Salesforce & Tableau
Salesforce
Whether you’re just getting started with Salesforce or operating in a mature environment, PEOPLE set the ceiling for your success. As a certified Salesforce Partner, Brooksource provides the expertise and resources to bring your vision to life. Our encompassing solutions are tailored to meet your organization’s challenges and maximize your investment. In a competitive market with high demand and costly resources, Brooksource is your trusted partner for Salesforce needs.
Ask Us About
Elevate – Our Workforce Transformation Program
Zero Cost Assessments
GenAI Capabilities & Services
Migration to Industry Clouds
Many legacy customers are migrating from their initial CRM products to industry clouds to take advantage of industry-based customizations and future version upgrades. From initial advisory to post-migration support, Brooksource’s adaptable services can help at any stage of your migration.
- Configuration & Customization
- Data Migration
- Integration & Testing
- Deployment & Go-Live
- Post Migration Support (Elevate)
Data Backup & Recovery Implementations
While Salesforce offers basic data backup and recovery, its limitations in restoration, compliance, and scalability lead many organizations to implement third-party solutions like AutoRABIT Vault, OwnBackup, or Spanning Backup, to ensure comprehensive and reliable data protection.
- Gap Analysis on Current Backup Capabilities
- Define Backup & Recovery Procedures
- Documentation of Initial Configuration
- Configuration of Backup Settings
- Run Initial Backup & Data Verification
- Test Initial Data Recovery Processes
- Schedule Data Backups & Monitor First Few Rounds
Data Cloud Migration
Data Cloud significantly enhances the capabilities of Einstein AI, by providing comprehensive, real-time data, leading to more accurate predictions, better personalization, and improved customer experience.
- Data Cloud & Integrated Data Sources Mapping
- Data Governance Policies & Procedures
- Define Data Structure, Relations, & Storage in Data Cloud
- Migrate Historical Data from Legacy Systems to Data Cloud
- Data Ingestion, Storage, & Processing Rules
- UAT, System, & Unit Testing
Business MRI & Risk Mitigation Program
In the era of Digital Reinvention, the Business MRI and Risk Mitigation program ensures your Salesforce ecosystem drives business success. By uncovering hidden opportunities and diagnosing potential weaknesses, this program provides actionable insights that optimize your Salesforce investment, positioning your company to lead and thrive in a rapidly evolving market.
- Initial Consultation & Data Collection
- System Review & Configuration Analysis
- User Feedback & Performance Evaluation
- Benchmarking Against Best Practices
- Comprehensive Recommendation Report
- Tactical Roadmap & Next Steps
Tableau & Analytics
From data analytics consulting to enterprise business intelligence, we design and develop solutions to help you leverage the true power of your data. In today's world, we understand the challenges of determining what is “sacred” to your business. Our team takes the personalized approach of putting the needs of your business first and developing customized technology solutions to enable growth.
- Artificial Intelligence
- Dashboard Creation & Reporting
- Training & Adoption
- Performance Issues
- Platform Upgrades
- Backend Optimization
Looking for unique and personalized service that is catered to your industry?