Salesforce Implementation

Flexible and Consistent Approach

Our Proprietary delivery process that finds the intersection between
customer first, delivery and pace.

Our consultants are certified in delivering in Agile, Waterfall, and in combination.

Client involvement in the decision-making process, consistent project
resourcing, honesty and transparency.

Sales Cloud

Are you looking to Increase productivity by giving your sales teams the power to close deals like never before?

Keep pipeline filled with solid leads, and score more wins without software, hardware, or speed limits.

  • Find the right customers, close the deals faster, and grow your business.
  • Sell smarter with AI - Einstein artificial intelligence baked right into the sales process. This allow to automatically capture data and get instant insights, for example top leads, next steps, and suggested actions.
  • Flexible user experience from mobile to desktop only accelerates productivity when Selling from the field or the inbox.
  • Close more deals anytime, anywhere by seeing everything from sales forecasts to team performance on any device allowing reps to focus on the most important actions, giving them the right advice at the right time.
  • Provide 360-degree view of customer experience by connecting all channel across the buyer’s journey - making consistent selling process allowing sales, service, and marketing data to work together.
  • Optimize the quote-to-cash process by automating your configure, price, and quote process empowering your sales teams to close deals faster with Salesforce CPQ - a Leader in the Gartner Magic Quadrant for CPQ.
Watch Video

CPQ

Automate quotes and control pricing to close deals much faster.
  • Configure quotes faster with greater accuracy and reliability.
  • Find and Apply SKUs with a few clicks.
  • Streamline your pricing, discounts, and approvals.
  • Spend your time in selling and closing and less time in organizing emails and calculating spreadsheets.
  • Branded proposals are delivered without ever leaving Salesforce.
  • Control your look and feel every time.
  • Include the right terms and verbiage for an easier buying experience.
  • Utilize the AppExchange ecosystem for redlining and Contract Lifecycle Management (CLM).
  • Billing and revenue recognition.
  • Send invoices and collect cash.
  • Manage flexible subscription billing.
  • Integrate with ERP by Leveraging the AppExchange.
  • Quickly recognize revenue and report on quotes, orders, invoices, and payments.
  • Watch Video

    Service Cloud

    Support customers over any channel by Delivering personalized support via phone, email, chat, and SMS.

    Improve support with AI by giving agents a deeper understanding of the customer while giving managers a holistic dashboard view of team performance and Einstein Analytics recommendations.

    By understanding your long and short-term marketing objectives, we deliver engagement strategies and solutions that drive an increase in leads, conversions and sales.

    View all the details of a case at a glance, boosting agent efficiency and customer satisfaction with a console that displays everything relevant to a case from all deparents including legacy system data.

    First trip resolution of onsite service will Improve field service operations with a mobile-first experience providing technicians the right tools for the job with Einstein AI.

    Self-service portal will reduce case volume by Giving customers the autonomy of a custom branded community that connects them to subject-matter experts, shared knowledge base and peers.

    Watch Video

    Marketing Cloud

    Unified marketing platform to understand, engage, and personalize consumer experience. Build 1-to-1 Consumer-centric journeys by with a single holistic view. Connect all the dots of interaction by Integratigrating touchpoints with your brand across advertising, marketing, commerce, sales, service, and apps. Smarter AI Marketing by discovering best consumers and segments to engage with automatic predictive recommendations. Streamline cross channel campaigns by leveraging pre-built templates, message flows, and apps.Engage both B2C or B2B on one platform.

    • Journey Builder - Create 1-to-1 consumer journeys across all channels and deparents.
    • Email Studio - Build personalized email campaigns with the world’s #1 email marketing platform.
    • Salesforce DMP - Capture and activate data from any source on a unified platform.
    • Salesforce Data Studio - Power your marketing with data from the world's largest premium data ecosystem.
    • Social Studio - Listen, publish, and engage with your consumers across social media channels.
    • Advertising Studio - Target 1-to-1 advertising using your CRM data to acquire and re-engage consumers.
    • Mobile Studio - Personalize mobile interactions including SMS, push notifications, and group messaging.
    • Interaction Studio - Visualize, track, and manage realtime consumer experiences — driving valuable engagement at the right moment, just the way your audience prefers.
    • Pardot - Unite marketing and sales on a single platform for B2B marketing automation
    Watch Video

    Community Cloud

    Design, launch, and manage everything from one place.

  • Use Lightning Community Builder to create a custom community with clicks, not code.
  • Alternatively, select from an ecosystem of simple, pre-built templates, components, and apps.
  • Customize appearance and content for each audience using permissions to control which users can access select content, data, and functionality.
  • AI-powered insights to get a complete view of every customer with site analytics, user-generated content, and CRM data to predict behaviors.
  • Self-service portals empower customer by allowing them to browse FAQs and knowledge bases, log cases, update orders, and more without agent interaction
  • Close more deals in less time by allow partners, resellers, agents, distributors, and suppliers to easily find information, register new leads, update deals and more.

    Watch Video
  • Commerce Cloud

    Connect with customers anytime, anywhere, on any device.

  • Inspire the connected customer with unified, personalized shopping experiences across all digital commerce channels
  • Extend the freedom and flexibility of digital commerce to the in-person shopping experience.
  • Offer customers limitless product choice, and arm associates with real-time access to digital inventory and customer history.
  • Harnessing the power of AI is easier than you think! Infused into the very fabric of the platform.
  • Einstein delivers AI-powered merchandising insights and highly personalized shopping experiences—no data scientist required.
  • Deliver “buy anywhere, service anywhere, fulfill anywhere” shopping experiences unified across all channels.
  • Deliver exceptional value with real-time inventory visibility, order lifecycle management, and allocation logic.

    Watch Video
  • Our Approach

    Maximize ROI

    We work closely with you and Salesforce to understand the overall technology invesent made so we can consult and design solutions that maximize value and return.

    A Phased Roadmap

    Our consulting services support the entire Salesforce platform and provide you with a roadmap that can be undertaken in phases. This allows your team to experiment, learn, pivot and ultimately succeed.

    True Partnership

    We don't view client engagements as a one-way transaction; for us a true partnership is one where both parties benefit. Our success is reliant on yours.

    Enablement

    At the end of a consulting engagement, customers have a technology roadmap that is tailored to their business, but not handcuffed to ours.

    Have an idea?

    Let's Work Together