Top Performing AI + DATA + CRM Consulting Firm

TTM Revenue
$1,880,359

TTM NET
$489,186

Sale Price
$4,000,000 (FULL ASKING)

Closed December 2023
Sold Within 4 Months

 

With an emphasis on data-driven solutions that leverage advanced BI and AI-powered technology, this rapidly growing Salesforce Consulting Partner has mastered Data Architecture and Predictive Analytics, boasting an astonishing 105% year-over-year growth from 2021 to 2022.
Handpicked as one of just six global “Einstein Expert” Navigators by Salesforce thanks to their accomplishments in the AI space paired with a projected 53% growth rate from 2022 to 2023.A stellar CSAT score of 4.96/5 thanks to their signature “Analytics Roadmap” approach underlines this businesses commitment to delivering transformative projects and fostering lasting customer partnerships.Acknowledged as Subject Matter Experts by Salesforce, Tableau, Sales, and Solution Engineering teams, this Salesforce Consulting Partner possesses an organic pipeline of leads and is on track to become a Platinum/Summit (Top-Tier) partner by the end of the year and soon to be recognized as the only company globally with all three Expert Levels: Einstein, Managed Services, and Tableau.
The Founder is willing to stay on for an extended period of time to ensure a successful transition.

Details:

  • Great reputation and a large bank of customer references

  • 50+ certifications relevant to the Salesforce, Tableau, and Mulesoft ecosystems

  • 17 FTE, 1 PTE, 5 Contractors

  • Clearly defined SOPs available on an internal website

  • Notable clients such as IBM, BlackBox, and DiaSorin

  • Established in 2020

Growth Opportunities:

  • Increase Sales and Marketing: The majority of current sales come from the Partners Sales Channel from Salesforce and Tableau. There is a huge opportunity for growth in adding both a sales and marketing team.

  • The addition of team members' experiences in core Salesforce or integrations would help solidify the branding of a matured Data Architecture and Predictive Analytics company that is capable of owning end-to-end analytics initiatives.

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