What we do
Our services
Enterprise platform services
Enterprise platform services

Platform Optimization

From ideation to execution, we help you achieve streamlined operations and personalized omnichannel digital experiences.

With our knack for connecting the dots, we help you tackle your enterprise platform challenges and drive value creation by leveraging today's leading solutions:

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Delivering an 83 NPS score for our clients:

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Our focus areas

Jumpstart customer and employee experiences
  • Personalize at scale: Expand your reach and impact by delivering hyper-personalized, omnichannel experiences at scale.
  • Meet unmet needs: Identify and address unmet customer and employee needs, crafting solutions that truly resonate with your audience.
  • Enhance brand experience: Apply a holistic strategy that places your customers and employees at the heart of every interaction, ensuring consistent, impactful experiences across all touchpoints.
  • Build lasting loyalty: Foster communities and connections that keep customers loyal for life through meaningful experiences.
  • Engage new audiences: Reach new customers and engage them with fresh, remarkable experiences.
  • Create memorable experiences: Design brand experiences that captivate customers and keep them coming back for more.
Transform your digital operations
  • Uncover valuable insights: Back your decisions with data-driven insights that light the path forward.
  • Revitalize digital spaces: Breathe new life into underperforming digital assets turning them into ROI-positive, engaging platforms.
  • Design your future: Architect frameworks that propel your vision forward and lay the foundation for future innovation and scalability.
  • Cultivate innovation: Foster a culture of innovation and effectiveness by creating cutting-edge systems.
  • Accelerate collaboration: Rewire operations and teams for speed and collaboration, ensuring everyone moves forward together.
Future-proof with cutting-edge platforms and add-ons
  • Partner for success: Collaborate with top-tier engineering teams to bring your ideas to life.
  • Scale confidently: Implement the processes that will equip you to scale your investments efficiently. While we’re Agile, we’re versatile —ready to align with your in-house approach.
  • Enable change: Uncover new opportunities by enhancing your platform's capabilities.
  • Chart your growth: Develop a growth-driven roadmap to ensure your software scales along your business.
  • Continuous innovation: Explore alternative platforms and third-party add-ons to turn your platforms into the most effective, omnichannel tech ecosystem.

Ready to maximize your platform investments?

Contact our platform experts
CXM
CRM
Low Code

Our customer experience & CXM services

Unleash your potential with our CXM optimization services

Challenges you might be facing with your CXM platforms

Integrating Adobe platforms with third-party tools.
We integrate Adobe platforms with third-party tools seamlessly.
Struggling to manage multiple touchpoint and unclear metrics.
We streamline customer data and clarify metrics for data-driven decisions.
Difficulty in maximizing the ROI from your CXM platform.
We optimize CX strategies and enhance ROI.
Identifying improvement areas and addressing CX gaps.
We implement targeted solutions boosting customer experiences and loyalty.

Jumpstart your marketing ROI with our CXM optimization services

Scalable
implementation

We deliver customized CXM implementations, ensuring they align perfectly with your goals.

Seamless
integration

We integrate Adobe solutions or third-party tools effortlessly. Our team ensures a smooth and cohesive digital ecosystem.

Strategic
scaling

Maximize your existing assets’ potential for optimal growth.

CXM architecture planning

We help you meticulously design robust architectural frameworks.

Evolving
support

Stay updated, secure, and profitable with our evolving support services. We're here to assist you in maintaining a dynamic digital ecosystem.

Experience strategy consultancy

Jumpstart your project with insights from our experts. We craft custom roadmaps to drive business growth through digital innovation.

Training & mentorship

Our technical training sessions help your team get the most out of your CXM investments.

Let’s talk

Expertise that delivers: upgrade your CXM game

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Adobe

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  • Adobe Real-Time CDP
  • Adobe Experience Manager
  • Adobe Marketo
  • Adobe Commerce
  • Adobe Analytics
  • Adobe Target
  • Adobe Experience Platform
  • Adobe Journey Optimizer
  • Adobe Workfront
  • Adobe Campaign
  • Adobe Launch

Success Stories

ServiceNow

Discover how ServiceNow’s customer experiences were transformed. Learn about our collaboration, innovative solutions, and the impressive results achieved.

Read more
Servicenow + technologies

Our CRM services

Whether you're starting fresh or seeking advanced CRM solutions, we're here to deliver solutions that drive impact.

Challenges you might face with your CRM

Difficulty in accurately scoping new product ideas or features.
We provide detailed analysis and precise scoping.
Low CRM system user adoption.
We enhance user engagement through tailored training and intuitive design improvements.
Uncertainty about your platform’s ROI.
We implement robust analytics to measure and optimize CRM ROI.

How we make a difference

Our Salesforce and Microsoft-certified teams take your customer-centric processes to new heights, ensuring value creation at every stage.

Scalable implementation

Through Envisioning Workshops, Change Management Assessments, and roadmap and strategy discussions, we help you ideate the best path for your CRM platform journey.

Seamless integration

We integrate your CRM with other platforms and third-party tools, boosting efficiency and agility.

Evolving support

We proactively help you keep your platforms updated and maintain a secure and reliable digital ecosystem that delivers a strong ROI.

Strategic CRM advisory

Through Envisioning Workshops, Change Management Assessments, and roadmap and strategy discussions, we help you ideate the best path for your CRM platform journey.

Training & mentorship

We educate you and your team on how to make the most out of your CRM. Our personalized training and coaching sessions help you significantly improve tool user adoption and elevate buy-in.

Product development for ISVs

Create your product or add-on for Microsoft or Salesforce platforms with senior, certified experts who excel in executing your business vision.

Let’s talk

Our CRM expertise: where innovation meets technical excellency

Salesforce

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  • Sales Cloud
  • Service Cloud
  • Field Services
  • Marketing Cloud
  • Experience Cloud
  • Commerce Cloud
  • Salesforce CDP
  • Einstein
  • Salesforce Copilot
  • Tableau
  • Order Management

Microsoft

See more
  • D365 Sales
  • D365 Customer Service
  • D365 Field Services
  • D365 Customer Insights
  • D365 Business Central

Success Stories

GNB Paraguay (former BBVA)

Discover how our CRM migration, implementation, and integration services unified dual banking cores into a Dynamics 365-compatible model, optimizing processes and enhancing security.

Read more
GNB Paraguay + technologies

Our low-code optimization services

We help you grow a healthy and organized low-code practice, fostering a citizen-development culture in your company while providing efficient and time-saving solutions.

Signs you’re ready for low-code empowerment

Tool development is stagnant.
We implement innovative low-code solutions that accelerate tool development.
Fragmented tooling and inefficient system management.
We boost efficiency by unifying tooling and system management.
Inadequate business development in software delivery.
We enhance business development with efficient low code.

How we partner with you

Our low-code specialists are dedicated to your success through a variety of services.

CRM capabilities enhancement

We implement and integrate your low-code platform with your CRM, leveraging its capabilities for streamlined business process automation. We also simplify extensor scenarios, connect LOB scenarios and processes, and modernize and create new solutions.

Microsoft 365 capabilities extension

We help you unlock the full value of your Microsoft investment by creating your very first solutions and using the resources you already have within your subscription.

Configurable app development

We craft customizable components for your low-code apps, empowering you to innovate within your CRM without constraints. Our solutions are designed to be easily improved and scaled, putting the control in your hands. Say goodbye to coding worries and hello to seamless innovation.

Let’s talk

Our low-code expertise

See how our expertise in low code enables your business to thrive in the digital age.

Salesforce

See more
  • Flow Builder
  • App Builder
  • Experience Builder
  • OmniStudio

Microsoft

See more
  • Power BI
  • Power Apps
  • Power Automate
  • Power Virtual Agents
  • Power Pages

Success Stories

BIC

Find out how BIC optimized service delivery by centralizing data and creating Power BI dashboards, enhancing operations and COE performance.

Read more
BIC + technologies

Why choose Nearsure?

Experience
plus sign
Expertise
plus sign
Excellence
300+
Official certifications
500+
Successful projects
600+
Tech experts
7+
Average expert seniority
160+
Expertise in technologies
83
NPS
Industry-leading score

Our partnership models: your journey, your way

Managed services

Designed to provide comprehensive support for your digital products, this model lets you focus on core activities while we handle the product development.

Our Studios offer proactive support, ensuring your product grows and evolves with your business needs. We run the entire lifecycle, from implementations and integrations to launch and optimization.

Staff augmentation

Scale your in-house teams quickly, efficiently, and cost-effectively with our flexible talent solutions.

Whether you need individual experts or custom teams, we offer pre-vetted specialists to co-create value with your in-house teams, quickly assembling the right talent and ensuring they integrate well with your projects.

Our starter packages

Discovery

We deliver a business-focused, growth-driven diagnosis based on your enterprise platforms. We uncover scaling strategies and maximize existing assets for optimal growth.

Rescue

We help you tackle complex platform challenges. When technologies falter, we step in to deliver redeployment solutions, ensuring your tech ecosystem is on par with your objectives.

Integrations

We dismantle silos to amplify efficiency and effectiveness across your teams.

Analytics

Get a 360° view of your customers’ experiences. Collect, process, and evaluate customer data to build engaging journeys.

Research & insights

Provide custom experiences backed by real data. Transform information into relationship-building insights, cost optimization opportunities, attribution models, and more.

Our clients say it best

clients say we deliver on clutch (clutch badge)
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"Their culture was great, and they offered good consultancy support. Highly reliable and proactive. Quick to get the job done. Their security thinking is strategic."
Technology Leader
Non-profit organization
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“The results (they) delivered exceeded our expectations time and again. I would highly recommend them”.
VP, Managing Director
Leading US Digital Agency
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“They have skilled technical resources and a company-wide commitment to delivering excellent results. I highly recommend partnering with them.”
Jeremy LeBoy, President
Altra Interactiva LLC

Ready to transform your business?Let’s collaborate!

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