Infinite Pool Finishes relied on disconnected systems for sales, scheduling, and field operations, limiting visibility and coordination across their business.
SMBHD leverages Salesforce technology to solve real business challenges. Not your cookie-cutter technology team – we use cool, customized solutions tailored to each clients’ needs.
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Infinite Pool Finishes relied on disconnected systems for sales, scheduling, and field operations, limiting visibility and coordination across their business.
Shull Media Partners relied on legacy systems and manual processes that created inefficiencies. As the company grew, they sought to consolidate their tech stack into a single, scalable platform.
System Support & Integration (SSI) relied on manual processes and a limited field service system, creating inefficiencies. As they grew, they sought a more robust, unified solution.
CapStone’s existing system could not support their solar, generator, and roofing divisions, limiting flexibility as the business expanded.
PeerPoint needed a better way to manage CME accreditation, automate data collection, and connect their Backoffice system with Salesforce.
Emerald Transformer lacked the reporting and data visibility needed to effectively track leads, opportunities, and revenue.
At SMBHD, we do not subscribe to a one-size-fits-all approach. When operational processes are challenged, we create unique solutions that make sense for your business.
Identify opportunities to improve efficiency and productivity across your sales team with AI-driven insights, streamlined processes, and a unified view of your pipeline.
Deliver faster, more personalized support across every channel with AI-powered service tools, automation, and a complete view of your customer.
Optimize scheduling, dispatching, and on-site service operations with intelligent automation, real-time data, and mobile-enabled technicians to deliver faster, more efficient field experiences.
Build connected digital experiences—customer portals, partner communities, and branded sites—that streamline collaboration, self-service, and engagement across your ecosystem.
Align your sales and marketing strategies with connected data and AI to drive more effective lead generation, personalization, and pipeline growth.
Unify quoting, pricing, contracting, and billing into a single revenue lifecycle to accelerate deal cycles, improve accuracy, and maximize revenue performance.
Connect your systems, data, and applications across your organization with API-led integration to enable seamless automation, scalability, and real-time insights.
Leverage AI-powered agents and unified customer data to automate workflows, personalize engagement, and drive smarter decisions across every touchpoint.
Transform your data into actionable insights with powerful analytics, interactive dashboards, and AI-driven visualizations that support faster, data-informed decisions.
Design and build scalable, custom solutions on the Salesforce platform to extend functionality, automate processes, and solve complex business challenges.
Continuously optimize your Salesforce environment with ongoing enhancements, proactive support, and scalable solutions that evolve with your business.
Watch our Salesforce Services and Support Video!