Salesforce
Enabled.

STRATEGY & CONSULTING

Advising on existing or to-be initiatives for your Salesforce-integrated tech stack to ensure strategic alignment and right-fit solutions.

Strategic Planning - do you have an articulate, actionable plan to meet your business goals with Salesforce? Does this plan consider all the people, process, and systems capabilities needed?

Salesforce Capability Development - do you have the right business and technical resources to enable Salesforce initiatives? Do they have the training and certifications they need? Are governance, program management frameworks, and tools in place to assure consistent success?

Change Management - is your organization able to adopt new Salesforce features and functionality effectively? Are there controls in place to prevent disruptive changes, protect the productivity of team, and the integrity of your data?

Implementation & Migration - are you starting from napkins and spreadsheets and need a platform tailored to your business needs? Have your current platform investments reached end-of-life, and you’re looking to migrate to a more scalable solution?

Project Delivery - do you need full life-cycle development for Salesforce, from inception to delivery to maintenance? Are you looking for a trusted partner can integrate with your in-house and outsourced resources to help drive project success, and instill practices that will make the next project that much easier?

Expert Resources - do you need a full-stack team of Salesforce App Builders, Administrators, Developers, and Architects? Do you need to complement your internal and partner capabilities with specific Salesforce skillsets?

MANAGED SERVICES

Providing comprehensive Salesforce services to sustain and evolve client platform investments in line with business growth and objectives.

Governance & Leadership - do you have processes in place to identify, prioritize, and coordinate Salesforce initiatives on an on-going basis? Do you need help interfacing with diverse Salesforce stakeholders to understand business processes, analyze gaps in Salesforce functions, and define business requirements?

Platform Management - is your Salesforce organization healthy? Does it meet your internal and external security, privacy, and compliance requirements? Do you have a method for identifying and remediating technical debt?

End-user Support - are your Salesforce users and stakeholders getting the day-to-day support they need to be successful with Salesforce? Do they know where to go when they need a quick bug fix, and tweak to existing functionality, or have a great idea for a new Salesforce feature?

Integration Architecture - do you have complex integration requirements and aren’t sure what patterns and approaches will work best for your business? Do your systems need to talk to each other seamlessly, simplifying and automating work for your team?

Integration Technologies - are you looking to implement point-to-point, hub-and-spoke, or Enterprise Service Bus architectures? Is it time to invest in an integration platform and products like Mulesoft, Salesforce Connect, and Heroku Connect?

API Development - do you need high-functioning APIs that fit in with your existing integration architecture? Are you unsure how to best to leverage Salesforce REST, SOAP, Bulk, Streaming, Outbound Messages, Web Service Callouts and other APIs?

KEY PRODUCT & INDUSTRY CLOUDS

Pick the right Salesforce Cloud, and extend your Salesforce platform capabilities with other Salesforce products to cover your business needs in full.

Foundational Clouds - do you have broad needs for CRM, Service or Marketing? Are you considering Sales Cloud, Service Cloud or Marketing Cloud?

Industry Clouds - do you need a platform tuned to your industry-specific needs? Are you considering Health Cloud, Finance Cloud, or Manufacturing Cloud?

Products - are you looking to extend the functionality of your Salesforce Cloud? Do you want to tackle Lead-to-Cash challenges with Salesforce CPQ & Billing, gain AI-driven insights and recommendations using Einstein, or drive efficiency in field service needs using Field Service Lightning?

Customer 360 - are your marketing, sales, commerce, service, and IT teams connected around every customer? Would real-time, intelligent, automated customer interactions help drive your business?

Business Intelligence - do you want to enable your business to spot opportunities, predict outcomes, get recommendations, and more with Tableau CRM?

Trust - do you trust the data coming out of your Salesforce integrated tech-stack? Do you have have data quality or accuracy issues? Are you getting the reports and insights you need?

Case Studies

CASE STUDY

Quoting is broken!

Rebuilding the Quote-to-Cash workflow and restoring confidence in forecast and order data. 

CASE STUDY

We’re Not Stopping - Enabling Post Acquisition Customer Care at Scale​.

Rapid re-engineering of the customer onboarding and delivery journey with an optimized system architecture for a leading payments provider. ​

CASE STUDY

Which CRM and Service platform?​

Building CRM and Service platform capabilities as a leading provider of fax services outgrows Microsoft Dynamics. 

CASE STUDY

Automating Lead-to-Cash​.

Creating an efficient, scalable platform for driving the lead-to-cash lifecycle for Marketing, Sales, and Operations.​

CASE STUDY

Digital Marketing Transformation​.

Leveraging Marketing Cloud to drive advanced customer engagement campaigns that extend experiences across physical and digital channels.

Active Digital Insights: Salesforce

We combine our experience within the biggest client-side brands, top-tier management consultancies, global systems integrators and premier digital product providers to bring a depth and breadth of knowledge that is further differentiated by our orientation toward action, real-world results and speed to impact. Read more about our thought leadership and engagements:

Ways to Prevent Tech Debt

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Why Tech Debt Happens

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What is Tech Debt?

Tech debt is usually a foreign term to people outside of the technical sphere, but it is essential for everyone in a... More

Do You Know What’s in Your Application Portfolio?

With Salesforce, you have a powerful cloud-based platform to run and grow your business on a day-to-day basis... More

How to: Get Buy-in from Your Team During Significant Change

There is one hurdle that will sink a Salesforce change management project every time: lack of buy-in from your team... More

Why Change Management is Essential for Salesforce

Change management is a skill that is essential because Salesforce is a tool that makes it easy to make changes throughout your organization... More

Do These 4 Things Before Your Next Change Management Initiative

Change management initiatives and organizational change is one of the few constants in the business world. Whether it’s a proactive change, like adopting cutting edge technology... More

3 Benefits of Managed Services for Salesforce

Salesforce is a versatile and enormously powerful platform for marketing, sales, and customer service. It’s considered the gold standard for CRM software, largely due to its customizability... More

How Salesforce is Leading CRM Customer Engagement

The customer engagement center (CEC) market is gradually shifting its traditional concepts. The reshaping movement of the customer engagement center is largely based on the shift towards an increased need for artificial intelligence... More

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Here’s a small sample of the brands we’ve served.