Project Consulting

Operatus's team of experienced professionals provide growing companies with guidance on revenue operations and sales & marketing technology.

From strategy through implementation, we help companies optimize their people, processes and systems to deliver business results.

Our approach

Discovery phase

Execution phase

Implementation phase

Project Consulting

For those looking for help on one-time initiatives, Operatus is here to make it happen!

Whether you are setting up Salesforce for the first time, or have a specific project to tackle, this option is best when you have a defined project in mind.

Operatus will complete discovery prior to beginning, and provide a quote and timeline.

Salesforce Service Cloud Prepares Little Otter to Double Capacity

Read the full case study
Challenge

The Little Otter Team was juggling a bunch of different platforms for scheduling, communication, and follow-ups, making it a hassle to put together each patient’s history.

Solution

Operatus stepped in and helped revamp their case management system using Salesforce Service Cloud. This new setup pulled together all the info from different tools into one handy place.

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