Improve Business Outcomes with Salesforce
Delivering experiences that strengthen customer relationships is fundamental to business success. It’s critical to understand how you can deliver what customers want while also achieving your business goals.
This comes down to knowing how to turn the data you have into strategic insights and quick action.
Salesforce helps you create a 360-degree view of each customer for use by all your teams, from sales and marketing to finance and IT. Take this further, get more from your data, and achieve strategic goals with the help of experienced advisors and applications.
Turn Data into Results
Everything starts with your data. Experienced advisors help you make it operational with the idea of getting to the point where you can identify the right action to be taken by the right employee that moves you toward higher customer satisfaction, reduced costs, increased revenues, or another goal.
Take Action with End-to-End Services
Engage our advisors at any step of your Salesforce journey or across the entire data lifecycle.
Projects & Services to Meet Your Needs
Extensive end-to-end services enable you to define your strategies, develop and launch innovative applications, and enable staff. These offerings are not mutually exclusive, and many clients start with one service and continue with additional services and support packages. These flexible solutions align with a diversity of budget sizes, organizational capacity, and organizational need.
Strategy
This is ideal for clients who want an objective perspective, audit, or recommendation for improvement of business processes or strategy. The report includes a comprehensive analysis of different solutions, platforms, apps, and processes.
Development
The most comprehensive of our current service offerings, this often entails customization of a CRM for a client. This engagement can range from a relatively light customization to very complex development, custom coding, and application creation.
Training & Enablement
From conducting multiday on-site trainings to hosting training webinars across multiple field offices, this engagement enables smooth adoption and reduces disruption for your staff and organization. All our training is customized to your specific needs and tailored to your organization’s learning culture.
Co-Creation
This option is best for teams on limited budgets that want a basic system set up and seek to build internal-tech knowledge and capacity on their team. Throughout a five-week engagement, our team will lead weekly two-hour workshops focusing on a hands-on creation of the database.
Maintenance
This type of project ensures your system continuously operates. We analyze upcoming releases, monitor processes, and prepare you for any changes to prevent things from breaking. Note that new development and updates are not included in this service.
Support
Based on the needs of our clients, we offer three-month, six-month, or one-year support contracts, with the hours per month determined by the client.
Strategy
This is ideal for clients who want an objective perspective, audit, or recommendation for improvement of business processes or strategy. The report includes a comprehensive analysis of different solutions, platforms, apps, and processes.
Development
The most comprehensive of our current service offerings, this often entails customization of a CRM for a client. This engagement can range from a relatively light customization to very complex development, custom coding, and application creation.
Training & Enablement
From conducting multiday on-site trainings to hosting training webinars across multiple field offices, this engagement enables smooth adoption and reduces disruption for your staff and organization. All our training is customized to your specific needs and tailored to your organization’s learning culture.
Co-Creation
This option is best for teams on limited budgets that want a basic system set up and seek to build internal-tech knowledge and capacity on their team. Throughout a five-week engagement, our team will lead weekly two-hour workshops focusing on a hands-on creation of the database.
Maintenance
This type of project ensures your system continuously operates. We analyze upcoming releases, monitor processes, and prepare you for any changes to prevent things from breaking. Note that new development and updates are not included in this service.
Support
Based on the needs of our clients, we offer three-month, six-month, or one-year support contracts, with the hours per month determined by the client.
Many large, innovative organizations trust us to identify and build data-focused technology that engages more constituents, provides premium experiences, transforms our clients’ operations, and creates a better world.
Extensive Salesforce Expertise
Our team offers deep experience with Salesforce, including members who have been helping clients of all sizes achieve better outcomes using Salesforce for nearly two decades. Through certification and hands-on expertise every team member brings extensive real-world knowledge to working with your business.
Our focus on data and technology enables team members to help you understand the data you have, organize it, and use it to achieve strategic goals and improve your outcomes.
Our one-firm approach allows your organization to tap into the full resources of our firm, integrating guidance and solutions related to other integral support areas including finance, compliance, technology, audit concerns, and more.
Primary Contact
Contact Us
Thank you. Your contact request has been received. We will be in touch soon.
Primary Contact