WE HELP INNOVATIVE ORGANIZATIONS
GET UNSTUCK WITH SALESFORCE.
Does This Sound Like Your Organization?
“We’re still trying to get Salesforce set up and we can’t seem to get out of the weeds.”
The way you configure Salesforce and integrate it with other applications determines how effective it will be. If you’re spending more time getting it setup correctly than you are thinking about how to improve your business, we can help.
“We’ve made a major investment in this technology, but we have not seen results yet.”
There’s a difference between having Salesforce and using it effectively. We help organizations use Salesforce to its full potential by automating processes and establishing accurate, insightful reporting without making it into a full-time job.
“We’ve developed a strategy for our client, but don’t have the in-house expertise to implement it.”
If your agency has already developed a strategy for customer engagement and improved sales for your clients, we can help you implement it. You do not have to become a Salesforce expert yourself. Let us take it from here.
“With Brian’s strategy-first approach, we were able to identify the best new business process for us – and then use our existing toolset to manage it. Our new business process has become much more manageable, effective and – dare I say – enjoyable.” -Christine Tieri, President, Idea Agency