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Our Services
Automation Audits & Refactors
Unfortunately, while some automation tools are easy to pick up they can very quickly get you into situations where SOQL, DML, or CPU Timeout errors pop up regularly. We have vast experience refactoring existing automations to remove recursion and overlap that inevitably occurs over time if not managed from the beginning. Our comprehensive Automation Audit includes a per-object report outlining your existing automations, bottlenecks, red flags, and benchmark metrics before and after a refactor to provide a quantifiable visualization of where performance was improved. Ask for more details!
Custom API Integrations
We have extensive experience working with external systems to provide one-way push/pull or 2-way synchronization between Salesforce and any other app or service that has an accessible API Endpoint and/or webhook. Stop exporting reports from one system and manually uploading them to another. Let us help you cut hours, even days off your recurring task list!
Custom App Development
Need a critical feature but the only option is an App with high per-seat costs and license minimums? Have a great idea that you want to deploy to partner/peer orgs to allow direct synchronization between environments? Whatever you need, we have your back!
Data Migration, Backup, and Preservation
Data management can be tricky as your company scales or any time you transition from one app/platform to another. Let us help you with things your team may not have time for such as mass data updates, bulk record migration, and synchronization, data cleanup, and even backup and archival!
Extensive Customizations
Completely custom UI’s, replicating external websites on force.com sites, merging multiple steps or apps into a single streamlined process, even building out your own version of a feature or app you saw online… If you can explain it we’ll help you obtain it!
Governor Limit Audits & Refactors
Unfortunately, we all have to live with Governor Limits and system restrictions imposed by Salesforce. It’s easy to paint yourself into a corner where SOQL, DML, or CPU Timeout errors pop up regularly or prevent you from adding new automations to your Org. Our team specializes in refactoring existing processes and customizations for optimal performance and scalability. Our comprehensive Org audit packages include options to focus on specific areas such as automations, security, best practices, license usage, and more!
Every day we see ourselves and our team members wasting productive hours. It doesn't have to be that way!
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 fully or even partially automate the process. Sales reps could make more calls, management could conduct more training or focus on BD, the world is yours! Stop wasting hours on excise tasks that could be spent nurturing leads or building client relationships. Ask us how we can enhance your productivity by letting Salesforce do some of that heavy lifting!
Talk to an Expert
Exclusively Focused on all things Salesforce
Sales Cloud & Service Cloud
- Implementation Assistance.
- Managed Services.
- Process Optimization.
- Streamline your company processes.
- Integrations
- Custom Coded Applications
- … and more!
Digital Experiences (Formerly Partner & Customer Communities)
- Give your Partners and Customers a Branded individual experience where they can manage their Account.
- Team collaboration and communications
- Custom components and processes
- Drag and Drop site builder
- Easy to maintain!
Pardot & Marketing Cloud
- Initial Implementation
- Customized forms
- Campaign Management
- Template creation
- Reporting
Six Simple Steps to Maximize your Salesforce Investment
1. Discovery
With each new Project the first step should always be Discovery. During this phase, clearly identify your overall needs, challenges, known bottlenecks, bugs, etc., and provide a high-level walkthrough of your common use cases to the development team. Adequate background information provided upfront will ultimately result in a solution that not only provides you with the requested functionality you need but also seamlessly blend the addition into your existing processes with minimal interruptions.
2. Design
Once the development team has a solid understanding of your requirements and potential risks a senior developer and/or architect should work with the development and client teams to design a solution that not only meets your needs TODAY but also sets you up for future success! When it comes to design, there’s no such thing as too much detail so long as it is concise and well organized. Be thorough here and it will save you time once development begins!
3. Development
During development the team should regularly work with stakeholders either directly or through the assigned Project Manager to ensure deliverables are meeting the requirements and staying within the agreed upon budget. Prior to client review, each work item should be tested by a Quality Assurance Engineer and validated per requirements. Once confirmed, the stakeholder / SME responsible for the module should give their approval once they have completed testing of their own.
4. Deployment
Once the developer, QA, Project Manager, and client have all signed off on a work item or sprint a plan should be discussed to orchestrate the deployment into production. This will require stakeholder availability to re-test in production post-deployment to confirm functionality. It is critical at this phase to not only test the NEW functionality, but also any existing functionality that may have been inadvertently impacted by the deployment.
5. Post go-live Support
Once a project is deployed, stakeholders and development teams should closely monitor the org for unexpected errors over the first 3-5 days and report/fix/deploy any anomalies immediately. During this time there should be no new development in progress and all updates confirmed by stakeholders in sandbox and production orgs before closing the work item.
6. Managed Services
No matter how well you plan or design for the future there will always be maintenance required due to evolving company goals, new processes, security updates, and seasonal releases. While not required, it is recommended to consider adding a Managed Services Retainer for additional tasks and upkeep of your org. This is especially important if you typically use freelancers or non-certified admins to maintain your org. It is far easier to keep an environment organized and running well than it is to restore and rebuild after years of ad-hoc development.
Six Simple Steps to Maximize your Salesforce Investment
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Products
Devops PM
Devops PM is a 100% Native-to-Salesforce Project Management app to help your team stay organized and on schedule! Allow your customers access to hours reports and dashboards in real-time, automate invoice generation, and collaborate at the record level with Chatter or our custom Slack Integration. Log hours and track team productivity with our native timesheet system OR take advantage of our Clockify Integration for a more powerful data collection and productivity tracking tool!
Enhanced Flex Queue
Apex Batch jobs are very useful until you have too many running at once, too frequently, on large data sets, or any combination of the above. By default, the Apex Flex Queue in Salesforce only allows a maximum of 100 jobs to be enqueued at any given time. Any overflow is essentially 'skipped' until its next scheduled run. With our Enhanced Fex Queue, those limits are handled with a prioritized queue that lets you decide which jobs should execute first (by class name), and any overflow from the Standard Flex Queue is enqueued in the enhanced queue until space is available. Once a spot opens, the next prioritized job will be added to the queue and executed in sequence.
HVS - Enhanced Opportunity Cadences
High-Velocity Sales is a powerful Enterprise-Level tool for keeping teams organized and structured. In one of the recent updates, they included the ability to link cadences to Opportunities... but with some severe limitations. Out-of-the-box, HVS only supports having one opportunity in a cadence per contact at any given time. With EOC, you can relate multiple opportunities in cadences to a single contact! In addition, we have included a workaround for a feature-breaking bug within HVS itself that, as of this writing, causes the opportunity to be dropped from a cadence if you use the 'branching' feature in cadence steps and branch to a new cadence.
Find Our Partners on the App Exchange!
What Our Clients are Saying
We've been working with Legendary Consulting 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.
Justin Tortorich
Director of IT & CRM, M.S. Rau Antiques
Legendary Consulting 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 is one of the most patient people I have ever worked with - he will listen to your requirements and come up with a well thought out solution that follows Salesforce best practices. He and his team also worked tirelessly to help us refactor our org so that it runs more smoothly and efficiently. I've worked with many consultants in the past, but Legendary Consulting has been one of the most talented and hardworking Salesforce partners we have ever worked with.
Chelsea Strong
Senior Salesforce Administrator, Patch Lending
They are a great partner to work with. We are working on multiple projects and very happy to collaborate.
Sutirtha Roy
Consultant-Sales Engineer, CEPTES Inc.
We've been working with Legendary for about four months and have made great progress together. Our initial engagement was to obtain help implementing HVS for Salesforce (as a replacement to SalesLoft). Chad has deep experience with both HVS and our phone provider PhoneIQ, which is why we initially hired Legendary. The team has been really helpful and identifying issues and helping us improve our instance well beyond the scope of our initial engagement. We're excited to introduce new and better functionality to our sales team and appreciate the assistance we've received from Chad and the team.
Robert Greenburg
Chief Marketing and Technology Officer, Patch Lending
Chad and his team at Legendary Consulting 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 Consulting" any day over some hefty consulting business out in the market.
Sonam Malhotra
Sr. Product Analyst, 360 Degree Cloud Technologies
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. Sincerely, Adam Pagano Find me on LinkedIn as well: https://www.linkedin.com/in/adam-r-pagano-0184004/
Adam Pagano
Associate Director, Go To Market Strategy at IQVIA
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.
Anonymous
Project Survey Response
We hired Legendary Consulting to help us implement High Velocity Sales and PhoneIQ. They went above and beyond to not only help us get started and satisfy our requirements, but also identified issues with our org and refactored our existing code. They are incredibly knowledgeable of the Salesforce ecosystem and best practices. We're very satisfied with the work that has been produced over the past couple of months.
Anonymous
Project Survey Response
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.
Anonymous
Project Survey Response
They do a great job listening to your needs and getting the job done!
Anonymous
Project Survey Response
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.
Alex Goretsky
SharePoint & Business Applications, ITS
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.
Alvaro Vargas
CEO, PhoneIQ
Industry Collections
Legal Services
We have worked extensively in the legal services industry primarily focused on the Litify App, available on AppExchange, in partnership with Empiric Solutions.
Real Estate
We have had multiple clients in the Real Estate industry and would be happy to assist you in configuring a complete software solution for sales, lease, property management, condominium management, lending, and more!
Financial Services
We understand that when competing for leads in a fast-paced industry like Lending & Financial Services, response time can be the variable that makes or break a deal. We have implemented hundreds of automations focused on reducing the time gap from Lead creation to initial outreach, including SLA tracking so you can hold your sales team accountable!
Retail Sales
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 do that for you with automations!