As the Practice Director for Sales Cloud and Managed Services, Jeremy Wood is passionate about helping our clients develop a long-term strategy for their Salesforce roadmap. Jeremy has 15+ years of experience helping businesses across industries transform their Salesforce org.
When he's off the clock, he's probably traveling with his wife, goofing off with his son, herding his animals, or relaxing on the lake with a fishing pole.
Implementing Sales Cloud correctly is vital for your business. This starts with Architecture and ends with Training and Change Management. Every point along the way is critical, and we're here to guide the process. We provide implementation services ranging from out-of-the-box complexity to fully custom solutions for your business.
If your organization has gone through a merger or acquisition, or is going through the process now, integrating your sales teams and sales processes can be challenging. We’ll work with you to develop a strategic roadmap for integrating Salesforce org(s) post-M&A, helping you create an efficient and unified sales team with streamlined processes and systems.
If you already have Sales Cloud, but need to make enhancements to the system, our team can spin up quickly on your current build out and help deliver the next phase to keep you growing.
Whether you are migrating from a previous system, merging/acquiring a new company, or have external data sources, we are experts in the data migration process and will ensure a smooth transition.
After implementation, you need to have the right resources to support your team and any needed changes/enhancements. We provide dedicated resources for set hours per week based on your needs.
Learn More →
There are hundreds of ways to solve challenges with Salesforce, however, there is always a “best” way. Having the correct architecture for the current and future state of your company is pivotal to the success of any project.
Whether you’re interested in automating your sales process, optimizing supply chain management, or improving financial reporting, integrating Salesforce with ERP systems such as NetSuite, Commercient, SAP, Oracle, and more, gives your business a complete view of your customers and your financial performance in one place.
Whether your business experienced a bad implementation in the past or your Salesforce org is several years old and full of technical debt, we’re here to help you get back on track.
