Consulting Services for Salesforce Marketing Cloud Personalization (formerly Interaction Studio)

Couch & Associates designs and delivers innovative solutions to the most complex sales and marketing challenges for the world’s biggest brands. The Couch & Associates model combines strategic advisory services, marketing technology expertise and software development capabilities to help clients improve performance through unique approaches tailored to their environments. Fortune 1000 firms choose Couch & Associates as their partner in optimizing operations, achieving growth and remaining competitive in the digital era. With offices in Canada, the U.S. and the U.K., the Couch & Associates global services team has performed over 1000 engagements for hundreds of leading companies. Couch & Associates is a certified partner to the top sales and marketing technology vendors.

Unlock the potential of your Salesforce investment with the 5-Star Summit Salesforce Partner, Access Global Group. Our curated team of Salesforce experts will utilize a customer-centric approach to provide intuitive solutions for your organization. Consulting Services Include: Salesforce Implementation Services, Salesforce Optimization Services, Salesforce Integration Services, Salesforce Managed Services, Salesforce Cloud Services, Salesforce Staffing Services, Salesforce QuickStart Programs Awarded, Trusted & Proven to Deliver Salesforce Results - Average Salesforce Consultant Experience 10+ Years - 400+ Salesforce Certifications - 500+ Salesforce Integrations - 1700+ Salesforce Projects - 120+ Staff - 5-Star Salesforce Summit Consulting Partner

Mountain Point is a strategic technology and management consulting firm guiding industrial businesses through digital transformations.

Offprem Technology is renowned Salesforce partner with a diverse, flexible, and trusted team of experts in all Salesforce clouds, across all verticals and sizes. Our commercial expertise within the Salesforce ecosystem is exemplified by our status as a Salesforce Summit Partner. We have successfully collaborated with businesses and organizations spanning various sectors such as commercial, financial services, health and life sciences, manufacturing, and retail. Additionally, in the realm of education and non-profit sectors, specifically Salesforce.org, we hold the prestigious title of Salesforce Premier Partner. Our track record includes delivering exceptional solutions to clients within the education, non-profit, and public sector verticals. We are “All Salesforce All the Time,” solely focused on the Salesforce Platform. Offprem started in the birthplace of ExactTarget, Indianapolis, IN. Since 2016, we’ve grown into a team of nearly 100 employees, many of whom are ExactTarget and Salesforce alumni, with 250+ Salesforce certifications. We have become a trusted partner that supports our customers by helping them navigate the full spectrum of Salesforce products and guiding them throughout their digital evolution with Salesforce. We provide services and solutions for every Salesforce Cloud and product including every Salesforce CRM (Sales, Service, Financial Services, Health, Nonprofit Starter Pack), all aspects of Marketing Cloud, Marketing Cloud Engagement, and more. Our team of experts help maximize our customer’s investment in the Salesforce Platform during implementation, build, training, and ongoing support. As an extension of Salesforce, we provide the expertise and experience to provide customized solutions with unique plans of success for our customers to be able to harness the power of Salesforce.

Cloudsquare is the most robust end-to-end lending platform, powered by Salesforce. The loan origination software and loan servicing software is designed to help lenders and brokers automate, streamline, and scale their lending operations. It provides a comprehensive suite of modules that manage the entire lending lifecycle, from application to repayment, while offering unmatched flexibility, automation, and integration capabilities. Cloudsquare serves a variety of lending verticals, including equipment financing, merchant cash advances, term loans, and more. The platform is ideal for organizations seeking to eliminate inefficiencies, improve borrower and partner experiences, and drive smarter decisions with real-time insights. Built on Salesforce, Cloudsquare ensures security, scalability, and customization to adapt to any business need. As a completely customizable platform, Cloudsquare enables users to automate workflows, simplify processes, and integrate seamlessly with third-party systems and APIs. Loan Origination Software * Automates application intake, credit decisioning, and document management. * Offers customizable workflows to streamline approvals and enhance borrower onboarding. * Dynamic assignment rules optimize deal distribution across teams. Loan Servicing Software * Tracks repayments, disbursements, and balances with ease. * Provides real-time visibility into borrower accounts for better decision-making. * Offers robust reporting and analytics to manage risk and monitor portfolio performance. Flexible Automation * Customizable settings allow users to tailor the system to their unique requirements. * Automates repetitive tasks, reducing errors and improving operational efficiency. * Supports ACH processing and dynamic disbursements to simplify payments. Real-Time Analytics and Insights * Advanced reporting tools provide actionable data for risk management and business optimization. * Dashboards offer a holistic view of lending operations, helping users track key metrics. Seamless Integration * Easily connects with third-party apps and APIs for enhanced functionality. * Integrates with existing tools to provide a unified, end-to-end lending solution. * Supports syndication and accounting features to manage complex financial processes. Benefits of Cloudsquare 1. Improved Efficiency with Prebuilt Lending Workflows: Automates manual workflows, saving time and reducing errors. 2. Enhanced Borrower Experience: Delivers seamless, transparent processes from application to repayment. 3. Data-Driven Decisions: Offers real-time insights and analytics to optimize lending strategies. 4. Regulatory Compliance: Ensures adherence to industry standards with advanced risk and compliance tools. 5. Scalability: Grows with your business through customizable settings and a robust Salesforce foundation. Cloudsquare eliminates inefficiencies, accelerates growth, and enables businesses to deliver unparalleled borrower and partner experiences. By combining automation, customization, and integration, it stands out as a definitive solution for lending and brokering success. Whether you’re a small broker or an enterprise lender, Cloudsquare’s loan origination software and loan servicing software empower you to optimize your operations and achieve your growth goals.

Ad Victoriam is a Salesforce Platinum Partner and MuleSoft Partner who provides mission-critical, consulting services, from strategy to implementation. Our nimble team of certified professionals across the United States accelerates businesses by simplifying complex problems through cloud and data expertise. As a Certified B Corp, we balance purpose with profits and have made a strong commitment to the community.

Measured Results Marketing (MRM): Building Aligned Revenue Systems That Scale Measured Results Marketing (MRM) is a revenue operations consulting and execution firm that helps B2B & B2C organizations align marketing, sales, and customer success around shared goals, data, and tools. While we’re proud to be a HubSpot Diamond Solutions Partner and certified Salesforce Consulting Partner, our expertise extends across your entire go-to-market tech stack — including BigQuery, Outreach, ZoomInfo, and over 70 other platforms. We don’t just implement software. We architect systems that scale, optimize processes that convert, and build alignment between people and platforms — so no lead, opportunity, or customer gets left behind. With 10+ years in the space and 175+ combined certifications, our North American-based team has worked with companies in SaaS, logistics, healthcare, automotive, manufacturing, and member-based organizations. Whether you need help with CRM migrations, RevOps design, attribution setup, or campaign execution, we’re the team who can both strategize and deliver. What We Do: - RevOps strategy and funnel design - HubSpot implementation and optimization - Salesforce integration and data hygiene - Cross-platform tech stack integration - ABM and lead lifecycle management - Attribution reporting and dashboard development - Campaign execution and marketing operations support - Internal team enablement and in-app training through Yeti Guide, our native HubSpot app What sets us apart? We combine deep technical knowledge with real business leadership experience. Our senior team has led sales, marketing, and service teams — so we know how to align systems with strategy, and tools with teams. We’re also often brought in after another implementation has gone wrong or failed to scale. Our specialty is making complex environments workable — and then helping clients continuously improve. Why G2 Users Choose MRM: ✅ 10+ years of RevOps expertise ✅ 175+ certifications across marketing, sales, service, and analytics tools ✅ Proven results across mid-market and enterprise B2B ✅ Specialists in HubSpot, Salesforce, and multi-platform integration ✅ Hands-on, senior-level support — no junior handoffs ✅ Strategic thinking + technical execution = fast, measurable impact Our approach is collaborative, tailored, and transparent. We don’t push platforms — we help you get more out of the ones you’ve already invested in. If you’re evaluating HubSpot or Salesforce partners, or simply need a team who can translate your business needs into scalable systems, MRM is your go-to growth partner. Let’s talk about how to turn your tech stack into a revenue engine. At MRM, we live by one promise: No Lead Left Behind.

We are a team of technology experts with more than 500 implementations to our credit. We work across clouds, advising clients with our expertise in various industries including insurance, retail and hospitality. Our motto is to never stop learning, so we’re always pushing the boundaries of Salesforce. Contact us: https://www.accelerize360.com/contact

Salesforce Consulting and Implementation Practice.

Redpath Consulting Group was established in 2008 and became an exclusive Salesforce partner in 2009. Redpath has completed 1,000+ projects and worked with 400+ organizations to deliver customized Salesforce solutions built with the success and longevity of our clients in mind. Whether it’s implementing innovative CRM solutions, optimizing marketing automation, or developing and deploying tailored Salesforce apps within your organization’s infrastructure, Redpath’s team of Salesforce integration experts believe in people first, process second, and using technology to support your organizational needs.