuitive experience. Together, Smoke Testing and UAT form a robust validation process, ensuring the solution is both technically sound and user-approved before final deployment.
Seamlessly migrating metadata between Salesforce organizations demands unwavering attention to ensure data integrity. In our professional services, we prioritize safeguarding against data loss during this critical transfer phase. Deployment is the culminating step, setting the stage for a Salesforce project to go live with confidence and precision.
After launching the Salesforce project, our commitment continues. We offer post-launch support services, encompassing maintenance, 24x7 issue resolution, and ensuring uninterrupted project operation. Our focus is to guarantee that the custom integration, implementation, and deployment translate into tangible, lasting benefits for your business.
Our managed service ensures that your Salesforce project receives continuous support from our expert consultants. This includes regular updates and modifications, adapting to the evolving operational dynamics of the platform. e're committed to ensuring your system remains agile, current, and high-performing.
At Legendary Solutions, we believe in the transformative power of innovation and automation. As a dedicated Salesforce consultancy, our mission is to provide small businesses and ambitious entrepreneurs with tailored solutions that drive growth, enhance efficiency, and reduce costs. Through our expertise and commitment, we aim to unlock the full potential of Salesforce, ensuring our clients not only meet but exceed their business aspirations. Together, we envision a future where technology and strategy converge, creating a seamless pathway to success.
We all do it, often without even realizing it. When stuck doing the same mundane tasks day in and day out, we tend to accept them as 'part of the job' and mindlessly click through the same multi-step processes or copy/paste data from A to B without giving it a second thought. Imagine the possibilities if you could eliminate 30, 40, or even 50% of those tasks through full or partial automation. Sales reps could make more calls; management could conduct more training or focus on business development. The world is yours! Stop wasting hours on excessive tasks that could be spent nurturing leads or building client relationships. Ask us how we can enhance your productivity by letting Salesforce handle some of that heavy lifting!
Salesforce development company how we can enhance your productivity by letting Salesforce solutions do some of that heavy lifting!
Salesforce consulting services are specialized services offered by certified professionals or agencies to help businesses maximize the potential of the Salesforce platform. These services encompass a range of activities including strategy formulation, implementation, customization, and ongoing support. Consultants assess a company's unique needs and tailor the Salesforce solution to best fit those requirements. This can involve integrating Salesforce with other systems, developing custom applications, or training staff on best practices. The primary goal is to ensure that businesses can effectively use Salesforce to achieve their objectives, whether it's improving customer relationships, streamlining operations, or driving sales growth.
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