Success Stories
LRN
M&A Support and System Carve-Out Program
We began with an extensive health check of Salesforce. Based on the results, we re-implemented various processes in the ‘Lead to Revenue’ cycle, standardized Salesforce CPQ implementation following best practices, and ultimately started providing comprehensive Salesforce support as a managed service.
Berlitz
Global Go-To-Market Development Revenue Cloud + Education
We began with an extensive health check of Salesforce. Based on the results, we re-implemented various processes in the ‘Lead to Revenue’ cycle, standardized Salesforce CPQ implementation following best practices, and ultimately started providing comprehensive Salesforce support as a managed service.
Newsela
K-12 & Higher Ed – Systems Transformation
We began with an extensive health check of Salesforce. Based on the results, we re-implemented various processes in the ‘Lead to Revenue’ cycle, standardized Salesforce CPQ implementation following best practices, and ultimately started providing comprehensive Salesforce support as a managed service.
Watermark
Lead to Revenue Optimization and Integration
We began with an extensive health check of Salesforce. Based on the results, we re-implemented various processes in the ‘Lead to Revenue’ cycle, standardized Salesforce CPQ implementation following best practices, and ultimately started providing comprehensive Salesforce support as a managed service.
Specialty Food Association
Transforming Operations
We began with an extensive health check of Salesforce. Based on the results, we re-implemented various processes in the ‘Lead to Revenue’ cycle
Labster
Establishing Salesforce Sales Cloud with Integrations
We began with an extensive health check of Salesforce. Based on the results, we re-implemented various processes in the ‘Lead to Revenue’ cycle, standardized Salesforce CPQ implementation following best practices, and ultimately started providing comprehensive Salesforce support as a managed service.
Asure Software
Enterprise Services
We began with an extensive health check of Salesforce. Based on the results, we re-implemented various processes in the ‘Lead to Revenue’ cycle, standardized Salesforce CPQ implementation following best practices, and ultimately started providing comprehensive Salesforce support as a managed service.
Kipu Health
Patient to Revenue Transformation
We began with an extensive health check of Salesforce. Based on the results, we re-implemented various processes in the ‘Lead to Revenue’ cycle, standardized Salesforce CPQ implementation following best practices, and ultimately started providing comprehensive Salesforce support as a managed service.
LumenVox
Salesforce CPQ Implementation with Integrations
We began with an extensive health check of Salesforce. Based on the results, we re-implemented various processes in the ‘Lead to Revenue’ cycle, standardized Salesforce CPQ implementation following best practices, and ultimately started providing comprehensive Salesforce support as a managed service.
GPS Insight
Salesforce- New Implementation with NetSuite & HubSpot Integrations
We began with an extensive health check of Salesforce. Based on the results, we re-implemented various processes in the ‘Lead to Revenue’ cycle, standardized Salesforce CPQ implementation following best practices, and ultimately started providing comprehensive Salesforce support as a managed service.
Dealerware
Finance Transformation – Revenue Cloud
We began with an extensive health check of Salesforce. Based on the results, we re-implemented various processes in the ‘Lead to Revenue’ cycle, standardized Salesforce CPQ implementation following best practices, and ultimately started providing comprehensive Salesforce support as a managed service.
Guideline
Advisory & Managed Services
We began with an extensive health check of Salesforce. Based on the results, we re-implemented various processes in the ‘Lead to Revenue’ cycle, standardized Salesforce CPQ implementation following best practices, and ultimately started providing comprehensive Salesforce support as a managed service.
Perceptyx
Salesforce- Lead to Revenue Reimplementation
We began with an extensive health check of Salesforce. Based on the results, we re-implemented various processes in the ‘Lead to Revenue’ cycle, standardized Salesforce CPQ implementation following best practices, and ultimately started providing comprehensive Salesforce support as a managed service.
Toast
Custom Cloud Loan Application
We began with an extensive health check of Salesforce. Based on the results, we re-implemented various processes in the ‘Lead to Revenue’ cycle, standardized Salesforce CPQ implementation following best practices, and ultimately started providing comprehensive Salesforce support as a managed service.