Salesforce CRM Solutions

Increase Leads – Close More – Loyal Customers

Salesforce CRM the way it’s meant to be used.

Salesforce Solutions & Services

These solutions help you ensure that your software system delivers a complete end-user CRM experience through the entire customer relationship. XTIVIA’s Salesforce CRM solution is embedded in an entirely cloud-based mobile development platform that is enhanced by our expert implementation and integration services.

Enjoy a seamless transition from Salesforce Classic to Salesforce Lightning. Lightning provides features like Enhanced User Experience, Configurable User Interface, and Innovative Management of Lists via Kanban views. Gain improved User Adoption with our tailored On-site User Training. Boost reporting capabilities with improved Analytics & Dashboards and unleash machine learning with Einstein’s artificial intelligence capabilities.

Choosing an implementation partner is as important, if not more so than your choice in the software itself. At XTIVIA, we take great pride in our proven implementation methodology for CRM which is reflected in our outstanding customer satisfaction record. Our consultants work closely with your team to design, optimize, and deliver a solution that best meets the needs of your business and your users.

Training plays a key role in the implementation of Salesforce CRM. Effective end user and administrative training helps achieve the highest levels of end user satisfaction and IT self-reliance. The experienced training staff at Xtivia offers end user and administrative training for Salesforce CRM.

Did you know that integration transactions now represent more than half of all the traffic Salesforce supports each day? With XTIVIA’s CRM services, you can easily integrate Salesforce into third-party ERP and financial applications.

From extending the functionality of the pre-built Chatter Mobile app or utilizing the Mobile SDK to build custom mobile apps, our team of certified Salesforce engineers can explain your options and suggest solutions to best meet your needs.

Get a true 360-degree view of your customers by leveraging the power of the platform through custom-built integration applications, third-party ETL tools or Salesforce Canvas.

Your interaction with customers and partners is the key component to differentiation in the marketplace. The enhanced capabilities of Salesforce Communities delivers that one-on-one experience at all levels and will define the customer relationship for your organization.

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remoteCRM Salesforce Certifications

How we can help?

Consulting and

Use our certified admins and developers as your advisory partners throughout your Salesforce implementation and ongoing operations.

remoteCRM Admin

Manage Fields & Relationships, User & Profile updates, Reports and Dashboards, Page Layouts processes or troubleshooting with convenient admin services.

Lightning Migration

Take advantage of the latest Lightning Experience when our trusted experts ensure your migration is pain-free.

Legacy CRM System Migration

Update your existing CRM data and infrastructure by migrating to the most current version of Salesforce.

Seamless Integrations

Integrate Salesforce with other enterprise systems for a unified view of your customer, automated and synced systems for increased sales productivity and employee efficiency.

Custom Platform Development

Satisfy business needs with custom apps built on the platform for your organization’s performance targets.

How does increased profitability and improved employee productivity sound to you?

“The scheduling application, which was built from the ground up, had a 100% adoption right from start, completely replacing our previous solution and it has become essential to our daily operations in all of our 32 clinics. Ultimately, the project was a “great success” and, based on the quality of craftsmanship and professionalism exhibited by XTIVIA, we have already launched the second phase to add even more features and functionalities to the solution.”

Delano Ligu | CTO, Greenbrook

“XTIVIA was our implementation partner along with our ongoing administrative partner for all things Salesforce. Mike and his team did a great job with our implementation by working with us to ensure Salesforce was set up to meet our needs not just install a program. We would recommend them for anyone else implementing Salesforce.”

Laurie Hayek | Chief Compliance Officer, Argent Capital

The Ten Essential Steps for a Successful CRM Implementation

Having a solid CRM strategy is important for building long-term success with your clients.Having a clear CRM strategy will allow your business to flourish.

1. Determine your budget  check icon

2. Ensure you have high-level corporate adoption  check icon

3. Create an internal CRM Team  check icon

CRM and Manufacturing Live Session
CRM and Manufacturing Live Session

Who Are We?

Since 1992, XTIVIA has served thousands of customers as an innovative B2B technology solutions, custom development and consulting services firm.

Relationships matter with XTIVIA; our goal is to develop long-term relationships with our customers to be their trusted tech partner – for life.

Want to know more?

Optimizing your Salesforce investment and leveraging your time by working with Remote CRM’s experts is a next-level business success conversation. Let’s talk through your goals and targets so we can explore our mutual fit.