Professional Services
As you continue to expand your adoption of the SRM, our professional services can help you take things to the next level.
You’ll spend valuable time working with our experts to address your individual needs and goals — and our clients have told us it makes all the difference.
- Data Management & Auditing
- Security — Profiles, Roles
- Formula & Roll-Ups Summary Fields
- Advanced Workflows
- Advanced Reporting & Dashboards
- Advanced Conga Letter Campaigns
- De-Duping using DemandTools (and more)
- Loading Data — Tips & Tricks
- Working with TimbaSurveys
- Custom Triggers/Classes, Visualforce Pages
Interested? Contact Jeff Leisse, Vice President of Client Services, at leisse@targetx.com or call 877.714.7474 ext.104.