Human-centered, Small-batch, Low-code

Proud Salesforce Partners

We’re here to help deliver your Digital Transformation vision. Our human centered, small batch, low code approach helps deliver a series of quick wins while laying the foundation for enterprise scale. We’ll help your team manage change, develop digital skills and apply agile principles for sustainable success. Whether it’s a scratch implementation, integration or custom innovation, we have the expertise to maximize all the awesomeness the Salesforce Platform has to offer!

Salesforce Cloud Experience
Salesforce Services

Clarus Group works with our clients to review processes and provides an enterprise-level view of your company’s strengths and weaknesses. We aim to deliver potential solutions to streamline operations and enhance business performance and our reviews will contain:

  • Business process summary and scope review
  • Current system findings and discoveries
  • BPR recommendations and solution roadmap
  • Deployment plan and cost-benefit analysis

Companies rely on high quality data to run efficiently, improve sales and communicate effectively with internal and external stakeholders. Clarus Group reviews and analyzes the validity of your existing data with in Salesforce. Our Data Quality Assessment will focus on:

  • A comprehensive review of your existing Salesforce.com data
  • A complete analysis and data quality report
  • Lead and contact scenarios for master record identification
  • Exact proportion of bad data to overall data
  • Data quality control solutions to cleanse and maintain health of data

The use of CRM applications often changes and develops over time. Usage may evolve inefficiently without proper standards in place for architecture, governance, process automation, and data management. Clarus Group has vast expertise in customizing and redesigning CRM applications. We tailor a core set of proven methodologies to improve user experience, streamline process, and reduce administrative burden.

There are many risks involved in migrating or consolidating CRM platforms. Best practices in data management and process integration are crucial. If you’re organization is leveraging multiple CRM systems across sales, marketing and service teams, we can help you build a centralized platform. Our team works with you to break down silos, enhance reporting capabilities, and inspire collaboration.

For clients who are interested in dedicated resources for:

  • Break/Fix Support
  • Training
  • Quick Documentation to resolve ad-hoc concerns
  • Platform research
  • Reporting/Proactive monitoring of automations

For clients with a new idea or a new license for Salesforce Marketing Cloud, Clarus Group can assist you with:

  • Configuration of New Business Unit/s
    • WAC (Web Analytics Connector)
    • RMM (Reply Mail Management)
    • Configuration of Business Rules in the account
  • Data Discovery
  • Data Implementation
  • New Reports
  • New Automations
  • New Journeys
  • New Data Imports
  • New Triggered Emails
  • New Ad-hoc Emails
  • New Outbound Data Exports
  • IP Ramp Up processing/recommendations.

For clients who are less sure of what they might need, Clarus Group can assist with the following:

  • An audit of an existing solution, either a specific process within a business unit, or an entire business unit/account.
  • Journey Mapping: a hybrid workshop/training session to walk through options for Salesforce Marketing Cloud Journey Builder.
  • Process Optimization

Why Salesforce?

Salesforce originated in 1999 when Marc Benioff decided to charge forward with his CRM initiatives. He wanted a system that would help him manage relationships with his customers. Through the years, Salesforce has grown to acquire companies like MuleSoftTableuMapAnything and CloudCraze to become the most robust, powerful, and comprehensive piece of technology this world has ever seen. Their mission, since the beginning, has been to bring both customers and companies together. So far, they’re dominating, and our job as partners is to help this initiative and make sure you soar with the solutions provided.

Salesforce Leadership Team
Jay Bullard - Business Development Manager

Jay Bullard - Account Executive

Jay has over 15 years of experience helping clients learn to leverage software for better business outcomes. He also deeply understands the complexities of highly regulated environments through his engagement with leaders from across the finance, government, and healthcare sectors,

Edward Santandrea

Edward Santadrea - Sr. Salesforce Consultant

Ed has an extensive healthcare background providing solutions for an array of clients like Northeast Regional Hospital, Addiction Recovery Clinic, and Bio Analytical Lab Services. Outside of Healthcare, Ed has also worked with huge retailers like Kohls and global banks like HSBC.

Contact Us

Interested to see how we can help your Salesforce initiatives? Give us a ring at (877) 255-2786 or fill out the form and a member of our team will get back with you shortly.

Please include a website or LinkedIn profile when reaching out so we can get more acquainted with you.