Everpeak Partners
Optimizing Businesses on Salesforce

In a world flush with more than 2,000 Salesforce integration partners, differentiation is key. Everpeak Partners achieves this by staying true to its core practice of supporting sales and marketing leaders to drive better business results. Everpeak is known for going deep with clients to truly understand their business, marrying process design needs with its deep bench of experienced Salesforce consultants and executing via a thoughtful project management approach that keeps its clients informed, in control and coming back to tackle more and larger projects.

“The majority of our work involves helping clients who’ve been on Salesforce for a while, but internal engagement is lacking, or the original implementation was done poorly,” says Everpeak Partners CEO Shelly Towns. “We come in to fix it, optimize it and refresh it.”

Specializing in small-to-midsize businesses in the manufacturing, tech and healthcare sectors, Everpeak Partners has successfully led more than 250 Salesforce projects since launching in 2017.

Maximizing the Salesforce Investment

Businesses invest heavily in Salesforce, but typically run into problems when they underestimate the implementation, lack an administrator to manage data architecture and continuously optimize the platform and fail to truly understand how the software can help them achieve business goals. Those deficits result in a clunky user experience and unreliable data that clogs up the sales pipeline.

“Salesforce is an incredible platform, but you can't just buy it and plug it in. Every Salesforce integration requires some level of personalization, and having a Salesforce integration partner to hold your hand is a must,” Towns says. “We provide value by leading the business process design review, aligning Salesforce capabilities with existing best practices and improving processes that are sub-par so clients can run their day-to-day business more effectively.”

Everpeak focuses exclusively on Salesforce tools like Sales Cloud, Service Cloud, Marketing Cloud and CPQ. The distilled approach allows Everpeak consultants to stay on top of the constantly evolving platform and productize their approach so its strong results are repeatable.

“It’s a crowded space. Our clients stick with us because we're a true extension of their team, not just another vendor to manage,” Towns says. “Ultimately, we want to make Salesforce work for your business, not make your business work for Salesforce.”

A Fully Integrated Approach

Everpeak’s holistic approach starts with learning about the client’s pain points, goals, company culture and team dynamics, then building a Salesforce roadmap to maximize the investment, ensure user engagement and offer a future-state strategy for the next 12 to 18 months.

“The initial discovery session was more valuable than anything I’ve gotten from other Salesforce partners we’ve worked with. The fact that Everpeak took the time to really understand my business and mapped my vision on paper so quickly is impressive,” said Andrew Coomes, CEO of Raro Travel.

“You’ll know what the relationship looks like before we get started,” Towns says. “We're going to have clearly defined goals, scope and a thoughtful communication plan, and our clients are fully integrated into the process.”

Salesforce is an incredible platform, but you can't just buy it and plug it in. Every Salesforce integration requires a thoughtful implementation and optimization strategy that’s right-sized to achieve your business goals.

Partnership Drives Big Savings

In 2018, UserVoice, a SaaS tool that allows product teams like Netflix, Adobe and Zendesk to test experiences with users and incorporate their feedback to rapidly improve the product, engaged Everpeak Partners to help them transition from static CRM capabilities to a full blown RevOps machine and launch a new pricing infrastructure. Not only did Everpeak re-engineer their opportunity management and contracting process, it helped them identify more than $70,000 in annual savings by consolidating third-party tools with out-of-the-box Salesforce features and increase visibility across UserVoice’s end-to-end buyer journey so they could optimize their marketing investment and increase pipeline velocity.

“We’re a small team, and sometimes small clients don’t get big attention from partners, but I have always felt heard and supported by the Everpeak team. We’ve worked together for five years — you don’t typically see that kind of longevity with partnerships like this. Everpeak helped us realize our vision, and I would recommend them to anyone seeking a value-driven Salesforce partner.”