Gerry Marletta

Union Square Consulting is a Strategic Revenue Operations as a Service consulting firm. OUR WHY We believe the customer experience and the sales, marketing and service process in B2B SaaS companies has, in many cases, seen more harm than good from the proliferation of so much technology over the last 20 years. Our mission is to fix this so that B2B SaaS companies can deliver outstanding customer experiences that result in faster, more predictable, more repeatable revenue growth. OUR HOW We start every engagement by doing a deep dive into the company's customer journey and sales, marketing and service strategy and process. We review all the systems used and the metrics they produce. We then tie this all together into a Revenue Operations Roadmap and work with our customers over long-term engagements to execute on that roadmap. OUR WHAT We do the following 5 things for our customers: 1. Strategy and Planning 2. GTM Process Mapping and Improvement 3. Metrics and Insights 4. Systems Implementation 5. Enablement focussed on helping customers to implement Salesforce and related sales and marketing technologies in ways that actually help drive revenue. STRATEGY FIRST, TECHNOLOGY SECOND Your business exists to produce revenues, profits, a happy environment for your team and most importantly, value for your clients. The best way to get the most from Salesforce is to start and end with the goals and strategies of your business in mind. When technology is designed to help each individual employee execute those strategies and makes their day to day easier, you will see the greatest impact. FINANCE, REAL ESTATE AND TECHNOLOGY INDUSTRY EXPERTISE With a narrow focus on the finance, real estate and technology industries, we can start our engagement with the right questions and share best practices seen from many of your peers in the industry. This can save you a tremendous amount of time and money in your project and produce much better results in the end.