Case Study
Community Resource Exchange: Realigning Salesforce with Mission-Driven Impact
By partnering with Acquis, Community Resource Exchange (CRE) successfully realigned Salesforce to support its mission-driven operations.
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Salesforce
Salesforce consulting and implementation partner
We are a hand on, process-oriented Salesforce consulting firm specializing in life sciences, manufacturing and nonprofit organizations from early stage start-ups to enterprises. We deliver innovation on the Salesforce platform for sales, customer service and marketing groups. In addition to our flawless delivery, we bring a strategic lens that helps shape the business process for our customers and then uses CRM technology to drive efficiency and improve outcomes for the business. Our industry-focused delivery process has led to successful projects and perfect scores across our client base, from early-stage startups to Fortune 10 enterprises.
Maximizing your Salesforce investment
We help organizations make Salesforce work the way their business works. Our approach connects marketing, sales, and service teams into one cohesive operation that scales with your growth — regardless of where you are on your Salesforce journey.
Your trusted Salesforce consulting partner
1.
Envision: Salesforce Strategy
Whether launching Salesforce for the first time or redesigning your existing instance, success begins with strategy. Acquis’ Envision framework starts by understanding your organization’s goals and ends with a prioritized roadmap of process and system changes to help you accomplish them. Acquis works with you to connect your team's day-to-day processes with Salesforce's capabilities, pushing beyond standard solutions to find what actually works for your organization.
2.
Embark: Salesforce Implementation
Smart strategy means nothing without solid execution. Acquis builds Salesforce instances that reflect how your business really works. Acquis ensures your Salesforce instance connects marketing, sales, and service teams into one seamless operation that scales with you as you grow. We offer customized or templatized solutions depending on your organizational needs.
3.
Evolve: Salesforce Innovation
Keep your Salesforce investment working effectively through ongoing optimization and support. Our managed services help your solution adapt to changing business needs while maximizing ROI.
Approach
Salesforce implementation services across industries
Manufacturing
We support manufacturing and construction organizations across discrete manufacturing, products, industrial operations, and services. From improving pipeline visibility and forecast accuracy to streamlining customer support and field technician workflows. Whether you need better partner channel management, seamless ERP integration, or enhanced operational efficiency, we bring manufacturing-specific insights to every Salesforce implementation that work in real operational environments.
Clouds we support: Sales, Service, Field Service, Experience Cloud (Portals), MuleSoft, Manufacturing Cloud, CPQ, Marketing Cloud, Marketing Cloud Account Engagement, Agentforce, Data Cloud
Featured client story: NOCO Salesforce Revamp: Transforming Digital Operations for a Leading Manufacturer
Manufacturing
We support manufacturing and construction organizations across discrete manufacturing, products, industrial operations, and services. From improving pipeline visibility and forecast accuracy to streamlining customer support and field technician workflows. Whether you need better partner channel management, seamless ERP integration, or enhanced operational efficiency, we bring manufacturing-specific insights to every Salesforce implementation that work in real operational environments.
Clouds we support: Sales, Service, Field Service, Experience Cloud (Portals), MuleSoft, Manufacturing Cloud, CPQ, Marketing Cloud, Marketing Cloud Account Engagement, Agentforce, Data Cloud
Featured client story: NOCO Salesforce Revamp: Transforming Digital Operations for a Leading Manufacturer
Nonprofit
We support nonprofit organizations across fundraising, donor management, program management, grant management, volunteer management, constituent communication, and measuring impact measurement. Whether you need better campaign management, volunteer coordination, grant tracking, donor stewardship, or integration with financial systems, we bring nonprofit sector insights to Salesforce implementations that work while maximizing mission impact.
Clouds we support: Sales, Service, Experience Cloud (portals), MuleSoft, Nonprofit Cloud, NPSP, Marketing Cloud, Marketing Cloud Account Engagement, Agentforce, Data Cloud
Featured client story: Isaacs Center Salesforce Relaunch: Enhancing Service Delivery for a New York City Nonprofit
Healthcare and Life Sciences
We support life sciences organizations across the full commercialization lifecycle — from clinical trial management and regulatory compliance through sales force effectiveness and post-market surveillance. Whether you need better territory management, sample tracking, healthcare provider engagement, regulatory reporting, or integration with clinical data systems, we bring life sciences expertise to Salesforce implementations that work in highly regulated environments.
Clouds we support: Sales, Service, Experience Cloud (portals), MuleSoft, Life Sciences Cloud, Health Cloud, Marketing Cloud, Marketing Cloud Account Engagement, Agentforce, Data Cloud
Featured client story: M3 EU Salesforce Sales Cloud Implementation: Accelerating Business Growth Through Enhanced Visibility
Technology
We support technology organizations across product-led growth and traditional sales models — from lead management and nurturing through pipeline, forecasting and revenue optimization. Whether you need better MRR/ARR tracking, churn prediction, collaborative account management, customer support with self-service capabilities, partner collaboration, or ERP or other system integration, we bring technology industry insights to Salesforce implementations that work in fast-moving tech environments.
Clouds we support: Sales, Service, Experience Cloud (portals), MuleSoft, CPQ, Marketing Cloud, Marketing Cloud Account Engagement, Agentforce, Data Cloud
Featured client story: Semgrep Salesforce Optimization: Enhancing Revenue Visibility and Business Intelligence
Professional Services
We support professional services organizations across lead generation, client engagement, sales process and pipeline management, customer service, and ongoing support, upsells and renewals. Whether you need better partner collaboration, internal system integration, or self-service capabilities that reduce operational overhead, we bring industry-specific insights to Salesforce implementations that work in professional services environments.
Clouds we support: Sales, Service, Experience Cloud (Portals), MuleSoft, Marketing Cloud, Marketing Cloud Account Engagement, Agentforce, Data Cloud
Featured client story: Rising Above: How Rise Alliance Scaled its Sales Organization and Partner Network with Salesforce
100%
Acquis client satisfaction score (5/5) on the Salesforce AppExchange
10+
Salesforce certifications per person
7+
Years of Salesforce experience per person on average
Acquis Managed Services
Transform technology investments into strategic assets through expert optimization and proactive partnership. Our managed services ensure your Salesforce solution continues driving value while adapting to evolving business needs.
Featured client stories
Case Study
Beekley Medical Salesforce Transformation: Developing a Roadmap for Scalable Growth
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Case Study
Semgrep Salesforce Optimization: Enhancing Revenue Visibility and Business Intelligence
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Case Study
M3 EU Salesforce Sales Cloud Implementation: Accelerating Business Growth Through Enhanced Visibility
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Embark accelerator packages
Acquis’ portfolio of accelerated solutions enable growing organizations to implement Salesforce products at lightning speed, gain value quickly, and then continue to continuously improve and innovate.
Account Engagement
Launch your email automation engine with Salesforce Marketing Cloud Account Engagement including foundational functionality in two weeks or less. Establish your lead flow process, backed by core configuration, sending and domain tracker, field syncing, website Integration, campaign configuration, email template, contact form, user profiles and security, training, hypercare support, and much more.
AI Agent
Launch your new AI Agent Pilot Implementation in just three weeks. Deploy a Pilot AI Agent with foundational functionality, enabling goal-oriented, autonomous AI assistants to handle business interactions and tasks, including Discovery and Use Case identification, crafting the Agent around multiple topics and actions, testing and training.
Field Service
Launch your new Field Service implementation with foundational functionality in just four weeks. Drive core setup, work order configuration, territories, work hour shifts, work types, scheduling policy, core dispatching functionality, mobile & e-signature configuration, activity tracking, resourcing and skills, UAT and training, and much more.
Manufacturing Cloud
Launch your new Manufacturing Cloud implementation with foundational functionality in just four weeks. Unlock impact with core setup and security, role hierarchy, rules and permissions. Capture quantity and revenue forecasting at an account level against your negotiated agreements with customers. Configure your setup to your business needs, including updated reports and dashboards, UAT, training, hypercare support, and much more.
Sales Cloud
Launch your new Sales Cloud implementation with foundational functionality in just four weeks. Unlock impact with the ability to generate a Pipeline and Forecast, Process Leads, manage Contacts and Activities with navigation through a customized Sales Application. Integrate your email application, connect via your mobile device, and measure your business with customized reports and dashboards, including UAT, training, hypercare support, and much more.
Service Cloud
Launch your new Service Cloud implementation with foundational functionality in just four weeks. Unlock impact with the ability to manage your support processes via Case Management, Case Routing and Escalation, Web-to-Case, Email-to-Case, and activity tracking all through a custom Service Console application with a personalized homepage for customer service teams. Measure your business with customized reports and dashboards, including UAT, training, hypercare support, and much more.
Acquis is an incredible partner to work with on all things Salesforce. The team took the time to understand our business while getting up to speed quickly, which was critical to the success of this project.
Co-Founder & Chief Revenue Officer, Rise Alliance
Acquis played a pivotal role in helping NOCO establish our Manufacturing Cloud, ensuring it aligned seamlessly with our business model while simultaneously implementing Service Cloud. The team’s expertise and insights were invaluable and guided our team toward a Salesforce platform that truly works for our company. The Sales Team was wowed by the improvements to Sales Agreements; we can now operate outside of Excel, and people are excited to use their data.
Vice President of Sales, NOCO
Featured insights
ArticleFrom Contacts to Contracts: Account-Based Selling in Salesforce
At Dreamforce 2024, Salesforce unveiled its game-changing Account Plans feature, scheduled for release in late November. This essential addition addresses the growing demand for integrated account planning capabilities, delivering an intelligent, collaborative platform that positions customer success at the heart of every strategy.
Read More
ArticleWhat do organizations need to know about Salesforce’s growing Sales Performance Management ecosystem?
As part of Salesforce’s focus on AI, there have been a slow but steady stream of mostly unnoticed — yet extremely important — improvements happening in parallel to some of the “core” areas of Salesforce to accelerate and develop its AI capabilities.
Read More
ArticleHow Salesforce Flow Will Impact Organizations
There is only development happening in one of the declarative point-and-click workflow tools, and spoiler alert, it isn’t with Workflow Rules or Process Builder.
Read More
Article
From Contacts to Contracts: Account-Based Selling in Salesforce
At Dreamforce 2024, Salesforce unveiled its game-changing Account Plans feature, scheduled for release in late November. This essential addition addresses the growing demand for integrated account planning capabilities, delivering an intelligent, collaborative platform that positions customer success at the heart of every strategy.
Read More
Article
What do organizations need to know about Salesforce’s growing Sales Performance Management ecosystem?
As part of Salesforce’s focus on AI, there have been a slow but steady stream of mostly unnoticed — yet extremely important — improvements happening in parallel to some of the “core” areas of Salesforce to accelerate and develop its AI capabilities.
Read More
Article
How Salesforce Flow Will Impact Organizations
There is only development happening in one of the declarative point-and-click workflow tools, and spoiler alert, it isn’t with Workflow Rules or Process Builder.
Read More
FAQs
What is a Salesforce implementation partner?
A Salesforce implementation partner is a certified company that helps organizations deploy, configure, and optimize Salesforce platforms like Sales Cloud, Service Cloud, and Marketing Cloud. Certified partners have proven expertise, ongoing training, and direct relationships with Salesforce. The best implementation partners focus on understanding your business processes first, then configuring Salesforce to support them, rather than forcing you to adapt to the software.
How do I choose the best Salesforce consulting partner?
Choose a Salesforce consulting partner based on industry expertise, certified credentials, and their approach to implementation. Look for partners with proven success in your specific industry who understand your unique challenges. The right partner will lead with business strategy before diving into technical configuration, ensuring implementations that your team will actually use long-term.
How long does Salesforce implementation take?
Salesforce implementation timelines vary based on complexity and scope. With Acquis' Embark Accelerators, clients can be up and running within 4 weeks. The key factors affecting timeline include data migration complexity, customization requirements, integration needs, and user training scope.
Why should I hire a certified Salesforce implementation partner?
Certified Salesforce implementation partners offer proven expertise, ongoing training, and access to Salesforce resources. They stay current with platform updates, follow best practices, and can leverage pre-built solutions to accelerate your project. Most importantly, certified partners have track records of successful implementations and customer satisfaction scores verified by Salesforce, e.g. Acquis' 100% client satisfaction score (5/5) on the Salesforce AppExchange.
Can Salesforce work for small and mid-size businesses?
Yes, Salesforce scales effectively for small and mid-size businesses with the right implementation approach. Many SMBs benefit from faster deployment, immediate process automation, and growth-ready functionality. The key is working with a partner who can configure Salesforce to match your current needs while building in scalability for future growth, avoiding over-engineering that creates unnecessary complexity.
What's the difference between Sales Cloud, Service Cloud, and Marketing Cloud?
Sales Cloud focuses on lead management, opportunity tracking, and sales process automation. Service Cloud handles customer support, case management, and knowledge base functionality. Marketing Cloud manages email campaigns, lead nurturing, and marketing automation. Most businesses benefit from cross-cloud solutions with integrated implementations that connect these clouds for seamless customer experiences across sales, service, and marketing teams.
How can organizations maximize Salesforce user adoption?
Successful Salesforce adoption requires treating implementation as organizational change, not just technology deployment. The most effective approaches combine comprehensive change management with user-centered design. This means configuring workflows that mirror existing business processes rather than forcing dramatic operational shifts, providing role-specific training that addresses actual daily tasks, and maintaining ongoing support as teams develop proficiency. Organizations that achieve sustained adoption typically see user engagement rates above 85% within the first quarter post-launch.
Ready to get Salesforce right?
Connect with our team to discuss what's actually possible with your Salesforce implementation.