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INDUSTRIES · CONSULTING SERVICES

Salesforce for consulting and service firms

We work like a consultancy ourselves. For consulting, outsourcing and services firms we build CRM from zero to one, keep it evolving after go-live, and train consultants to deliver Salesforce on their own.

clients in this industry

PwC transcosmos Hudson

01 — WHAT WE DO

For firms that sell expertise

CRM from zero to one

For the China entity of a global firm, or a firm buying its first CRM: requirements, design, build and go-live.

0 to 1 Sales After-sales

Evolving after go-live

Maintenance and change requests from the team that built it.

Change requests Support

Reporting that partners read

Power BI on top of Salesforce for utilization, pipeline and client views.

Power BI

Training your consultants

Certified trainers for teams that deliver Salesforce themselves.

Salesforce training

Extra hands for your programs

Certified engineers for consultancies’ own programs, such as Accenture’s, by the person-day or as direct delivery to their standards.

Staff augmentation Direct delivery

02 — CLIENT STORIES

Work for service firms

transcosmos

BUSINESS SERVICES · JAPAN

Salesforce from zero to one for transcosmos China

  • The China team bought Salesforce on its own; we built and customized it from scratch for sales and after-sales
  • Led requirements, solution design, development, testing and deployment
  • Kept it running after go-live with maintenance and change requests
  • Power BI connected to Salesforce for reporting beyond standard dashboards
Sales After-sales Power BI
PwC

PROFESSIONAL SERVICES

Training PwC's Salesforce consultants

  • Our certified trainers taught Salesforce to PwC's Salesforce consulting team
  • Standard curriculum, tailored to how consultants configure and deliver Salesforce for their own clients
Salesforce training Consultants

how we are built

We run like a law firm: every member works on client projects and manages their own work. Clients are partners, and teachers too; we only go further when they succeed.

Keep exploring

SalesforceConsulting, implementation, integration, support TrainingSalesforce, Power BI and VUP courses IT DeliveryCustom apps, mini-programs, integration, BI Project ManagementPlans, milestones, change control, SLAs

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