Robert Rose
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Alex Smith
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Drew Carlyle
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Jessica Davis
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What We Do
Tailored Financial Solutions for Your Family
01
Personalized Financial Planning
Custom Plans for Unique Needs
02
Budget Management
Practical Tools for Everyday Financial Health
03
Expense Tracking
Real-Time Insights on Your Spending
04
Debt Reduction Strategies
Manage and Reduce Your Debt Effectively
05
Savings and Investments
Build Your Financial Future
Our Difference: A Process Designed for Your People and Your Success
We build Salesforce solutions that people actually use and love. We go beyond the technical setup so that your investment drives adoption and achieves the business goals you set out to meet.
01
Discover & Define: We Find Your "Why"
We know the most critical question: What does success look like, and how will we measure it?
Whether it's accelerating deal velocity, achieving a "single source of truth," or streamlining manual workflows, we define the goal together.
The Proof: For a credit union client, the goal was 'One Version of the Truth.' This clear objective guided our entire strategy to unify their data.
02
Design & Build: Translating Vision into Measurable Reality
We architect a solution designed from the ground up to hit your metrics. This phase is collaborative and adaptive. We make sure the final product works seamlessly with your unique environment.
The Proof: For a major insurance client, we designed and built an external pricing portal to increase broker satisfaction and deal speed. The result was real-time visibility, automated updates, and significantly faster approvals.
03
Change Management: Our People-First Promise
The most powerful Salesforce system is worthless if your team doesn’t use it. This is our true differentiator. We implement a people-first change management strategy that works. We coach your leaders and train your users, so that any potential resistance slides smoothly into adoption and intelligent use.
As a Principal in our Salesforce Practice says: "None of this is worth anything if we don't get change right. You can build the coolest tool in the world, and if people don't use it, it doesn't matter."
04
Deliver & Evolve: A Partnership That Lasts Beyond Go-Live
Our partnership doesn’t end at launch. We provide robust testing and managed services to support you long-term. We stick around to make tweaks, add new features, and guarantee your Salesforce org continues to evolve with your business.
The Proof: Our work with many clients involves ongoing support to ensure the solution solves real business problems long after delivery.
05
Ready for a Partnership That Puts You First?
Stop feeling like just another license in a sales quota. Let's start a conversation about what your business truly needs for success with Salesforce. We'll help you build a solution that works for the long term and equips your team with the knowledge to run it with confidence.
You're more than just a Salesforce License.
Salesforce Certified. Customer Verified.
450 consultants worldwide
112 Salesforce Certified Consultants
360 Salesforce Certifications
Perfect 5/5 CSAT on AppExchange
25+ Combined Years of Salesforce Experience
Experts in Energy & Utilities and Financial Services
Marketing Cloud and Data Cloud Specialists
How Efficient Are Your Integrations?
Then vs Now
The CG Infinity Effect
Hear How We're Here for You.
Teamwork Behind the Dashboard
Meagan Diegelman
When You Need a Salesforce Wingman
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When Clients Become Teammates
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Advocacy, Not Just Delivery
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Partnership in Practice
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Inside a Modern Marketing Cloud Build
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