Delivery Services
Copilot provides innovative cloud solutions fueled by decades of industry expertise
Partner with us to bring your firm to new heights
Strategy
Strategic planning and roadmaps
Integration & data warehouse design
Data hygiene and governance
Implementation health assessments
Infrastructure security & cost reviews
Direction on best practices, SF releases, and technical considerations
Lightning UI/UX optimization
Delivery
Sessions to identify user requirements
Salesforce configuration - relationship management, deal tracking, communities, marketing automation
End-to-end cloud data consulting - architecture, integration, migration, model & signal generation, and reporting & visualization
Custom development - lightning components, triggers, and batch processes
Success
Backlog review and prioritization
Change management and training
Program design and governance
Adoption and usage assessments
Resource management & hiring
Usage analysis and usability research
Infrastructure management
Ongoing support services
Industry Expertise
Financial Services
Real Estate
Technology
Scale-ups
Soar together
Get in touch to learn how Copilot can help transform your business