Operations Services

Intelligently Run your Business.

It’s difficult to scale a business on antiquated systems. We work with our clients to implement best-in-class CRMs, sales tools, password management, and workflow automations.

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Organize your Business Processes with Custom Apps

Efficiencies come when you operate all of your business functions in tandem, using a centralized database. We employ software engineers and user experience designers to build business systems around the way you already run your business.

Implementation Examples

Image of a CRM

CRM Implementation

Track your leads, accounts, and deals in one place. Manage your sales funnel and setup analytics to make better decisions for your business.

Workflow of a drip marketing campaign

Marketing Automation

Did a customer on Shopify just click on a product? Record their website activity in their CRM record and then send them a targeted email based on their behavior.

project management GANTT chart

Project Management

Manage your team’s internal projects and tasks in one place, view allocation of hours, and use GANTT charts and Kanban boards to manage task priority.

password manager tool

Password Management

Maintain control of all of your brand’s passwords. This is especially useful for new hires or when employees leave.

screenshot of a sales dashboard

Sales Process Management

Visualize your sales funnel and team productivity using sales dashboards. Reward your top sales people faster through streamlined tracking of their activity.

Contract Management

Manage contracts and leases in a unified system that is synced with your CRM. Signing and tracking versions is made easy.

Custom App Development

Design, Develop and Deploy custom applications to run your business.
mockup of a mobile app and desktop app

Recent Projects Include:

  • Client Portals

  • Salesperson Mobile Apps

  • Complex Financial Analysis

  • Gusto-to-NetSuite Sync

  • Business Dashboards

  • Lead Generation Tools

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Discover what Sloan can do for your business.