Salesforce builds bridges between companies and customers with a rich library of tools and resources for managing relationships, tracking sales, automating operations and more.
Here at FirmWorks, we build upon the world’s leading CRM with on-platform applications that fill gaps and inefficiencies in customers day-to-day workflows and operations.
Simplify Processes
FirmWorks delivers a turnkey experience with easy-to-use products that make daily operations easier. With a decidedly small footprint, users can install and go with little to no configuration.
Improve Organization
Each of our products help users pull in data that’s normally difficult to find or hard to see, such as geodata, files, or notes, and places them in an organizational view that helps users actually utilize them.
Optimize Efficiency
FirmWorks applications are designed to play nicely with other native Salesforce tools and features like automations and flows. Users can customize layouts to ensure they are only seeing what they need to be productive.
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“FirmWorks Files simplifies the data entry process by allowing users to view images/documents in the same screen they’re entering data on. It’s easy to manipulate the fields and views so users are only seeing the information they need for their work, and the options for easy export, automated public links to the files, and different views simplifies the user experience. The team behind the app is quick to respond and customer-centric in their approach. I highly recommend this app to anyone looking for simplified data entry or a way to view files in lists, as it has exceeded our expectations.“
Nicole, The HJH Companies/SALT Group
Products
FirmWorks Files
Leverage Salesforce files to drive compliance, create reports, and bring files to the forefront of your business processes. Users can easily and efficiently upload/download thousands of files at once, tag them quickly with large on-screen previews, and make them searchable and reportable with tailored insights in just a few clicks.
FirmWorks Geo
Enhance your out-of-box Sales Cloud experience by providing geographical analysis tools. By surfacing the wealth of geographical information that already resides within your data, you can quickly show the locations of competitors on a map, give your users the contact information for all of the records within a certain distance, and more.
Unlock Your Company’s Innovative Potential
Intrigued by FirmWorks but not sure where to start?
We understand sorting through all of our products and features can be overwhelming, especially when considering how they align with your specific business needs and unique use case. At FirmWorks, we want to assure you that we’re here to guide you through this exploration. Our team is committed to helping you uncover the full potential of our offerings and demonstrating how they can seamlessly integrate into your business processes.
On the Blog
FIRMWORKS GEO + FIRMWORKS FILES = A DYNAMIC DUO
Generally speaking, documentation and geolocation are seemingly disparate data points. How often are we concerned with...
THE IMPORTANCE OF SALESFORCE DOCUMENT GENERATION
Why do computers hate going to their file storage? Because it’s a hard drive. And on that note, let’s discuss how...
FIRMWORKS GEO: A FREE SALESFORCE MAPPING SOLUTION
Previously on the FirmWorks blog, we discussed The Synergy of Geography and Data, outlining the five points below—...
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