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Salesforce CRM & CPQ

You can't deliver on the promise of customer-centricity or process efficiency without the right holistic solutions. Customer Relationship Management (CRM) and Configure, Price, Quote (CPQ) are integrated tools to have customer data and simplified quoting at your fingertips, speeding up your sales operations. We leverage Salesforce technologies to help you stay connected to your customers, streamline processes, and boost your bottom line.

Salesforce CRM Solution - Verndale

Transforming Business Relationships

Being customer-first requires strategy, tools like CPQ, integrations, and processes that capture, manage, enable, and automate customer data and pricing. As a Crest-Level Salesforce consulting partner, our Salesforce solution consultants and developers help companies find and attract new customers, win their business, and provide better, more personalized experiences. Together, let's turn possibilities into reality.

CRM Salesforce - Verndale

Our Expertise

CRM Accordion

CRM Implementation

We work with you to translate your business needs into your Salesforce solution, ensuring it's implemented and optimized to maximize your investment. With over 2000+ Salesforce deployments, we're able to align with your digital agenda and business objectives.

CPQ Implementation

CPQ helps you close more deals with complete and error-free pricing, no matter how complex your quotes are. Our team integrates Salesforce CPQ into your business ecosystem with seamless precision. By leveraging the powerful capabilities of Salesforce CPQ, we ensure a streamlined and efficient process for configuring complex products, generating accurate price quotes, and presenting compelling proposals for your customers.

Salesforce Integration

A complete picture of your customers' interactions often requires information from multiple data sources. Aggregating that data in your Salesforce environment makes all that data actionable and readily available to the end users, making the customer 360-degree view a reality.

Salesforce Support & Optimization

Leverage our team of seasoned experts to effortlessly navigate Salesforce optimizations tailored to meet the unique needs of businesses of any size. Our comprehensive support services focus on driving platform utilization, ensuring your Salesforce experience is seamless and optimized for maximum efficiency.

These folks help lead the charge

  • Eric Borthwick

    Salesforce Practice Director

  • Salesforce Practice Lead - CMT

    Jason Lumsden

    Salesforce Practice Lead, CMT & EDU

  • Felipe Bellalta

    Director, Salesforce Solution Consulting

  • Ashley Chase

    Solution Engineer, Salesforce

  • David Kovner

    Chief Client Officer

Success Stories

Dandelion Energy
Dandelion Energy transformed its operations with Salesforce, streamlining sales, marketing, and customer lifecycle, boosting efficiency and sustainability.

Washington nationals
A home-run CRM platform that helps the Washington Nationals earn loyalty, increase satisfaction, and minimize churn across the corporate partnership lifecycle.