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
Custom fields & objects, profiles & permissions, data import/export, reports & dashboards, flows, native configuration, QA testing, bug fixes, org audits
Health check, sales stage configuration, lead routing, notifications, territory assignment, workflow definition, validation rules, data deduplication, technical documentation, change management
Examples include: Slack, Gong, Linkedin Sales Navigator, Workato, Zapier, Automate.io
Emissary
Advanced capabilities for organizations leveling up their operations through technology
Salesforce org optimization, products & pricing configuration, CPQ maintenance, Lightning migration
Net-new implementation, tool evaluation, data modeling, stakeholder documentation, training & enablement, release planning
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
CPQ implementation, APEX, data modeling, managed package creation
Salesforce org merge, business process modeling, solution architecture, data architecture, tool recommendations, lead management, DevOps process
Examples include: Marketo, Pardot, Netsuite, Gainsight, Zuora, Boomi, Mulesoft, among others
Start driving results.
No more restrictive SOWs, mind-numbing meetings, or missed deadlines.