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Driving Profits with Salesforce since 2003

We are not a typical Salesforce shop that just implements how you want to run your business. We have extensive business process consulting experience and typically help transform the way a business works to increase profits. Then we match Salesforce and other systems to that new way of doing business.

Our typical engagements including the creation of new strategy documents, new business process workflows and working sessions with the CEO, CIO, CRO and CMO. If you already have a solid process and just need someone to help you migrate to Salesforce that’s great too, but clients tend to leverage us to facilitate strategic change and process improvement with our Partnership service. In order to do this, we typically engage with clients for 1-2 years, and only work with a select few clients at this level at any given time.

Business Processes that we have designed and setup on Salesforce

  • Inventory Management System with cost averaging and multiple locations
  • Order and Purchase Order systems that intelligently reserve stock, or order new
  • Work Orders with time tracking, inventory usage, and automatic invoice creation
  • Bid Buy Sell processes for manufacturer reps
  • Account purchasing history by product group/family for cross-sell intelligence
  • Field technician paperwork replacement with iOS
  • Fleet maintenance management
  • SaaS recurring revenue scheduling and forecasting
  • Sales, of course!
  • Internal and External Case Management with response time tracking
  • Non Profit Starter Pack (NPSP) with household accounts, event tracking, sponsorships and applicants (for internships, job placement, etc.)

Salesforce Integration experience

We have built many custom integrations as well as used off the shelf solutions including integration platforms like Scribe, Informatica and Jitterbit. Whether you need a Salesforce hosted direct integration, a hosted integration platform or on site solution, we’ve done them all including:

  • SAP
  • Quickbooks Online
  • Avatax Sales Tax platform
  • Magentrix, a 3rd party customer portal
  • iOS app via the React Native Mobile SDK
  • Eventbrite including all ticketing and event information
  • Email solutions including Pardot, Exact Target, Mailchimp, and Campaign Monitor
  • In house .Net and SQL databases syncing one or both ways with Salesforce
  • WordPress websites (for dynamically updating the website content)
  • Online form platforms like Formstack and Form Assembly

Industries we have the most experience in:

  • Industrial Supply & Field Service
  • Technology / SaaS
  • Manufacturing
  • Distributors / Resellers
  • Non-Profits


Explore our site, and when you have any questions or would like a free consultation and roadmap, let us know below. 

Start Growing Today

Sales Cloud Quick Start

  • The fastest way to get up an running on Salesforce.
  • We install a pre-determined set of our best reports and customizations, giving you more for your money.
  • We will map your sales process to Salesforce
  • Data cleansing and import included

Service Cloud Quick Start

  • Same as above, but we focus on the Service Console
  • Knowledge base setup
  • Case management and response time dashboard
  • Web-to-Case setup

Pardot Quick Start

  • Salesforce Sync
  • Lead Scoring
  • Pre and Post-Sales drip Campaign
  • 1:1 emails in Salesforce
  • Website form and tracking integration


  • Defined scope
  • Add new features
  • Fix existing code

Ongoing support

  • Tier 1 end user support
  • Tier 2 support (you handle Tier 1)
  • Discounted monthly retainers

Health Checks

  • Best practice audits
  • Documented recommendations
  • Your team can implement or we can
  • Make sure no serious problems exist


  • Remote or onsite
  • Recordings for reuse
  • Group or 1 on 1

Fractional CIO

  • Let us handle all aspects of your Information Strategy
  • Active involvement with C-suite
  • Leadership for your team or ours

Outsourced IT Department

  • Websites
  • Phone
  • Data Storage and backups
  • Cloud application management

(Not provided without Salesforce.com to keep our focus)

Salesforce Consulting Partner

Quick Starts

  • Fixed timeline
  • Fixed Price
  • Typically 6-8 weeks
  • Training included
  • Sales Cloud
  • Service Cloud
  • Pardot

Admin Support

  • Monthly retainer based
  • We provide Tier 1 or Tier 2 support
    • Tier 1: Handle all help cases from all your employees
    • Tier 2: You handle Tier 1, and that person sends us anything they can’t solve

Project based

  • Shorter term, less strategic
  • Quickstarts (getting you up and running in weeks)
  • Adding functionality without changing the current business process


  • Involved in high level strategy
  • Facilitating change and being directly in charge
  • Ideal for larger projects or smaller companies
  • Interim C-Suite member
  • Transition plan to internal teams including hiring assistance

Let's Talk

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