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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.

Upcoming Events

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Meet Us At Dreamforce

Join us for a week of amazing events to make the most of your Dreamforce experience! From happy hours, to Lunch and Learns, to casual networking opportunities, we've got you covered. Check out our full Dreamforce event calendar and reserve your spot today.

See the full calendar

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.

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West Monroe continues to be a value added partner, bringing deep industry and technical expertise to deliver extraordinary value. Together, we are trailblazing outcome based solutions that deliver impactful connections between our mutual clients and their most cherished customers.

Indira Gillingham

Vice President, Partner Alliances, Salesforce

How we work with Salesforce

Transformation in action

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Client Result

25+ Clean Energy Programs, One Digital Portal

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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Client Result

Transforming FirstBank’s Commercial Lending Process

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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Client Result

How automation and transparency in pricing unleashed new revenue for Morningstar

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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Client Result

Spike in demand for digital platforms leads Blackboard to create 35% faster sales process

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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Client Result

Digital Recovery Platform Protects Millions in Revenue

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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