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Text Content


 

 

 * UPCOMING EVENTS
 * ABOUT
 * YOUTUBE
   
 * QUICKSTARTS
    * SALESFORCE
    * PARDOT

 * CONTACT
 * ACADEMY
 * AFFILIATES
 * MAKE PAYMENT

(404) 445-2828
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MAKE A PAYMENT TO CYPRESS (PAY AN INVOICE)

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NOW ACCEPTING 2022 TRAINING PROGRAM REQUESTS

Enabling Sales & Marketing Teams through Training, Development, Cloud Consulting
& Automation.

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Salesforce Certified Consultants, Admins & Developers

Experienced Salesforce Training Teams (400+ Projects Delivered)

Flexible Solutions for Small Businesses using Salesforce & Pardot

FEATURED EVENT
3-Day Salesforce Admin Bootcamp
Jan. 18-20
Enter promo code CYPRESS25
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UPCOMING EVENTS


CYPRESS :
[ SOLUTIONS, ANSWERS, RESULTS ]



We're here to help you become Successful with Salesforce!

Cypress has helped Operational Product Owner leaders make MILLIONS by empowering
their teams with better Salesforce Knowledge.

Our team of talented consultants and trainers help businesses like Ericsson work
more confidently in Salesforce.

Learn More about our Salesforce Quickstart

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CRITICAL BUSINESS INSIGHTS IN REAL-TIME

Access to Critical Business Insights at your fingertips


AUTOMATE MARKETING OPERATIONS

Automatically Qualify, Prioritize and Route leads


STREAMLINE CRM PROCESSES

Automate complex business processes through your CRM and Marketing Platform


WE ARE ALIGNED WITH THE FOLLOWING TECHNOLOGY PROVIDERS:

Learn More

As a Registered Salesforce Partner, we specialize in helping Sales & Marketing
teams operationalize Pardot and Salesforce. Our approach to implementation &
consulting is to elevate your teams' competencies while quickly and effectively
delivering technical & creative solutions.


Get Qualified

As a Qualified Partner, our team specializes in optimizing on-site
Conversational Sales & Marketing with Contextual chatbots, and integration for
automating processes between Qualified Chat, Salesforce & Pardot.

Learn More Get Shopify

As a Shopify Partner, we help with Design, Installation, Application Management,
Customization, SEO, Automation, Advertising and custom Integration with
Salesforce & Pardot.

Learn More Download WordPress

We can Help Install, Configure, Design, Maintain & Optimize your WordPress site.
We have spent years building sites and applications on the platform.

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SALESFORCE SALES CLOUD QUICKSTART

Everything you need to get started with Salesforce Sales Cloud

10 HOURS OF LIVE, CERTIFIED CONSULTANT-GUIDED, INTERACTIVE WORKSHOPS DESIGNED TO
GET YOUR TEAM UP AND RUNNING IN SALESFORCE LIGHTNING:




GET STARTED QUICKLY AND CORRECTLY WITH YOUR CRM

AUTOMATE YOUR CRM TASK FOR EFFICIENCY & SCALABILITY

GET YOUR TEAM USING SALESFORCE RIGHT AWAY

NEXT SALESFORCE ADMIN BOOTCAMP IS JAN. 18-20
ENTER PROMO CODE CYPRESS25. SPACE IS LIMITED!

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PAY-AS-YOU-GO SALESFORCE CONSULTING

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PURCHASED PAYG SALESFORCE CONSULTING HOURS CAN BE USED TOWARD THE FOLLOWING
SERVICES:

 * Online Screen-Sharing Sessions with a Salesforce Certified Consultant
 * Discovery & Advisory Calls
 * Configure Users, Role-Based Profiles & Permission Sets
 * Develop Permission Sets
 * System Security Configuration
 * Build Custom Objects
 * Configure Custom Fields
 * Configure Salesforce Mobile App
 * Enable Field-Level Security
 * Create User Guides & Documentation
 * Development of In-App Help Guides

 * Develop Custom Views
 * Installation of AppExchange Packages
 * Data Migration from Legacy Systems
 * Email Templates
 * Configure Workflows and Automation
 * Opportunity Tracking
 * Gmail/Outlook Salesforce Sync
 * Develop Custom Reporting
 * Business Intelligence Dashboards
 * End User Training

GET STARTED


SALESFORCE WORKSHOPS

1:1 COLLABORATIVE WORKSHOPS. WE WORK TOGETHER WITH YOUR TEAM ONLINE. SOME OF THE
THINGS WE CAN COVER:

 * CRM Configuration: Discovery, Org Design & Data-Mapping Session - 12 hours
 * CRM Configuration: Implement Standard Objects
   (Lead,Contact,Account,Opportunity) - 20 hours
 * CRM Configuration: Create Custom Object - 8 hours
 * CRM Configuration: Create Custom Report - 2 hours
 * CRM Configuration: Build Custom SFDC App - 4 hours
 * CRM Adv Configuration: Validation Rule/Formula - 4 hours
 * CRM Adv Configuration: Visualforce Page - 20 hours
 * CRM Adv Configuration: Lightning Component or Lightning Web Component - 40
   hours
 * CRM Configuration: Custom Profile/Permission Set - 4 hours
 * CRM Automation: Process Builder - 8 hours
 * CRM Automation: Lightning Buttons - 20 hours
 * CRM Automation: APEX Web Service Calls, Batch actions (Trigger + Class) - 40
   hours

Chat with Us


MANAGED SALESFORCE SERVICES

Need a Long-Term Salesforce Team?

3-MONTH MANAGED SERVICES:

 * Full Time: 40 hours/week
 * 1/2 Time: 20 hours/week
 * 1/4 Time: 10 hours/week

6-MONTH MANAGED SERVICES:

 * Full Time: 40 hours/week
 * 1/2 Time: 20 hours/week
 * 1/4 Time: 10 hours/week

12-MONTH MANAGED SERVICES:

 * Full Time: 40 hours/week
 * 1/2 Time: 20 hours/week
 * 1/4 Time: 10 hours/week

OUR SALESFORCE RESOURCES ARE AVAILABLE TO ASSIST WITH THE FOLLOWING SERVICES:

 * Online Screen-Sharing Sessions with a Salesforce Certified Consultant
 * Discovery & Advisory Calls
 * Configure Users, Role-Based Profiles & Permission Sets
 * Develop Permission Sets
 * System Security Configuration
 * Build Custom Objects
 * Configure Custom Fields
 * Configure Salesforce Mobile App
 * Enable Field-Level Security
 * Create User Guides & Documentation
 * Development of In-App Help Guides

 * Develop Custom Views
 * Installation of AppExchange Packages
 * Data Migration from Legacy Systems
 * Email Templates
 * Configure Workflows and Automation
 * Opportunity Tracking
 * Gmail/Outlook Lightning Sync
 * Develop Custom Reporting
 * Business Intelligence Dashboards
 * End User Training

Chat with Us



THE "WORLD FAMOUS" CYPRESS PARDOT JUMPSTART

Everything you need to get started with Pardot

20 HOURS OF IMPLEMENTATION, TRAINING, LIVE CERTIFIED CONSULTANT-GUIDED WORKSHOPS
- DESIGNED TO GET YOUR TEAM UP AND RUNNING WITH PARDOT:




GET STARTED QUICKLY AND CORRECTLY WITH PARDOT

INCLUDES TECHNICAL IMPLEMENTATION, CONSULTING & END-USER TRAINING

QUICK TURN AROUND TIME DESIGNED TO GET YOUR TEAM USING PARDOT FAST!




PAY-AS-YOU-GO PARDOT CONSULTING

Only Pay for the help you need, when you need it

PURCHASED PAYG PARDOT CONSULTING HOURS CAN BE USED TOWARD THE FOLLOWING
SERVICES:

 * Online Screen-Sharing Sessions with a Salesforce Certified Consultant
 * Discovery & Advisory Calls
 * Configure Sales & Marketing Users in Pardot
 * Enabling Salesforce User Sync
 * Installing Pardot Tracking Code
 * Configure Custom Pardot Fields
 * Sync Pardot Data with Salesforce
 * Design & Development of Pardot Landing Pages
 * Design, Development & Implementation of Pardot Forms & Form Handlers
 * Creation of Segmentation Rules

 * Configuration of Pardot Security Settings
 * Configuration of Domain SPF, DKIM and Pardot Sub-domain
 * Enable SSL on Vanity Domains
 * Design HTML Email Templates
 * Data Migration from Existing Systems
 * Create Pardot Automation Rules & Engagement Studio Processes
 * Pardot Lightning App Installation in Salesforce
 * Creation of Pardot Marketing Insight Reports & Dashboards in Salesforce
 * Configuration of Completion Actions
 * End User Training

GET STARTED


PARDOT WORKSHOPS

1-1 Collaborative sessions with a Consultant.

TIMES MAY VARY, DEPENDING ON LEVEL OF COMPLEXITY:

 * Import An Existing HTML email Template: 2 hours
 * Build New HTML email Template: 4 hours
 * Create, Write, Test & Deploy list email: 4 hours
 * Build Pardot Landing Page from existing template: 8 hours
 * Produce Customer-Ready email: 4 hours
 * Design & Build new Landing Page: 20 hours
 * Create & Deploy Engagement Studio Campaign from Existing Business
   Requirements: 8 hours
 * Salesforce Integration (existing org): 8 hours
 * Salesforce Integration (new org): 16 hours
 * Domain Configuration & Validation: 3 hours

Chat with Us


PARDOT MANAGED SERVICES

Need a Long-Term Pardot Team?

3-MONTH MANAGED SERVICES:

 * Full Time: 40 hours/week
 * 1/2 Time: 20 hours/week
 * 1/4 Time: 10 hours/week

6-MONTH MANAGED SERVICES:

 * Full Time: 40 hours/week
 * 1/2 Time: 20 hours/week
 * 1/4 Time: 10 hours/week

12-MONTH MANAGED SERVICES:

 * Full Time: 40 hours/week
 * 1/2 Time: 20 hours/week
 * 1/4 Time: 10 hours/week

YOUR PARDOT RESOURCE IS AVAILABLE TO ASSIST WITH THE FOLLOWING SERVICES:

 * Online Screen-Sharing Sessions
 * Discovery & Advisory Calls
 * Configure Sales & Marketing Users in Pardot
 * Enabling Salesforce User Sync
 * Installing Pardot Tracking Code
 * Configure Custom Pardot Fields
 * Sync Pardot Data with Salesforce
 * Design & Development of Pardot Landing Pages
 * Design, Development & Implementation of Pardot Forms & Form Handlers
 * Creation of Segmentation Rules

 * Configuration of Pardot Security Settings
 * Configuration of Domain SPF, DKIM and Pardot Sub-domain
 * Enable SSL on Vanity Domains
 * Design HTML Email Templates
 * Data Migration from Existing Systems
 * Create Pardot Automation Rules & Engagement Studio Processes
 * Pardot Lightning App Installation in Salesforce
 * Creation of Pardot Marketing Insight Reports & Dashboards in Salesforce
 * Configuration of Completion Actions
 * End User Training

Chat with Us
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"GET TO THE FUTURE, AHEAD OF YOUR CUSTOMERS, AND BE READY TO GREET THEM WHEN
THEY ARRIVE."



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Phone: (404) 445-2828

Email: ken@cypresslearning.com





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