Consulting Services for Salesforce Service Cloud

Advanced Technology Group (ATG), a Cognizant company, is a global leader in Quote to Cash advisory, implementation, and managed services to both mid-market and large enterprise brands seeking increased agility in the “everything as-a-service” economy. Using years of domain expertise and a refined set of delivery accelerators, ATG brings contemporary solutions to the way clients transform and manage their customer and revenue technology platforms. Implementing CRM, Quoting, Contract, Commerce, Performance Management, and Billing systems on the Salesforce platform is the core of what we do at ATG. We are in a unique position as a recognized global thought leader in Quote to Cash, with the #1 implementation position with three leading providers of cloud or platform-based CPQ, CLM, SPM, and Billing Solutions, providing unique and differentiated value to our clients, our ISV partners, and our GSI partners. ATG Cognizant has always had a passion for developing reusable content to accelerate successful outcomes for our clients and fuel the growth of our business. With the emergence of the Solution Center approach, the need for training, tools, and methodology was enhanced. ATG now benefits from seven years of dedicated focus on building proprietary tools and intellectual property (IP) to support our reputation as a Q2C thought leader and premium implementation partner. The cornerstone of our IP is our Atlas Delivery Framework®, which is a suite of implementation methodology, training, and tools that reliably enables on-time and on-budget delivery of cloud-based CPQ, CLM and Billing Solutions. In addition, Atlas Framework is now being used by trusted SI Partners in EMEA, APAC, and LATAM, to enable a global, scalable ecosystem for delivering key Quote to Cash cloud solutions. As a Salesforce Platinum Partner, we see that the Salesforce CPQ and Billing spaces are exploding globally. There are thousands of B2B companies that leverage heavily customized Quote objects on their Salesforce platform. Moving to a robust, out-of-the-box solution, will greatly streamline their process and reduce their overall costs of ownership. ATG sees Salesforce owning the lion’s share of CPQ projects in nearly every industry segment we serve, from Large Enterprise to Commercial. With the emergence of Salesforce Billing, we are forecasting a tremendous volume of Salesforce CPQ projects over the next several years. Visit atginfo.com for more details.

Salesforce Consulting and Implementation Services.

We're a global technology company that is focused only on digital transformation.

Couch & Associates designs and delivers innovative solutions to the most complex sales and marketing challenges for the world’s biggest brands. The Couch & Associates model combines strategic advisory services, marketing technology expertise and software development capabilities to help clients improve performance through unique approaches tailored to their environments. Fortune 1000 firms choose Couch & Associates as their partner in optimizing operations, achieving growth and remaining competitive in the digital era. With offices in Canada, the U.S. and the U.K., the Couch & Associates global services team has performed over 1000 engagements for hundreds of leading companies. Couch & Associates is a certified partner to the top sales and marketing technology vendors.

Smart strategies and unified technology to optimize and drive Everything To Revenue.™ Uptima specializes in using Salesforce & DocuSign to transform the Quote to Revenue, Field Service, Manufacturing, & Asset Management portions of your business. We optimize the processes to generate revenue, deliver service and increase profitability. Industries • Manufacturing • Medical Device • Commercial Business Services • Maintenance & Install Services • Subscription Software • Automotive • Energy Cloud Focus: •Salesforce Revenue Cloud (CPQ & Billing) •Salesforce Service & Field Service •Salesforce Manufacturing Cloud •ServiceMax Asset 360 •DocuSign Contract Lifecycle Management Our Services Include •Advisory Services Business Process & Strategy •Change Management Utilization, Adoption, Proficiency •End-to-End Implementation CPQ, CLM, Billing, Manufacturing, Commerce, Field Service, Asset Management •Managed Services Operational Excellence •Data & Integration Integration, Migration, Data Strategy Our deep knowledge of these products and how they work together to bring Everything to Revenue™ earns us the title of trusted advisor in hundreds of projects across the globe. We are proud to be over 40% Veterans and Military Spouses, and partner with military hiring initiatives through the Salesforce Talent Alliance, Hiring Our Heroes programs and Vets2PM to bring military talent into our company. www.uptima.com

We are glad to announce that we are now a Salesforce Gold Consulting Partner and a Salesforce Talent Alliance Member. Algoworks is a B2B IT services provider company that has expertise in key areas of Salesforce CRM and Mobility, including Software Product Engineering. Being a Salesforce Consulting Partner/ISV Partner and rated 5.0/5.0 on AppExchange, we provide clients with access to our Salesforce experts for their administrative and development needs, be it customizing SFDC to business processes, integrating it with third-party systems, upgrading to lightning experience and Force.com App Development.

Since 2008, Corrao Group has helped 1,250+ customers of all industries and sizes with over 2,500+ Salesforce projects completed. As everyday Salesforce power users ourselves, we understand how flexible the platform is, and how it can support every department in your business. Salesforce out-of-the-box isn’t optimized to your requirements. We work with customers to implement and streamline their business processes within Salesforce for maximum ROI and adoption. Learn more about why Corrao Group can help you today! Customer Testimonial Videos: https://bit.ly/3LCN92L

Cloudsquare is the most robust end-to-end lending platform, powered by Salesforce. The loan origination software and loan servicing software is designed to help lenders and brokers automate, streamline, and scale their lending operations. It provides a comprehensive suite of modules that manage the entire lending lifecycle, from application to repayment, while offering unmatched flexibility, automation, and integration capabilities. Cloudsquare serves a variety of lending verticals, including equipment financing, merchant cash advances, term loans, and more. The platform is ideal for organizations seeking to eliminate inefficiencies, improve borrower and partner experiences, and drive smarter decisions with real-time insights. Built on Salesforce, Cloudsquare ensures security, scalability, and customization to adapt to any business need. As a completely customizable platform, Cloudsquare enables users to automate workflows, simplify processes, and integrate seamlessly with third-party systems and APIs. Loan Origination Software * Automates application intake, credit decisioning, and document management. * Offers customizable workflows to streamline approvals and enhance borrower onboarding. * Dynamic assignment rules optimize deal distribution across teams. Loan Servicing Software * Tracks repayments, disbursements, and balances with ease. * Provides real-time visibility into borrower accounts for better decision-making. * Offers robust reporting and analytics to manage risk and monitor portfolio performance. Flexible Automation * Customizable settings allow users to tailor the system to their unique requirements. * Automates repetitive tasks, reducing errors and improving operational efficiency. * Supports ACH processing and dynamic disbursements to simplify payments. Real-Time Analytics and Insights * Advanced reporting tools provide actionable data for risk management and business optimization. * Dashboards offer a holistic view of lending operations, helping users track key metrics. Seamless Integration * Easily connects with third-party apps and APIs for enhanced functionality. * Integrates with existing tools to provide a unified, end-to-end lending solution. * Supports syndication and accounting features to manage complex financial processes. Benefits of Cloudsquare 1. Improved Efficiency with Prebuilt Lending Workflows: Automates manual workflows, saving time and reducing errors. 2. Enhanced Borrower Experience: Delivers seamless, transparent processes from application to repayment. 3. Data-Driven Decisions: Offers real-time insights and analytics to optimize lending strategies. 4. Regulatory Compliance: Ensures adherence to industry standards with advanced risk and compliance tools. 5. Scalability: Grows with your business through customizable settings and a robust Salesforce foundation. Cloudsquare eliminates inefficiencies, accelerates growth, and enables businesses to deliver unparalleled borrower and partner experiences. By combining automation, customization, and integration, it stands out as a definitive solution for lending and brokering success. Whether you’re a small broker or an enterprise lender, Cloudsquare’s loan origination software and loan servicing software empower you to optimize your operations and achieve your growth goals.

Mountain Point is a strategic technology and management consulting firm guiding industrial businesses through digital transformations.

Welcome to VectorX, your premier Salesforce implementation partner. Leveraging over a decade of industry experience, we blend professionalism, innovation, and a retro-inspired vibe to create a unique presence in the tech industry. Our team of seasoned Salesforce Architects is dedicated to transforming business technology to enhance clarity, performance, and productivity. Our suite of comprehensive services spans across Salesforce Remodels, Architecture Design & Development, Change Management & DevOps, Automation & API Integration, Data Management & Migration, Health Checks, Security Assessments, Staff Augmentation, Support, and Custom Implementations. We really shine with Salesforce Rescues, stepping in when others fail, to ensure your success. Our mission is to redefine success by doing what we love and empowering our partners to change the world. We envision a future where work is simplified, lives are balanced, and everyone is engaged in what they love. We're here to help you reach your 'X', whether it's a goal or a challenge. Choose VectorX for a partnership that exceeds expectations while preserving a friendly, fun, and helpful company culture. Ready to disrupt the market? We shatter the status quo and push the limits of what's possible. Discover the VectorX difference today.