Just Stepped Into a New Role? Lead with Clarity from Day One.
We’ll help you size up the systems, data, and team dynamics you’ve walked into and build a plan that gets wins on the board fast.
Starting Blind is Risky
You’ve earned the seat and you already know where you want to take the team. The fastest way to get there is a clear view of the systems, data, and processes you’ve inherited — and a partner to help you turn that insight into action.
With us in your corner, you’ll get more than an audit. We’ll dig in with you to uncover what’s working, where the gaps are, and how to get traction right away. From quick wins that prove value to longer-term plays that set you up for scale, we’ll help you build a plan you can stand behind.
Together We Can:
Surface opportunities hiding in your tools, data, and workflows.
Prioritize what to tackle first so you deliver visible results early.
Map a growth-ready roadmap that connects strategy, tech, and team.
You bring the vision; we’ll bring the clarity, horsepower, and Salesforce know-how to make it real.
How We Help You Set the Pace
30 Days: Audit & Discovery
- Salesforce org audit
- Martech stack review
- Lead flow + reporting audit
- Stakeholder interviews
60 Days: Clarity & Roadmap
- System documentation
- Actionable roadmap (quick wins + long-term strategy)
- Team structure + skill assessment
- Strategic plays identified
90 Days: Execution Support
- Org updates or platform fixes
- Quick-win project delivery
- Ongoing enablement or interim support
Extra Backup When You Need It
Strategic Guidance
Roadmaps, best-practice frameworks, and a sounding board for big decisions. We help you connect strategy, tech, and team so you can lead with confidence.
Hands-On Execution
Campaign builds, lead-flow fixes, dashboards, data clean-up, automations, agent launches — we roll up our sleeves and make progress while you steer.
Ongoing Optimization
Regular check-ins, health audits, and enhancements to keep Salesforce, Marketing Cloud, and Agentforce delivering more value quarter after quarter.
Why Leaders Trust Sercante
1,600+ Salesforce + marketing ops projects delivered, big and small.
4.9/5 CSAT across 400+ reviews.
50+ Agentforce installs and deep product knowledge across the Salesforce stack.
We’ve been in your chair — admins, marketers, RevOps pros who know the pressure to show results.
Strategy + execution in one shop: we help you look good in week one and still be standing tall at month twelve.
Multi-cloud Salesforce streamliners
You have so many technology systems at your fingertips. That means data can get tangled. Processes can get overly complex. And you may feel like you have endless unknown possibilities.
No matter the cloud systems you’re using, breathe easy knowing we have your backs. Our certified Salesforce consultant expertise spans across multiple clouds on the Salesforce platform. We’ll walk alongside you to simplify technical complexities and create smooth processes to reach your business goals.