Ready to Turbocharge Your Sales Team with Salesforce?
Ready to turbocharge your sales team with Salesforce? This customer relationship management (CRM) tool gives all your departments a single, shared view of leads, customers, opportunities, cases, orders, and any other data you’d like to leverage. Out-of-the-box functionality or customization? We Got IT.
Quick Feature Definitions
Allows easy navigation through complete catalogs. Complex deals? Remove pricing confusion with CPQ.
Consolidate data from multiple sources whether they’re from backend systems like ERPs or billing or from external data sources like DnB or Morningstar.
Allows building of enterprise-grade, mobile-ready apps to solve complex business problems with drag-and-drop tools and minimal to no code.
Improve productivity with a fresh, modern, intuitive UI for Salesforce.
Integrate cloud-based and on-premise enterprise applications and professional services across your organization for unified communications and increased data exchange.
Big Problems? Real-World Solutions.
Independence Construction Gains Forecasting Ease and Accuracy with a Salesforce Solution Problem and Background Independence Construction is one of the…Read The case study
Salesforce is a powerful CRM when properly planned and implemented. But, a lack of vision, planning, and communication can cause problems and lead to disappointment. Learn how to avoid these pitfalls.Read The Blog
One of Vertex’s clients reduced exceptions from 50% to 20% and unauthorized deductions from 20% to 5%. That’s a huge savings.Read The case study
See how Cintrifuse leveraged data to manage connections, track fundraising, generate reports, and share success stories.Read The case study
Insurers: Want Insights Into Your Broker / Client Relationships? Leverage your Data to Identify New Opportunities.
See how a global property and casualty insurer leveraged its data with Salesforce to discover effective brokering techniques.Read The case study
Growing businesses can’t afford not to invest in a well-implemented CRM. Find out why.Read The Blog
Among our Clients
What We Bring to the Table
Our strategic roadmap design includes business transformation planning using a master data strategy with Salesforce. We will assess your existing technology and map the user experience journey showing how Salesforce solutions will positively impact your entire organization. We are committed to maximizing your investment.
Our roll-out plans are organization-specific and are devised to drive user adoption. We communicate clearly and often throughout the entire process, addressing questions and concerns as they arise.
Vertex offers solution and technical architecture. Our product implementations and enhancements apply master data management, data integrations, and analytics. We also execute org migration and consolidation.
We offer complete ownership of your Salesforce instance including: Support, Enhancement, License Management. We have the expertise and flexibility to meet your needs.
We offer SLA based support services for your Salesforce org with refresher training for existing users. Data quality monitoring and cleansing are part of our ongoing support.