Salesforce

Don’t just understand your customers—engage them where, when, and how it matters most. As a Salesforce Platinum Partner, we can help.

Bottom line? We really know Salesforce. We’ve been pioneers since the beginning, and have built our reputation on being one of the premier partners to provide input on, and enable their most transformative solutions.

We can help with very specific needs, such as an enhancement of an outdated CRM system or onboarding an acquisition to an existing platform. But our ability to design extraordinary, human-centric experiences, enabled by the Salesforce platform, sets us apart. We’re grounded by our deep consulting roots and a passion for helping clients engage with their customers in the most impactful way. You want to unlock the power of Salesforce? We're here to help.

Our Expertise

Salesforce expertise

Salesforce expertise


  • Sales Cloud
  • Service Cloud
  • Community Cloud
  • Marketing Cloud
  • Field Service Lightning
  • Configure-Price-Quote (CPQ)
  • Financial Services Cloud
  • Health Cloud
  • Manufacturing Cloud
  • Einstein Analytics
  • Mulesoft
  • nCino
  • Tableau
  • Work.com

How We Work

  • Experience strategy and design. Develop a North Star vision that empowers the design of human-centric, undeniably different experiences leveraging the Salesforce platform.
  • Customer service, engagement, and success. Empower employees to intuitively engage with customers through personalized interactions — whether they’re at HQ, working remotely, or in the field. 
  • Customer data and analytics. Use data to better understand your customers, make insightful business decisions, and demonstrate the ROI of your Salesforce investments.
  • Integration and enterprise architecture. Build custom integrations or utilize out-of-the-box capabilities to streamline enterprise operations.
  • Change management and adoption. Salesforce investments only pay off if they’re adopted. We can help you build a culture of change early in the process to ensure long-term value is created by the work we do.

West Monroe: Leveraging Work.com for Re-Entry

We're sharing our story as we go. Get best practices and lessons learned from our re-entry to the in-person working world—in real time.

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