Red Elixr believes in learning your unique processes, designing solutions that resonate, and building a partnership rooted in trust—not transactions.
Let's unleash your vision and achieve something extraordinary.
One Process at a Time
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Platform Setup & IntegrationWe simplify your implementation from planning to launch, ensuring a seamless, efficient process tailored to your needs. -
Workflows & AutomationStreamline operations with automated workflows designed to maximize efficiency, clarity, and growth. -
Data-Driven Insights & StrategyTurn insights into impact. We help you leverage data to drive growth, efficiency, and deeper customer connections. -
'Yours Forever' DocumentationOwn your success. We deliver exclusive, permanent assets and documentation to empower your team with confidence.
Let's stop doing that - and start doing it the Red Elixr Way.
• Setup of custom fields, workflows, and automation.
• Configuration of security settings, roles, and permissions.
• Creation of custom objects and page layouts.
• Optimization of existing configurations for better performance.
Why: To create a platform that supports your processes seamlessly, making your team’s work more intuitive and productive.
• Blueprinting tailored solutions for specific needs.
• Design and documentation of end-to-end data flow processes.
• Integration of Salesforce products into your tech ecosystem.
• Recommendations for best practices and future scalability.
Why: To ensure your Salesforce investment delivers long-term value and grows alongside your business.
• Customized training sessions tailored to different roles.
• Ongoing mentorship for Salesforce admins and leaders.
• Detailed how-to guides and knowledge transfer materials.
• Support for certifications or advanced learning paths.
Why: To equip your team with the confidence and skills to maximize the value of your Salesforce investment.
• API integrations with marketing, finance, and operations tools.
• Automation of data sync between Salesforce and external systems.
• Resolution of existing integration issues and performance tuning.
• Ongoing support for integration management and updates.
Why: To eliminate silos, enhance productivity, and streamline workflows for your team.
• Audit of existing processes to identify bottlenecks.
• Recommendations for automation and workflow improvements.
• Implementation of process improvements in Salesforce.
• Documentation and change management support.
Why: To increase productivity, reduce bottlenecks, and create a smoother experience for your team and customers.
• Security audits and compliance reviews.
• Performance analysis and optimization recommendations.
• Cleanup of unused fields, workflows, and customizations.
• Comprehensive health report with prioritized action items.
Why: To give you peace of mind and a Salesforce org that’s ready to support your goals without unnecessary risks or inefficiencies.
At Red Elixr, your privacy is a priority. This policy outlines how we collect, use, and protect your information when you interact with us.
Information We Collect
- Personal details you provide through forms (e.g., name, email, message).
- Data collected during meeting recordings or communications.
How We Use Your Information
- To communicate, provide services, and improve your experience.
- To process inquiries, schedule meetings, and fulfill requests.
Platforms Your Data May Interact With
Your data may touch the following platforms in the course of our work:
- Tilda: Website hosting.
- Notion: Internal project and document management.
- Zoom: Communication and cloud storage.
- Salesforce: Customer relationship management.
- OpenAI: Supporting communication and insight generation.
We encourage you to review their respective privacy policies for more information.
Cookies
At this time, we do not use cookies or similar tracking technologies on our website. If this changes in the future, we will update this policy and provide clear information about their use.
Your Rights
You have the right to:
- Access, update, or delete your personal data.
- Opt-out of data collection or request data deletion by contacting us at info@redelixr.com.
Data Retention
We retain your data only as long as necessary to fulfill the purposes outlined above or comply with legal obligations.
Contact Us
If you have questions or wish to exercise your privacy rights, please contact us at info@redelixr.com.
Changes to This Policy
We may update this policy occasionally. Please review it periodically for updates.
Last Updated: 01/16/2025