Salesforce for Customer Success Teams

Successful use of your Salesforce Platform for your Customer Success team is a journey, not a destination. As your Customer Success team grows and your customer success strategy evolves your organization will need to increase scalability and be more systematic, in order to maintain a high level or renewals and advocacy. We can help you to continually evolve your Salesforce solution as your organization grows.

Our certified Salesforce consultants provide expert advice driving the very best return on investment through a range of innovative and unique services and implementation methodologies for Customer Success teams:


  • Subscription Management
  • Communities
  • Automated Proposal Generation (Upsells and Expansions)
  • Contract Management & Renewals
  • Automated playbooks (Triggers and Workflows)
  • Customer health score
  • Onboarding
  • Support Management
  • Data Cleanup
  • Automated Data Load
  • Reports and Dashboards


We place a high emphasis on aligning your processes to best practices. We design our development work with you to ensure change management. To ensure a successful business transformation, our Customer Success Training will help you to maximize the value of Salesforce by ensuring your customer success managers are fully knowledgeable. We provide tailored workshops and training sessions that focus on key strategic customer success areas for a high level of adoption.

You owe it to yourself to give us a call and find out how we can help your customer success team