Enable your people to do more

Specialized in enabling customer-facing teams to do more within Salesforce and Microsoft Dynamics, we leverage our expertise in CRM optimization along with a comprehensive toolkit to support process development, workflow automation, advanced CTI configurations, and a wide range of systems integration projects.

We advise, implement, and administer business systems

From kickoff to go-live, we partner with stakeholders to achieve success against their defined objectives. Through an active discovery process and network of technology partners, we can reveal broad improvement potential across business units. Beyond implementation, our team will help maintain and reinforce the investments that you make in your people and technology.


Solving data, configuration, and process challenges to increase business efficiencies and confidence.​
  • Standard and custom objects/entities
  • Revenue and client lifecycle mapping
  • Workflow design and automation
  • Configure, price, quote (CPQ) deployment
  • Dashboards and reporting
  • Access and permissions


Helping customer-facing teams communicate more effectively while automating existing workflows.​
  • Standardization of call outcomes
  • Disposition mapping and process automation
  • High-volume call campaigns
  • Regulatory and compliance
  • Prescribed actions and process adherence
  • Activity Tracking and Reports


Connecting business systems to simplify user experience & optimize your technology.
  • Marketing automation
  • Data management and enrichment
  • Gamification and dashboards
  • Coaching and development
  • Revenue intelligence
  • Omni-channel and cadence tools
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Successful Implementations
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Agents Enabled
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Years of Experience
Salesforce Certifications
Technology Partners
Our team helps maintain and reinforce the investment that you make in your people and technology

We work with customer-facing teams to improve their enablement and engagement capabilities. Our focus spans across sales, service, or support organizations. We can deploy, administer, and manage your CRM and its connected systems to improve your performance. 

We build your CRM configuration based upon your ideal process and leverage standard and custom capabilities to tailor each user’s experience. Through improved data capture, accuracy, and reporting, we help build revenue team alignment and increased transparency. We extend the capabilities and value of your CRM by implementing our CTI solution. DialSource captures calls with prospects and customers, and related tasks are automated and properly logged. We install systems that support better lead management, provide data enrichment, support the coaching and performance management of teams, and provide managers with improved visibility into what is working and what needs improvement.

  • [Business Requirements] Clearly outline use cases, baseline data, workflows, and key performance indicators. 
  • [Solution Architecture] Solve your business challenges through systems design tailored to your tech stack and unique workflow. 
  • [Salesforce Development] Bring your creative ideas to life by leveraging the technical capabilities of your CRM.
Connecting business systems and deploying automation around customer and prospect interactions isn’t easy

Businesses face challenges as they solve disconnected technology, inaccurate or missing data, unreliable reporting, or gaps in training. It’s an overwhelming responsibility.

We work with companies using Salesforce or Microsoft Dynamics CRM to develop processes and automation enhancements around their unique customer lifecycle. Providing the right information at the right time is critical and can be accomplished through refined page layouts, modern lightning interface or components, or comprehensive dashboards. 

Together, we can streamline and automate any workflow, deploy CTI enhancements, and connect with cadencing tools so that sales reps become more productive.

  • [System Audits] Analyze the effectiveness of your current configuration and surface gaps that prevent maximum output.
  • [Lightning Migration] Experience the latest and greatest that Salesforce has to offer through its modern user interface. 
  • [Corporate Dashboards] Build reports and KPIs that are actionable and filled with data that you can trust.
The Sales Leader’s Guide to Digital Transformation
The Sales Leader's Guide to Digital Transformation
Helping organizations transform the way they communicate with customers and prospects
Professional Services


A shared set of objectives and KPIs for the project and its expected results.

Professional Services


A clearly defined and understood process shared with all members of the team.

Professional Services


Aligned departments with the correct talents, skills and abilities.

Professional Services


The tools used to support people and their process.

Professional Services


What are the expected and measured results.

Stages of Transformation


Set a firm foundation to build upon. Create & maintain a single source of accurate, meaningful data.


Define your lead to revenue process. Establish & leverage CRM to support visibility across the sales process.


Prescribe activities, prioritize leads & reduce keystrokes to enable reps to better engage with more prospects.


Motivate teams to work toward defined targets. Push for an increase in activity volume and track it against transparent KPIs & goals.


Leverage CRM data to create coaching plans based on sentiment analysis & key words to improve messaging & performance.


Align with revenue teams to improve messaging, customer intimacy, alignment & overall collaboration & growth.

Continuous Improvement

Optimize and iterate on each component of your digital sales transformation.

Ready to enable your team to do more?

The Sales Leader’s Guide to Digital Transformation


Digital Sales Transformation:

The Shift to Intelligent Selling

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