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Services & Support

Move forward with confidence

When you succeed, we succeed. That's why we deliver a customer experience that's unlike any other in the industry.

Aerial View of Curved Road
Integration/Data Migration

Our team helps migrate data from your legacy system onto the cloud platform. We will also integrate with your existing systems landscape in order to optimize information flows and remove data duplication.

Salesforce, Kantata, and Sage Intacct Implementation

Our professional service consultants will interatively design, build, and test your solution including integration with other systems and the smooth migration of legacy system data.

Diving in the Reef
Trees From Above
Systems and Process Implementation

Your business and customers' needs will evolve, and technology will continue to change. To help you remain competitive and continually drive innovation within your company, we offer optimization services to help you enhance and improve your current systems.


The Salesforce Platform connects the entire customer journey across Sales, Service, Marketing, Commerce, and every touchpoint. We deliver continuous innovation using powerful tools built right into one customer success platform, including modern app development practices, analytics, AI, and secure data integration.

Forest Trees
Business Efficiency Assessment

We seek to understand your business and assess its current operating processes.  Best practices are leveraged to build new business processes, operating models, and technology platforms that will transform your business results and customer experience.


​Change management is the most critical aspect of technology effectiveness. We work closely with your team to educated and empower them with the Salesforce customer success platform, Kimble professional services solution, and Sage Intacct financial management. Training can be done virtual or on-site.

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Virtual Administration & Support

We will stay by your side with a range of flexible, ongoing support services to help you maintain your new solution. As platforms evolve, we help you take advantage of new innovations from our technology partners. Typically, support is provided virtually.

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