We’re expert Salesforce consultants.
We provide Salesforce consulting and services for companies of all sizes to improve productivity and profitability by optimizing their Salesforce implementations.
GearsCRM leverages our in-depth business experience and technical knowledge to provide solutions for superior results in sales, marketing, and customer relations. Using Salesforce as the main gear, we’ll mesh your business processes more smoothly and precisely to deliver the results you need.
GearsCRM is a full-service consultancy for Salesforce and is able to provide configuration, best practices as well as apex and visualforce development services to our clients – all with certified and local resources.
Salesforce Automation / Sales with Sales Cloud
Sales force automation – the systematic tracking of contacts with prospects and customers – is at the core of any ssuccessful CRM roll-out. GearsCRM has years of experience with opportunity and forecast management.
Customer Service with Service Cloud
Improve your customer services by having a crisp CRM process that is focused on your customers’ needs.
Lightning Experience Services
More than just an updated UI, Lightning Experience is the foundation for all future enhancements to Salesforce. Learn how to take advantage of the true potential of Lightning.
Customer and Partner Communities
Customer and Partner Communities are a vital way to extend your company’s data and processes to your customers and partners.
Marketing Programs with Pardot
A successful marketing automation implementation can align sales and marketing teams for success, shorten sales cycles and provide closed-loop reporting and insights.
GearsCRM is a certified Analytics Cloud partner. We’ve had years of experience helping clients realize their business needs around reporting and dashboard solutions.
The success of your CRM implementation is completely dependent on the quality of your data. GearsCRM takes data management very seriously.
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I hope everyone had a terrific New Year and that you’re staying warm in this deep freeze. Hopefully things start thawing out soon and a good precursor to the real spring coming is that Salesforce Spring 18 is just a few short weeks away from going live. The release notes have been out for a Read more about Salesforce Spring 18 Features – Service Cloud & Field Service Lightning[…]
Happy Holidays to everyone and I hope you’re all getting ready for a great New Year and ready for an exciting 2018. It’s been like clockwork now for 3 straight years in that Salesforce unveils the release notes right before Christmas – delivering a great present to all of us Salesforce geeks out there that Read more about Salesforce Spring 18 Features – Lightning Sales Cloud, Einstein Sales Cloud and Force.com[…]
Happy New Year! Gears is starting 2018 with a big push to try and fill multiple positions. For those of you that don’t know us, we are a Gold Partner of Salesforce based outside of Boston. We’re a virtual company, so every position is a work from home position and because of that we have Read more about Gears 2018 Hiring[…]
You’ve spent a lot of energy, time and money building out your Salesforce Community. As part of that Community, you’ve worked hard to develop content for your members such as Knowledge Articles, Marketing Collateral, or even static pages that contain important information about your company or Community. Unfortunately, this isn’t Field of Dreams – just Read more about Make Your Salesforce Community Stickier with Fave&Follow[…]
As of this weekend, Winter 18 is live and everyone is able to get at the packed release. We’re on our last post covering the Winter 18 features and in this one we’ll be doing a special focus on all of the Field Service Lightning features. Just as a reminder, in Part 1 of our Read more about Salesforce Winter 18 Features – Field Service Lightning[…]
Winter 18 starts rolling out next weekend and we’ve already covered all of the Sales Cloud and Service Cloud features. This is a huge release in general – the Winter 18 release notes are a massive 575+ pages of new features – but in particular this is a big one for Communities. The last few Read more about Salesforce Winter 18 Features – Communities, Chatter & Files[…]
Winter 18 is just a few short weeks away from being released and right behind that is Dreamforce. Between the two, we are going to be inundated with a slew of new features. To start with, the Winter 18 release notes are a massive 575+ pages of new features. In Part 1 of our write-up Read more about Salesforce Winter 18 Features – Lightning Service Cloud[…]
Amazingly summer is over and September is here already. I hope everyone had a good summer and you’re enjoying the last long weekend for a bit. With the end of summer, means Salesforce’s next release is coming soon and sure enough, the Winter 18 release notes are out. I actually think the new Winter 18 Read more about Salesforce Winter 18 Features – Lightning Sales Cloud, Einstein Sales Cloud and Force.com[…]
In our introduction to GearsDataMask, we spoke about how inadvertent PII / PID is a real problem for Service organizations. You can have processes in place for your agents to ensure that credit card numbers and social security numbers are stored in a secure way – if at all – but you can’t prevent customers Read more about Audit your Service Cloud for PII / PID with GearsDataMask 2.0[…]
Hope everyone is having a terrific summer. We are adding a bonus updates to our Summer 17 blog series (Sales Cloud, Service Cloud & Communities updates) as Salesforce CPQ Summer 17 was just recently made generally available. This is a big release with some cool new features. This release incorporates features from Spring 17, which Read more about Salesforce Summer 17 Features – CPQ[…]
Welcome to part 1 of what will be an ongoing blog series covering different aspects of how manufacturers can leverage Salesforce to provide better customer service for their customers. Customer service in manufacturing is a pretty broad subject – on top of that, manufacturing as a whole is a pretty broad industry. When an industry Read more about Customer Service in Manufacturing: Order Management Support[…]
You’re a Salesforce Service Cloud customer with your agents leveraging Salesforce to service each of your available channels. You’ve trained your agents never to put credit card or social security numbers directly into your Salesforce and you’re feeling pretty good about your internal PII policies to avoid being fined or exposing sensitive personal information about Read more about Protect Your Salesforce from Inadvertent Personal Identifiable Information (PII / PID)[…]
Hope everyone is having a great Memorial Day weekend. Right after Memorial Day, Summer 17 begins to hit in early June. It’s a huge release with a crazy 550 page release notes. As always, we’re writing about all of the great features and covered Sales Cloud in Part 1 and Service Cloud in Part 2. Read more about Salesforce Summer 17 Features – Communities, Chatter & Files[…]
Summer 17 is just around the corner with a whopping 550 page release notes and we’re digging into all of the great new features that are coming. In Part 1, we covered all of the new Sales Cloud features including the Lightning and Einstein updates that are for Sales. In this part we will be Read more about Salesforce Summer 17 Features – Service Cloud and Field Service Lightning[…]
Summer is almost here with Memorial Day right around the corner and just on time is the new Summer 17 release. Summer 17 will be hitting your instance in early June, and as always we’re digging into the release notes discussing all the cool and exciting features. Summer 17 is a whopper with nearly 550 Read more about Salesforce Summer 17 Features – Lightning Sales Cloud, Einstein Sales Cloud and Force.com[…]
As we discussed in our recent blog “6 Reasons Sales Cloud Users Need to Switch to Lightning Experience“, we recently did a webinar to demonstrate all of those Lightning only features. Here are the topics we covered in the webinar: Customizable Homepages Customizable Page Layouts Lead and Opportunity Management Activity Management Chatter Updates Reporting A Read more about Top Reasons Sales Cloud Users Need to Switch to Lightning Experience – Webinar & Update[…]