Customer Engagement

CRM & Salesforce

Salesforce implementation, configuration and managed support — connecting sales, service and marketing into one 360° customer view.

A single, connected view of the customer across sales, service and marketing.

Implementation, configuration and managed support for Salesforce environments.

Connecting CRM with ERP, eCommerce and support platforms.

Custom workflows and automation for B2B and B2C customer engagement.

Frequently Asked

Common questions

Do you support ongoing Salesforce administration, or only implementation?

Both — we implement and configure Salesforce, and provide managed support for ongoing administration, workflow changes and enhancements.

Can Salesforce be connected to our ERP and commerce platforms?

Yes, connecting Salesforce to ERP (SAP, Oracle, ERPNext) and to eCommerce platforms is a core part of building a true Customer 360 view.

Do you support both B2B and B2C engagement models?

Yes — our CRM automation work covers custom workflows for both B2B account-based selling and B2C customer engagement.

Bring commerce data into the customer view.

Connect CRM to core operational data.

See CRM in a policy & claims context.

Talk to our team about your current environment, goals and timeline.