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KNOW YOURCUSTOMER
BETTER THAN YOU
KNOW YOURSELF
Delight customers. Drive revenue. That’s all that matters.
Salesforce is our bread and butter.
Here’s how we make magic happen.
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EXPERIENCE CLOUD
Use digital to create empowering, human-centered experiences.
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SERVICE CLOUD
Deliver superior experiences by eliminating obstacles.
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SALES CLOUD
Shorten deal cycles, drive new revenue, and accelerate growth.
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HEALTH CLOUD
Improve patient experiences, reduce costs, and drive top-line revenue.
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MARKETING CLOUD
Give consumers what they want—before they know they want it.
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PARDOT
Deliver efficient, transparent, and consistent customer support.
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REVENUE CLOUD
Streamline the buyer journey, reduce customer churn, and drive sales.
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SALESFORCE FIELD SERVICES
Deliver efficient, transparent, and consistent customer support.
Growth is mandatory
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NO ONE-SIZE-FITS-ALL APPROACH
You are as unique as your business needs. So why would you accept Salesforce support that isn’t custom-tailored to fit you? Our strategic growth plan is yours and yours alone.
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DEDICATED TEAM
We don’t work in silos or communicate through proxies. We forge partnerships. And together, we’ll ensure you hit the ground running.
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STRATEGIC GUIDANCE
You have the vision. We have the expertise. Let’s remove tasks from the “someday” column and start building now.
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ONGOING INNOVATION
We never stop learning. That means we stay current on the latest Salesforce releases to give you the insight, strategy, and innovative tools you need.
Our Numbers Speak for Themselves
345+
Salesforce
Certifications
4.9
Average rating
on the Salesforce
App Exchange
800+
Successful Salesforce
Deployments
Deep Industry Experience = Faster Growth
Our experienced consultants use their deep knowledge to create targeted, efficient, and scalable solutions across a variety of industries.
Industries we serve
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HEALTHCARE AND LIFE SCIENCES
You want to deliver industry-leading healthcare, simplify your job, and cut costs while giving patients a better experience? You need the right systems. That’s what we offer you.
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MANUFACTURING
From supply chain management and data integration to manufacturing operations, our consultants have the industry experience to help you innovate and scale.
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PROFESSIONAL SERVICES
In the professional services world, it’s all about alignment. We design systems that sync client relationships, invoices and billing, lead generation, and sales cycles.
What we do works
Don’t listen to us. Listen to our customers.
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Business Applications / Case Study

Our Salesforce Solution Saved Investment Firm Equi 200+ Hours of Wasted Time Every Year

Equi is an investment firm that unlocks alternative investments for everyone—not just billionaires. But to do what they do best, they needed to eliminate repetitive, error-prone data entry tasks and improve Salesforce workflows. We made it happen and saved the organization 200+ hours of wasted time every year.
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Business Applications / Case Study

How We Helped an Agricultural Equipment Manufacturer Triple Engagement, Automate Communication, and Accelerate Growth

New Leader Manufacturing (NLM) needed a better way to communicate with its network of over 250 U.S. dealers. So we built them an Experience Cloud Dealer Portal and integrated it with the organization's existing Salesforce solution. As a result, NLM has more ownership and control of its processes, operations, and dealer communications.
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Business Applications / Case Study

“How We Created a Central Data Hub and Gave REGO-FIX a 360-Degree View of Its Customers”

Swiss toolmaker REGO-FIX wanted a centralized system to manage tests, trials, and cases that all tied back to its CRM. We created a centralized operations center to increase transparency and streamline communication between teams, departments, and customers.
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Custom Salesforce solutions create transformative results

To comply with both customer expectations and industry regulations, you need the right software in the right place. ConvergeOne Salesforce support services and solutions provide clients with custom solutions to boost productivity throughout the entire organization. 

Schedule Consultation
We are biased for action
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We believe four things are necessary to bring your vision to life.
_______
Organizations that make more decisions faster will outperform those who make fewer decisions slower.
_______
Cultural transformation will produce greater results than your best digital transformation plan.
_______
Change is the only path forward.
_______
You must tear through roadblocks and move past the unknowns.
We won’t promise you the moon,
but we’ll build you a rocket ship