How We Work

We believe in collaborating
for customer success


An Extension of Your Team

Clients work directly with consultants, supported by Brightmark’s architects, project managers, developers and analysts.

Over the course of a project, we become an extension of your team, sharing our energy, knowledge and experience, and caring about your business as much as our own. We’ve found that working together in this way makes for the best possible outcome – and an enjoyable process for everyone involved.

We are Agile

As a specialized boutique agency, Brightmark delivers agile, responsive service plus ongoing support at competitive rates.

This yields greater capability and faster implementation than would otherwise be possible. Our experience means we know:

  • What’s needed to meet your sales, customer service or marketing goals
  • Which approaches will work best
  • How soon full implementation can be accomplished.

What Clients
Say About

  • At Horizons ETFs we consider our work with Brightmark a true partnership. With their expertise we have been able to leverage our Salesforce client management system to its fullest potential.

    Horizons ETFs

    Tammy Cash,
    Executive Vice-President, Head of Marketing

  • The Brightmark team understands our business, our clients and our challenges, which allows them to implement quickly and cost-effectively. Brightmark’s deep bench of Salesforce experts working with us has been key to our continuous improvement.

    NEI Investments

    Steve Wylie
    Director, Digital Sales and Enablement

Let’s have a
about your needs

Our experience includes customizing, implementing and supporting the following Salesforce products:

  1. Review your business goals: where you want to go.
  2. Review your business needs: current systems, processes and status.
  3. Outline potential solutions, including recommended products and license mix.
  4. Outline your Salesforce options, including cost and speed of deployment.
  5. Provide your customized business proposal, including goals, problems, and solutions, approaches to be taken, and deliverables.