Services for all your

Salesforce needs

What we do

"Every contact with a customer influences whether they will come back or not..."

-Kevin Stirtz

Our clients entrust us with pioneering journeys to capture the hearts of their customers. We empower sales and marketing teams, making them an unparalleled force in the industry. We take immense pride in consistently securing victories for them. We leverage every bit of wisdom distilled from over a century of collective consulting experience.
We help our clients:
  • Re-imagine as-is sales processes, marketing processes, campaigns, digital marketing  and customer experience strategy
  • Create a strategic roadmap with purpose-driven milestones to realize the future state
  • Define actionable KPIs that help rally the troops and grounding them with tangible outcomes

"You need to get to the future, ahead of your customers, and be ready to greet them when they arrive"

-Marc Benioff

When it comes to implementing Salesforce solutions, we meet our clients where they are.
  • Just purchased Salesforce licenses but not sure what to do next?
    We can setup the launchpad and get you off the ground
  • Implemented Salesforce but not happy with the outcomes?
    You are not alone! We can fire up the boosters and launch you into the right orbit
  • Have a good Salesforce setup but want to make it great?
    We can do a slingshot and leap you into the future
Schedule a free consultation call to see how we can help implement:
  • Sales Cloud to realize efficient sales processes
  • Service Cloud to deliver world class customer service
  • Experience Cloud to enable real-time collaboration with your customers and partners
  • Marketing Cloud to execute state-of-the-art customer journeys and digital marketing campaigns
  • Pardot (Account Engagement) to supercharge your B2B Marketing
  • Migration from existing CRM apps to Salesforce
  • CPQ (Configure, Price, Quote) to generate & manage complex quotes
  • Health Cloud to manage your patients journey end to end
  • Salesforce Integrations with ZenDesk, Quickbooks, Netsuite, Slack, HubSpot, Pardot, Marketing Cloud, Mail Chimp, Drift, Google Sheets, Docusign, STRIPE, Teachables, Snowflake, JIRA, Outreach.IO, Salesloft, and more...

"A good system architecture creates an environment that makes it easy to produce great software."

-Ralph Johnson

Our Architecture and Assessments service offering is your compass to navigating the complex terrain of sales and marketing technology. We delve deep into your existing landscape, meticulously examining every facet to identify areas of improvement. Through rigorous audits and thorough assessments, we unearth the opportunities for optimization and streamline your technology stack.

Team BrandNotes doesn't stop there. We meticulously craft an architecture that's tailored to your unique needs, ensuring that every component fits seamlessly into the whole.

The result? A customized roadmap to unlock the true potential of your sales and marketing efforts. It's not just about change; it's about realizing the value. Let us guide your transformation journey.