Salesforce MVP Hall of Fame · Certified Partner since 2010
One Slack workspace for sales, finance and admin, tied to your CRM. You see what was asked, who approved it and what is stuck, without calling anyone.
Step one · no form
Five industries, UAE first. Scroll through them, or jump to yours.
01 · UAE first
Leads arrive from the portals, WhatsApp and walk-ins. Viewings live in a broker’s phone. Nobody owns the follow-up.
Week one
We map inquiry, viewing, offer and close inside the org, then name the one step an agent can take off the brokers.
What changed · Regional property team
“Follow-up lives in the org, not a personal inbox.”
02 · UAE and US
Campaigns go out as lists. The branch already knows the customer; the journey does not.
Week one
We connect journeys to one customer profile: transactions, send-time rules, and a preference center your team can run.
What changed · Regional bank, UAE
“Open rates moved from the low teens into the mid-40s once journeys used the same profile as the branch.”
03 · UAE and US
Reminders are a call list. Screening goes out as a blast. No-shows fill the next morning.
Week one
Appointment reminders on SMS and WhatsApp, and education sequences tied to the condition, not a blast list.
What changed · Regional hospital network
“Reminders reached the patient on a channel they already used, instead of a call list.”
04 · UAE and US
B2B buyers live in spreadsheets. The same account exists three times. The next store cannot see the last order.
Week one
One account every store can trust, POS visible on the record, and a mobile path for field reps.
What changed · Regional grocery retailer
“The next store to call the same buyer could see the last order.”
05 · US and UAE
Quote, order and service split across CPQ, ERP and a queue. Service cannot see what shipped last week.
Week one
Quote-to-cash around what ERP will accept. Integrations write back with an owner and visible errors.
What changed · Regional manufacturer
“A failed integration is visible instead of silent.”
Start with Slack
Each step stands on its own. Most companies start with the first two and add the rest when the channels are busy.
How we work
Engagements we can describe, so you can judge whether yours looks like any of them. Named only where the client said yes.
Our own desk
Our own work and approvals run in Slack. We set it up for clients the way we use it ourselves.
The person
The practice is small on purpose. Salesforce MVP Hall of Fame. Certified Partner since 2010.
The honest no
The honest no: if the work is a software factory with a named delivery date, we are the wrong partner.
Questions
The brief · two taps and an email
We work in real estate and right now, leads go cold before anyone replies.
