Sercante | Trilliad - Marketing Cloud and Salesforce Consulting

We worked with Sercante to help us bridge time before our full time GTM Systems Manager was fully ramped on specific projects around ARR calculations and renewal opportunity and contract management, flow rebuilds, new role and permission hierarchies along with a general pass on tech debt that would have hindered growth. The team was smart, capable and developed and deployed performant solutions that are still active or in place today.

Pam created a customized CRM architecture and related campaigns. Pam asked us questions to determine our unique needs. She adapted with us at every level of the project and was transparent regarding her work, especially when using the new AgentForce Marketing for Education Cloud product. I thoroughly enjoyed working with Pam and trust her to provide the same high-quality work in the future. She went over and above what was expected.

We engaged Sercante through a retainer block to help us address ongoing Salesforce needs, including journey optimization, automation troubleshooting, and improvements to our lead and client communications. The engagement involved Salesforce Marketing Cloud, Salesforce CRM, and Marketing Cloud Intelligence, with work extending beyond technical implementation to include strategic planning, client experience analysis, and reporting projects. Sercante brought a valuable combination of Salesforce platform expertise and strategic insight, helping us connect our technical capabilities with broader business and customer experience goals. Their team has helped us evaluate existing processes, identify communication and reporting gaps, and translate business needs into practical solutions. They have also supported projects aimed at improving our understanding of the client journey and strengthening how we measure and report on marketing and operational performance. As a result of the engagement, we have gained greater visibility into our automations, improved the structure of several communication journeys, and developed a more strategic approach to Salesforce and MCI projects. A helpful tip for other organizations is to enter the engagement with a prioritized project list, clear internal owners, and well-defined business objectives. The retainer model works especially well when there is consistent communication and a shared understanding of how each technical project supports the organization’s broader strategy.

SERCANTE delivers high-quality deliverables in a timely manner. An area for improvement is to strengthen the scoping process and understanding the WHY to suggest solutions

There was never follow-up on our questions until the next meeting. All of the meetings seemed very PPT heavy and weren't that helpful. I could've just read the deck rather than waste a meeting and have them read the deck to us. Considering how much their hourly rate is, the meetings were not helpful. They were very nice, but nice is not that helpful when trying to understand the program.

Chris ( and Siso before him) have been consistent, professional, and efficient on delivery of solutions for the needs our customer team has outlined. These include complex workflows, and queue management to help our service desk continue to grow effectively.

Cate was awesome! Very knowledgeable, patient, and provided motivation to utilize the tools we invested in.

Our marketing automation specialist was very knowledgeable and instrumental in helping us stand up Marketing Cloud Next and implement campaigns. We experienced frustrations with the platform, but they were primarily bugs or limitations of the platform itself as opposed to a lack of skill or knowledge from our partner.

Sercante has been an amazing partner to work with, they are dedicated, knowledgable and up to find the solution to any problem.

Sercante are an excellent partner to us. They allow us to achieve far more with our Salesforce account engagement configuration than we would on our own. I would recommend them to any organisation and have used them at multiple companies myself.