As former Salesforce customers, we can share best practices from a wide range of industries including manufacturing, municipal government, nonprofit and financial services.

For municipal economic development, we have customized Salesforce to report consultations and outreach to the Ministry of Economic Development. We have imported ANALYST data from OMAFRA to build cluster dashboards to track business and job changes. We have developed an intake process for a Community Improvement Plan to eliminate manual data entry.

We specialize in rural municipalities in the Durham Region, Simcoe County, Kawartha Lakes, Peterborough, Northumberland County, and Renfrew County. Our principal consultant has worked as an Economic Development Officer and understands the need for BR+E and Investment tracking.

Solutions Experience:

• Financial Services Cloud,
• Sales Cloud,
• Service Cloud,
• Non-Profit,
• Pardot

Sector Experience:

• Retail,
• Manufacturing,
• Financial Services,
• Municipal Government,
• Non-Profit

Central & Eastern Ontario: Northumberland, Peterborough, Renfrew, Simcoe, Kawartha Lakes, Durham Region