Frequently Asked Questions

• Your organization needs a proactive approach to assess risk in your organization around infrastructure, intellectual property, and data.
• Your organization is under an M&A and needs experts to help you get to your ‘future state’ post-M&A.
• Your organization has purchased Salesforce and needs to optimize it so you can sell and service your customers better.
• Your organization needs your financial, sales, marketing, and customer service processes improved to reduce cycle time, get products/services to market quicker and recognize revenue.
• Your organization needs an integrated data approach across all your business systems along with metrics, dashboards, and reports so they can quickly make decisions.

At 5P, we work hard to provide you with an unmatched technology consulting experience. When you work with us, you can be sure you’re getting advice from business and technology industry experts. Our team has helped build, implement, and optimize technology strategies and solutions for businesses in nearly every industry. We’ll provide your business with actionable strategies, cost-effective tools, and customized solutions to best fit your needs.

• We don’t just ‘consult’, we execute with results.
• Our talent has functional and technical experience ranging from 10-30 years each.
• Our delivery is white glove and high touch – We are an extension of your team.
• We have a unique methodology: 5P Delivery Framework (process, ML, Jira).
• We have an ecosystem of product partners so we can negotiate the best licensing rates for you.
• We have an ecosystem of implementation partners for broader services with trusted relationships/value.

• You have purchased Salesforce but aren’t using it for more than a spreadsheet.
• The sales and service process is heavily run through email.
• Your lead to cash process isn’t automated or measured leading to slow closure or opportunities and recognizing revenue.
• Your architecture is mature and could use an audit to ensure you are leveraging the latest and greatest solutions such as Einstein Analytics.
• You are looking to innovate your platform for a full digital commerce experience (financials, quoting, marketing, loyalty, integration).

We are Salesforce Platform Ninjas. We not only understand the technology, but we bring the best practices in finance, marketing, sales, and operations functions. We are multi-certified and passionate about your experience and success. We are industry agnostic. Our Salesforce team has experience transforming organizations across multiple business domains and product suites, not just Sales and Service.