CRM implementation and ERP integration
We configure Salesforce around your real process and connect it to ERP, finance, service, and ops systems.
We configure Salesforce around your real sales process, turning pipeline into predictable revenue with cleaner data, automated scoring, and executive-ready dashboards.
We integrate Salesforce with finance, ERP, marketing, and ops systems, including SAP, Exact, QuickBooks, and custom APIs, to create one reliable source of truth.
We design Service Cloud and support flows with intelligent routing, proactive alerts, Agentforce-ready context, and self-service so agents resolve more work with less friction.
+22% higher close rate, $4.2M additional pipeline converted in 12 months.
Automated scoring in Salesforce kept reps focused on high-value deals, while ERP integration kept pricing, inventory, and billing in sync. Executive dashboards gave leadership real-time visibility before deals stalled.
First-contact resolution +37%, handling time –29%, backlog cleared (equivalent to 6 FTEs saved).
We deployed Service Cloud workflows with intelligent case routing, RingCentral telephony integration, Slack alerts, and Agentforce-ready service context. A self-service knowledge base deflected repetitive requests so agents could focus on complex cases.
Technician utilization up 31%, average job time reduced by 1.85 hours, saving ~$400K annually.
We rolled out Field Service with optimized scheduling, mobile work orders, and route planning. Field staff gained real-time updates and completed more jobs per day without added headcount.
Building what is asked, not what is needed.
Adding a button here or a field there without understanding the real workflow wastes time and misses ROI.
Buying licenses without a rollout plan.
More seats do not equal more value. Without enablement and adoption, your CRM becomes shelfware.
Treating go-live as the finish line.
Implementation is only step one. Without ongoing refinement and support, usage drops and ROI disappears.
Start with the essential workflows.
Focus on adoption, clean data, and core team habits before adding endless features.
Connect Salesforce to the operating core.
Integrate Salesforce CRM with ERP, finance, inventory, service, and operations workflows so teams stop double-entering data.
Train, monitor, and refine.
Adoption is never done. Ongoing support keeps Salesforce valuable as your business evolves.
We run workshops with stakeholders to align workflows, pain points, and success metrics, ensuring Salesforce fits how your teams actually work.
From CRM migration to ERP integrations, we connect Salesforce with SAP, HubSpot, Notion, Slack, finance tools, and custom APIs.
Training, dashboards, and continuous optimization keep adoption high and Salesforce evolving as your business changes.
Your journey for superior customer and business experience