Our Services

Salesforce

  • Salesforce Initial Implementations

  • Ongoing configuration and optimization

  • App integrations

  • Salesforce org consolidations

  • Service Cloud Customer Portal/Community​

  • CPQ

  • Case Management

  • Each engagement comes with:

    • Dedicated resources​ (System Architect, Salesforce Admin and Developer)

    • Always-on support via Slack and project tools

    • Meet on your schedule

Sales Operations as a Service

  • Dedicated fractional Sales Ops leadership and support:

    • Before your first hire​

    • When a position is open

    • Supporting your existing team​

  • Our support ranges from:

    • KPIs: Reporting & Dashboards

    • Forecasting

    • Sales/Marketing Funnel Optimization

    • Sales Territory Management

    • Investor presentations and financial models
       

  • Each engagement comes with:

    • Dedicated resources​

    • Always-on support via Slack and project tools

    • Meet on your schedule

203.247.9428

New York, NY 10014

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