Quixo Consulting - smart solutions fast

Salesforce.com Solutions

Providing outstanding, reliable Salesforce solutions to our valuable clientele for over 5 years.

Let us help you design and implement a Salesforce strategy for your business that will give you a competitive advantage. In today's market, it is essential that your team generate and convert more leads, increase their win rate and your revenue, all while retaining more customers.

Check Out Our Services

Higher Education

Stay involved with students from date of application through graduation and afterwards. Track courses and curriculum support materials. Manage faculty assignments and activities and much more.

Non-profit Organizations

From tracking development campaigns and grant applications to managing relationships between donors, affiliates, and staff, we can help automate and analyze the processes necessary to deliver your mission.

Healthcare

Manage your sales cycle activities like physician referrals and support services, create geographically efficient routes, and determine which of your marketing methods provide the greatest return on investment.

Oil & Gas

Prioritize potential leads, monitor opportunities by sales rep or region, track the potential of new technologies, and optimize the approval process workflow.

About Us

Quixo Consulting has experience analyzing business processes and providing streamlined solutions with technology integrated as needed. Projects are managed to evaluate current activities, plan for new business processes, design and then develop solutions, followed by testing and staff training. Each project involves extensive collaboration with client personnel to develop systems that enhance and expedite the entity’s mission.

Industry Experience

Higher Education
Recruitment of students (field and internet) Department management (Occupational Therapy, Business School, Dean's Office, etc.) Research Centers (Hunger Initiative, Positive Organizations, Environmental Science, Non-Profit Center, etc.) Fundraising and donor stewardship Curriculum, product or assessment sales Adjunct professor expertise, availability and assignments	Continuing education courses and students K-16 curriculum outreach Advising Career Resource Centers Entrepreneurship Physician engagement Exchange program Student Lifecycle
Nonprofit
Donor management Grant application tracking Outreach operations	Family relationship interactions Event management
Healthcare and Medical	Oil & Gas Services
Insurance	Finance
Technology

We're Salesforce Certified to provide the highest quality services to our clients!

Services

Quixo Consulting offers the following Salesforce services:

Project Management/Delivery

Quixo Consultants will conduct a discovery session to understand and closely document how Salesforce needs to be configured to work for your company. We will then give you a fixed-price estimate to complete those tasks. This process can include the following:

Business Process Analysis
Salesforce configuration
Staff Training
Support

Hourly Support

Instead of hiring/training internal staff to manage Salesforce, hire Salesforce.com certified Quixo Consultants to provide support as-needed Examples of client’s use of Hourly Support packages include the following:

Remote Salesforce Administration
- Update existing processes to capitalize on newly released Salesforce functionality
- Execute infrequent maintenance tasks required to keep Salesforce relevant to your company’s changing needs
- Design and customize functionality for a new business need
- Replace expiring software packages with Salesforce functionality
Knowledge Transfer to Internal Staff
- Work hand-in-hand with your staff to either identify a solution to an existing challenge or create a new process to solve a business need
- Train your staff to replicate/modify/troubleshoot the solution to become self-sufficient

Data Management
- Import new/improved data
- Remove/preventing duplicates
- Consolidate existing data fields
- Develop data cleaning processes
- Clean data
Extra Salesforce Capability
- Supplement existing staff to manage a Salesforce launch for a new portion of the company
- Replace staff for temporary reassignment/leave of work/maternity leave

QuickStarts

QuickStarts are designed to get your team using Salesforce within six weeks. They focus on the core CRM functionality that aligns with your business which will result in strong adoption by your users. Since users typically know best, more granular requirements are implemented in subsequent phases.

QuickStarts include the following components:

Consulting with Client team to identify the nuances of the business process which Salesforce will support
Defining a visionary data model
Prioritizing phases of Salesforce “go-live” to achieve quick wins with users
Hands-on Salesforce user training with a process outline
Salesforce administrative training modifying Salesforce based on user feedback after “go-live”

For a QuickStart in higher education, Salesforce objects may be used in the following ways:

Organizations

High Schools/Community Colleges/Universities
Community Education Nonprofits
Vendors
Corporations
Foundations
Government Entities

Contacts

Students
Applicants
Advisors
University staff/Professors
Families/students
Alumni
Guest speakers

Opportunities

Grants - submitted, received, spent
Donations - individual, organizations
Influencers - soft credit, direct credit, household credit, beneficiary
Sales (Curriculum, text books, assessments)

Interactions (Campaigns)

Student recruitment events
Campus events
Event planning/management
Conferences/Consortiums
Email Blasts/Newsletters

Prospects(Leads)

Potential Students
High Schools/Principals/Counselors
Adjunct/professors
Potential Donors

Custom Components

Education History
Trainings Attended
Advisee Appointments
PO Approvals
Email Blasts Requests
Volunteer Activities
Student Applications

Courses/Registrations
Extracurricular Activities
Internship Placements
Scholarships
Semester GPAs
Research Grants

Optimizations

Quixo Consulting assists clients to optimize their benefit from Salesforce.com in the following areas:

Lead Generation

Tracking leads from a website
Managing lead qualification
Transitioning leads to tracking progress of viable deals

Marketing Campaigns

Management
Segmentation of target audience
Revenue tracking

Sales

Managing sales rep. activity
Track progress of sales opportunities/deals

Automating Processes

Creating reminder ticklers
Reducing data input by auto-filling field values

Contact Relationships

Tracking relationships between contacts
Contacts and their relationships with multiple organizations

Reports and Dashboards

Monitoring progress towards set goals
Executive snapshots of analytics

Chatter roll-outs ^*

Adoption alongside/in-place-of company internal email
Group usage message boards

* internal Facebook site for business communications

File sharing

Version tracking
Management

Testimonials

helping our clients succeed

Christine was a great asset in our change over to the Salesforce platform. She worked hand in hand with us to customize our platform to our rather unique needs. Since the move to Salesforce Christine has been instrumental in not only updating our system but in teaching our administrator to be able to handle the majority of issues in house.

- David
James A. Baker III Institute for Public Policy, Rice University

Christine is a business partner rather than simply a Salesforce Consultant. She takes the time to understand our business processes and requirements and then works with our team to implement and develop solutions that are usable and sustainable. In helping us implement Salesforce, she allowed us to gain valuable insights that are critical as we continue our 20%+ annual growth.

- Matt H.
Genesys Works, Houston

Christine Gorman was instrumental in helping us configure Salesforce.com for our nonprofit organization. She quickly learned our project and business needs and applied them to Salesforce. Her insights, quick turnaround, and training help were extremely valuable. There's no way we could have ever done it without her. We can’t say enough good things about Quixo and Christine!

- Kathy K.
Texas Hunger Initiative, School of Social Work, Baylor University

Quixo Consulting has been AMAZING. Initially when our company decided to use Salesforce.com we weren’t quite prepared for what was in store for us, but as soon as we got Quixo we were able to move forward. We aren’t the ‘traditional’ user of Salesforce either, so it was no easy fit. Quixo was able to take our ‘out of the box’ methods and come up with complex solutions which allowed our company to ‘FIT IN THE BOX’ so that we could begin using Salesforce to facilitate our needs as a company.

At all times I have found Quixo Consulting to be dependable, hard-working, conscientious, and honest. I highly recommend them for all of your consulting needs.

- Kristina Argo
Senior Sales Coordinator, Linear Medical Solutions

Consultants from Quixo Consulting managed and executed the customization of Salesforce.com to support my Texas gubernatorial campaign and my personal CRM needs. In addition to basic CRM functionality, this included Event Planning, Purchase Orders, Communication Requests and Scheduling.

My database, of over a million records, was managed, de-duplicated, updated and augmented to support our varying business needs in a very deliberate and disciplined manner. Our consultant had a strong understanding of what was efficient to do in-house versus services hosted by others.

I grew to rely on both the judgment and skills of Christine Gorman, principal at Quixo. Her experience in process engineering allowed her to help me and my organization seamlessly integrate the database into work processes. She also excelled at training in-house staff.

As a result of their responsiveness and high performance, four years later, I continue to use their hourly services for maintenance and data tasks.

- Bill White
Mayor, City of Houston, 2004 - 2010

Quixo Consulting walked us hand-in-hand through a process to identify changes we needed to make within Salesforce.com to align it with our sales process. Through this exercise, not only did we improve our Salesforce.com configuration to more adequately support our business needs, but knowledge was transferred throughout our team allowing us to work more efficiently. Quixo Consultants introduced us to additional integration tools to use in conjunction with our existing Salesforce.com configuration which has increased our efficiency, quality and access to data.

- Wendy W.
Director of Marketing
Nashville, TN

Contact Us

We'd love to hear from you!

Find Us

Our Offices:

1054 Lehman Street, Suite E
Houston, TX 77018
(713) 588-2881
contact@quixoconsulting.com