Our Services
Digital transformation isn’t one-size-fits-all. We begin with a deep understanding of your business, operations, and priorities. From there, we build a phased plan that delivers measurable impact step by step. The phases below show what a full transformation can look like—but every engagement is unique.
Phase 1 — Foundation & Core CRM
Goal: Establish a connected, efficient sales foundation that unifies customer data and streamlines the sales cycle.
- Sales Cloud: Centralized customer, contact, and account management.
- Lead & Opportunity Management: Track pipeline progress and performance.
- Actionable Segmentation & Relationship Center (ARC): Visualize and manage relationships between customers, partners, and regions.
- Partner Visit Management: Capture and track key partner interactions, site visits, and activity outcomes.
Outcome: A complete view of every customer and relationship—driving consistent, data‑informed selling processes.
Phase 2 — Quoting & Contract Management
Goal: Streamline the quoting, pricing, and contracting process to increase speed and accuracy.
- Product Catalog: Centralized product and pricing data.
- Revenue Cloud & CPQ: Guided configuration, pricing, and quoting for complex deals.
- Contract Lifecycle Management: Generate, approve, and manage contracts with version control.
- Document Generation & eSignature: Automate document creation and signature capture.
- Rebate & Incentive Management: Automate accruals, payouts, and performance tracking.
Outcome: Faster quoting, cleaner pricing governance, and a consistent contract process across the organization.
Phase 3 — Forecasting & Demand Planning
Goal: Provide accurate visibility into revenue and demand using account‑based forecasting and customer programs.
- Manufacturing Cloud: Align sales, operations, and finance with account‑level forecasts.
- Account Manager Targets: Track goals and progress at the individual or regional level.
- Sales Agreements: Manage long‑term customer commitments and actual order comparisons.
- Account‑Based Forecasting: Forecast by customer, product family, or region.
- Program‑Based Business: Incorporate customer forecasts and expected demand programs.
Outcome: Data‑driven forecasting that bridges sales and production planning for better capacity alignment.
Phase 4 — Service & Asset Lifecycle
Goal: Deliver best‑in‑class service experiences and extend asset uptime with connected field operations.
- Service Cloud: Manage cases, warranties, and service‑level agreements (SLAs).
- Field Service / Asset 360: Schedule and dispatch technicians, track assets, and automate preventive maintenance.
- AI‑Assisted Scheduling: Optimize field routes and technician allocation.
- Knowledge Base & Self‑Service: Provide customers and partners access to documentation and troubleshooting tools.
Outcome: Predictive and proactive service operations that enhance reliability and customer satisfaction.
Phase 5 — Partner Engagement & Supply Network Collaboration
Goal: Strengthen collaboration with distributors, suppliers, and dealers through digital engagement and transparency.
- Partner Cloud: Unified portal for distributors, dealers, and suppliers.
- Deal Registration & Quoting: Streamline partner opportunity management and approval.
- Partner Training & Enablement: Provide certification, onboarding, and co‑marketing materials.
- Channel Sales Automation: Automate deal allocation, incentive tracking, and sell‑through visibility.
- Supplier & Vendor Management: Track supplier certifications, lead times, and risk data; enable a Vendor Experience Portal for updates and compliance.
Outcome: Improved partner alignment, faster collaboration, and stronger channel performance.
Phase 6 — Operational Data Integration & Visibility
Goal: Deliver real‑time visibility into operational and financial data across ERP and CRM systems.
- ERP Integration (SAP, Oracle, NetSuite, etc.): Connect Salesforce with ERP data—orders, shipments, invoices, and payments.
- Inventory Visibility: Let sales and service teams see available stock before quoting or scheduling repairs.
- Financial Insights: Display invoice and payment data at the account level.
- Operational Dashboards: Build real‑time order‑to‑cash and supply/demand dashboards.
Outcome: Unified visibility across sales, operations, and finance—enabling faster, more informed decision‑making.
Phase 7 — Predictive Intelligence, Analytics & AI
Goal: Use unified data to enable predictive insights, automation, and intelligent decision support.
- Data Cloud Modeling: Harmonize ERP, IoT, and CRM data into unified profiles.
- Tableau Next Analytics: Generate visual dashboards and actionable insights across business functions.
- Predictive Forecasting: Use AI to forecast demand, revenue, and resource needs.
- Predictive Maintenance: Combine IoT and service data to prevent downtime.
- Agentforce Copilots: Provide AI assistance for sales, service, and operations.
Outcome: Proactive, data‑driven decision‑making powered by integrated analytics and intelligent automation.
Phase 8 — Sustainability & Compliance
Goal: Embed sustainability tracking and compliance reporting within core operations.
- Net Zero Cloud: Track and report carbon emissions across Scopes 1–3.
- ESG Dashboards: Monitor key sustainability metrics and goals.
- Supplier Emissions Integration: Capture carbon intensity data per supplier and product.
- Goal Setting & Progress Tracking: Define and monitor net‑zero milestones.
Outcome: Enable measurable environmental performance and transparent ESG reporting.
Phase 9 — Continuous Improvement & Managed Services
Goal: Ensure long‑term value through optimization, adoption, and innovation.
- Change Management & Training: Drive adoption and empower users with best practices.
- Ongoing Enhancements: Introduce new AI capabilities and Salesforce features.
- Process Optimization: Continuously refine workflows for greater efficiency.
Outcome: Sustainable, evolving digital operations that continue to improve over time.
