One of our big differentiators is the diversity of our experience. Our consultants hold over 60 Salesforce certifications across the entire suite of Salesforce products and have subject matter expertise in implementing Salesforce solutions for small stand-ups of 10 or so users, all the way up to global Salesforce implementations rolled out for hundreds of end users.
“If it’s not in Salesforce, it didn’t happen!” We ensure that your company’s prospecting efforts, sales methodology, quoting, and pipeline management are configured to the needs of your business and to your industry’s best practices. We gather all of your sales KPIs and create Salesforce reports and dashboards to put your most important data at your fingertips, on any device.
All of our Service Cloud projects turn companies into customer-centric organizations. We help our clients leverage the Service Cloud platform to manage all of their customer’s inquiries and cases; whether they be created from phone, email, mobile app, social media, or whatever comes next!
Whether your company is looking for a portal for customers to manage their support cases and self-help articles, for channel partners to log leads, deals, and track activity or build an entirely custom solution to interface with investors, portfolio companies, constituents, donors, volunteers, and more - We’ve done it all!
When your company is ready to take the next step in marketing automation, it’s time to call GSD. We have helped many organizations with cutting edge implementations of Salesforce Marketing Cloud for marketing campaigns across multiple channels. We help you identify where your prospects and customers are, then we help you target them over email, SMS/MMS, Facebook, Twitter, Instagram, YouTube, and more!
Your customers and prospects can see past the typical “spray and pray” format of mass emailing. We help our clients target prospects more intelligently, cross-market, and create meaningful marketing ROI reports leveraging Pardot.
Whether your company sells software with renewals, services with expirations, physical products, or structured cabling by the foot, we are prepared to help you implement a robust and customized solution to handle the specific needs of your business. We even help you with building quotes including legal language, MSA, and more.
Financial Services Cloud
We can help your firm guide your clients to their financial goals with Financial Services Cloud. Modern RIA’s, asset managers, insurance agents, and bankers should have access to all KYC information on each client, along with financial holdings, past activities, and upcoming events easily accessible from any device. We understand that managing complex portfolios while onboarding new clientele and maintaining meaningful relationships with existing clients can be a daunting task; let GSD help you with an implementation of Financial Services Cloud.
Alternative Asset Management CRM
GSD’s proprietary alternative asset management framework helps private equity, venture capital, hedge fund, and alternative asset management firms streamline deal pipeline, organize and track fundraising activities, manage complex relationships and acquire insights to drive marketing for future fundraising and prospecting efforts.
Non Profit Success Pack
If your non profit organization is looking for a more robust platform to manage donors, grants, volunteers, events, and programs, we should talk. GSD consultants have helped dozens of organizations start from scratch, or migrate from old and out of date softwares to the Salesforce Non Profit Success Pack. We know the exact suite of products and options out there to help you manage online donations, volunteer correspondence, grant management, board of directors reporting, and more.
Third Party Integrations
With over 500 projects completed, you can bet we have integrated with some of the biggest, baddest software solutions out there. We have domain integration expertise across a wide variety of solutions including ERP, accounting, portfolio management, loan origination, core banking, and much more.
Our Areas of Practice
Financial Services Practice: Private Equity Hedge Fund Investment Banking Asset Management Wealth Management Non Profit Practice: Volunteer Services Research and Development Community Outreach International Organizations Core Practice: Professional services Media Technology Real Estate Advertising Retail