Not every company is the same, which is why our Managed Services offerings are tailored to fit the unique needs of your tech business. Whether you’re a SaaS, hardware, or asset management company, we have experience helping tech companies drive revenue and improve efficiency with Salesforce. If you’re looking for strategic guidance and support with your Salesforce org, our Salesforce Excellence Program (Premium Managed Services) is the best fit. If you’re in need of day-to-day help with tasks on the Salesforce platform and see the benefit of working with a firm vs. hiring internally, then our Managed Services offering is the way to go.

Case deflection is a major focus for tech companies when attempting to scale. Your support offering needs to keep up with the speed of customer acquisition and not require that you continue to hire support staff as rapidly as your customer base grows. This is a downfall for many fast-growing tech companies that often contributes to rising support costs and a decrease in support agent productivity. With proactive customer health monitoring, a self-service portal, AI-powered chatbots and more, Service Cloud helps tech companies not only increase customer satisfaction but also reduce churn. 

‍In Action: By helping a tech company make the switch from Zendesk to Service Cloud — including solutions for Service Cloud Voice and Einstein Service Replies — our client can now deliver more proactive, personalized, and efficient customer service experiences. This has led to a boost in productivity among support teams and a decrease in average handle times for support agent calls. 

With Marketing Cloud and Marketing Cloud Account Engagement (Pardot), you can deploy smarter campaigns across the entire lifecycle with AI that is grounded in your customer data. We’ve helped tech companies bridge the gap between marketing and sales by implementing cross platform solutions that connect sales and marketing with Salesforce.

‍In Action: We helped a tech company prevent churn by setting up automated and dynamic lists in Account Engagement. This allows our client to market to different groups of prospects based on interest or where an individual currently is in their sales process. Our client can also build dynamic and personalized emails and landing pages as well as seamlessly pass along leads to the sales team.

Whether you need help identifying the right partner relationship management solution or want to drive faster growth with new revenue streams, we’ve worked with high tech companies across sectors to help them enhance their sales operations and partner ecosystems with Salesforce. With Salesforce Partner Relationship Management, you can manage the entire partner lifecycle from onboarding to management and help partners sell by equipping them with tools such as knowledge articles and chat bots.

‍In Action: We helped a tech company transform their partner experience with Partner Relationship Management and Partner Tracks. After setting up an Experience Cloud Partner Portal for our client, partners are better equipped to sell our client’s products, leading to increased sales and commissions.

With Sales Cloud, sales reps can improve efficiency by taking advantage of automated, intelligent sales tools that can all be accessed from a single platform. We’ve helped tech companies implement the perfect mix of Sales Cloud products — from Sales AI tools to automated prospecting with sales cadences in Sales Engagement — to help sales teams win more deals.

‍In Action: We helped a tech company improve the lead-to-sales process by combining five separate processes that were tedious and time consuming with Sales Cloud. We implemented Einstein Activity Capture, Einstein Next Best Action, Salesforce Inbox, and other advanced Sales Cloud features to improve efficiency and identify trends systematically. 

With Salesforce CPQ you can give your sellers the structure and guardrails they need to quote quickly and correctly directly from the Salesforce platform. Give your executive team the forecasting tools they need to make informed strategic decisions, optimize resource allocation, and stay ahead of market trends. We’ve helped tech companies implement Salesforce CPQ solutions to not only mitigate risk, but also stay in compliance with business policies such as guided selling flows, product bundles, and discounting rules for sellers.

‍In Action: We helped a Fintech company go from manual, outdated quoting processes to streamlined quoting with Salesforce CPQ — including pricing rules based on variable inputs, a custom JavaScript Quote Calculator Plugin (QCP), and support for multiple tiered and yearly pricing.