Solutions and Expertise

What we're good at. What we could help you with

Salesforce 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

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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

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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

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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

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MARKETING CLOUD
  • Personalize digital communications.

  • Deploy campaigns quickly and analyze results.

  • Manage B2C or B2B in a efficiently

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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

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TIME ENTRIES AND BILLINGS
  • One Datasilo for Lead-to-Cash

  • Dashboards & Reports for Product Delivery, Billing & Accounts Receivable

  • Automated sending of invoice reminders & more

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