Salesforce Remote
Application Management

Reduce costs, mitigate risk, and maximize the value of your
Salesforce investments while freeing up critical IT resources—
let us handle the daily complexities of your business-critical software.

Leave It to Salesforce Experts

You’ve got a lot to think about during your workday. Managing the software systems that keep your operations running doesn’t have to be one of them. Tokara’s Remote Application Management Solutions for Salesforce allow you to completely outsource all of the administration related to Salesforce, optimizing your IT investments and simplifying application management. This means you can get back to core business sooner, while preserving valuable internal resources and reducing the operating costs and capital associated with traditional dedicated hardware.

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From initial user setup to ongoing monitoring services, our comprehensive lifecycle support includes enterprise-wide system control, so you can enjoy all the benefits your Salesforce applications offer without day-to-day management complexities and time-consuming maintenance activities. Designed specifically for Salesforce, our Remote Applications Management Solutions ensure you get the most out of the software you rely on daily to drive customer engagement and outreach.

Customer-Focused Expertise

Our remote team of skilled Salesforce experts combines an understanding of unique business environments with unparalleled, comprehensive software knowledge. This means we’re perfectly positioned to take care of all your Salesforce integrations, from single-license startups to global deployments. We’ll maintain your systems in the ways that make the most sense for your company, keeping in mind your specialized business objectives and critical business activities for a truly seamless operation that feels as natural—and secure—as centralized control.

Organizational Monitoring

Tokara’s Remote Application Management Solutions for Salesforce also provide Apex job monitoring, as well as monitoring related to Salesforce-specific parameters, including data limits, API limits, and license limits.

Integration Management

With security and maintenance handled centrally by Salesforce, Tokara’s Remote Application Management team can ensure all your integration management and monitoring are efficiently handled, giving you peace of mind and freeing your team to focus on core business issues.

We also assist with and facilitate critical tasks that can be tedious when tackled internally, such as database cleanup and de-duping. For many clients, we also provide maintenance and support for third-party integration tools (e.g., Jitterbit, Talend, Informatica, etc.).

Organizational Maintenance

As part of Tokara’s Remote Application Management Solutions for Salesforce, we provide multiple org management, including end user management, license management, and sandbox management, up to enterprise-level scenarios that may include multiple orgs and/or global deployments. Tokara’s Salesforce consulting team also communicates critical roadmap milestones, such as future Salesforce releases and enhancements to ensure appropriate planning to optimize your business’ use of Salesforce.

Robust Administration & Support

As part of our standard Remote Application Management Solutions for Salesforce, the Tokara Salesforce consulting team provides a broad array of services:

Application tuning (Apex code reviews)
Management of security settings and performance of regular security/configuration audits
User set-ups and deactivation, including ownership transfer of accounts/ contacts/ and opportunities
Data audits to help uncover data integrity issues or opportunities to increase process improvement
Execution of all configuration changes within Salesforce
Creation of email merge templates
Development of reports and dashboards
Performance of manual or automated data entry
Creation/modification of lead assignment rules
Modification of the sharing model, as required

Unsurpassed
CRM Expertise

At Tokara, our consultants have experience with hundreds of CRM projects across a range of industries, from small businesses to Fortune 500 enterprises. Whatever your CRM project might entail, we're certain we have seasoned professionals to guide you to the results you need.

16

Average Years in
CRM Consulting
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467

Number of CRM
Implementations
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97.6

Client Service
Rating
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27

Average Years
in Tech Consulting
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Need the best CRM consultants?
We have the magic combination.

1

Best Pivotal CRM Resources Worldwide

For nearly a decade, Tokara has been home to the finest and most highly skilled engineers, developers, and consultants from across the globe who focus on Pivotal CRM.

2

Specialized Team of Hybrid Salesforce/Pivotal CRM Engineers

Alongside its globally recognized Pivotal CRM engineers and consultants, Tokara fields top-tier Salesforce resources, as well as a select set of hybrid Pivotal/Salesforce engineers, developers, and consultants, whose expertise allows them to operate fluidly and effectively in and around either flavor of CRM.
3

Salesforce Platinum Partner Resources

We also have access to the resources of our sister company—Stratus360 U.S.—the American arm of Salesforce Platinum Consulting Partner Stratus360, headquartered in Toronto, Canada.

Tokara provided a huge level of effort working with my team to help us deliver our upgrade to the business on-time, ahead of their end of year business activities.

C. PiercePrincipal Financial Group

We deliver a full suite of end-to-end CRM
solutions to our clients every day.

Know Where to Start.

  CRM Evaluations

While most clients know precisely the outcomes their business needs to achieve, most are also less certain about the current state of their technology (functioning with their people and processes), or how to compare and evaluate potentially competing solutions with regard to ‘best fit’ for achieving the business results they’re looking for. That’s where we come in.

Think Big Picture.

  CRM Strategy & Planning

We know the best outcomes are achieved when clients are able to integrate and optimize the mix of people, processes, and technologies they’ve invested in to reach their unique business goals. That’s why the Tokara team works hand-in-hand with clients to define strategy that aligns their existing and new assets and priorities with the results they need to achieve.

Act as Trusted Advisor.

  CRM Consulting

At the center of every engagement is consulting. And because we partner with the leading ‘people-centric’ software companies (Salesforce, Marketo, QlikView, etc.), we are able to truly act as trusted advisors and honest brokers to our clients—designing the best solution using the best technologies for their unique requirements and use cases.

Have a Bias for Action.

  CRM Implementations

Implementation transforms strategy into business value. So whether our clients want to migrate from legacy software, implement a new technology from the ground up, or even buy themselves some time by bridging the gap between the old and new, our technical depth means the solution we implement will maximize their return on technology investment.

Make It Personal.

  CRM Customizations

We always start by ensuring clients can access all the standard functionality a technology offers, but when unique business requirements demand a bit of code tweaking to perfect the alignment between the client’s needs and what the technology delivers, our developers are available for any needed customizations.

Deliver Reinforcements.

  CRM Staffing

At the end of the day, customer enablement is why we’re here—and we know what the client needs is rarely ‘one size fits all.’ So whether they’d like us to transfer knowledge through on-site training of an individual or a team, or simply to put one or more of our own team members with specialized skills in place for a period of time, we’re ready to make it happen.

Accelerating our clients'
time to business value

We help our customers connect with their customers—harnessing CRM and related 'people-first' technologies to create the irresistible experiences that drive profit and growth.

There’s no question the Tokara team has solid expertise in Pivotal CRM – but the added component that makes working with them entirely different is that their expertise comes with a commitment to partner in whatever way is best for that client.

Ginelle DavidsonMIS Director, Kantar Retail

Rarest of relationships &
best of 'all-things-CRM'

1

Tokara Solutions & Stratus360—the Backstory

As the top Pivotal CRM consultancy worldwide for more than 7 consecutive years, Tokara Solutions was established in the U.S. in 2009, alongside its sister company, Stratus360—a Salesforce Platinum Partner, headquartered in Toronto, Ontario, Canada. Underscoring the depth and breadth of the relationship between these two industry-leading CRM consultancies, Tokara's president Shawn Grant also maintains ownership of Stratus360’s American presence—Stratus360 U.S.—giving Tokara unique access to Salesforce Platinum Partner resources.
2

Stratus360—Belle of the (Platinum) Salesforce Ball

Tokara’s 'sister company' Stratus360 operates at the very highest tier within Salesforce as a Platinum Consulting Partner. Stratus360’s engineers, developers, and consultants have passed the almost impossibly stringent requirements Salesforce demands of its partners at this level, leaving little question that this unique team is able to bring together the best of 'all-things-CRM' for its clients.

Tokara CRM Resources & Downloads

CRM Evaluation & Selection Consulting Services (Tokara Solutions, Datasheet)
Redefining Partnership in Kantar Retail Pivotal CRM Upgrade (Tokara Solutions, Testimonial Datasheet)
Pivotal CRM Performance Health Check Services (Tokara Solutions, Datasheet)
Pivotal CRM Upgrade Services (Tokara Solutions, Datasheet)
VisualForce Development Salesforce Consulting Services (Tokara Solutions, Datasheet)
Apex Development Salesforce Consulting Services (Tokara Solutions, Datasheet)
Hosted Salesforce Integration Services (Tokara Solutions, Datasheet)
Salesforce Platform Consulting Services (Tokara Solutions, Datasheet)
Salesforce Marketing Cloud Consulting Services (Tokara Solutions, Datasheet)
Salesforce Service Cloud Consulting Services (Tokara Solutions, Datasheet)
Salesforce Sales Cloud Consulting Services (Tokara Solutions, Datasheet)
Salesforce CRM Consulting Services (Tokara Solutions, Datasheet)
Staff Augmentation Solutions for CRM and Marketing Automation (Tokara Solutions, Datasheet)
CRM Solutions (Tokara Solutions, Datasheet)
Professional Services (Tokara Solutions, Datasheet)
CRM Consulting (Tokara Solutions, Brochure)

Can you afford to wait?

Schedule a call or demo with a Tokara CRM consultant today.