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Technology


With cloud-based technology like Salesforce, Pardot, and Google Apps, you will have everything you need from wherever you are.

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Technology


With cloud-based technology like Salesforce, Pardot, and Google Apps, you will have everything you need from wherever you are.

Cloud Software Solutions

The future of software is in the cloud. With best-in-class solutions, you can leverage the power of the cloud to grow your business.

Low Startup Costs
With the cloud you have minimal costs, keeping your infrastructure expenses and maintenance to a minimum.

Completely Scalable
It grows as you grow. Make the right investment once and you’ll hardly need to change. With the right flexible solution, simply modify as your needs change.

Rapid Implementation
With a deployment window of a month or less you can utilize your investment almost immediately.

Automatic Updates
No costly downtime, or tedious upgrades and patches. The software is continuously upgraded without any impact to your productivity.

And unlike many traditional software solutions, most cloud-based software plays well with others. Allowing you to integrate most of your solutions. Giving you the flexibility to use the tools you want to use to get stuff done.

Everything is safe and secure. We stand by it, and personally use everything we recommend to our partners.

Want to use a different product? Not a problem. We can still help. The ones below are just the ones that hold a special place in our heart.

 

Salesforce

CRM

With Salesforce everything and everyone in your business is connected, giving you limitless potential to be more productive.

Not to mention all your data and information is now at you fingertips. Keeping you informed at all times.

Salesforce’s built-in solutions, allow you to stay on-top of all aspects of your business: contacts, leads, opportunities, and sales (just to name a few). Manage customer service, and track marketing initiatives to make sure your investments are bringing in the returns you want.  

Have a custom process, or unique business model? No problem. Salesforce is a complete development platform allowing you to create custom applications for every foreseeable need.

Oh and did we mention everything is also available from your mobile devices?

Pardot

Marketing Automation

The web has changed marketing forever. And in a good way! Never has it been easier to automate your marketing initiatives. To reach out and connect with a global customer base for a fraction of the cost of traditional marketing mediums. And most importantly, to be able to precisely track your campaigns to see if you’re getting the greatest bang for your buck.

Email marketing, social media, lead generation and qualification, landing pages, and internet ads, oh my! There is a lot to manage with Inbound marketing. Pardot brings all these under one roof, allowing you to focus more on your message and less on the technology.

And since Pardot is now part of the Salesforce family, you can be guaranteed seamless integration to ensure a closed-loop between all your marketing and sales activities.

Google Apps

Productivity

We love Google. Can you blame us? So many great and useful tools. And now Google has bundled a number of their tools into a comprehensive solution for businesses.

Gmail
Google's famous email client, now under your company domain.

Calendar
Schedule your day. Collaborate, share, and stay in sync.

Drive
Create, Store, and Share Docs, Sheets, Slides, and anything else you need to be productive. Easy. Backed up. Secure.

Hangouts
Communication is key. Hangouts makes it easy. Messaging. Voice and Video Meetings. Desktop sharing for support.

…and more…

Simple, powerful, and all the Google Goodness you’ve come to expect. 

 

Xero

Accounting

Beautifully simple software. That’s what Xero is all about. Accounting can be intimidating and down-right difficult. And let’s face it, unless you’re an accountant, maintaining the books is probably not your favorite aspect of running your business.

Xero is rapidly becoming the accounting software of choice for small businesses. Mostly because it has all the accounting features you need and very little that you don’t. This makes it very easy to use and understand.

The software also plays well with others. Xero integrates with a number of third party software solutions to streamline your business. Square, Harvest, ebay, paypal, stripe, ADP…just to name a few. Oh, and of course Salesforce.

With Xero you may just start looking forward to handling your company accounting.

We work with Quickbooks too. But trust us when we say Xero is better!

 

Cirrus Insight

Salesforce and Gmail Integration

Feel like you spend most of your day dealing with email? Love it or hate it email is a part of doing business. Would you like to be more productive while dealing with email? Sure you would. Do you have Salesforce? Do you use Gmail? Then you’re in luck.

Cirrus insight is the perfect marriage of the two. Cirrus enables you to streamline your Salesforce workflow while dealing with your overflowing inbox. No more pulling double-duty.

With Cirrus you can sync your Google and Salesforce calendars and contacts. You can add leads, edit records, and update support cases. All from the comfort of Gmail.

Not to mention save emails and attachments to Salesforce, utilize templates, and create and manage tasks.

So what are you going to do with all your new found free time?

Conga

Document Generation

How do you usually create documents with data from Salesforce? A whole lot of copy and paste? Sounds tedious. Now try this, select data record, click, done.

With Conga Composer, you can create Documents, Presentations, and Reports from any object inside Salesforce. Send it or Save it, in your choice of Word, Excel, Powerpoint, PDF, or HTML Email templates. Customize the templates to your liking. 

Distribution is just as easy as creation. You can save directly to Salesforce, Google Drive, or your Desktop. Send the document to your client for e-signature. Whatever floats your boat. 

Forget copy and paste. Create your next proposal, contract, invoice, or report with Conga and make things easier on yourself.

 

 
CRMFusion Data Integrity Software

CRMFusion

Data Integrity Tools

Data integrity is the lifeblood of your Salesforce Organization. If the data is no good, no one will find value in the information it provides. CRMFusion provides a suite of tools to ensure that your data is clean and tidy and free of duplicates
 

Database and CRM Integration

DbSync

Quickbooks to Salesforce Integration

Accounting Data, Sales and Marketing data, and with DBSync the two can co-mingle. Allowing Bi-Directional synchronization between Salesforce and QuickBooks. Works for both for QuickBooks Desktop and QuickBooks in the Cloud.

Maker of Geopointe

Geopointe

Geo Mapping Solution

A picture is worth a thousand words, or in this case a map. Geopointe gives you powerful reporting options for your geographical data. See where on Earth your leads, accounts, contacts and other Geographical related information is with advanced mapping and analytics.