Powering Your Success in the Cloud with Salesforce

Axis Consulting helps organizations and businesses meet their goals with the Salesforce platform. Use our skills to strategically implement Salesforce for your business.

At Axis Consulting, we make Salesforce work for YOU. Whether you’re new to the platform or looking to optimize your setup, our certified Salesforce experts are here to help you achieve your goals with ease and efficiency.

Why Choose Axis Consulting?

We simplify Salesforce implementation and empower your team to unlock its full potential. Here’s how we help:

Seamless Onboarding

From setup to customization, we make Salesforce fit your business perfectly.

Lead & Opportunity Management

Organize, prioritize, and track every deal to ensure nothing slips through the cracks.

Custom Workflows

Automate repetitive tasks, streamline approvals, and keep your sales cycle moving smoothly.

Reporting & Dashboards

Access real-time data and insights to measure performance and make smarter decisions.

Integrations That Work

Connect Salesforce with your favorite tools like Slack, Zoom, Calendly, Pipedrive, and more.

AI-Powered Features

Leverage Salesforce’s Einstein AI to get predictive insights and recommendations.

Salesforce Mobile

Stay connected to your business on the go with a fully optimized mobile experience.

End-to-End Training

Equip your team with the knowledge to maximize Salesforce’s features and make adoption seamless.

Your Success, Simplified

Salesforce can transform your business – but implementing it can feel overwhelming. That’s where we come in. At Axis Consulting, we handle the complexities so you can focus on what matters most: growing your business.

Ready to Transform the Way You Work?

Speak with a Salesforce expert today and let us guide you through a stress-free, efficient implementation process. Together, we’ll build a system that works for your business now – and as you grow.

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Looking for help but don’t know where to start? Choose Axis Consulting. We help companies streamline their process with automation by unlocking the power of technology. Fill out the form below and we will be in touch shortly.

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SALESFORCE RECOMMENDED APPS & INTEGRATIONS

Here are some of the top Salesforce Apps & Partners that we work with

Create and send agreements for signature, trigger actions, track status, and automatically store agreements to the original record with our Lightning Ready integration that works in Sales Cloud, Salesforce CPQ and Service Cloud.

Blackthorn Payments makes processing payments simple. Manage events efficiently and easily, with Blackthorn.

Solve data collection problems and save time, money, and effort with FormAssembly, the all-in-one web form builder and data collection platform for Salesforce.

Meet Pardot: Smarter marketing automation on the world’s #1 CRM. Pardot empowers marketing and sales teams to work together to find and nurture leads, close more deals, and maximize return on investment.

Adobe Sign enables you to create, send, sign, track and file agreements quickly & securely right in Salesforce. Get started with a 30-day free trial, included when you install the app.

PandaDoc offers document automation software that provides built-in electronic signatures, document builder, CPQ functionality, and workflow management.

Unlock customer intelligence and insights with the Five9 Plus Adapter for Salesforce. Five9 provides a full set of Contact Center capabilities including ACD, IVR, CTI, and Predictive Dialer functionality.

Build beautiful, mobile-friendly surveys. Automatically send surveys after every customer interaction. Sync real-time response data into Salesforce. The #1-rated CSAT, NPS survey solution according to AppExchange ratings & Salesforce Solution Engineers.

Distribution Engine is an easily configurable, intelligent, rules-based lead assignment engine that ensures your Leads, Opportunities, Contacts (any standard or custom SFDC object) are automatically distributed to the right team member at the right time.

Eventbrite for Salesforce is an integrated application built by Beaufort 12 that allows you to better manage events from within Salesforce. It is part of our Integrated Apps suite that allows you to obtain a 360 marketing view in Salesforce.

Easily add text messaging to Salesforce with the global leader in cloud communications. Use Salesforce data and components you know to customize SMS messaging and report on results.

Improve and better manage Salesforce data. From deduping to importing and even migrating data, Cloudingo makes it easier to manage your Salesforce org. Find duplicates within your existing records and easily merge them.

Multi-Carrier Shipping brings 60+ shipping carriers inside Salesforce. Ship orders and track packages with carriers such as FedEx, UPS, USPS DHL, Canada Post, TNT, DPD and more. Integrate easily with Cases, Orders & any other object.

Today’s top companies know the value of better sales data—smarter scoring, targeted prospecting, and more revenue won. And since Clearbit handles data entry automatically, your reps have more time for prospects.

Make updating data in Salesforce fast & easy. Save time & increase adoption by giving users a spreadsheet-like workspace where they can manage all of their data from one screen. Quickly configure grids for any user or process. Top-rated grid solution.

DupeBlocker is an enterprise capable, real-time duplicate prevention solution developed on the force.com platform. Admins can stop duplicates from end-user entry, web-to-lead, and other integrated systems using out-of-the-box or custom configuration.

Streamline your opportunity to cash process, manage revenue precisely, and generate real-time financial analysis & audit trails with ease. FinancialForce cloud accounting software puts your core financial management functions all on Salesforce.

Boost administrator productivity and efficiency by simplifying data management with this suite of data quality tools that deduplicate, standardize, verify, import, and more!

Sync Gmail, Outlook O365 emails, and events to SF. See real-time customer intelligence from SF. Unlimited Attachment, Email Tracking, and Mail Merge Templates. Create Leads, Contacts, Accounts, Opportunities.

Salesforce

Powering Your Success in the Cloud with Salesforce

Why Choose Axis Consulting?

Your Success, Simplified

Ready to Transform the Way You Work?

Get in touch

Speak with
an Expert

Let us know about the service you need

SALESFORCE RECOMMENDED APPS & INTEGRATIONS

Verticals Served

Quick Links

Services We Offer

Salesforce

Powering Your Success in the Cloud with Salesforce

Why Choose Axis Consulting?

Your Success, Simplified

Ready to Transform the Way You Work?

Get in touch

Speak with an Expert

Let us know about the service you need

SALESFORCE RECOMMENDED APPS & INTEGRATIONS

Verticals Served

Quick Links

Services We Offer

Speak with
an Expert