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 excellence to our clients

Our focus areas

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.

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.

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

Our CRM services

Whether you're starting fresh or seeking advanced CRM solutions, we're here to guide you every step of the way.

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

We tailor CRM implementation services to meet your unique needs. From basic, out-of-box implementations to customized solutions, we partner with you to build powerful CRM systems.

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.

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Our CRM expertise: where innovation meets technical excellency

Salesforce

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

Microsoft

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.

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.

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Expertise that delivers: upgrade your CXM game

Adobe

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.

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.

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Our low-code expertise

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

Salesforce

Flow Builder
App Builder
Experience Builder
OmniStudio

Microsoft

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.

Our workflow automation & ITSM services

Empower your company with intelligent workflow automation, enhanced customer and employee experiences, and low-code development capabilities.

Challenges you might be facing with your workflows and IT service management

Complex workflows with siloed systems

We enable automation across departments, breaking down barriers and improving efficiency.

Limited visibility and control over IT and business processes

We provide end-to-end workflow visibility, enabling your teams with real-time insights and smarter decision-making.

Slow service delivery and response times

We leverage AI-powered automation to speed up response times and deliver services faster, driving greater satisfaction.

How we make a difference

Our certified ServiceNow experts elevate your operations with tailored solutions that deliver tangible results at every stage.

Now Platform

Streamline processes, unify data, and jumpstart innovation at scale on a single, transformative platform powered by generative AI.

Technology workflows

Reimagine your workflows boosting sustained growth and efficiency with cost-effective and secure solutions built by expert ServiceNow service providers like us.

Employee workflows

Jump-start employee productivity, retention, and development while reducing costs.

Customer and industry workflows

Drive long-term loyalty and increase your bottom line by delivering frictionless customer experiences. With these expert-backed workflows, you’ll earn stronger customer loyalty.

Creator workflows

Quickly create connected enterprise workflow apps using low-code, no-code, and hyper-automation.

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Our workflow expertise: where innovation meets technical excellence

Why choose Nearsure?

Experience

Expertise

Excellence

300+

Official certifications

500+

Successful projects

600+

Tech experts

Average expert seniority

160+

Expertise in technologies

NPS

Our partnership models: your journey, your way

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.

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.

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.