Don’t know where to start with optimizing your organization?
We can help.

Services

Bluebird consulting was conceived with the goal of partnering with our clients to build smart solutions tailored specifically to your end users. Bringing deep experience in human behavior, change management and user adoption to the design process, we build solutions that are truly human-first and customized to your community and audience.

Custom Project

It all begins with an idea. Or, if you’re unlucky, a problem. Custom projects will begin with a deep dive into your processes, people and the best way to build a better solution. Documentation and training are all part of the package.

Flow-verhaul

Say goodbye to outdated workflows and process builders and convert your existing automation to flows. This package will include a full conversion as well as suggestions to optimize existing flows in your current organization

 

Profile Audit & Automation

Managing profiles, permission sets and roles can be a daunting and tedious task. This package will audit existing profiles and permission sets and clean-up current user access. As a cherry on top, we’ll also install a custom app to make provisioning new users and access as easy as pie.

On Demand Managed Services

Why have a full-time admin if you only need support here and there? Whether your previous consultant left or you’re looking for ad-hoc support, this is a quick and easy way to bridge that gap without supporting a full-time hire. More expertise and only paying for the time you use? Yes please.

 

Cloud Quick Start

Did you just buy Salesforce and have no idea where to begin? Give us a month and we’ll get you up and running with a basic package with all of the best out of the box features tailored specifically to your business. Pro tip: Salesforce isn’t worth the investment unless you customize it to align to your processes.

CPQ Expertise

We get it: CPQ is one of the more confusing clouds out there. Let us hold your hand and support all of your CPQ needs: everything from price book maintenance all the way up to creating automated pricing and customized product bundles that makes your sales reps love Salesforce and want to sell even more.

 

These are all just some of our more common requests. If you can dream it, we can build it. Just reach out when you’re ready.

Any Questions?
Get in touch.