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Consultant Roles/Types

  • Business Process Analysts

  • Certified Administrators

  • Certified Solution Architects

  • Certified Configuration Specialists

  • Certified Integration and Data Migration Specialists

  • Custom Developers

  • Certified Sales consultants

  • Certified Service consultants


Business Process Analysis/Automation Expertise

Seasoned consultants experienced in:

  • Business Process Analysis

Document your organization’s business processes via process mapping exercises to identify pain points and opportunities for optimization/automation.

  • Business Process Automation

Streamline paper-driven and painful processes through custom configuration of automated workflows in your Sales environment.


Sales System Configuration Expertise

We bring 15+ years of management consulting expertise to advise how to streamline your business processes on various Sales platforms.  



Custom Application Development

Advanced Sales platforms allow you implement a large percentage of your business logic using point-and-click declarative features such as workflows and approval processes. But sometimes you need more control than these features provide for. That's when we leverage the power of Code.


  • Apex/Visualforce

Visualforce is Salesforce's framework that allows developers to build sophisticated, custom user interfaces that can be hosted natively on the Lightning platform.

  • React Native

React Native lets you build mobile apps using only JavaScript. It uses the same design as React, letting you compose a rich mobile UI from declarative components.

  • Go

Go is an open source programming language that makes it easy to build simple, reliable, and efficient software.

  • Python

Python is a programming language that lets you work quickly
and integrate systems more effectively.

  • OpenCV

Open Source Computer Vision Library.

  • Tesseract

Tesseract is an optical character recognition engine and command line utility.

  • Tensorflow

An open source machine learning framework.

  • NSQ

A realtime distributed messaging platform.

  • NATS

A simple, high performance open source messaging system for cloud native applications, IoT messaging, and microservices architectures.


Sales Expertise

Certified Sales consultants experienced in:

  • Executive Dashboards

​Get Proven & Pre-built dashboard components customized for your business.

  • Lead Management

Track your leads from click to close, while continually optimizing your campaigns across every channel. Make smarter decisions about where to invest your marketing dollars.

  • Contact Management

Have a complete view of your customers, including activity history, key contacts, customer communications, and internal account discussions. Gain insights from popular social media sites such as Facebook, Twitter, LinkedIn, and YouTube — right within Sales platform.

  • Sales/Opportunity Management

Get all the details on your team’s deals — stage, products, competition, quotes, and more. Stay connected to the people and information you need to close every sale.

  • Partner Management

Build and empower your partner network with a Partner Community. Connect directly with channel partners to share goals, objectives, and activities in a secure, branded location.

  • Workflow/Approvals Automation

Implement paperless deal routing and electronic approvals.

  • Electronic Signature/Contract Execution

Acquire customer contract execution via electronic signature.



Service Expertise

Certified Service consultants experienced in:

  • 24/7 Customer Service Infrastructure

Give your customers the answers they need, whenever they need them. Today’s customers expect to have access to customer service on their terms. And our customer service software in the cloud provides them with options for 24/7 customer support.

  • Personalized Customer Care

Customer expectations for service are rising every day. Being able to meet these new needs often means providing a type of personalized service that goes above and beyond what your competitors can deliver.

  • Lightning Agent Console

Unify your agent experience with a Console. This customer service management solution puts all the information your representatives need at their fingertips, all in one console. Agents can manage cases faster, track customer history, view dashboards, and a lot more. All in a single view. No multiple tabs. No switching software.

  • Knowledge Management

Whether for customer self-service or to enable agents to find the right answer faster, knowledge management is one of the best ways to provide excellent customer care. Help your customers help themselves and help your agents work smarter with easy access to articles, FAQs, and the collective wisdom of the community.

  • Mobile

Manage Service cases from anywhere. Field-service agents can solve cases on the go and managers and executives can monitor real-time metrics with mobile apps. As more and more business gets done from mobile phones, being able to manage, track, and report on cases from anywhere is crucial to providing top-tier customer care.


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