Perspective Matters


Our consulting team helps companies like yours harness technologies
that connect them with their customers, driving profit and growth.

It really is that simple.

 

Welcome! If we’ve never met, let us tell you exactly what we do for clients.

CONSULTING

Act as Trusted Advisor.

From evaluations of your existing technologies; to strategy, planning, and training for the future; to upgrades, implementations, migrations, integrations, and more, our veteran consultants become your trusted advisors.

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MANAGED SERVICES

Free up Resources.

As technology speeds forward, the volume and complexity of requirements can become untenable for internal teams. Our flexible managed services provide a scalable and cost-effective path to peak technology performance.

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ENGINEERING & DEV

Make It So.

Whether you need customizations to existing software, connectors to link legacy to new software during a migration, or a whole new application tailored just to your industry, we can create precisely what you're looking for.

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STAFFING

Deliver Reinforcements.

Whether you need expert tech skills to meet a short-term project requirement, or simply can't find a qualified candidate for a role needing unique skill sets, we have the people you need—for as long as you need them.

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Technical Expertise Matters

Tokara and its professional services team are unique in our industry, with members not only averaging nearly two decades in technology consulting, but also 15 or more years with hands-on experience specific to CRM and marketing automation.

But that’s not the whole story either. With this much collective experience in ‘people-first’ technologies like CRM and marketing automation, Tokara’s professional services team also has deep expertise in the top platforms, supported by formal partnerships with those software providers.

Knowing that the most credible account of our work and track record comes from our customers, we encourage you to ask us for a reference account in a technology and/or industry area similar to yours. We look forward to connecting with you!

ask us for a customer reference

CRM

  • Salesforce CRM
  • Pivotal CRM
  • Saratoga CRM
  • Homebuilder CRM

Tokara Products

  • Pivotal-Salesforce Connector
  • Saratoga-Salesforce Connector
  • Pivotal-Marketo COnnector
  • Pivotal-Gmail Connector
  • Homebuilder CRM

Marketing Automation

  • Marketo (Adobe)
  • SharpSpring
  • Pardot (Salesforce)

Master Data Management

  • Profisee

Industry Experience Matters

Tokara and its professional services team are unusual not only for their level of skill and experience in specific technologies and the expertise they’ve developed on specific platforms, but also the deep industry expertise they’ve gained during their time working with these technologies.

While our services team works across a wide range of industries, there are a few—listed to the right—in which our level of knowledge makes us truly unique.

As always, we know the most reliable account of our work and track record comes from our customers, we encourage you to ask us for a reference account in an industry area similar to yours. We look forward to connecting with you!

 

ask us for a customer reference

Homebuilding &
Real Estate Services

  • Homebuilders
  • Real Estate Brokers
  • Commercial Developers
  • Land Developers
  • Real Estate Brokers
  • Mortgage Companies
  • Title Companies
  • Property Managers (Residential, Office, Retail)
  • Apartment Managers/Owners

Financial Services

  • Institutional Asset Management
  • Mutual Fund Wholesaling
  • Capital Markets
  • Private Banking
  • Commercial Banking
  • Credit Unions

Manufacturing

Healthcare & Life Sciences

Small-Medium Businesses (SMBs)

Masters of Salesforce & Pivotal CRM

In a time in which virtually ‘every company’ is said to be a technology company, broad and often unfounded claims around technical expertise abound from from a burgeoning ecosystem of companies poised to profit by assigning inexperienced junior resources to the bulk of customer work. Tokara could not be more different.

With decades of hand-on experience in ‘people-first’ technologies and deep knowledge of several of the top platforms, two CRM systems stand out as the ones we’ve worked with—top to bottom, and across a range of industries—every day for years. They are our bread and butter, and we know their ins and outs, all of which means we deliver the highest value to our customers because we get it right the first time.

Knowing the truest review of our work comes from our customers, we encourage you to ask us for a reference account with requirements similar to yours. We look forward to connecting with you!

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Salesforce CRM

  • Sales Cloud
  • Service Cloud
  • Marketing Cloud
  • Lightning Platform
  • Remote Application Management
  • Visualforce Development
  • Apex Development

Pivotal CRM

  • Pivotal Upgrades
  • Pivotal UX Readiness Assessments
  • Pivotal Peak Performance Health Checks
  • Pivotal for Financial Services
  • Pivotal for Homebuilding & Real Estate
  • Pivotal for Manufacturing
  • Pivotal for SMBs

We understand it's about
more than just the technology.

It's about putting people first.

We know that might sound a bit like blasphemy coming from CRM consultants. But in an increasingly competitive and disruptable marketplace, technology—while critical and more powerful than ever before—is not the end in itself. It is the unimaginably efficient means to achieving engagement, connection, relationship, and trust between you and your customers and prospects. It’s the superpower that fuels and sustains customer value over the long term.

WE ARE PROUD TO HAVE EARNED THE TRUST OF THESE AND OTHER WORLD-CLASS ORGANIZATIONS