OSU Solutions

The Salesforce Black Belts

What We Do

 
  • Salesforce Clouds

  • Custom Application Development

  • Marketing Automation

  • iPaaS - ETL Tools

  • Enterprise Integrations

  • Business Intelligence

 

Industry Expertise

After 30 years, we’ve worked with just about every industry. We’ve also sat in your seat, having owned and operated many companies. Here are a few we particularly excel at:

  • Construction & Architecture - We work with commercial and residential developers, pavers, architecture firms, and others in the AEC space in order to to help define their sales and project management processes. We then implement technology so the sales team and field members are working as a cohesive unit, we all the info they need in one place. No change orders, requests, estimates, rental costs, etc are lost.

  • Healthcare, Senior Living, Telehealth, & Practice Management - Our core team is comprised of veterans in the health and life science space. We’ve worked in just about every aspect of HLS including, but not limited to building out a CRM practice within the nation’s largest senior living advertising agency. The practice implemented SFDC & other CRMs for dozens of senior living communities.

  • Manufacturing & Distribution - We have implemented CRM platforms integrated with MRO-ERP for mid-market industrial and consumer manufacturing companies across the Midwest.

  • Financial Services - Coming from a financial background, OSU has closely partnered with multiple finance companies to help speed up underwriting and quoting processes, track loans, and sales data, and have broker-dealer info available at the click of a button.

  • Advertising - Some of the nation’s largest digital advertising firms have called upon us as strategic advisors for mid-to-enterprise level CRM implementations.

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OSU Services

 

Functional & Technical Gap Analysis 

Ever wonder how you can get more out of SFDC, but don’t know how? Do you know of problems with your Apex, Lightning, and Visual Force to Aurora code, but can’t fix them? Are you frustrated that you invested a lot of money on Salesforce.com, but your sales team doesn’t know how to use it?

The OSU Gap Analysis evaluates the current state of your Salesforce platform and comes up with a tailored plan on how your business can better utilize the technology and reduce technical debt. We can also review and advise on your Salesforce licensing agreement to gain functionality, save money, and extend services.

Salesforce Maintenance & Project Support

You know your business. You know what you’re good at. We know Salesforce. It’s what we’re good at. So let us handle maintaining your platform.

With OSU’s Staff Augmentation / “Rent a Consultant,” you can utilize one of our Salesforce Consultants on an as-needed basis. Clients take advantage of this service when you need a specific skill set, if someone is out for a prolonged period, to get a project back on track, to finally get to those lingering bug fixes, and for project support.

Need something more consistent? OSU will handle all day-to-day maintenance, updates, and support.

Salesforce Implementation & Integration Projects

Implementing Salesforce for the first time? Adding a new SFDC Cloud? Updating the platform? Integrating with other technologies like your ERP, marketing automation, HR, or billing system? Refactoring an existing underperforming implementation?

OSU is a strategic partner on your Implementation and Integration Projects from the start-to-finish. After evaluating your business and your needs, our team creates a roadmap that begins with explaining what Salesforce products you need, helping negotiate your licensing agreement, and takes you from discovery through deployment. 

OSU Solutions has a team and network of “Black Belts” that have spent years mastering the art of Salesforce. Our dojo of SFDC Architects, Developers, and Admins know when to click and when to code.

OSU Solutions is a Salesforce Consultancy that has been advising clients on CRM best practices for nearly three decades. Over this period, and through extensive trial and error, we have developed a meticulous and sequential process for implementing sales and marketing platforms. We like to think that our process has a certain “feng shui,” which begins with an extensive research phase where we get to know your company & team.

OSU’s Salesforce Implementation “Kata” Process

  1. Leadership Discovery & Research Alignment 

  2. Develop Scope & Estimate Timeline

  3. Deliver & Review Refined Scope Document with Leadership

  4. Information Gathering & Business Process Modeling 

  5. Delivery & UAT

  6. Go Live

  7. User Training & Testing