Consulting

Consulting

We are certified Salesforce consultants with decades of combined experience developing apps and business solutions for our clients. We’ll start building an ethical and honest relationship with your team on day one, including a transparent discussion of challenges and potential obstacles, clearly defining roles and responsibilities, and establishing clear communication and expectations. This reduces surprises and empowers both project teams to collaborate throughout the lifecycle of a project.

• Sales Cloud
• Service Cloud
• Marketing Cloud
• Human Resources
• Operations
• Finance
• SMB

Sales Cloud

Close more deals by building deeper relationships with your customers, and giving your sales staff the information they need at their fingertips.

• Earn faster, more predictable growth with improved forecasting
• Adapt and iterate your sales processes
• Manage lead data and information in a central location
• Provide a seamless, personalized buying experience for customers

Service Cloud

Break down walls of communication and make customer service one of your hallmarks with our Service Cloud offerings. Communicate clearly with your customers, from anywhere and any time.

• Respond to customer needs on any channel
• Implement AI and chat-bots to respond to customers immediately
• Increase productivity in the field, online and offline

Marketing Cloud

Program high-performance marketing solutions that meet your customers where they are with the right message.

• Deploy campaigns seamlessly with the input of your team
• Use data and real-time learning to plan the appropriate message
• Adjust your spend in the moment based on your learnings
• Become channel agnostic, with usage of email, digital, social, and more

Human Resources

Develop a whole new way to work by using Salesforce to manage your business’ HR requirements.

• Keep employees engaged
• Build intuitive team knowledge bases and resources
• Manage training and performance reviews
• Recruit and onboard candidates with better results

Operations

Turn your various departments into a single, smooth operation. Our team can deploy Salesforce solutions that help your teams communicate.

• Make informed decisions based on cross-departmental data
• Streamline decision making
• Increase transparency throughout your organization
• Create flexible reports and dashboards across teams

Finance

Join the growing number of organizations that are moving away from sector-specific options and embracing Salesforce as the customer-first solution of the future.

• Engage with customers in real time with personal messages and insights
• Identify new opportunities for customers with personalized account management
• Integrate across multiple communications channels
• Streamline engagement plans and respond quickly to new requirements

SMB

For small and medium-sized businesses, our experts can help with the most important aspect of your operations -- managing customer relationships so you can exceed their expectations.

• Embrace the power of customer data, no matter the size of your business
• Implement a CRM to stay organized and streamline communications
• Deliver customer service that meets your standards
• Use data and analytics to find new opportunities for growth