Core Services
Strategic roadmap & Needs Assessment
Are you spending spending the right amount of money on the right technology at the right time? Do your systems support your strategic objectives? We can assess your needs. We review your business goals, processes and systems; mapping out pain points and improvements, we work with you to build a vision of the future. We scope alternatives and translate your vision into a strategic roadmap complete with phasing and budget.
IMPLEMENTATION
Are you ready to engage your customers on a whole new level and integrate your processes into a single source of the truth? Let us help by implementing Salesforce®. The best in class CRM platform will provide your teams with unified customer data and streamlined processes. Free yourself from spreadsheets. Give your teams access to the right information — wherever they need it, whenever they need it. Level up your business!
OPTIMIZATION
Are you looking for ways to work smarter and be more efficient? As your business evolves, so should your systems. Let us help you optimize an end-to-end process. We perform a system health check, and gap analysis between your current state and your optimal process, then implement optimizations and improvements. The ultimate goal is to bring you closer to a stable, scalable and optimized Salesforce® ecosystem.
Integration
Do your teams rely on different technologies to get the job done? When lacking proper integration, these disparate tools can cost you time and money, hamper your visibility into critical information, cause you duplicate data entry and more. The true power of the Salesforce® platform is as an integrated data hub - giving you 360-degree visibility into your data. Let us help you get there!
Reporting, dashboards and analytics
Where is your business headed? How are your customers changing? Instant access to KPIs, real time metrics and reporting is essential to knowing the answers that drive your success. We build reports and dashboards that transform your data into information and empower you to make effective decisions and drive results.
Project Management
Is your team spread across multiple projects? Are you worried about missing deadlines? We can help keep the project team accountable and stay on top of status, timeline, and budget. We do that by drawing on our project management expertise, applying tools and best practices to ensure the project is managed effectively and to your liking.
development & Customization
Looking for an automation that goes beyond out-of-the-box options? Let us create a custom solution tailored to your needs. Our team will map the end-to-end process and manage the code development and testing. You will walk away with a unique solution, tailor made for your business.
Data Clean Up & Migration
Whether you are integrating a business, switching CRM platforms or simply struggling with unreliable data, our team can help. We perform data assessment, mapping, clean up, and migration. We will also arm you with recommendations for how to keep your data free of issues going forward.
