Service Offerings
Delegate is excited to offer three distinct tiers of service to meet the Salesforce administration needs of forward-thinking businesses.
Envoy
Extra hands for supporting the most common day-to-day operational Salesforce tasks
Core Salesforce Administration
Custom fields & objects, profiles & permissions, data import/export, reports & dashboards, flows, native configuration, QA testing, bug fixes, org audits
Fundamental Projects
Health check, sales stage configuration, lead routing, notifications, territory assignment, workflow definition, validation rules, data deduplication, technical documentation, change management
Basic Integrations
Examples include: Slack, Gong, Linkedin Sales Navigator, Workato, Zapier, Automate.io
Emissary
Advanced Salesforce Administration
Salesforce org optimization, products & pricing configuration, CPQ maintenance, Lightning migration
Foundational Projects
Net-new implementation, tool evaluation, data modeling, stakeholder documentation, training & enablement, release planning
Essential Integrations
Examples include: Hubspot, Outreach, Salesloft, Leandata, Clearbit, Chilipiper, Zoominfo, Ringlead, Demandbase, Conga, Docusign, Zendesk, among others
Ambassador
Specialized skill sets for organizations planning or executing business transformation initiatives
Architectural Platform Management
CPQ implementation, APEX, data modeling, managed package creation
Transformative Projects
Salesforce org merge, business process modeling, solution architecture, data architecture, tool recommendations, lead management, DevOps process
Complex Integrations
Examples include: Marketo, Pardot, Netsuite, Gainsight, Zuora, Boomi, Mulesoft, among others
Start driving
results.
No more restrictive SOWs, mind-numbing meetings, or missed deadlines.
