If you are looking to scale your company, having a streamlined operation is crucial to keep things running. There are several platforms across different business functions that companies can utilize to scale operations and support growth. Two of the most critical platforms needed for businesses of any size are a CRM and ERP. 

At its core, a Customer Relationship Management (CRM) platform such as Salesforce will be used to manage customer interactions, track leads & opportunities, and automate sales processes. The backbone of many businesses, an Enterprise Resource Planning (ERP) system such as NetSuite will be used to integrate various functions including finance, accounting, supply chain & inventory management. 

To optimize and maximize the use of each platform, there are many partners who can help provide guidance and support to your team. At SquareWorks, we have partnered with OpFocus to deliver next-level consulting services to empower customers to reach their growth goals. We believe that by combining our services, we can help elevate your Salesforce and NetSuite experience and ensure you are getting the most out of your investment.

 

OpFocus Can Help You Maximize Your Use of Salesforce

With a wide range of services, including Salesforce implementation, customization, integration with other systems, data management, and analytics, OpFocus helps you advance your revenue operations and ensure that your Salesforce tech stack grows with you. OpFocus strives to provide customers with a roadmap to success, which includes the following phases: plan, execute, and sustain. 

• Plan
  • OpFocus performs an in-depth evaluation of your organization and prepares a tailored Salesforce roadmap that empowers you to reach your growth goals

• Execute
  • OpFocus consolidates data from multiple organizations and/or various sources to create an integrated tech stack that increases efficiency for your team
  • This allows you to streamline your data flow, automation, and any integrations between Salesforce for optimal and secure performance
  • Receive a user-interface designed to work for your team

• Sustain

• • Empowers your team through education and training opportunities, including user and administrator training
  • Lean on OpFocus support services to address any issues or challenges  

 

Why We’ve Partnered Together

Individually, SquareWorks and OpFocus have worked with customers that aim to optimize their entire tech landscape. In doing so, clients frequently inquire about leading professional services firms that can help with either their SalesForce or NetSuite instance. In an effort to continuously provide customers with premium services, SquareWorks is excited to announce a partnership with OpFocus. 

Our partnership with OpFocus enables us to work together on a range of projects, including NetSuite and Salesforce integrations, full-stack implementations, managed services, and more. We are excited about the opportunity to provide you with premium services and help optimize your entire tech landscape.

If you’re interested in learning more about OpFocus and how they can support your business, please reach out to us here. We would be happy to introduce you to our trusted partner! Together, we can take your company to new heights.