Software &

Technology

We help your organization turn manual processes and fragmented systems into automated workflows, guided by best practices on a single platform. Driving success, innovation, and growth.

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A smarter way to experience Salesforce solutions.

Knowing your organization, end-users, and stakeholders is just as important as our Salesforce, industry, and best-practice knowledge. When combined with our technology and integration expertise, it results in a connected, user-friendly Salesforce solution, customized to deliver maximum value.

We go beyond fundamentals. Through intuitive, role-specific UX/UI, streamlined workflows, and a single source of truth for data and reporting, we help Technology clients improve processes and achieve continuous growth.

  • We build results-focused SaaS solutions that help organizations maximize customer lifetime value, improve renewals, and streamline operations. From implementing Configure-Price-Quote (CPQ) systems that unify product usage and licensing data into comprehensive Salesforce customer profiles, to integrating online ticketing with Service Cloud for efficient high-volume management, Clarity ensures your Salesforce environment drives measurable business impact.

    Capabilities Include:

    • Contract Lifecycle Management (CLM) – automate contract creation, approvals, and renewals.

    • Product-Led Growth (PLG) – leverage product usage data to drive adoption, engagement, and expansion.

    • Territory Mapping & Planning – optimize sales coverage and resource allocation across regions.

    • Customer Lifecycle Tracking & Reporting – monitor customer journeys from acquisition to renewal.

    • Customer Health Scoring (CHS) – gain actionable insights into customer satisfaction, risk, and growth potential.

  • Our focus is helping B2B technology organizations land and expand key accounts while saving time, money, and resources. We provide insights and tools that improve customer relationships, streamline complex sales cycles, and optimize processes to drive efficiency and growth.

    We support B2B technology organizations in:

    • Forecasting & Revenue Cycle Optimization – improve sales accuracy and revenue management.

    • Customer Profiling & Health Scoring – gain actionable insights to prioritize high-value accounts.

    • Channel Sales & Reseller Portals – streamline partner engagement and performance tracking.

    • Franchise & Contractor Management – efficiently manage distributed teams and operations.

    • Support Portals & Knowledge Bases – enhance self-service and internal knowledge management.

  • Our focus is helping B2C organizations deliver exceptional customer experiences that strengthen brand perception and drive loyalty. We provide solutions that connect your business with consumers anytime, anywhere—enhancing the journey from acquisition through order fulfillment and tracking.

    We support B2C organizations in:

    • High-Volume Sales Management – efficiently handle large-scale orders and transactions.

    • B2C & Affiliate Marketing – optimize campaigns to attract, engage, and retain customers.

    • Customer Portals – provide secure, self-service access to orders, accounts, and support.

    • Loyalty Management – implement programs that reward engagement and encourage repeat business.

  • Our focus is ensuring hardware integration enhances field sales and service delivery by providing connection, visibility, and real-time data. We optimize your solutions for hardware—aligning mobile agents and equipment, enabling inventory-based sales, and improving repair and installation satisfaction.

    We support organizations in:

    • Configure, Price, Quote (CPQ) – streamline product configuration and quoting processes for faster sales cycles.

    • SLA & Warranty Management – manage service level agreements and warranty coverage efficiently.

    • Quality Management System (QMS) Integration – ensure product quality and compliance through connected systems.

    • Asset & Inventory Management – track, manage, and optimize assets and inventory in real time.

Clarity Solution Benefits

  • Enable Your Teams

    Streamline processes, simplify collaboration, make information easy to access, and reduce repetitive manual work. We deliver user-friendly solutions that boost productivity, enhance engagement, and empower your teams to perform at their best.

  • Efficiency Made Simple

    With leading practices, cutting-edge technology, and expert guidance, we create solutions that enable your team to do more, faster, and with higher quality outcomes.

  • Unified Systems, Better Results

    Say goodbye to separate interfaces. We unify technology, data, teams, and tools on the Salesforce platform, saving time, reducing duplicate data entry, and giving you a complete view of your operations.

  • Work Smarter, Not Harder

    Our experts optimize your solution to remove manual steps, simplify processes, and automate time-consuming work, so your team can dedicate energy to what drives your business forward.

  • Measure What Matters

    Our solutions deliver customizable metrics and data analysis for any individual, team, or process, presenting insights clearly to support informed decisions and drive better business outcomes.

  • Unlock Revenue Potential

    Our solutions streamline operations and integrate revenue systems, giving you clearer metrics for forecasting, better visibility, and greater control over your revenue.

  • Enhance the Customer Journey

    We provide full visibility and the tools to enhance every customer or stakeholder interaction with your organization, giving you the insights and capabilities to improve their experience at every touchpoint across the entire journey.

  • Scale with Confidence

    Our solutions are designed to meet your goals and support sustainable growth. As your organization, objectives, and industry evolve, our tools scale with you, handling everything from high-volume sales to lead nurturing with ease.

  • Simplify Compliance

    We implement automation and smart tools to make compliance easier. Protect sensitive data while streamlining compliance tasks and processes, making them faster to complete, simpler to manage, and easier to track across your organization.

We know that technology solutions must address a broad variety of challenges and tasks, and they need to do so in ways that deliver measurable ROI while making sense for clients, employees, and stakeholders.

Clarity’s technology expertise is extensive, but what earns trust is how we use that expertise, making sure your Salesforce platform and all systems integrate smoothly, achieve high adoption, and provide meaningful improvements.

If that approach fits your organization, we look forward to connecting.

Technology Expertise That

Powers

Transformation.

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Sales Cloud

Service Cloud

CPQ

Marketing Cloud

CRM Analytics

Digital Engagment

Maps

Experience Cloud

Field Service

MuleSoft

Systems Integrations

Organizations rely on a variety of systems to manage finance, operations, and customer experiences. Clarity’s engineering and integration expertise ensures your Salesforce solution works seamlessly with the platforms that drive your business, reducing manual effort, increasing visibility, and improving accuracy across workflows.

Key Systems Integrations Include:

  • Enterprise Resource Planning (ERP) Systems – streamline core business processes like finance, HR, and operations.

  • Accounting Systems – connect your Salesforce platform to accounting software for accurate financial reporting.

  • Payment Providers – integrate payment processing for a seamless quote-to-cash experience.

  • Inventory Management Systems (IMS) – maintain real-time inventory visibility across locations and channels.

  • Cloud Data Platforms & Warehouses – centralize data for analytics, reporting, and decision-making.

  • Contract Management Software – automate contract creation, approvals, and storage.

  • E-Commerce Platforms – unify customer, order, and product data across online sales channels.

  • Learning Management Systems (LMS) – streamline employee and customer training programs.

  • Custom Databases – integrate bespoke data solutions for specialized business needs.

Use Cases for Integrations:

  • Quote-to-Cash (QTC) – automate the entire sales process from quotes to revenue recognition.

  • Accounts Receivable (AR) – ensure invoices and collections are accurate and timely.

  • Payment Processing – simplify and secure payment workflows across multiple providers.

  • Order Management (OM) – manage orders efficiently from entry to fulfillment.

  • 360° Customer Profiling – create a comprehensive view of your customer across all touchpoints.

  • Integrated Customer Onboarding & Training – automate training and onboarding for new clients.

  • Data Archiving and Backup – secure historical and operational data for compliance and continuity.

  • "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

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