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Digital Platforms
Sales and Service Automation

Drive Growth with Sales & Service Automation

Disconnected tools, manual processes, and delayed insights slow sales and impact service quality. Accelerate sales cycles, streamline service delivery, and make smarter decisions with real-time, AI-driven insights through connected systems and automated workflows.

Optimizing Operations with Intelligent Solutions

Featured Case Study

Fast-Tracking Quote-to-Cash with Salesforce Implementation

A fleet management firm reduced its quote-to-cash cycle by migrating from legacy Oracle systems to Salesforce, integrated with Rootstock ERP and custom mobile applications. Technicians gained real-time visibility into vehicle and customer data, improving service responsiveness and operational efficiency.

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Enable Intelligent Sales and Service Automation with AI-Driven Workflows

Improve Speed-to-Lead with Autonomous Sales Agents

Scale top-of-funnel operations with AI agents that engage inbound leads 24/7, answer questions, and schedule meetings directly on reps' calendars.

Accelerate Sales Productivity with Automated Workflows

Standardize deal stages with automated workflows that streamline pipeline hygiene, ensuring data remains accurate and up-to-date without manual entry.

Orchestrate Omnichannel Support

Deliver a seamless customer experience by unifying email, social, and voice channels. Ensure faster resolution by automatically routing inquiries to agents based on their skills and capacity.

Automate Field Service Operations

Increase the number of successful service calls per day and reduce travel time through real-time synchronization between field technicians and back-office systems.

Drive Data-Driven Growth with a 360-Degree Customer View

Break down data silos by automating the aggregation of sales, service, and interaction history into a single source of truth, giving teams a comprehensive 360-degree view of the customer.

Benefits of AI-Powered Sales and Service Automation

Higher Win Rates

Increase conversion velocity and prioritize high-value prospects by leveraging AI insights, predictive scoring, and guided selling to identify the “next best actions.”

Faster Resolution Times

Reduce average handling time (AHT) by equipping agents with AI-suggested responses, automated case tagging, and instant article lookups.

Operational Efficiency

Improve productivity and reduce costs through intelligent automation that streamlines workflows and ensures consistent SLA performance.

Platforms We Specialize In

Expertise across industry-leading platforms to power innovation and performance.

Accelerators

Prebuilt accelerators that fast-track CRM integration, automation, and time-to-value across sales and service platforms.

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MageLink Salesforce Connector

A robust integration connector that seamlessly synchronizes Salesforce and Magento data bidirectionally, ensuring consistency and eliminating manual intervention.

Dynamics Power App

Insights

Expert insights, case studies, and thought leadership showcasing real-world sales and service automation success.

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Case Study

44% Increase in Lead Volume with Salesforce Migration

A luxury property developer migrated to Salesforce and increased sales operations through improved analytics.

Case Study

Driving 42% FTFR with Salesforce

A large U.S. manufacturer transformed its field workforce with a comprehensive FSL solution, accelerating service delivery.

Case Study

60% Faster Ticket Resolution with Dynamics 365

A UK-based facility services provider streamlined critical processes, reducing operational costs and enhancing customer satisfaction via custom solutions.