Our Services 

Delivering outcomes with the
intersection of strategy, customer
engagement, and the Salesforce Platform.

Business strategy

Combining vision and action together

We take high level visions and create tangible executable plans with detailed roadmaps. We take a holistic view of marketing, sales, and service capabilities to achieve your business outcomes.

Areas of focus

Strategy advisory

Business architecture

Technology architecture

Integration & data architecture

 Leadership alignment

Business development

Performance improvement

Cross-industry experience

We pride ourselves in understanding each industry business model, the associated needs and taking a people centric approach when designing a solution. We advance learnings from one industry to another to accelerate and modernize your business.

Healthcare
Manufacturing
Consumer Goods
Business
Customer engagement

Shaping every interaction
to be meaningful

Impactful experience and process change is rooted in a “people first, technology second” mindset. Start with a user- and customer centered approach when implementing the Salesforce platform.

Areas of focus

Digital strategy

Experience design

Customer innovation

Process design

Change enablement

Training

Our work

The stories of our experience delivering outcomes.

Modern Cloud Architecture / Salesforce Mobile

Integrated inventory Management

A global medical device company had limited visibility to their product inventory that was held in the field by field representatives.

Field Service Lightning

Field Enablement

A leading global water, hygiene, and energy manufacturing company was experiencing increased time spent in the field answering customer service calls and unable to be responsive to mid-day calls.

Customer and Distributor Community

Partnership Done Differently

The global leader in quality management solutions for the manufacturing industry was seeking to build a Salesforce community to serve both customer and distributor needs.

Customer Community / Experience Design

Seamless Service

A leading global SaaS provider for participants in the merger and acquisition lifecycle was looking to create self-service capability via Salesforce Community.

Salesforce implementation

Delivering on the leading 
CRM engagement 
platform

Maximizing the platform to realize the full investment potential while enabling user acceleration of new and existing functionality.

Areas of focus

Salesforce platform

Implementation planning

Program and project management

Agile delivery

Use case / functionality prioritization

Dashboards and report development

Quality assurance

Salesforce QuickStarts

Action is traction

Designed to get you up and running on the Salesforce Platform within weeks so you can speed your time to value to maximize your investments in the Salesforce Platform.

QuickStarts

Sales Cloud

Field Service Lightning

Community Cloud

Maps

Let’s explore together

Let’s chat about the project you want to do next.