Solutions

Helping organizations leverage industry leading technologies to enable scalability, promote cross-functional collaboration, enhance customer experience, and obtain a competitive advantage.

With Sunrise HCM, your payroll and human resources automation are all in one place.

With Sunrise HCM, your payroll and human resources automation are all in one place. This application on the Salesforce platform streamlines tasks like interviewing and onboarding new employees, managing shifts and schedules, and processing payroll for employees and contractors. We’ll help you optimize Sunrise HCM to ensure your employees are taken care of. Sunrise HCM functionality includes:

  • Full Service Payroll

  • HR

  • Project & Expense Management

  • Billing

Documentation between you and your clients has never been easier with PandaDoc, an application on the Salesforce platform.

Documentation between you and your clients has never been easier with PandaDoc, an application on the Salesforce platform. With PandaDocs you can create, send, and sign documents from anywhere in the world, offering a more expedient, user-friendly experience to customers. Because Salesforce automatically updates to reflect any changes in documentation, you’ll close deals faster and accelerate cash flow.

Certinia is a Salesforce native ERP. With Certinia, you’ll get a 360° view of your business and be able to make decisions with confidence.

Certinia (formerly FinancialForce) is a Salesforce native ERP. With Certinia, you’ll get a 360° view of your business and be able to make decisions with confidence. Certinia applications include:

  • Professional Services Automation (PSA): 

  • Billing & Invoicing: 

  • Revenue Management: 

  • Accounting & Financial Reporting: 

  • Order, Procurement, & Inventory:

  • Services Estimator

  • Customer Success

Avalara, an application that works seamlessly with Certinia ERP and automates tax compliance rates for your industry and tax type.

Tax rates are always changing. Manually researching and calculating tax rates for your company is error-prone and costs you time and money. Avoid these mistakes with Avalara, an application that works seamlessly with Certinia ERP and automates tax compliance rates for your industry and tax type.

Transform your front office operations and customer relationships with the #1 CRM in the world. Salesforce is a cloud-based platform keeping your organization connected with customers, coworkers, and vendors.

Transform your front office operations and customer relationships with the #1 CRM in the world. Salesforce is a cloud-based platform keeping your organization connected with customers, coworkers, and vendors. Our certified Salesforce experts will help you maximize the platform’s capabilities.

Salesforce applications we consult on:

  • Sales Cloud

  • Service Cloud

  • Revenue Cloud

  • Field Service

  • Experience Cloud

  • Marketing Cloud

  • Marketing Cloud & Account Engagement

Klient PSA is a Salesforce Native application that helps streamline project management, resource management, project accounting, sales to services and more.

Klient PSA is a Salesforce Native application that helps streamline project management, resource management, project accounting, sales to services and more. Improve visibility and decision-making through real-time reporting, dashboards, partner communities, services estimation, revenue forecasting and revenue recognition.