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Transform the way you reach your customers

Salesforce can help your business drive sales and connect with customers, but you need expertise to achieve full value from the platform. As a Registered Salesforce Partner, we will work with you to understand your business requirements, current platforms, processes, and environments to improve user experience, ensure a smooth adoption, and maximize your investment.

CapTech’s Salesforce experts provide strong analysis and development capabilities to understand your business objectives and leverage the Salesforce platform to drive them forward. A deep understanding of cutting-edge platform capabilities enhances user experience and transforms customer touchpoints.

We understand that a modern Salesforce implementation is only as good as the infrastructure, people, and processes that surround it. By connecting customer data on and off the platform, Salesforce delivery becomes a catalyst for enterprise enablement. CapTech’s experience across integration platforms, customer experience, modern delivery, and organizational change management unlocks value beyond Salesforce development. Our holistic expertise drives enablement for Salesforce users, other internal teams, and most importantly, your customers.

Our Salesforce Platform Expertise

Experience


Diverse Salesforce experience across clouds and products

  • Sales Cloud
  • Service Cloud
  • Revenue Cloud (CPQ)
  • Experience Cloud (Communities)
  • Field Service Lightning
  • Financial Services Cloud
  • MuleSoft

    Credentials


    Verified Salesforce platform expertise

    • Registered Salesforce implementation partner
    • 90+ certifications
    • Experienced Salesforce practitioners across our 8 CapTech U.S. offices and 30+ states

      Optimization


      Experience to take your Salesforce implementation to the next level

      • DevOps & CI/CD pipeline buildout
      • CX/UX design
      • Modern declarative development
      • Cutting-edge development framework expertise

        Complete Solutions


        Holistic expertise to drive value beyond the Salesforce platform

        • End-to-end enterprise implementations
        • Bespoke user experiences
        • Organizational Change Management for Salesforce training and adoption
        • Data architecture and integrations

          CapTech’s Salesforce Effectiveness Framework ​

          CapTech’s Salesforce Effectiveness Framework begins with a quick and repeatable assessment that will:​

          • Develop a future state technology architecture and identify process improvements that best support business objectives. ​
          • Maximize the value of Salesforce platforms to drive user adoption and consolidate disparate and legacy applications​.
          • Provide actionable insights from Salesforce and other integrated systems that enable active management of sales and marketing activities​.


            Whether your business strategy is sales optimization and growth, improved marketing effectiveness, modernizing customer support, or automating manual processes, our framework will chart the right path to Salesforce effectiveness.

            Benefits of CapTech's Salesforce Assessment Framework

            Rapid

            6-to-8-week assessment focused on quick turnaround of opportunities to drive new top and bottom line growth

            Structured

            Disciplined, rigorous approach removes portfolio bias and elevates shared, objective, long-term value

            Repeatable

            Proven and tested model can be deployed across any parent or portfolio company and applied to diverse business imperatives

            Actionable

            "Quick win" opportunities activated during assessment phase with clear, prioritized roadmap to affect change.

            Salesforce Client Story

            Seamless Salesforce Integration Ensures a Flawless Customer Experience


            A Fortune 500 auto retailer wanted to create a single, seamless user experience, for any type of customer — whether that customer needed help from someone on the phone or wanted to move through the sales process without talking to anyone. To achieve this goal, they needed Salesforce to communicate to and from the web, their master data management system and inventory systems, their document center, and SMS platforms. 

            Read More

            CapTech Achieves Crest Consulting Partner Status with Salesforce

            Crest Tier is awarded to partners with a proven track record of innovation, customer success, and growth. To attain Crest Tier, partners must meet Salesforce’s specific requirements around project delivery, customer satisfaction scores, and technical certifications.

            Read the Press Release

            Related Insights

            Download Our Salesforce Capabilities PDF

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            Tom Halligan

            Director, Salesforce Partnership

            Tom leads business development for CapTech’s strategic partnership with Salesforce. Leveraging his experience from eight years at Salesforce as a Principal Sales Engineer and over 15 years as a Sales Engineer, Tom’s unique insights into the Salesforce ecosystem foster strong relationships with Salesforce and lead to improved outcomes for CapTech’s clients. Tom’s technical acumen, coupled with his knowledge of Salesforce products and services, allows him to provide unique insights and deliver powerful Salesforce solutions for our clients.

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            Larry Stamm

            Managing Director, Partnerships

            Larry oversees the development of strategic enterprise partnerships at CapTech. He plays a crucial role in accelerating customer adoption of our partner's services and delivering transformative solutions to CapTech’s clients. His past experience accelerating customer adoption of AI/ML services gives Larry key insights into developing AI/ML solutions on CapTech’s partners’ platforms.

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