Implementation
Solutions should propel your business forward — not slow it down. We work closely with your team to implement solutions proven to grow your business and improve customer relationships. To ensure functionality and efficiency, we review and test the solutions we’ve built and then train you on how to best utilize them. We walk with you every step of the journey, dedicating ourselves to making sure your team feels confident and empowered to take action in your organization.
Optimization
Whether you’re a new or seasoned user, you should get the most out of your financial investment in these solutions. Our team will evaluate your current processes with your company’s objectives, goals, and pain points in mind. After our assessment, we will present a comprehensive plan to optimize your solutions. Then we’ll add functionalities to streamline and automate processes in your front and back offices — all without compromising the functionality of your current platforms.
Ongoing Support
We take our responsibility as mentors seriously. We don’t implement these solutions and then let you go at it alone. We want to help you grow your business, and we’re committed to lending technical expertise and guidance after you’ve completed your initial implementation with us. We’re available for ongoing support to answer your questions, prepare your organization for solution updates, facilitate training sessions, and more.
Learn more about the solutions we use to transform your business:
Transform your front office operations and customer relationships with the #1 CRM in the world. Because Salesforce is a cloud-based platform, you’re always connected with customers, coworkers, and vendors. Our certified Salesforce experts will help you take full advantage of the platform’s capabilities and powerful tools like Einstein Analytics, Marketing Cloud, Salesforce CPQ (Configure, Price, and Quote), Communities, and more.
Certinia (formerly FinancialForce) is the missing link your company needs between your front and back offices. Because this ERP is built on the Salesforce platform, you’ll get a 360° view of your business and be able to make decisions with confidence. We’ll optimize Certinia for your business so you streamline processes and workflows, resource and manage projects with greater precision and efficiency, automate billing, make decisions with confidence, and more.
What if you had in-application training content for Salesforce and FinancialForce with detailed definitions and explanations, training videos, and additional instructions? With Spekit, you can! This application allows you to create notes and content for any object, field, or topic. We’ve teamed up with Spekit to create our own in-application training content so you’ll have our training notes long after we’re gone! Read more about our partnership here.
Documentation between you and your clients has never been easier with PandaDoc, an application on the Salesforce platform. With a little help from OpMentors, you’ll learn how to use PandaDocs to create, send, and sign documents from anywhere in the world, offering a more expedient, user-friendly experience to customers. Because Salesforce automatically updates to reflect any changes in documentation, you’ll close deals faster and accelerate cash flow.
Tax rates are always changing. Manually researching and calculating tax rates for your company is error-prone and costs you time and money. Avoid these mistakes with Avalara, an application that works with FinancialForce and automates tax compliance rates for your industry and tax type. When you choose OpMentors, we’ll help you take the guesswork out of tax compliance with Avalara’s automated solutions so you have more time to grow your business.
We know you take seriously your commitment to meet the needs of your employees. With Sunrise HCM, your payroll and human resources automation are all in one place. This application on the Salesforce platform streamlines tasks like interviewing and onboarding new employees, managing shifts and schedules, and processing payroll for employees and contractors. We’ll help you optimize Sunrise HCM to ensure your employees are taken care of.
Getting paid—it’s what your business needs not only to be sustainable, but also to grow. However, the payment collection process can be difficult and frustrating. Asperato is a payment collection and processing application that integrates with FinancialForce and Salesforce. When we add Asperato to your Salesforce platform, you’ll have a single source for viewing and controlling the customer’s payment journey from start to finish.