Salesforce For Businesses

2020 Registered AMER Salesforce Partner Badge, Salesforce for businesses, Implementation and migration

 

 

ECHO Technology Solutions is a Salesforce Registered Partner with 50 years of combined experience working with businesses of all sizes. Our consultants design and implement sustainable solutions to help businesses grow through sales, customer and partner portals, and marketing communications. We provide implementation, migration, integration and administrator support services. 

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  • Complete View of Customers
  • Opportunity Management & Tracking
  • Activity Management & Tracking
  • Pipeline Analytics & Reporting
 

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Market Your Product

  • Lead Conversion
  • Automated Campaigns
  • Personalized Email Marketing
  • Campaign Management & Tracking
  • Marketing Analytics & Reporting
 

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Engage Your Community

  • Customer Support Portals
  • Channel Partner Portals
  • Peer-to-Peer Connections & Collaboration
   

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Interested in how Salesforce can help grow your business?

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What Our Clients Say

  • RetireOne

    “I appreciate both the technical skill and client service of the ECHO staff. I work with them for both Salesforce.com support and for custom development. I can count on ECHO to know the technology, prepare and plan the work, and keep me informed of progress. They have been true partners for us through multiple business cycles and transitions from project ramp-up to maintenance support.”

    Scott Strait, Founder & CTO, RetireOne

Salesforce Blogs

In not-so-breaking news, remote work is here to stay for many people around the world. For a lot of organizations, this was the sign from above to finally implement a cloud-based CRM like Salesforce s...

09/21/2020

General Features Work.com In response to the COVID-19 pandemic, Salesforce introduced Work.com, a collection of apps and services to help organizations prepare and respond to major events. Throug...

08/10/2020

ECHO’s mission to empower people and organizations through technology extends not just to our clients but to the greater community as well. In alignment with our mission and as part of our social im...

07/23/2020

Is it time for a new CRM system? Maybe you’ve known it for a while, but it’s easy to become complacent with technology and accept it for what it can and can’t do. Whether you are currently u...

06/18/2020

Whether you are a solo admin or have a whole team supporting your Salesforce org (lucky you!), there’s no doubt you have a lot on your plate besides managing your org. You might have an event y...

03/10/2020

General Features  Enhanced Related Lists (Generally Available) Previously released as beta in Summer ’19, enhanced related lists are now generally available in Lightning Experience! You can now s...

02/20/2020

Over the last decade, Salesforce has moved from being a just a CRM platform to a technology ecosystem offering an assemblage of applications focused on customer service, marketing automation, analytic...

01/22/2020

If you read my previous blog post, then you know that when I’m at Dreamforce, I like to attend product roadmap sessions to see what new features or products are in development at Salesforce. I...

12/03/2019

Dreamforce is exactly one week away, and soon hundreds of thousands of people will be walking around downtown San Francisco for the biggest event in the Salesforce ecosystem. This year will be my ...

11/11/2019

Do you have the (great) problem of drowning in gifts that need to be processed? These might be pouring in from your end-of-year direct mail campaign, or you might have collected onsite donatio...

11/06/2019

With the upcoming Winter ’20 release in October, Salesforce will start auto-transitioning organizations to the Lightning Experience. Lightning has only gotten better since it first launched in ...

06/12/2019

Fundraising events are a great way to engage with your organization’s donors and partners to showcase the impact of your work and thank them for continuing to support your mission.&nb...

04/25/2019

I was super excited to attend this month’s Bay Area Nonprofit User Group because the topic was “What Can Communities Do For You” and I’ve seen many organizations hugely benefit from th...

04/23/2019

The Salesforce Spring ’19 Release is now out in your production instances, as I’m sure you’ve noticed by the new image of Einstein on your load screens! Don’t worry, o...

02/11/2019

By now you’ve probably heard of Salesforce.org’s Nonprofit Cloud. In releasing this new Cloud last year, Salesforce elevates and calls out their focus on supporting nonprofits and developing a pl...

01/10/2019

If I needed a ride home, a place to stay when I’m travelling, or even a date on Friday night, I can open up an app on my phone and immediately be connected to people willing to pick me up, let me cr...

09/26/2018

Finding your Trail Even though this was my eleventh Dreamforce, it still came with that giddy and overwhelming “first day of school” feeling. Walking into a conference of 170,000 people, it can be...

10/10/2016

ECHO is out and about at this year’s Dreamforce conference, where we’ve been hearing a lot about the impact that Salesforce can have on the mission of nonprofits. Over 25,000 nonprofits now use Sa...

10/07/2016

Salesforce.org is doubling down on its support of the nonprofit community, providing enhanced and evolving features to turbocharge operations and maximize impact. By now, it’s well-known that the ef...

10/03/2016

Of all the various methods marketing professionals use to keep in touch, texting is fast becoming one of the most attractive. Emails can (and will) be ignored.  Phone calls are regulated, blocked, ...

02/01/2016

Even though it started as a business tool, Salesforce has quickly become part of the standard operating system for all kinds of organizations.  Just as businesses use the big data and workflow manag...

01/25/2016

Databases are fantastic because you enter data once and use it many times for many purposes. Follow the guidelines below to help your users run reports with ease and confidence, ensuring high user ado...

03/10/2015

The Harvard Business Review recently posted an article [SW1] covering the tremendous value for companies to have products with an open application program interface (API). We agree, in today’s tec...

01/28/2015

As you may know, Salesforce is a cloud based, secure platform that is incredibly customizable to meet a variety of business needs.  Did you also know that Salesforce offers single sign on for active ...

12/16/2014

Wouldn’t it be nice if we could press a button, pull a lever, mash a pedal and rise up out of the traffic, leaving all of the challenges of the road behind?  It certainly would, but it would also g...

10/06/2014

How many keys are on the key ring you carry around with you every day? For me, the answer to that question is eight.  I’d love to cut that number down if I could, and I don’t keep all my ...

09/08/2014