Digital Stratify

We brought in the Digital Stratify team to implement Marketing Cloud Next and Agentforce, and they knew exactly what they were doing. They mapped our journeys, set up the automations, and got the AI agents actually handling real work instead of just being a demo. Communication was clear the whole way through and they respected the timeline. It's rare to find people this comfortable with the newer Salesforce stack. I'd recommend them to anyone.

Working with the Digital Stratify team was a great experience. They took the time to understand how we work, then built a Field service setup that actually fits our process instead of forcing us into a template. Communication was clear throughout, timelines were respected, and the system was live faster than we expected. Our team uses it every day now. I'd recommend them to anyone looking to get their revenue system in order.

We started with no Salesforce at all. Digital stratify built the whole thing from scratch: objects, page layouts, sales process, opportunities pipeline, quoting, reporting..... Discovery was tight, decisions were made in the room, and we were live in few weeks instead of the months the big SIs were quoting us. Two things made the difference. They pushed back on the features we didn't need yet, which kept the scope clean. And they trained our team as they built, so the org didn't become a black box only they could touch. Today 29 users work in Salesforce daily. If you need Salesforce built right the first time and want a partner who explains what they're doing, this is who you call.

We were bleeding leads. 2,000+ Meta leads a month were landing in an Excel via Zapier, our team was working two systems, and our Salesforce Leads tab was basically dead. Headswap redirected the flow into Salesforce properly, cleaned the imports, and switched on Sales Engagement, which was already in our license and we weren't using. Cadences, call queues, distribution rules across 8 advisors, Aircall integration, all live in the first weeks. Two things stood out. They said no to the pieces we didn't need yet, which protected the budget. And they moved fast: signed on a Tuesday, kicked off shortly after, real wins in weeks not months. Direct, technically strong, no filler. If you're on Salesforce and suspect you're paying for features you don't use, start here. **Project:** Lead management, Sales Engagement, Aircall **Industry:** Financial Services

We hired Digital Stratify for a year-long engagement to rebuild our Salesforce org and implement Sales Cloud and rescue and optimize a Salesforce implementation that had become difficult for our team to use. Before working with them, our forecasting process lacked visibility . Leadership didn't have the level of confidence we needed in our pipeline and forecast, while our sales team was spending too much time on administrative work instead of selling. Over the course of the year, Anes and the Digital Stratify team took ownership of our entire revenue system. They handled Salesforce architecture and cleanup, data migration and deduplication, pipeline and sales-process redesign, automation, reporting and dashboards, integrations, documentation, training, and ongoing optimization. Rather than simply completing an implementation and walking away, they stayed involved throughout the year. They continuously identified bottlenecks, improved our workflows, fixed issues as they appeared, and helped our team actually adopt the system. They also supported Agentforce , Data Cloud , SAP integration , RevOps automation and recommended additional tools only when there was a genuine business need. What made Digital Stratify different Speed and execution. They moved quickly and focused on getting things working in the real world rather than spending months producing unnecessary documentation and presentations. Founder-led delivery. Anes remained directly involved throughout the engagement. We weren't handed off to a junior consultant after the initial sales process. Done-for-you execution. Our team provided the business context, requirements, and access. Digital Stratify handled the actual technical and operational work rather than expecting us to project-manage the engagement ourselves. Long-term ownership. The biggest difference was that this wasn't simply a Salesforce implementation that ended at go-live. Over the year, Digital Stratify continued helping us i

Digital Stratify is an excellent Salesforce and RevOps partner. We worked with their team on improving our Salesforce environment and revenue operations, and the experience has been exceptional. They brought a strong combination of Salesforce technical expertise, RevOps knowledge, process optimization, and strategic thinking to the project. What impressed us most is that they don't approach Salesforce as simply a CRM implementation. They look at the entire revenue process, from lead management and sales processes to automation, data, reporting, and operational efficiency, and focus on building solutions that actually support the business. Their team is highly professional, communicative, responsive, and proactive. They were able to understand complex requirements, recommend practical solutions, and execute them efficiently. I would strongly recommend Digital Stratify to any company looking for a Salesforce consulting, Salesforce implementation, CRM optimization, or RevOps partner. They’re the kind of team you can trust with important business systems and processes.

We brought in Digital Stratify to migrate off our legacy system and build a proper RevOps foundation on Salesforce. The real problem was visibility: leadership couldn't see or trust the pipeline numbers, and sales, marketing ops, and revenue reporting were each working off their own version of the truth. Digital Stratify scoped the project fast, migrated the data cleanly, and stood up a system that aligned the teams around one source of truth. They delivered in time, well ahead of what we'd been quoted elsewhere. Communication was direct the whole way through, and the work was senior from day one, with no handoff to junior consultants partway through. Leadership now runs off reporting it can actually rely on. We'd work with them again.

Digital Stratify delivered our Sales Cloud / Agentforce / Data Cloud and commerce cloud implementation and operated as a real extension of our team throughout. They brought senior Salesforce expertise, turned our requirements into a clean, well-architected build, and kept the project moving without the constant oversight these engagements usually demand. Communication was direct, timelines held, and scope was managed properly rather than left to drift. I would recommend them to any organization that wants delivery at senior-SI quality without the overhead of a large integrator.

We hired Digital Stratify because our sales team had outgrown spreadsheets, pipeline lived in scattered Sheets, forecasts were guesswork, and leadership had no reliable view of revenue. What set them apart was that the founder led the work from architecture through delivery, so there was no handoff to a junior consultant midway through the build. They implemented Sales Cloud end to end: sales process, pipeline stages, dashboards, and the automation that keeps records clean. and had us live in weeks, not the quarters other partners quoted. Since go-live, our reps spend far less time on manual admin and we forecast within a range we could never trust before. Adoption stuck because they trained our team on the system they built instead of handing over documentation and walking away. Tip for a successful engagement: bring them your real, messy process rather than a tidied-up brief. They scope faster and design a stronger system when they can see how you actually sell. Salesforce products involved: Sales Cloud.