Salesforce for service and sales teams that need it to work.
Whether you're new to Salesforce or fixing a setup that never quite worked, we plan it with you and build it ourselves. Our deepest experience is in contact centers and field service.
Whether you're new to Salesforce or fixing a setup that never quite worked, we plan it with you and build it ourselves. Our deepest experience is in contact centers and field service.
Our Approach
We start with what's getting in the way, agree on what needs to change, and put it in writing. Clear scope, milestones, testing, and training keep delivery on track.
Contact Centers & Service
A call or message rarely ends there. It becomes a case, a follow-up, or work for another team. We connect each step so agents have what they need and customers don't repeat themselves.
Bring calls, email, chat, and messaging into one Salesforce workspace, with customer history on screen for every interaction.
Send each inquiry to the right agent or queue based on skills, availability, and priority.
Set up intake, assignment, escalation, and follow-up, plus the reports and dashboards managers need.
Let customers submit requests, check status, and find answers on their own, with Experience Cloud and a Salesforce Knowledge base your agents use too.
AI agents resolve routine questions around the clock, while generative AI drafts replies and case summaries for your team. Anything complex goes to a person, with the full context.
We work with Agentforce Contact Center and Partner Contact Center (formerly Service Cloud Voice), and with leading telephony providers including Amazon Connect, RingCentral, Aircall, Zoom Contact Center, and outbound sales dialers.
Field Service
We've implemented Salesforce Field Service many times. We connect cases to scheduling, dispatch, and the mobile app your technicians use on site.
Book the right technician based on skills, location, and availability.
Give technicians job details, checklists, and customer history on their phone.
Track every visit, part, and installed asset from request to completion.
Sales
Clear ownership, consistent stages, and reporting you can trust.
Route every lead to an owner and keep follow-up from slipping.
Consistent stages and next steps that move deals forward.
Forecasts, territories, and dashboards that show what's really in the pipeline.
AI agents follow up with new leads and keep deals up to date, while generative AI drafts outreach and meeting prep. Your reps spend less time on admin and more time with the buyers most ready to buy.
How We Help
New to Salesforce? We set it up around how your team works, from configuration to data migration and training.
Connect Salesforce to the systems you already use and clean up the data so reports are reliable.
When configuration isn't enough, we build with Flow, Apex, and Lightning Web Components.
Ongoing admin, fixes, and improvements so Salesforce keeps up with your business.
We use Salesforce's built-in tools first, add AppExchange apps where they fit, and write custom code only when your requirements call for it.
How We Work
Know what happens next, who’s responsible, and how your team will be ready to use the solution.
01
Assess
02
Plan
03
Build
04
Launch & Support
You don't need to know which Salesforce product to ask for. Tell us what your team needs to do, and we'll map the path.
