Partnerships
Salesforce: Engage Your Customers Where It Matters Most
As a Salesforce Summit Partner, we help you turn customer understanding into meaningful engagement—at the right time, place, and channel.
Partnerships
As a Salesforce Summit Partner, we help you turn customer understanding into meaningful engagement—at the right time, place, and channel.
Indira Gillingham
Vice President, Partner Alliances, Salesforce
Our approach is rooted in deep expertise across the entire Salesforce ecosystem—from Sales Cloud, Service Cloud, and Experience Cloud to Marketing Cloud and beyond. As emerging solutions like Agentforce and GenAI create new possibilities, we harness data and AI to fuel innovation. Our intelligent, end-to-end solutions deliver meaningful insights and seamless integration, empowering your Salesforce experience and enabling smarter, faster decisions that solve your business challenges.
Our team is our greatest strength. By combining deep industry knowledge with technical expertise across sectors—including financial services, healthcare and life sciences, manufacturing, retail, energy and utilities, private equity, and high-tech—we deliver Salesforce solutions tailored to address the unique challenges of your industry. This comprehensive approach ensures solutions that are both innovative and highly relevant to your needs.
At West Monroe, we start with experience strategy and design, creating customer-centric, differentiated experiences that foster engagement. Our customer service, engagement, and success strategies enable your teams to connect seamlessly with customers—whether in the office, remotely, or in the field. By leveraging customer data and analytics, we provide insights that drive informed decisions and demonstrate the ROI of your Salesforce investments. To ensure lasting impact, we focus on change management and adoption, embedding a culture of change early and maximizing adoption to unlock your Salesforce investment’s full potential.
Since day one, our focus has been Salesforce solutioning, building a reputation as a trusted partner for transformative projects. With years of expertise, we know how to craft the right solutions for your unique technology needs. Our proven track record on complex projects speaks for itself—we deliver high-performance, scalable results that drive real ROI. Ready to elevate your business? We’re ready to partner with you.
A public agency was in a race against time trying to keep up with the new application process for solar energy rebates. They partnered with West Monroe to create a modern, efficient portal that could support residents, contractors, and internal staff.
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FirstBank partnered with West Monroe to transform its commercial lending processes across Puerto Rico, Florida, and the Eastern Caribbean through a modernized approach to enhance operational efficiency and customer experiences.
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Morningstar saw an opportunity to drive new revenue by transforming its manual pricing process into a streamlined, automated workflow. Partnering with West Monroe, Morningstar implemented Salesforce CPQ to create a faster, more transparent quoting process.
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When the pandemic accelerated the demand for digital learning, Blackboard had to scale its operations and respond faster to client needs. To meet this growing demand, Blackboard partnered with West Monroe for an upgrade to Salesforce Lightning and a fresh approach to their sales and customer experience using Salesforce CPQ.
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West Monroe was on a four-year journey to tackle a global quick-service restaurant chain’s growing challenges. As new digital channels expanded online ordering capabilities, incident volumes and service costs rose sharply.
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