About Us
Founded in 2011, Quixo Consulting is dedicated to providing fast, intelligent solutions to streamline business processes and create effective customer and end-user experiences on the Salesforce platform.
We’re Salesforce Certified to provide the highest quality services to our clients!
Why Work With Us
Quixo Consulting has 15+ years of experience analyzing business processes and providing streamlined solutions with technology integrated across multiple industries.
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 your organization’s mission.
Client Testimonials
Barbara, University of Pennsylvania
We had a great experience with the Quixo team. They are very efficient and know their products. They took the time to understand our systems and processes and how best to integrate Salesforce. They also taught us how to be self-reliant as much as is possible with our small team. We hope to continue to work with them in the future should our needs evolve, and would not hesitate to recommend them to others.
Rebecca, Oklakoma State University
Christine and her team were exceptionally focused, timely, and knowledgeable in their work with us. We needed reconstruction on one portion of our CRM and close to a new build out but also working with some existing and nonworking components on another portion of our CRM. The work flow was organized, responsive, and successful. We also have integration of forms utilizing Gravity Forms and Zapier, which they helped align and make functional. They were also gracious, responsive, and helpful when we needed assistance troubleshooting. We sincerely highly recommend Quixo and Christine!
Hayley, Princeton University
We had a great experience with Christine and her team at Quixo. They took the time to understand our needs and helped us create a version of Salesforce that streamlined our processes. The also trained us and supported us post deployment so that we have managed to be self sufficient without having any dedicated staff to support Salesforce. We plan on using Quixo in the future when we expand our Salesforce portfolio.
Meg, Space Center Houston
If you are looking for a partner that sets expectations prior to starting the project, then look no further. Christine and her team do an excellent job of laying out the scope of the project, with no surprise costs. In addition, the level of communication and engagement during the project is outstanding. They also make sure you know how to maintain the Salesforce account once the project is complete, with plenty of training and resources to utilize if needed.
Carl, Bauer School of Business, University of Houston
Quixo was an amazing partner. They completely understood our needs and were able to create what we envisioned. As we learned more about our needs, they were quick to help problem solve and make adaptations. They were well within our budget and their pricing was fair. Super pleased with Quixo and would highly recommend them.
Veronica, Gimmal
Working with Quixo has been a great investment for my organization. There have been a lot of moving parts, and there is simply no way we could have built what we have in isolation. Quixo is knowledgeable about how Salesforce works, sensitive to cultural differences within our organization, and overall a trustworthy and responsible partner.
Our Process
1. Kick-off meeting
Quixo consultants meet with business process experts, typically for two hours, to clearly identify priorities, business goals, existing processes and current challenges.
2. Configuration & Development
Quixo will configure your Salesforce. We typically coordinate with your CRM administrator/super user during this time.
3. Configuration Review
Review meeting to present customizations using the processes supported by Salesforce as well as gather feedback from users on required changes prior to go-live.
4. Data Preparation & Loading
Quixo provides a template for data loading so the client can provide cleaned/de-duplicated data for loading.
5. Reports & Dashboards
Quixo will build reports and dashboard after client identifies core elements and conceptualizes dashboard components.
6. Training & Go-Live
System is deployed. Quixo delivers hands-on user training and a process outline.
7. Coaching
Quixo responds to user feedback and requests and coaches admin to make modifications as desired so client becomes self-sufficient.