Functional Focus

Areas Where Our Clients Typically Ask for Help

Customer Engagement

Lead tracking, response management, customer support...

Product and Service Delivery

Search websites, gather pertinent information. administer purchase orders, track invoices...


Onboarding, time management, evaluations, scheduing, invoicing,...

Free Your Employees from the Mundane with Better Process Automation

Elevate your employees to a higher level of effectiveness by better automating manual, day-to-day processes with the latest automation tools and techniques.

Sart with our Process Automation roadmap service that identifies where and what process improvements and automation will best grow revenue or reduce costs, what automation technologies are currently holding you back, and what innovations will leap you ahead of your competition.

CRM Enhancement

Start getting the most out of your CRM solution. If you use Salesforce, HubSpot, or one of the other leading CRM tools, we can help you get more out of your investment by streamlining workflows, organizing data, cleaning up reports and dashboards, and increasing adoption.

Improve Your Competitive Advantage by Improving Your Data Capability

Maximize your data capability by understanding the bottlenecks and gaps in how data flows through your organization. Poor integration, lack of governance, underutilized tools, and low adoption by staff all lead to poor analytics performance.

Our Data Capability Assessment identifies the gaps and provides a roadmap to improve your data landscape from data capture to prescriptive analytics. We identify the tools, processes, integrations, resource needs, and administration requirements necessary to fully exploit one of your greatest assets; your data.

Our Partners

We are partners with the leading Data, Marketing Automation, and CRM Solutions


Marketing Automation and CRM

SharpSpring is our highest growth sector for marketing automation and CRM. It's competitive pricing and consolidated approach makes it a strong fit for many of our clients.



Salesforce is the clear leader in CRM solutions. Because it goes well beyond Sales CRM we refer to it as an xRM. X meaning that it can be configured to provide multiple business solutions

Microsoft Dynamics


For our customers that are Microsoft centric, Dynamics is an obvious option due to its integration with the rest of the Microsoft ecosystem


Marketing Automation

An MA solution, it is a major player in digital marketing. A good solution for those focused on SEO specific solutions.



Adobe's Marketo marketing campaign focused marketing automation solution


Data Cloud and Analytics

Provides a single data platform for data sharing, analytics, data warehouse. Verticals for Healthcare, Financial Services, etc.

What leaders are saying:

Ed K.

Ed K.


"Everything Dan is involved in will be done with integrity and class."

Dan B.

Dan B.


"Dan Shuart is an incredible person with the highest level of integrity and passion to serve the business, his employees, and customers."

Eddie H.

Eddie H.


"You went above and beyond to make our projects a success... truly appreciate your time and dedication."


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