Consulting

Design Connected Experiences

Enable customer and user centric processes that drive measurable business benefits.

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Consulting Services

Shape strategies and experiences powered by the Salesforce Platform that deliver business, user and customer success.

Increase revenue and margins 

Attract and retain customers to grow brand advocacy 

Empower business agility 

Reduce total cost of ownership 

Increase efficiency and productivity by streamlining processes 

Connect, engage and inspire customers and users

VISION TO ROADMAP

Align and inspire your stakeholders by setting the right course to success. Bring together resources and capabilities into a sequenced, integrated plan to achieve quick wins, accelerated ROI and long term value.

ASSESS FOUNDATIONS

Whether you are struggling to extract the true value from your Salesforce.com investment, or wishing to establish the quality of your foundations before you invest further, our practitioners will evaluate your program’s health across our 10 keys to success, and will deliver a comprehensive remediation plan to get you back on track.

INNOVATE THE SOLUTION

Solve for the experience, then unify people, digital and data assets to create innovative business processes that build customer advocacy and operational excellence. Craft the solution from a customer and user perspective, embedding best practices in technical and data architecture. Define and deliver integrated and seamless solutions across the Customer and User journeys.

ENABLE CHANGE

Preparing your organization for change is much more than a training event. Our proven and successful full-lifecycle Change Enablement capabilities build an agile, enduring culture of change by creating a customized approach that focuses on the individual members and teams within your organization to empower user adoption, engagement and sustainment during the transformation and beyond.

10 Keys to Success

PolSource 10 keys framework contains the essential ingredients for success on the Salesforce platform. Our keys empower our clients to envision, execute, thrive and embed an experience-first transformation to unlock value for their customers, users and the business overall.

Platform Expertise

The PolSource consulting team has expertise across the Salesforce platform and industries.

Real Results

Here’s a taste of how clients are achieving realizable benefits from partnering with PolSource consulting practitioners.

Annual increased productivity from automating manual effort

Medical Industry Client

Reduced manual work in customer service and lead management

Energy Industry Client

Projected marketing qualified-to-sales lead increase

Automotive Industry Client

What Clients Say

The biggest thing that gave us confidence with the PolSource team was really our consultant. What needed to be done from a best practice standpoint, from a limitation standpoint – we really lacked that level of knowledge in our organization, and PolSource delivered on that.

Jason Adams

Össur

PolSource quickly identified core Salesforce capabilities that gave us a single view of our customers, and developed a roadmap for how to achieve this goal. PolSource’s consulting services were instrumental in launching our Acquire Program for Domestic and SME Sales Apps.

Good Energy
Mike Spencer

Good Energy

Some of Our Happy Clients

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