Application Integrations & Customization

Below is sample of some of the applications and tools we’ve worked with. Our wide range of projects have us working with numerous applications, systems, platforms, and tools depending on the goals and needs of our clients.

CRM Applications:

• Salesforce CRM
  • Setup and customization of your company’s/organization’s instance of Salesforce
  • Integration with other applications and platforms (such as QuickBooks, MailChimp, and E-commerce platforms)
  • Data import of pre-existing data or bulk imports of new data
  • Configuration and implementation of automation services (such as setting up the rules, triggers, and actions to automatically send a personalized ‘Thank You’ email to a donor using the data from their donation, like their name, their donation amount, and the event they donated to)

E-Commerce

• Woocommerce
  • Setup and installation of WordPress and Woocommerce (setup of website host, domain, and SSL, if needed)
  • Customization of themes and plugins
  • Integration and automation with external platforms and applications (such as CRM, email marketing account, and accounting software)
  • Extensive knowledge of available plugins and add-ons
  • Create, test, and maintain custom functions to adjust Woocommerce for your specific needs
• Shopify
  • Setup of account, host, domain, and SSL certificates
  • Customization of themes and layouts
  • Integration with external services (such as PayPal)

Content Management Systems

• WordPress
  • Setup and installation of WordPress (setup of website host, domain, email, and SSL, if needed)
  • Customization of themes, layouts, plugins, and services
  • Integration with external platforms and services, such as email management
  • Moving pre-existing site and databases into WordPress
  • Maintaining code, plugins, and services as new functional and security updates are released
• SquareSpace
  • Setup and customization of SquareSpace, including theme customization
  • Setup of website host, domain, email accounts, and SSL certificates

Learning Management Systems

• Canvas by Instructure
  • Customization of Canvas themes, layouts, and overall look and feel, including adding additional functions and dynamic user-interactions, such as popups, to course content
  • Leading walk-throughs and training on Canvas system
  • Integrating with external services, such as student management systems and external course catalogs (for example, allowing students to purchase a course on your e-commerce site and automating the enrollment into the Canvas course)
• Talent LMS
  • Setup and customization of Talent LMS
  • Integration with external services (such as student management systems and external course catalogs)

Email Management Services

• MailChimp
  • Account setup, including helping you to determine which package is best for your needs
  • Campaign and list setup and management, including actions, triggers, and reactions
  • Higher-level email template design
  • List, campaign, and general email automation and integration with external services to trigger the sending of emails (such as Salesforce and WordPress)
• PostMark
  • Account setup
  • Integration with external applications (such as WordPress)
• iContact
  • Integration with external services (such as Salesforce) to manage lists and trigger emails to send
  • Customizing email templates, including using merge fields