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Services

Sales, Service, & CRM

Improve your sales and support teams' efficiency and productivity.

CRM Solutions Delivered
500+
Certifications
180+
Accelerators
20+
Industry Awards
20+

Capabilities and Expertise

One partner for all your CRM and customer   service needs

Empowering teams to drive growth and efficiently serve and track customers through various workflows.

CRM Implementation & Integration 

Selecting and implementing the right CRM based on your business needs and ensuring seamless integration with other business systems (commerce, marketing automation, ERP, etc.).

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Sales Cloud 

Helping your sales team sell smarter and faster by centralizing customer information, logging their interactions, and automating day-to-day tasks, orders, proposals, approvals, and more.

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Service Cloud 

Setting up customer 360 visibility to deliver smarter, faster, and more personalized service. We can automate service processes, streamline workflows, and surface key articles, topics, and experts to transform the agent experience.

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Analytics & Reporting 

Setting up analytics tools, tracking key performance indicators (KPIs), and providing detailed reports on sales trends, team performance, service metrics, customer satisfaction score, average handling time, and more. 

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Artificial Intelligence 

Leveraging the power of AI to identify best leads, convert opportunities more efficiently, and retain customers with ease while identifying trends and offering actionable recommendations. 

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Process Optimization 

Streamlining processes to lead to faster resolution times and higher customer satisfaction. We analyze existing processes, identify inefficiencies, and implement improvements. 

Customer Segmentation & Personalization 

Developing segmentation strategies and implementing personalization tools to tailor interactions based on customer preference and behaviors. 

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Data Integration & Management 

Ensuring real-time data exchange with optimized data quality management across all integrated systems.  

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Assessment

Wondering what services work best for your business?

We'll provide a comprehensive evaluation to help you select, implement, and adopt the right service for your organization

Success Story

Mattel

Consolidating all customer service functions including pre-sales inquiries, order entry, order servicing, and warranty support.

Scalable Solution

Having the ability to adapt to seasonal fluctuations and expanding to new markets.

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Enhanced Customer Servicing

Placing orders on behalf of customers, streamlining the return process, and resolving issues more swiftly.

Operational Efficiences

Having a unified operational system that elevated the efficiency of customer service agents.

Featured Articles

As a multi-cloud Salesforce Crest partner, we've demonstrated a high level of excellence and a 5 out of 5-star CSAT score.

ThomasWagner

Thomas Wagner, VP of Commerce

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