Smart Help for Salesforce
Boost productivity with Smart Help for Salesforce—streamline workflows, resolve issues faster, and maximize your CRM potential.

Today’s leading organizations are leveraging modern CRM solutions such as Salesforce to seamlessly connect customers, partners and employees with access to real-time, cloud-based data to drive meaningful interactions and better business outcomes.
Contact us today to explore our fast track implementation methodology to help you rapidly realize sales force automation ROI.
Start Your Journey Towards Transformation
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Business Consulting
Our highly skilled team of business consultants have years of experience working with strategies, business change and business process optimization. We recognize the need for continuous improvement and will advise you on how to utilize your implementation and get the best business value out of your investment.
Design & Development
Leveraging the Salesforce ecosystem/platform we can design and develop custom applications and customize the core Salesforce platform to maximize the value you get from investing in Salesforce. This can include customized portals, company branding and the development of new functions, all of which are designed to rationalize processes and procedures by automation.
Implementation & Integration
We have delivered many successful Salesforce implementations and provide comprehensive end-to-end delivery models to secure the effectiveness and success of our projects. Using our process knowledge, tooling implementation experience and expertise in training, we can fast track your Salesforce implementation to achieve rapid results.
Support
Our Support service offers a range of services that can support you after implementation to ensure your solution becomes an integral part of everyday operations. We can take care of maintenance, resolve incidents and make sure the changes you make don’t affect your performance, that you scale optimally, and that you have the structure in place to help you grow.
Training
At Circular Edge, we believe that a successful service experience begins with a solid foundation. We can provide all the end-user training and technical training to enable you to manage and further optimize your Salesforce platform.
Trusted By 300+ Customers Worldwide
The CE team is a pleasure to work with. Each member goes above and beyond what is required by proactively looking out for the customer and more importantly delivers the service promised.
Trent, IS ManagerAtrion Medical
My overall experience with Circular Edge has been very positive. Their CNC and functional support resources are excellent. Utilizing the Smart Help approach has been a very flexible and economical way for us to scale our CNC resources, and the technical support they provide has been critical to the success of our E1 Tools upgrade project.
Leo, IS ManagerLutron Electronics
I am overjoyed with the quality of the work done. My biggest concern going in was the retrofits, which turned out to be the least troublesome for us. It continues to be a pleasure working with Circular Edge. We will certainly be engaging your team for future efforts. Thank you for helping us achieve a painless upgrade in record time.
James, Senior Director of ITPlano Synergy
Knowledgeable, resourceful and reliable in their service.
Chong, CIO and EVPInland Real Estate Group
Circular Edge has been instrumental in providing support to Denver Water during a period of transition. They have provided the flexibility to scale up and scale down as necessary while only charging us for the time we use.
Jonathan, IT Manager of Enterprise Resource ManagementDenver Water
I had a very time sensitive project related to integrating our JD Edwards ERP to our eCommerce and Amazon systems for Sales Order Automation. Circular Edge hit the mark on time and on budget. I will be having CE bid for further projects and would highly recommend them!
Thomas, JD Edwards ArchitectA&Z Pharmaceutical
Experts in JDE and a pleasure to work with.
Colette, Director of Corporate AccountingCSC ServiceWorks
Circular Edge did a phenomenal job accelerating our JDE 9.2 upgrade and migration from a managed JDE hosting provider to Azure. We have reduced overall JDE related infrastructure and support costs while providing better oversight of our environment and reduced development response times to our customers. Their proactive Lynx monitoring approach helps us to catch issues immediately – a huge step up from being alerted by our customers!
Jeremy, SVP Information TechnologyBrookfield Properties Retail
I have been working with the Circular Edge Team for about 8 months, solution-ing various integration needs, and absolutely feel they have brought incredibly talented 'solution experts' to the table. They are helping our team integrate CRM & CPQ to JDE for Construction ETO Support & Job Cost functionality -- something never before done -- and we are seeing incredible success! Their collaboration capabilities, willingness to 'do it right' and work ethic is exemplary -- looking forward to launch and continuing to work with the Circular Edge team!
Tracy, ERP Business AnalystTriMark USA
The Circular Edge owners and seemingly every resource, albeit working in-house at our company or offshore, demonstrate a passion and drive as if they are a part of my company. They were an integral part in migrating our company from an outdated ERP system to JDE E1. Their Smart Help division has, and continues to aid us in configuring new processes, modifying and developing new software and trouble-shooting issues as needed.
Harry, JDE E1 Order to DeliveryInnophos
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