Salesforce for Salesops
Get Salesforce right the first time. Fast.
Generating ROI from Salesforce requires customizing it with a mix of industry best practices, your unique business needs and tech stack. Our experience in enterprise wide, cross-functional implementations results in quick time to value for you.


Salesforce is a highly customizable CRM. Learn how to digitally transform your business with industry specific clouds.
- FinServ Cloud
- CGC for B2B Sales
-
CGC for Retail
Execution (REX) -
CGC for Consumer Planning
& Forecasting (CPF)
Salesforce
Financial Services Cloud
Drive asset and revenue growth by fully leveraging FinServ Cloud. This high-touch CRM is designed to personalize client relationships at scale and deliver intelligent, customized, and proactive advice across your entire book of business.
Get a 360-degree view of the client coupled with powerful analytics tools for every advisor.
FinServ Customers have reported:
- 41% Increase in Client Satisfaction
- 37% Increase in Advisor Productivity
- 40% Faster Decision Making
Salesforce CGC
Consumer Goods Cloud (CGC) for B2B Sales
Experience the new industrial revolution with Salesforce’s Consumer Goods Cloud for B2B Sales. This advanced CRM solution is driving the need to deliver products faster and get closer to the consumer.
Attract customers, win loyalty, and empower your teams with a single, connected platform. It’s not just about planning and executing, it’s about thriving in the new age of B2B sales.
CGC Customers have reported:
- 10x Business Growth since implementation
- 100 Hours per week of saved data collection
- 250+ data streams integrated into one platform
https://www.salesforce.com/ca/solutions/industries/consumer-goods/solution-overview/collect-and-activate/
Salesforce CGC REX
Consumer Goods Cloud for Retail Execution
Elevate your retail performance with Salesforce CGC for Retail Execution. This powerful CRM is your key to efficient store visits, increased sales productivity, and successful shelf presence. It’s not just about order fulfillment, it’s about exceeding expectations.
Harness the power of integrated data, strategic planning, and team tracking to work smarter. With the offline mobile app, you can schedule visits, automate tasks, and access comprehensive customer information on the go.
REX Customers have reported:
- 10% Growth in perfect store performance
- 36% increase in field rep productivity
- 12% in saved time for sales reps
https://www.salesforce.com/ca/solutions/industries/consumer-goods/solution-overview/retail-execution/
Salesforce CGC CPF
Consumer Goods Cloud for Customer Planning and Forecasting
Revolutionize your trade planning with Salesforce CGC. Manage promotion plans, allocate trade funds, and enhance productivity with integrated data. It’s not just about planning, it’s about optimizing.
Leverage clear visibility into trade budgets and understand trade spend effectiveness with real-time analytics.
Salesforce Customers have reported:
- 100 Hours per week of saved data collection
- 10x Business Growth since Implementation
- Clear visibility into trade budgets, funding, and ROI
accelerators
Quick Time-to-Value for Industry Clouds
What our Customers Say
Brett Oliveira
ShipHero Sales
Learners.ai has been an incredible partner for our HubSpot CRM rebuild and integration project. This has been a complex project completely rebuilding our CRM processes and workflows from the ground up while integrating numerous internal and external data sources. They have been incredibly responsive and provided great advice and best practices along the way. I'd definitely recommended working with the Learners team. Thank you!!
Chris G.
Forum Financial Management, LP
Love working with the team at Learners! From day one, they really got our business and took the time to deliver a custom solution that our whole team can get behind!
Jamal M
Main Street Financial Solutions
Learners did a fantastic job of understanding our perspective and at customizing an approach that met our needs, while still bringing much needed experience, structure and vision to our process. They clearly know their stuff when it comes to leveraging automation capabilities for financial services practices. It’s eye opening what automation can accomplish for our practices already, and I firmly believe that any RIA that hopes to stay relevant in the next decade ought to be investing in this critical area of technology NOW!
Cynthia LaRue
Forum Financial Management, LP
I chose Learners for our CRM implementation because of their experience, CRM expertise, RevOps expertise, competitive pricing, and their focus on customer service. They provided a full audit of our CRM and then a complete overhaul of our CRM, from custom objects & properties, to completely new sales pipelines, workflow automation, lead scoring, reports & dashboards. I would absolutely recommend Learners - they are outstanding and are true experts. They take a true team approach to the project and are very flexible.
Ashley Camire
Owner and Relationship Specialist
Learners.ai was a breeze to work with. Learners team is genuinely caring people who take their work and customers' projects very seriously... They are calm, friendly and very easy to talk to...Everything coordinated for us was organized, timely and within budget. YOU ARE NEVER ALONE, trying to figure anything out during the entire process. Thank you Learners team!
Brandon Palmer
Digital Marketing Manager
Our team is using Learners.ai for a fairly complicated reimplementation of our HubSpot CRM and Marketing Hub. That said, working with them has been wonderful. They're basically a part of the team now! I never have any issues reaching out to them and receiving a reply, and a solution to whatever issue I've discovered. We've been working together for approximately three months and it's been nothing but wonderful. Projects like this are tough and time-consuming, but Learners.ai has continuously been up to the task and handled any and all of our requests. Shout out to Learners team! They've been terrific.
Phil Desrosiers
Corporate Director
I have relied heavily on the team at Learners for the implementation of the new system. The configuration of HubSpot to meet our needs at my company has been a real game changer and we've already seen the results pay for themselves even before we've completed the project. They've gone above any beyond to provide expert advice and jump in when we've run into unexpected challenges. Should you decide that an integration team is the right fit for your growth plans at, I can confidently say with Learners you would be in good hands.