CRM Strategy Assessment and Development
We partner with you to understand your current state, identify strategic objectives, and develop a prioritized roadmap to meet those objectives. Our leadership team can provide expertise across industries (including financial services, consumer products, high tech, and healthcare) to help you identify ways to transform your organization’s marketing, sales, and service teams to increase revenue and improve the client and employee experiences.
Salesforce Health Check
We review your current state technology solutions and your core business processes, along with your objectives and pain points, to make recommendations on how to improve your ROI and overall usage of the Salesforce ecosystem.
Sales Transformation
We will work with your sales leadership and team to expand your sales funnel, streamline your quote-to-cash processes, reduce your time to onboard new customers, and improve reporting to better understand your pipeline to make more informed decisions. Often these projects involve changing your culture as much as your processes, and we can guide you throughout those changes.
Service Transformation
Our understanding of the functional and technical aspects of transforming the service capabilities of an organization allows us to guide the reengineering of your processes while designing and developing an improved future state to provide world class service to your customers across all channels, including phone, web portal, email, and chat.
CRM Program Delivery
Our project delivery team can provide support or fully own the delivery of your transformational CRM program. We can utilize our proven methodology that is based on Agile delivery principles or we can adopt your methodology, if preferred. As partners focused on your success, our approach is to provide guidance, support, and recommendations while ensuring that ultimately your decisions are what the team rallies behind and delivers.
Salesforce Support and Administration
We offer managed services to provide ongoing support and administration to your existing or newly implemented Salesforce solution. Our team of developers is a blend of onshore and offshore resources that allows us to reduce costs while meeting your needs.