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Anyone who’s plunged headlong into a Salesforce initiative before aligning on strategy and the right level of investment would likely agree: Selecting your CRM solution shouldn’t be step one. As Certified Salesforce Partner—with deep experience across a number of CRM/MarTech solutions (e.g., Slate, Eloqua, Marketo)—we have the context (and engagement marketing expertise) to help you determine how to leverage whatever CRM you select to drive profitable growth BEFORE you start the licensing process.

Our Work with CRM

What we do

CRM is Just One Piece of the Puzzle

A robust CRM solution sits at the center of most MarTech stacks that enable automation—but it’s just one piece of the puzzle. It’s important to have a partner who understands the broader digital ecosystem and how to integrate with any CRM solution in order to enable true omnichannel (not just multichannel) marketing that drives profitable growth and maximizes each marketing dollar.

The Flexibility of a Microservices Environment

One of the most important components of any digital framework is its flexibility and scalability. We often advise our client partners to, “Think Big. Start Small. Scale Fast.” We like to determine the minimal viable product (MVP) that will deliver against the P&L owner’s business objectives — and iterate, optimize, and evolve as performance dictates. This certainly applies to CRM — and Salesforce in particular. Our experience writing and publishing web services and working within headless environments (including our proprietary Drupal-based CMS — ZenSource) makes us a great partner for developing an engagement marketing vision, the corresponding MarTech vision and roadmap, and then implement against that roadmap (often starting with CRM) in a disciplined manner that helps ensure your organization’s continued investment in the broader initiative by delivering profitable growth, while minimizing the need for a sizable capital expense year after year.

The Right Engagement at the Right Time

By grounding your CRM strategy in your broader engagement marketing strategy and the corresponding journey map, you help ensure that you enable the right touch points at the right stage of the consumer's decision making process. And by taking an outside-in approach, you know that you'll provide value every step of the way.