Concierge By Design
Aligning Technology Enhancements With Business Goals
Short-term tasks (prescribed by you) + long-term strategy (with our partnership).
Built for growing businesses that need flexible scaling support. Whether you’re automating your first workflow or building toward AI-ready architecture, this model meets you where you are.
Our Approach
[Capability + Bandwidth] On Demand
- Team of experts ready to deploy within 48 hours
- Scale up or down based on your current workload, hiring gaps, or seasonality
- No retainers
How It Works
Use Cases
Reporting & dashboard development
Workflow automation & flow builder
Calendar & scheduling logic
Salesforce org health audits & cleanup
Maintenance and advanced reports
Quote-to-service mapping
Data model optimization & field rationalization
Integration assistance (e.g., email, QuickBooks, softphone)
User training, admin support & task management
And many more…
Delivery Team Dynamic
Each concierge engagement includes:
- Dedicated account manager
- Salesforce business analyst
- Certified admin(s) and developer(s)
- Architect oversight for strategic accounts
Backed by our global team of over 125 Salesforce experts, available across time zones and project scopes.
