Consultancy

What We Do

We are a boutique consultancy firm specialized in Salesforce.com. We create, optimize, maintain, evolve and train on Salesforce.com solutions for a myriad of business processes across different industries and markets.

Our Style

We combine business advice with technology. We aim for long-term relationships and work based on what is best for our clients now and in the future. We like to keep things simple and take action with efficiency and agility. We are transparent, responsible, mindful and realistic. We maintain a friendly environment and love to do business with other friendly people too.

Our Purpose

Our ultimate goal is to help organizations increase and sustain efficiency and bottom line results in sales, marketing, service and operations.

Services

Products
Programs
Data
Training
Processes

Sales Cloud

Service Cloud

Marketing Cloud

Experience Cloud

Lightning Platform

Consumer Goods Cloud

Retail Cloud

Nonprofit Cloud

Education Cloud

Whether you are currently using or looking to use the Lightning Platform technology in the future, we have a program for you. We have specifically designed these programs based on our experience of what works best in each case, and use them as guidelines to tailor the best solution for you:

Implementation
You want to successfully implement a new application, regardless of its complexity.

Assessment
You want to evaluate your apps and/or processes to identify opportunities to make things better.

Optimization
After an assessment, you want to optimize your apps and/or processes to obtain the best possible results.

Support
You want a team that can support your apps and teams, including user training and management, data maintenance, analytics and more.

Premium Support
This program expands our support program with a structure that allows you to periodically evaluate results and divise a plan that we can execute and measure.

If your applications were biological systems, data would be its blood. Data translates into information, which is critical for any application and business process. The services that we provide are designed to address your data needs, and are tightly related to the technology we support:

Consolidation
We take data from multiple sources and consolidate it into one single schema or structure.

Migration
We take your data from one or more systems (source) into another system (target).

Backup
We back-up your application data to preserve it and for further analysis.

Quality
We assess the quality of your data and help you sanitize it to make it better in all senses: more relevant, accurate, accessible and easier to understand.

Integration
We integrate data from two or more systems (i.e. share information between your financial and CRM system).

Trailhead Academy Courses
We partner with Trailhead Academy to deliver official Salesforce.com courses for your team.

Custom Training
We customize your team's training based on your specific needs. Available for admins, developers, super users and users for standard and custom apps.

We specialize in five key areas of your business: Sales, Marketing, Service, Administration and Operations.

One of the key aspects of our methodology approach is not only that we are agile, but that we always work with you in every step of the way as we believe that even though we bring a lot to the table, there is no one that knows your business better than you.

We simply start by discovering what you have or need, then figure out through a dynamic process the best possible design we can devise. Once defined how we'll do things, we implement the new process from a technology and human standpoint, without forgetting to document it and measure its results to understand its performance and impact over time.