Ongoing Salesforce
Excellence
Verity provides dedicated monthly support to boost current projects, enhance your team’s capabilities, and identify untapped growth opportunities within your current CRM investment – all focused on delivering the business outcomes you originally envisioned.
Services to Maximize Your Salesforce Investment

Business Alignment
Your business priorities shift and evolve - your Salesforce environment should too. Verity helps realign your CRM with your current business objectives, ensuring technology decisions support revenue goals and customer experience priorities. We identify gaps between your business needs and system capabilities, then develop practical solutions to close them.

Process Optimization
Eliminate tedious manual tasks and free your team to focus on what matters most. We identify opportunities to automate repetitive processes, reduce data entry, and create streamlined workflows that save time while improving accuracy. Our practical approach ensures your team spends less time on administration and more time driving business results.

Performance Acceleration
Unlock hidden potential within your existing Salesforce implementation through targeted enhancements that drive measurable performance gains. We identify underutilized features, implement quick-win opportunities, and help your team leverage CRM capabilities that deliver immediate business impact while supporting long-term growth objectives.

Team Enablement
Technology only delivers value when embraced by your team. We go beyond traditional training to develop true capability within your organization. Through targeted coaching, practical workshops, and user-focused documentation, we help your team leverage Salesforce as a business acceleration tool rather than just another system to manage.

Insights & Analytics
Convert your data into actionable insights that inform strategic decisions. We design intuitive reports and dashboards focused on the metrics that matter most to your business. From executive-level visibility to team performance tracking, we help you leverage your data to identify trends, opportunities, and areas requiring attention.

CRM Roadmap
Maintain momentum with a clear vision for your Salesforce evolution. We develop practical implementation plans that balance immediate needs with long-term objectives. Each roadmap prioritizes initiatives based on business impact, resource requirements, and strategic importance - providing a blueprint for continuous CRM maturation aligned with your growth trajectory.
Tailored Support Solutions
We understand every business has unique needs. Verity offers flexible engagement options without requiring lengthy contracts -allowing you to access expertise exactly when and how you need it.

Strategic Advisory Hours
Dedicated expertise on-demand
Flexible allocation based on your changing priorities
Cost-effective approach for businesses with varying needs
Perfect for specific projects or occasional support

Business Growth Partnership
Reserved monthly capacity with priority response
Proactive business reviews and opportunity identification
Regular strategy sessions to maintain alignment
Ongoing system optimization to maximize your investment
Predictable budgeting with measurable business impact
Our Approach
Business growth demands more than just technology – it requires systems that evolve with your success. At Verity, we transform Salesforce from a simple database into your competitive advantage. Our business-first approach ensures your CRM investment delivers measurable returns while empowering your team to excel.

Understand & Align
We begin by deeply understanding your business objectives, revenue drivers, and team dynamics. Our executive-level conversations focus on translating your vision into actionable strategies. Through collaborative discovery sessions, we identify how Salesforce can strengthen client relationships and accelerate your growth trajectory.

Transform & Empower
With alignment established, we transform your business processes into streamlined workflows. Our focus remains on creating value - not just implementing technology. We empower your team through personalized training and change management, turning potential resistance into enthusiastic adoption that drives meaningful results.

Measure & Evolve
Success doesn't end at launch. We partner with you to establish clear metrics that demonstrate ROI and identify opportunities for enhancement. Our ongoing relationship helps your business evolve with Salesforce, ensuring you continue to maximize value as your needs change and your team's expertise grows.