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We Create Success in the
{High Tech & SaaS}
Industries

We Create Success in the
{High Tech & SaaS}
Industries

Your organization deserves a trusted partner who can help you {evaluate your needs and market trends}, {develop a scalable roadmap}, and {deliver secure, stable solutions} rapidly, so you {see ROI fast}.

Your organization deserves a trusted partner who can help you {evaluate your needs and market trends}, {develop a scalable roadmap}, and {deliver secure, stable solutions} rapidly, so you {see ROI fast}.

Drive The {Metrics} That Matter

From Marketing Automation to the Sales Pipeline, surface and monitor the KPIs that matter to your investors and business partners most.

1.

Lower Churn &
Attrition

2.

Lower
Acquisition Cost

3.

Increased Sales
Efficiency

4.

Higher
Lifetime Value

5.

Higher
Conversion Rates

6.

Higher
Revenue

Drive The {Metrics} That Matter

From Marketing Automation to the Sales Pipeline, surface and monitor the KPIs that matter to your investors and business partners most.

1.

Lower Churn & Attrition

2.

Lower Customer Acquisition Cost

3.

Increased Sales Efficiency

4.

Higher Lifetime Value

5.

Higher Conversion Rates

6.

Higher Revenue

Intelligent {Automations}

Digitally transform your business processes to streamline operations, reduce costs, and increase revenue.

Lead Scoring - theCodery
Lead, Account, &
Opportunity Scoring
Alerts and Focused Task Automation - theCodery
Alerts & Focused
Task Automation
Risk Scoring - theCodery
Risk
Scoring
Omnichannel Support Case Automation - theCodery
Support
Case Automation
Call Center Automation - theCodery
Call Center
Automation
Ownership Routing - theCodery
Ownership
Routing

Intelligent {Automations}

Digitally transform your business processes to streamline operations, reduce costs, and increase revenue.

Lead Scoring - theCodery
Lead, Account, & Opportunity Scoring
Alerts and Focused Task Automation - theCodery
Alerts & Focused Task Automation
Risk Scoring - theCodery
Risk Scoring
Omnichannel Support Case Automation - theCodery
Support Case Automation
Call Center Automation - theCodery
Call Center Automation
Ownership Routing - theCodery
Ownership Routing

Critical Data {Integrations}

Ditch the silos and reach your goals when you empower your sales and service teams by putting all the data they need right at their finger tips.

External
Account
Hierarchy
Inbound
Marketing
Automation
Outbound
Marketing
Automation
License, Order,
& Invoice
Data
Data
Enrichment
Customer Master
Data
Customer Health
Metrics
Product Usage
Metrics

Critical Data {Integrations}

Ditch the silos and reach your goals when you empower your sales and service teams by putting all the data they need right at their finger tips.

External Account
Hierarchy
Inbound Marketing
Automation
Outbound Marketing Automation
License, Order, Invoice Data
Data Enrichment
Customer Master Data
Customer Health Metrics
Product Usage Metrics

Critical Data {Integrations}

Ditch the silos and reach your goals when you empower your sales and service teams by putting all the data they need right at their finger tips.

External Account Hierarchy
Inbound Marketing Automation
Outbound Marketing Automation
License, Order, & Invoice Data
Data Enrichment
Customer Master Data
Customer Health Metrics
Product Usage Metrics

Our Customers

We are trusted by organizations of all sizes from the Fortune 500 to well-funded start-ups.  You’re invited to join our ‘ohana and start creating success with solutions that feature secure, scalable architectures and are tailored to delight your customers.

Our Customers

We are trusted by organizations of all sizes from the Fortune 500 to well-funded start-ups.  You’re invited to join our ‘ohana and start creating success with solutions that feature secure, scalable architectures and are tailored to delight your customers.

We Create Salesforce Success in the {High Tech & SaaS Industry}!

We Create Salesforce Success in the {High Tech & SaaS Industry}!

Ready to Create Your Own Success and {Level Up with Salesforce}?

Click below to schedule your {FREE}, no-obligation consultation so you can start seeing Salesforce ROI sooner!

Our Blog

Tech & SaaS Questions To Ask A Potential Salesforce PDO
You need to ask the right questions when considering potential Salesforce PDO. Sometimes ISVs do not ask in-depth questions on the process upfront and end up hiring a Salesforce PDO t...
Scott Everhart
5 min read
Tech & SaaS Best Features and Benefits of Salesforce Experience Cloud
Salesforce Experience Cloud will help you get your online business up and running efficiently and allows you to iterate quickly. It will streamline and personalize customer interactio...
Scott Everhart
5 min read
Tech & SaaS Salesforce Invites theCodery and Other Tech Firms to Join Advisory Board
We are excited to announce that Salesforce has invited our CEO, Robert Jacques, to join the inaugural Salesforce Product Development Outsourcing (PDO) Partner Advisory Board. The focu...
Scott Everhart
5 min read
Tech & SaaS What Are The Differences Between Salesforce PDOs and SIs?
There are two acronyms commonly used when describing Salesforce consultants: PDO partners and SI partners. And, understanding the differences between PDOs and SIs is the crucial first...
Scott Everhart
5 min read
Tech & SaaS A User’s Guide to a Successful Salesforce Implementation
Implementing Salesforce is a multi-stage process that involves cleansing your existing data, integrating third-party apps and internal systems as well as designing the user experience...
Scott Everhart
5 min read
Tech & SaaS The Independent Software Vendor’s Guide to Loving the AppExchange
It’s time to market your app! Marketing your app on the Salesforce AppExchange requires several different approaches and best practices. ISV partners who leverage Salesforce can grow ...
Scott Everhart
5 min read
Tech & SaaS 5 Reasons to Partner with a Salesforce Certified PDO
In this post, we shine a light on many of the key benefits of partnering with a Product Development Outsourcer (PDO) and why it’s useful to focus exclusively on Salesforce Certified P...
Scott Everhart
5 min read
Tech & SaaS Salesforce AppExchange 101
Introduced by Salesforce in 2005, the AppExchange is a marketplace of 3rd party apps and services to extend the core capabilities of Salesforce as a platform. 
Scott Everhart
4 min read
Tech & SaaS Salesforce Experience Cloud Tips & Tricks
Salesforce Experience Cloud is a quick way to create personalized websites and applications for specific users. Salesforce Experience Cloud, formerly Salesforce Community Cloud, can h...
Scott Everhart
6 min read
Tech & SaaS Salesforce Sales Cloud Tips
A tool is just a tool unless you use it properly. The same goes for Salesforce Sales Cloud. It can drastically improve your sales team's performance, effectiveness, and efficiency, bu...
Scott Everhart
5 min read

Our Blog

Tech & SaaS Questions To Ask A Potential Salesforce PDO
You need to ask the right questions when considering potential Salesforce PDO. Sometimes ISVs do not ask in-depth questions on the process upfront and end up hiring a Salesforce PDO t...
Scott Everhart
5 min read
Tech & SaaS Best Features and Benefits of Salesforce Experience Cloud
Salesforce Experience Cloud will help you get your online business up and running efficiently and allows you to iterate quickly. It will streamline and personalize customer interactio...
Scott Everhart
5 min read
Tech & SaaS Salesforce Invites theCodery and Other Tech Firms to Join Advisory Board
We are excited to announce that Salesforce has invited our CEO, Robert Jacques, to join the inaugural Salesforce Product Development Outsourcing (PDO) Partner Advisory Board. The focu...
Scott Everhart
5 min read
Tech & SaaS What Are The Differences Between Salesforce PDOs and SIs?
There are two acronyms commonly used when describing Salesforce consultants: PDO partners and SI partners. And, understanding the differences between PDOs and SIs is the crucial first...
Scott Everhart
5 min read
Tech & SaaS A User’s Guide to a Successful Salesforce Implementation
Implementing Salesforce is a multi-stage process that involves cleansing your existing data, integrating third-party apps and internal systems as well as designing the user experience...
Scott Everhart
5 min read
Tech & SaaS The Independent Software Vendor’s Guide to Loving the AppExchange
It’s time to market your app! Marketing your app on the Salesforce AppExchange requires several different approaches and best practices. ISV partners who leverage Salesforce can grow ...
Scott Everhart
5 min read
Tech & SaaS 5 Reasons to Partner with a Salesforce Certified PDO
In this post, we shine a light on many of the key benefits of partnering with a Product Development Outsourcer (PDO) and why it’s useful to focus exclusively on Salesforce Certified P...
Scott Everhart
5 min read
Tech & SaaS Salesforce AppExchange 101
Introduced by Salesforce in 2005, the AppExchange is a marketplace of 3rd party apps and services to extend the core capabilities of Salesforce as a platform. 
Scott Everhart
4 min read
Tech & SaaS Salesforce Experience Cloud Tips & Tricks
Salesforce Experience Cloud is a quick way to create personalized websites and applications for specific users. Salesforce Experience Cloud, formerly Salesforce Community Cloud, can h...
Scott Everhart
6 min read
Tech & SaaS Salesforce Sales Cloud Tips
A tool is just a tool unless you use it properly. The same goes for Salesforce Sales Cloud. It can drastically improve your sales team's performance, effectiveness, and efficiency, bu...
Scott Everhart
5 min read