SalesPath is a registered Salesforce consulting partner. We focus 100% on Salesforce. This gives you the greatest level of Salesforce skills and knowledge. While we have experience with companies of all sizes, we focus on companies with 30 to 500 employees with affordable services. We help these companies to get off to the right start with Salesforce.

Companies using Salesforce often want to solicit feedback and gather information directly from their customers and then save this information in Salesforce to take advantage of its analytical tools and shared Cloud database. FormAssembly makes this effort simpler and affordable for nearly every Salesforce customer. Streamline visual editing and publishing makes it easy to create and manage complex forms. Dynamically resizes across all browsers and mobile devices, ensuring the best user experience — no matter how your users encounter your form. Form Assembly has unmatched integrations, you can create Web-to-Anything forms with Salesforce, collect payments with PayPal, Stripe, and Authorize.Net, and connect to the apps you already use and love.

Conga

Conga Composer®

Conga Composer® produces sophisticated documents such as account and opportunity profiles, proposals, quotes or call sheets with information gathered from multiple Salesforce objects. Mass-merging letters and labels can be produced in less than a minute with the Composer wizard. Conga Composer saves hours of re-keying with a merge-to-Excel option that allows precise positioning of Salesforce field values in specific worksheet cells, instantly populating Excel-based proposals, quotes and reporting solutions. Conga Composer also integrates with the DocuSign e-signature system for a complete quote-to-agreement process.

Conga Sign®

Conga Sign® is an eSignature application made specifically for Salesforce that tightly integrates with Conga Composer. Users can initiate an eSignature process from any object in Salesforce using pre-defined templates or by adding signature tags in real-time. All signing activity is tracked and updated in Salesforce, the result being a legally valid electronic signature.

Conga Orchestrate®

Conga Orchestrate® lets you easily configure, automate, and manage large numbers of workflow steps without any coding or custom development from your Salesforce environment. Steps can be triggered based upon the completion of one or more preceding steps in a Process Template. Steps can create Tasks (including a Checklist for the Task), Send an Email Message, Update a record, or generate a Conga Composer document. A Visual view gives a Gannt like perspective of the status of the Process.

Conga Grid®

Conga Grid® enables Salesforce customers to manage, visualize, and navigate data more efficiently on multiple records at the same time from a single, actionable grid. Grids can be viewed from Tabs or from within a Salesforce record.

Cloudingo digs deep to clean your Salesforce data however you’d like. Removing duplicates can be complicated, but Cloudingo takes away the frustration, leaving you with clean and more reliable data. Delete unnecessary, stale records, upload .csv files and scan for duplicates, create new records, and update ones that already live in Salesforce. Control access to Cloudingo with permissions-based log-ins. Using customized rules, modify field values for large groups of records. No coding required. Automate on a schedule which runs in the background. Shuttle data from your ERP through Cloudingo to Salesforce to leverage master data management systems. Keep tabs on your data cleansing process so you can identify trouble areas and stay ahead of dirty data

Docomotion generates quotes, invoices, orders, service documents & much more with data dynamically merged from multiple Salesforce standard or custom objects into HTML, PDF, Microsoft Word or In-Mail-Body forms. You can send documents from your computer while sitting at your desk or from your mobile Salesforce. Forms also can be interactive, allowing your customers to make changes to the form that then sync back to Salesforce. An inline signature option also is available. Docomotion forms also can be embedded in a Salesforce Process or Flow to send to customers automatically. Docomotion is very affordable with no minimum number of users. SalesPath can design and create forms for you and incorporate in Processes.

Avalara is one of the few state-certified providers for Streamlined Sales Tax (SST), they offer free sales tax services in nearly half of the U.S. for eligible businesses. Avalara plugs into the systems and solutions you already use, with more than 700 prebuilt connections into ERP, ecommerce, and other applications, plus an advanced API. Avalara pushes updates to their system on changing tax rates and rules with no interruptions to your service.

DocuSign is the most popular electronic signature application for Salesforce CRM. DocuSign can speed up the signature gathering on quotes, orders, and contracts – some claiming that 90% of contracts are signed the same day and 70% within the hour when sent via DocuSign. It also reduces time spent handling and tracking documents and eliminates costs of paper, ink, printing, faxing and mail. DocuSign integrates with Conga Composer, allowing you to merge Salesforce data into your forms and agreements and send to customers with a single button click. SalesPath consultants have experience in integrating DocuSign with Conga Composer and Salesforce, and is the go-to DocuSign SMB partner in the Northwest.

TIBCO Cloud™ Integration app allows non-programmers to integrate Salesforce directly with SQL databases such as ERP systems for scheduled or real-time processing. The app also allows for create API integrations such as REST without programming.