Relationship Management

Get a 360 degree view of your customers, suppliers, and partners

Whether your customer is a business, consumer, student, or constituent, it is critical to thoughtfully manage every experience that contributes to the relationship.

RiveraDojo specializes in helping small businesses understand the personas and journeys across every aspect of the sales, service, and business lifecycle.

We provide in-depth business analysis with every implementation, identifying what needs to happen when and who needs to know about it, establishing a 360 degree view with respect to customer, suppliers, and partners.

Behind the lines, we partner with marketing, sales, service, and accounting teams to establish inclusive processes leveraging the best Salesforce services and integration solutions available.  

We don’t just deploy Salesforce, we build partnerships that benefit from our managed service solutions including flexible Salesforce support and business analysis services to ensure positive adoption and continuous improvement after “Go-Live”.

Salesforce related Services

• Force.com Platform Implementation

  • Sales Cloud

  • Service Cloud

  • Field Service Lightning

• Sales, Marketing, and Service Enhancement Solutions

  • CPQ (Configure Price Quote)

  • Pardot (Marketing)

  • eSignature (DocuSign/Adobe)

  • Voice and Video Engagement (RingCentral, Dialpad, Vonage, ScreenMeet)

  • eMail and Cloud Storage Integration (Microsoft, AWS, Google)

  • eCommerce (Shopify, Amazon)

  • Social Collaboration and Media Engagement (Slack, Teams, Twitter, Facebook)

  • Security, Single Sign-On and Multi-Factor Authentication

  • Other Popular Integrations

    • Quickbooks, Mailchimp, Klaviyo

• Specialized Vertical Solutions

  • B2C/B2B

  • Non-Profit/Foundations

  • K-12/Higher Ed