Solutions and Expertise
What we're good at. What we could help you withSalesforce Solutions

Sales Cloud
✔ X2 JumpStart packages for $3k, $5k and $8k for CRM GoLive
✔ GoLive with CRM guaranteed within 14 days from kickoff!
✔ Split payment over 3 months or more
✔ GoLive with CRM guaranteed within 14 days from kickoff!
✔ Split payment over 3 months or more

Service Cloud
✔ Phone system, text messaging, chat, email and social media in ONE channel
✔ Start with only a few features and add more as demand grows
✔ Offer customer and partner login portals with Experience Cloud
✔ Start with only a few features and add more as demand grows
✔ Offer customer and partner login portals with Experience Cloud

Health Cloud
✔ Set up a patient friendly intake process with forms, emails, text, chat etc.
✔ Enhance the medical encounter for both patients and doctors
✔ Easily integrate with any EMR for unparallelled reporting & dashboards in Salesforce
✔ Enhance the medical encounter for both patients and doctors
✔ Easily integrate with any EMR for unparallelled reporting & dashboards in Salesforce

Configure-Price-Quote
✔ Turn complex price quoting exercises into a simple step-by-step process
✔ Generate an accurate quote in minutes and add “approval processes” as desired
✔ Use SFDC to generate a great looking PDF with cover letter, quote & T&C pages in minutes
✔ Generate an accurate quote in minutes and add “approval processes” as desired
✔ Use SFDC to generate a great looking PDF with cover letter, quote & T&C pages in minutes

Marketing Cloud
✔ Personalize digital communications.
✔ Deploy campaigns quickly and analyze results.
✔ Manage B2C or B2B in a efficiently.
✔ Deploy campaigns quickly and analyze results.
✔ Manage B2C or B2B in a efficiently.

Marketing Pardot
✔ New 2023 version allows for easy 1-click “deep clone” of complete campaigns
✔ Create interactive and dynamic email and marketing “journeys
✔ Dynamically assign leads and create follow up tasks for the sales team
✔ Create interactive and dynamic email and marketing “journeys
✔ Dynamically assign leads and create follow up tasks for the sales team

Time Entries and Billing
✔ One Datasilo for Lead-to-Cash
✔ Dashboards & Reports for Product Delivery, Billing & Accounts Receivable
✔ Automated sending of invoice reminders & more
✔ Dashboards & Reports for Product Delivery, Billing & Accounts Receivable
✔ Automated sending of invoice reminders & more