Our Approach

We believe in building relationships and providing direction without techno-babble. Through our process of getting to know where you want your business to be, we will provide a pathway to adoption for your Salesforce org and for its continuous improvement.

Our Story

For years, Jim and Jess Clifton worked side-by-side for a healthcare market intelligence firm that had been an early adopter of the Salesforce platform, afterward sharing their Salesforce knowledge with other industries and even non-profit institutions in differing career paths. Their shared passion for Salesforce and its potential ultimately led them to the decision to work together again, this time as a wholly-owned business unit dedicated to the development of their clients’ Salesforce experience.