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Want to Better Manage Leads,
Opportunities, Quotes, and Orders?
We Got IT.

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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.

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Suppliers: Ready to End Product Data and Price Discrepancies?
We Got IT.

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
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Salesforce Solution: How a Startup Incubator
Integrated Disjointed Data Systems

See how Cintrifuse leveraged data to manage connections, track fundraising, generate reports, and share success stories.

Read The case study
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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.

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Among our Clients

Industries Served

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Consumer Goods and Retail

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Environmental Services

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Manufacturing

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Startup Accelerators

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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.

Ready to learn how Salesforce can help
you empower your sales team?

Sankar has been part of the Vertex Salesforce team since 2012 as a Developer and Solution Architect. He’s deeply passionate about solving customer business problems with the best technology. Outside of work, he’s an avid flight simmer and aviation enthusiast.

Inspire. Innovate. Implement.
We Got IT.

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Sankar Krishnan

Senior Salesforce Consultant
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