Do more. Go faster.

PolSource innovates & delivers success on the Salesforce Customer Success Platform.

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Our clients are driving rapid change, and in many cases complete digital transformation. We deliver more with Salesforce.

Agile advisory services

‘Quick Drive’ advisory services rapidly solve business challenges, and design solutions that drive real business change and value on the Salesforce Customer Success Platform.

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More engagement

Create frictionless customer experiences that build your brand and create stronger and more valuable customer, employee, and partner relationships.

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More service

Service is the heart of your brand. Empower service teams, employees, and customers with self-service and knowledge to quickly resolve issues.

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More sales

Get more from sales optimization by connecting the customer journey from marketing to guided sales, to service. Improve revenue and profitability.

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More data-drive

Leverage data across your business using Einstein to personalize user journeys. Drive smarter sales, and improve operational efficiency.

Quick Drive Advisory Services

Drive more value from Salesforce

Focused services driving value across Marketing, Sales, and Service

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More engagement

Create frictionless customer experiences that build your brand and create stronger and more valuable customer, employee, and partner relationships.

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MORE SERVICE

Rapidly improve lead scoring and qualification, build smart ‘deal health’ insights powered by Einstein and predictive sales execution.

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Self-Service

Extend Service beyond your contact center, with Omni-Channel Self-Service, Knowledge, and frictionless, personalized service journeys.

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Salesforce Navigation

Move fast from ideas to deployed solutions and success, delivering frictionless experiences across Marketing, Sales, and Service.

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Apps Migration

Modernize and improve legacy Apps with our AppFactory which drives rapid App rationalization, transformation and deployment.

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Lightning Adoption

Move quickly from Salesforce Classic to Lightning with integration of Lightning bolt-ons to enhance business performance.

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Marketing analytics

Improve lead-to-cash results with rapid customer segmentation and 360 customer data to sharp actions, offers and personal journeys.

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Quote to cash

Discover how you can drive smarter, more profitable sales and recognize revenue faster, while improving customer experiences.

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Self-service

Extend Service beyond your contact center, with Omni-Channel Self-Service, Knowledge, and frictionless, personalized service journeys.

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Salesforce navigation

Create frictionless customer experiences that build your brand and create stronger and more valuable customer, employee, and partner relationships.

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Industry solutions

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Consumer goods

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Retail

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Manufacturing

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Automotive

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Health & life scienes

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Technology

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Industry accelerators

PolSource industry solutions, accelerators, and ISV products reduce the time and cost required to drive change.

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Employee 'white glove' apps

Frictionless applications for employee self-service, allowing them to perform better and improve customer service.

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Trade promotion management

Plan, execute, and analyze your TPM and drive smarter use of trade funds to increase your business value.

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Ps mobile sales & service

iOS based fully off-line guided application for field sales and service teams working with large data sets off-line.

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Field service lightning framework

Rapid service transformation to reduce operating costs while improving agent and employee experience.

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Contract management

Global visibility of channel contracts, improved insights, better profit management, more negotiating power.

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Service cloud migrations

Fast migrations from legacy platforms to Salesforce that allow you to innovate customer experience with minimal disruption.

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Supply chain management

Manage and improve transparency across supplier relationships, on-boarding, and connected work-processes.

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Cpq & billing quickstart

Rapidly use CPQ & Billing to provide guided selling, faster quoting, product bundles, and faster revenue recognition.

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Get more

from the Salesforce Customer Success Platform.

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Salesforce experts, Salesforce CTA solution designs, and always a focus on frictionless experience design.

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Fast project delivery model, delivering rapid value with reduced project risk & costs.

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PolSource industry experts, accelerators, and products deliver business change and results at speed.

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Delivery teams across Europe and the USA deliver global projects routinely, in multiple languages.

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After go-live we can run and drive your Salesforce solutions, co-innovate, and drive ongoing value from your investment.

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Available at all stages of delivery we help you shape business change, measure success, and innovate.

Salesforce Center Of Excellence

340 Salesforce experts in our COE and across Europe and the USA.

  • Certified Architects
  • Developers
  • Configurators & Advisory Consultants

Salesforce platform end-to-end

Practices with expertise of the entire Salesforce platform

Experienced delivery leaders

Our delivery team led some of Salesforce’s Customer Success teams for methodology, Service Cloud, and delivery programs.

Global delivery

Routine delivery of global projects & multiple languages spoken

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CTA led solution architecture

A Salesforce CTA leads our Solution Engineering teams

Momentum methodology

Our delivery team led some of Salesforce’s Customer Success teams for methodology, Service Cloud, and delivery programs.

Qualified teams

90+ % of delivery teams have Masters degrees in IT or Business

Success & managed services

Deliver success and keep delivering value.

Success with Össur
Success with Overstock.com
Success with 211 San Diego
Success with Addison Lee

Our clients testimonials

Madison McllWain

Product Manager

Gap Inc.

“Polsource had an impressive level of dedication to our project and knowledge of Salesforce’s ecosystem that made implementation easy and seamless.”

Dan Sincavage

Chief Strategy Officer

Tenfold

“Working with PolSource has been a great partnership for us, what really impressed us about PolSource was the amount of time they put in up front, they made a significant commitment to ensure everything downstream was correct which is rare. Their expertise is extremely impressive combined with their ability to deliver on time sets them apart in the Salesforce ecosystem.”

Sanjay Gidwani

Vice President, Success Cloud

Salesforce

“PolSource staff are highly skilled, motivated and dedicated to serving us as a client. Any organization large or small would significantly benefit from Partnering with PolSource for their software development prowess, technology and product offerings.”

Amy Fulcher

Sr. Director, Product Management

T-Mobile

“I have been at T-Mobile over 10 years and this is the best, fastest and smoothest project I have ever been involved in.”

Tyler Cook

Vice President of Product Management & Development

Overstock

“A major CRM replacement in 5 months is a no small feat. Doing it with minimal impact to your business, on time and under budget, is the definition of excellence.”

Peter Battisel

Chief Technology Officer

2-1-1 San Diego

“There is no way 2-1-1 could have created San Diego’s first true Community Information Exchange without the help of Polsource. The lead developer was amazing and the end product is something all of the stakeholders are happy with. We will definitely use them again in the future.”

Vital Potlatov

Director Digital Transformation Europe

AB InBev

“We work with different partners and in PolSource we found a trusted advisor we could rely on to deliver a quality solution in collaboration with our internal AB InBev team.”

Brian Reed

CEO/President

F&I Express

“PolSource are highly skilled, motivated and dedicated. Any organization would significantly benefit from their software development prowess, technology, and products.”

Tim Gill

President and COO

Advent Resources

“PolSource staff are highly skilled, motivated and dedicated to serving us as a client. Any organization large or small would significantly benefit from Partnering with PolSource for their software development prowess, technology and product offerings.”

Neeta Patil

Associate Director

Allergan

“Fair-Market-Value application changes for Allergan were completed successfully. This couldn’t have been possible without dedicated efforts of your team who ensured to deliver this project in a timely manner.”

Ken Sickles

Vice President

1WorldSync

“PolSource executed 1 World Sync projects on time and with excellent quality. We value PolSource’s commitment and value creation contribution to our business.”

Mike Spencer

Technical Lead Sales & Marketing

Mike Spencer

“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. Giving customers access to consulting partners like PolSource through AppExchange is an exciting innovation.”

Leon Mangan

Senior Vice President Alliances and Channels , EMEA & LATAM

Salesforce

“As a Salesforce Platinum partner in EMEA and the Americas, PolSource helps our customers succeed and transform their industries at speed. We are delighted to expand our partnership with PolSource as they continue to grow their teams of industry experts, and specialty Salesforce practices focused on customer service, single view of customer data, and sales transformation with CPQ and Billing.”