
Experience-driven solutions built to maximize connection, insight and speed to scale
CONNECTED DATA
Simplifying complicated back-end technology into integrated, available data for your teams and customers.
Data Strategy - How do you collect, store, govern, access, and use your data?
Analytics and Reporting - How do you use internal and external data sources to generate insights and drive decision-making?
Integration - Are your teams able to leverage accurate, timely data across internal systems and partner channels?
SALESFORCE CONSULTING & DEVELOPMENT
Harnessing the capabilities of Salesforce to play a critical role in the improvement of your customer’s lifecycle across the brand.
Marketing Cloud / Pardot - Are you driving meaningful, personalized experiences to your target market?
Sales Cloud - Is your Sales team equipped to land and expand key accounts?
Service Cloud - Have you integrated your Client Care processes into the rest of the Customer Lifecycle?
Industry Clouds – Let us help us manage your unique customer lifecycle and nuanced use-cases, particularly those specific to Financial Services.
CUSTOMER PLATFORMS
Extending and building platforms that empower and educate your customers, driving customer satisfaction.
Self-Service Portals - Are your account management features meeting customer expectations?
Training & Education - Do your customers have access to timely, brand-affirming digital content?
Embedded - Have your capabilities been seamlessly incorporated into partner experiences?
DIGITAL PRODUCT
Launching multi-channel, research-backed capabilities that extend your brand beyond traditional borders.
Mobile Experiences - Is your brand well represented on the devices your customers use the most?
API Management - Is your partner ecosystem able to easily interact with your data and services?
E-Commerce - Does the experience of purchasing your products and services stack up to the competition?
EMPLOYEE ENABLEMENT
Delivering tools and data to your front-line service employees and decision-makers to produce a consistent experience for your customers across all channels.
Customer Service - Are your service teams leveraging the right tools and data to provide best-in-class care across all channels?
Intelligence - Does the data used to drive business strategy make its way to the individuals closely interacting with your customers?
Automation & Scale - Are key internal processes slowed by manual intervention and the wrong internal toolsets?
CASE STUDY
Using Salesforce to increase engagement and financial performance
A global trade association needed help improving the digital experience for 8,000+ volunteers across the globe as they sought to understand and apply for volunteer opportunities. The organization recently implemented Salesforce across the enterprise, and given the criticality of the volunteer activity to the business, their experience was the first to be prioritized on the new platform.
A business process and change management consultant were engaged to interview internal stakeholders to understand the target end-state experience for volunteers. Based on the outcome of this analysis, over 100 volunteer journeys were identified. For each journey, a process map was created for development in Salesforce. In parallel, leading change management methodology was employed to drive awareness and adoption of the new solution.
The client launched a robust Salesforce portal through which thousands of volunteers can view and apply for volunteer opportunities. Volunteer participation is a key driver of member retention and associated fee revenue.
You’re in good hands.
Here’s a small sample of the brands we’ve served.
Proven professionals. Enterprise-grade solutions.
Our experience and proven methodologies produce impact at scale across the organization.
