Software &

Technology

Our experts work with your organization to replace manual processes and disparate systems with automation, best practices, and a single platform. Enabling you to excel, innovate, and grow

A new take on Salesforce solutions.

Getting to know your organization, end-users, and stakeholders is just as important as our in-depth Salesforce, industry, and best practice expertise. Add those things together with our technology and integration experience, and you get a connected, user-friendly Salesforce solution adapted to your organization and needs, ready to deliver maximum value.

Our background goes beyond the basics. We deliver value to our Technology clients through intuitive and role-specific UX/UI configuration, increasing process efficiency, and establishing a single platform for complete and accurate data, metrics, and reporting, to help you achieve continuous improvement and growth.

  • We excel at delivering results-focused SaaS solutions — whether that’s increasing renewals and customer lifetime value by adding CPQ functionality, integrating product licensing and usage data to create a complete customer profile in Salesforce, or incorporating online ticketing into Service Cloud for better high-volume management. 

    Additional use case examples include:

    • Contract Lifecycle Management 

    • Product Led Growth (PGL) 

    • Territory Mapping & Planning

    • Customer Lifecycle Tracking & Reporting

    • Customer Health Scoring

  • B2B technology is part of our daily operations. We know how important it is to ensure our B2B solutions help land and expand with big logos while saving businesses time, resources, and money. Our aim is to provide tools and insights that enhance customer relationships, streamline lengthy or complex sales cycles, and optimize processes in a way that fuels efficiency and growth.

    Additional use case examples include:

    • Forecasting & Revenue Cycle Optimization

    • Customer Profiling & Health Scoring

    • Channel Sales & Reseller Portals

    • Franchise & Contractor Management

    • Support Portals & Knowledge Bases

  • The customer experience relates directly to brand image, which is why our B2C solutions focus on providing an e-commerce experience customers will remember for all the right reasons. We help your business connect with consumers anytime, anywhere — elevating the customer journey from acquisition to order fulfillment and tracking. 

    Additional use case examples include:

    • High Volume Sales Management

    • B2C & Affiliate Marketing

    • Customer Portals

    • Loyalty Management

  • Hardware integration has a major impact on sales and service delivery in the field, so connection, visibility, real-time data, and ease of use is key. Our experts can ensure your solution is optimized for hardware — to coordinate mobile agents and equipment, make sales based on current inventory, and improve repair or installation satisfaction rates.  

    Additional use case examples include:

    • CPQ

    • SLA & Warranty Management

    • QMS Integration 

    • Asset & Inventory Management

Clarity Solution Benefits

  • Goodbye disparate systems

    No more separate interfaces. We connect technology, data, teams, and tools on the Salesforce platform, saving time, eliminating the need for duplicate data entry, and providing a more complete picture of your operations.

  • Get back to business

    Part of our technology expertise lies in adapting your solution to optimize workflows and automate time-consuming tasks, allowing you to focus on what matters most.

  • Understand and grow revenue

    Whether it’s reducing operational costs by eliminating manual processes, or integrating revenue systems to gain metrics for detailed forecasting, our solutions help you improve revenue visibility and control.

  • Accelerate growth

    We specialize in solutions made to meet objectives and drive sustainable growth. Our solutions scale along with you as both your goals, organization, and industry evolve. From handling high-volume sales to lead nurturing activities, we have you covered.

  • Improve efficiency

    Doing more with less while improving the quality of operations and services isn’t impossible. Clarity uses leading practices, top-tier technology, and unmatched expertise to provide solutions that make the impossible easy to achieve.

  • Automate compliance

    Our solutions put automation and tools in place to make compliance less complicated. Ensure sensitive data is secure and that compliance related tasks and processes are faster and easier to follow, manage, and track.

  • Empower your teams

    Simplify processes, streamline collaboration, make information easy to find, get rid of repetitive and manual tasks, we create user-friendly solutions that increase productivity and boost employee engagement.

  • Gain key metrics

    Regardless of the individual, team, or process, our solutions provide customizable metrics and data analysis, presenting insights in a way that’s both easy to understand and designed to support optimized decision-making.

  • Elevate the customer experience

    We provide 360° visibility and the tools you need to elevate a customer or stakeholder’s journey with your organization, so you have everything you need to improve their experience at every touch point throughout their customer journey.

At Clarity we understand and respect the wide range of challenges and tasks our solutions need to address. And, we know they need to be addressed in a way that delivers meaningful ROI and makes sense for our clients, their employees, and their stakeholders.

While we’re very proud of our technology expertise, what has earned our client’s trust is what we do with that expertise, ensuring all of our technology, including your Salesforce platform, has high user adoption and works together to deliver real value and improvements.

If that sounds like what your organization needs, we can’t wait to hear from you.

Technology expertise that

illuminates

transformation.

Get started

Sales Cloud

Service Cloud

CPQ

Marketing Cloud

CRM Analytics

Digital Engagment

Maps

Experience Cloud

Field Service

MuleSoft

Systems Integrations

  • Enterprise Resource Planning Systems

  • Accounting Systems

  • Payment Providers

  • Inventory Management Systems

  • Cloud Data Platforms & Warehouses

  • Contract Management Software

  • E-Commerce Platforms

  • Learning Management Systems

  • Custom Databases

Use Cases

  • Enterprise Resource Planning Systems

  • Quote-to-Cash

  • Accounts Receivable

  • Payment Processing

  • Order Management

  • 360° Customer Profiling

  • Integrated Customer Onboarding & Training

  • Data Archiving and Backup

  • "Clarity Consulting's comprehensive knowledge of Salesforce, allowed us to maximize the value of our CRM and marketing automation platforms."

    - Stratten Waldt, CEO of Baobab Partners

  • "Working with Clarity Consulting on our Salesforce Optimization Project was an incredible experience. They displayed true leadership and problem solving ability."

    - James Tsikerdanos, Business Development Manager of LendPro

  • "Clarity Consulting was able to answer questions and educate my team through complex Salesforce subjects in a short duration of time. Their ability to pick up on past consultation, plan lessons and teach is exactly what we wanted"

    - Neil Mork, Business Development Manager. Green Festivals

Explore Technology Case Studies

  • Basic

    What should we know about the services you provide? Better descriptions result in more sales.

  • Advanced

    What should we know about the services you provide? Better descriptions result in more sales.

Stay in touch.

Subscribe to stay up to date with the latest Salesforce tips, tricks, and best practices to optimize and scale your business.