Your firm sells senior expertise, you shouldn’t have to accept anything less from the people building your systems. Nochum drives your Salesforce work himself, with the judgment of someone who understands how a firm actually makes money. Your system development is architect led, the same way your clients deal with you.
Still have questions?
Trusted advisors with deep understanding of airline industry retirement systems. We navigate your financial journey with precision and expertise.
Not well. Salesforce rarely fits a firm’s workflow out of the box, and internal admins aren’t developers, they can maintain a system but not architect one around how you bill, staff, and serve clients. That’s the gap we fill.
It means Salesforce configured around your real operations, projects, utilization, billing, and client relationships connected in one place, instead of a generic CRM you bend your process to fit.
Usually not. Most of our work connects and extends what you already run, project management, accounting, time-tracking, so they work as one system rather than forcing a rip-and-replace.
Yes. That’s a core part of our professional services automation consulting, connecting time, projects, and invoicing so billable hours stop slipping and revenue gets captured accurately.
Cheap configuration work often looks like savings until you’re living with a system that doesn’t fit and slowly costs you billable time. Senior judgment up front usually costs less than redoing it, and the recovered hours pay for the work.
We define exactly what we’re building, what it costs, and what “done” looks like before any work begins, backed by a simple contract. One discovery call is usually enough to tell you what closing your gap takes.
Yes. One senior team covers your Salesforce build, the integrations around it, and any AI woven in, so you’re not coordinating vendors to make your own systems talk to each other.
