A North America based commercial software company reached out to us to identify a way to enable them to better assess opportunities lost during the sales process, so that they can optimize and apply their learnings in future engagements. The client was interested in using TruSales for this insight, and engaged our team to build an integration between Salesforce Sales CRM and TruSales. This integration enabled a seamless yet selective data sharing through a sync of Salesforce data to TruSales for sales insights.

A US-based B2B company specializing in financing solutions reached out to us for a way to streamline their tracking and management methods. The sales pipeline was not efficiently tracked and this affected their overall processes. Before migrating to Salesforce Service Cloud, they used dated tracking methods that were not scalable. To help streamline their pipeline, we migrated them to the Salesforce Service Cloud solution.

Our client, a leading retail electricity supplier, used a dated CRM (customer relationship management) tool for years. They came to a point where they recognized they should improve their internal sales processes which were managed in this CRM system. They did also recognise though, that to migrate to a new, more robust CRM system, it would require a skilled team, and they didn’t have the resources to do this in-house. So they reached out to us.

A home improvement company specializing in selling and installing energy efficient products noticed that their lead generation was plateauing. Our client’s processes for capturing, nurturing and converting leads to sales evolved and expanded over many past years of growth, adding overhead which reduced flexibility and scalability in their lead generation process. The company thought there must be a better way and that it’s time for an upgrade. This is where we came in.

A boutique marketing agency looked to Sphere to integrate monday.com and Salesforce to power their operations by creating data integrated workflows for every new client.

Our client migrated a custom solution with Oracle database to the cloud, leverages SQL Server Managed Instance and Azure Synapse platform.

Our client enabled its API for extra security, scalability, and monitoring using an API Management solution.

A multinational company wanted to realize lower total cost of ownership for its product supporting infrastructure, and decided to shut down its on premise data centers and move all the operations and hosted solutions to Microsoft Azure hosted cloud platform.

A mortgage lender reached out to us to streamline underwriting processes, close more opportunities faster and with increased visibility.

Full service sales engineering firm sought a tech partner to help them integrate their CRM of choice (Epicor) to their Work OS, monday.com.