Agilize Consulting

Hi there! Agilize Consulting is an software consulting firm that specializes in custom Smartsheet & Salesforce solutions for businesses that want to execute work better than ever. Our consultants are product certified and have experience building solutions across multiple industries which gives us an advantage in developing a solution that best fits your needs. Whether you need an expert for one project or over an extended period of time, we are equipped to accommodate your needs as you grow. Review our company deck below so that you can get to know us, our clients, and our work better. Just in case you don’t have the time to review the deck, here’s a quick recap to get you up to speed: Established in 2018 and Women-led Trusted among 100+ companies across industries Project-based and extended engagements We can help with developing new solutions or optimizing your existing solutions. Live training sessions, or written documentation/user guides Smartsheet Experience: - Smartsheet Aligned Partner - Experience Premium Smartsheet Add-Ons including Control Center, Dynamic View, Data Mesh, Data Shuttle, Pivot, etc. - Other integrations include Zapier (integrates Smartsheet with 1,000+ applications like Quickbooks Online, Mailchimp, Jotform, Formstack, Gravity Forms, JIRA, Asana, and Trello) Salesforce Experience: - Implementations - Lightning Experience Migrations - Workflows - Email Templates - Processes via Process Builder - Validation Rules - Data Migration and Management - System Configuration: fields, page layouts, custom objects, record types, add-ons, etc. - User Management: roles, profiles, licenses, permissions, etc. - System Security: sharing rules, permission sets, roles, profiles, etc. - Lead Queues and Management - Price Books and Products - Reports and Dashboards If you’re interested in working with high-quality consultants that are experienced and easy to work with, let’s talk!