header Delegate image

Never worry about Salesforce ever again

Delegate enhances Crossbeam's account mapping capabilities by providing a robust suite of features designed to streamline and optimize collaboration between partners. With Delegate, companies gain access to advanced salesforce automation tools, intelligent lead routing, and real-time data synchronization, ensuring that every interaction with a partner is maximized for success.

Description

Delegate is an innovative Salesforce services platform that allows clients to focus on growth without worrying about the never-ending challenges and complexities of critical business systems. With no SOWs, no hourly billing, and a 100% US-based team, our clients are able to focus on growing revenue while we manage the technical intricacies of Salesforce and its massive partner ecosystem. Our flexible model attracts the best and brightest talent in the country, and allows clients to manage revenue and sales operations with confidence as their businesses evolve and grow. 


Check us out at www.delegate.team

Gallery & Videos

  • Sean Mari of ZenDrive - Delegate Client
  • Real talk from clients on the Delegate difference
  • Straight talk from Asha and Brandon, two of Delegate's very first Solution Engineers.
  • Sean Mari of ZenDrive - Delegate Client
  • Real talk from clients on the Delegate difference
  • Straight talk from Asha and Brandon, two of Delegate's very first Solution Engineers.

Services

Envoy

Extra hands for supporting the most common da-to-day operational Salesforce tasks

  • Basic Salesforce administration 
  • Basic Salesforce projects
  • Basic Salesforce integrations
  • Weekly sprints using agile methodology
  • Real-time communication via Slack 
  • Access to the Delegate Workbench task management platform 

Emissary

Advanced capabilities for organizations leveling up their revenue operations through technology

  • Standard Salesforce administration 
  • Standard Salesforce Projects
  • Standard Salesforce integrations 
  • Weekly sprints using agile methodilogy 
  • Real-time communication via Slack 
  • Access to the Delegate Workbench

Ambassador

Specialized skill sets for organizations planning or executing business transformation initiatives

  • Premium Salesforce administration
  • Premium Salesforce projects
  • Premium Salesforce integrations 
  • Weekly springs using agile methodology 
  • Real-time communication via Slack 
  • Access to the Delegate Workbench platform

Testimonials

  • Emma Auscher image

    Emma Auscher
    Head of Customer Experience

    Bringing in Delegate as a team of external experts, who can say here is what is not working and here is how we can make it better, was very valuable. It gave us more momentum to get this across the line.
  • Justin Rogers image

    Justin Rogers
    VP Revenue Operations

    The Delegate resource has been critical, allowing us to maintain our abilities and capabilities. That’s why they’ve been a trusted partner for over three years now.
  • Matt Sansone image

    Matt Sansone
    Head of Sales Operations

    I like to say that Delegate is my premium support package for Salesforce. There’s always seasonality with the ebbs and flows of our business needs, and the flexible model Delegate offers is truly a game-changer.

Turn your ecosystem into your #1 revenue source

Get started in under a minute. Instantly capture insights from your partners. Identify more opportunities. Did we mention it’s free?

Get started for free