Relationship Management


Unlock the potential of your current and future customers with Salesforce.

Unlock the potential of your current and future customers with Salesforce.

Thanks to the Internet, buyers today have more options than ever. In order to stand out above the noise, your business needs to generate quality leads and form lasting relationships with your customers. You need to market smarter, sell better, and provide great service each step of the way. This is where a customer relationship management (CRM) system becomes a strategic tool for growth.


Our certified Salesforce consultants understand the challenges your business is facing. Whether it's timely online lead nurturing, running targeted one-to-many marketing campaigns, successfully converting sales opportunities, or having visibility across service and support cases, an integrated CRM will help you gain and retain business.

Latest Insights

June 12, 2018
Recorded Webinar
While your company may be secure, can you say the same about your vendors? In this session we’ll discuss different techniques for performing appropriate due diligence, negotiating the right terms in your vendor agreements, and monitoring vendors for…
April 25, 2017
Firm News
Exciting news out of SuiteWorld17! Our team has been recognized as NetSuite’s 2017 Americas Solution Provider Partner of the Year. It’s safe to say we’re super proud. “NetSuite confirmed what our clients already know, our…
February 10, 2017
Remember that exhilarating, apprehensive feeling when you first learned how to ride a bike? The unease as that guiding hand lifted off your seat and left you pedaling but unbalanced? Few of us got it down the first time, and most of us required a…
December 9, 2016
Is now the right time to move to the cloud?   With 2017 just around the corner, year-end is often the perfect time to reevaluate your business processes and assess your technology needs. Arguably one of the biggest questions facing leaders is…
August 12, 2016
Fueled by the demands of modern business and accelerated by the market’s innovations, the role of financial officers has underwent a pretty significant shift in recent years.   CFOs are showcasing their depth of business savvy to both…
July 20, 2016
Our lives are filled with signs. Some are obvious. The empty light on your dash signals you to gas up your car; running out of clean socks tells you it’s time to do laundry.   Others are slightly more vague, like knowing when it’s…

Accounting Standards Update: Internal-Use Software

That’s our philosophy when it comes to technology. We’re here to share our knowledge, passion and experience to help you transform the way your organization is doing business. Clients across the nation have come to depend on us to help them leverage their technology to drive their business forward – and make their lives easier.


Scott D. Kost
Scott D. Kost
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