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Our Certifications

Our Expertise

Optimize Your Enterprise Platform

In today’s hyper-connected landscape, fragmented systems and inefficient processes stifle growth. This is why it’s essential that your Enterprise Platforms are looked at as a whole (not siloes) and implemented strategically.

When you partner with CEI, we help you harness the power of your Enterprise Platform tools, such as:

and others. These tools should allow you to craft a data-driven framework that elevates agility, unlocks innovation, and redefines customer engagement.

Our Enterprise Platform Services

Customer Relationship Management

CRM should be a unifying platform to manage all the channels of commerce and customer connectedness that defines your marketplace footprint. We help you make the most of your CRM platform to communicate as well internally as you do with your marketplace, to drive profitable revenue and encourage long-lasting customer relationships.

We offer a complete set of strategic advisory services that are platform agnostic; and we represent the two dominant platforms, and Microsoft Dynamics. Our services cover all industries and business models, serving organizations across North America from our global resource team. Our proven methods have been tested and refined from services we’ve provided to hundreds of organizations, including some of the world’s leading brands.

Our Engagement Models

Full Service
This model lets us bring a complete resource team to mesh with yours. We bring the methodology and take the lead in project management.

Assisted Service
Many clients prefer a hybrid engagement approach. You manage the project, use your preferred methodology and resource team, and CEI will team with you to fill in the missing skills and delivery roles to make you successful.

Self Service Support
In this model, we will provide request-response support for advisory, training, research, or hands-on technical application services. We use a managed services model that can include a range of preventive and repeated services, as well as inbound support tickets.

Our Services

Advisory Services

Application platform and provider selection, CRM implementation assessment and recommendations, executive CRM envisioning, roadmapping, project requirements and scoping, solution design and blueprinting, M&A change management, and much more

Implementation Services

Sales effectiveness and management, customer intelligence and forecasting, direct sales commerce, marketing insights and automation, omnichannel customer support and call center, AI adaption for CRM, on-prem to online migration, and much more.

Technical Support & Managed Services

Monitoring and predictive analytics, preventative maintenance, help desk for advice, knowledge transfer, research, or technical execution.

Platform Specialties

Salesforce is the world’s most used CRM, and CEI provides solutions that help you leverage its capabilities to raise profitable revenue, optimize demand, performance, retain customers, and grow market share.

With, we deliver on the following clouds:

  • Sales Cloud
  • Service Cloud
  • Marketing Cloud
  • Commerce Cloud
  • Community Cloud
  • Analytics Cloud
  • Platform & App Cloud
  • IoT Cloud
  • Heroku
  • Financial Services Cloud
  • Health Cloud

Microsoft Dynamics 365 CE

With Microsoft Dynamics 365 CE, our delivery services can assist at any stage in your initiative, from vision to technical delivery to licensing support. Our strong relationship with Microsoft ensures we have the resources to assure success.

We provide pre-built delivery, industry design frameworks, as well as reusable components and pre-designed integration services with Microsoft Dynamics Business Central (BC).

The Microsoft Dynamics Modules we support are:

  • Sales
  • Omnichannel Customer Service
  • Field Services & IoT
  • Marketing
  • CDP
  • Power Platform
  • Copilot, AI, and Virtual Agents

Our Team Experience


CRM Consultants


Years of Average experience


Enterprise CRM Implementations

Enterprise Resource Planning

A state-of-the-art ERP solution can supercharge your organization, enable extraordinary efficiencies, and allow better decision making. However, implementation is one of the most complex, expensive, time-consuming, and high-risk projects an organization can undertake. 

CEI provides on-site personalized guidance that enables transformation of the business while your employees focus on operating the business.

Our Services

AI and ERP

Our methodology includes AI-powered accelerators that optimize training time and costs while institutionalizing the change.

Our data migration templates accelerate data cleansing and migration while the AI based tools keep the data clean.

Platform Specialties


NetSuite is ideal for scaling businesses seeking a modern, unified platform. We excel at leveraging its robust financials, inventory management, and omnichannel capabilities to streamline operations and unlock real-time insights. As a certified NetSuite Alliance Partner, our functional and technical NetSuite consultants provide the hands-on knowledge and experience required to deliver the project on time and on budget.

Microsoft Dynamics

Microsoft Dynamics Business Central is ideal for SMBs and mid-sized companies seeking a powerful, yet cost-effective ERP solution. Our experts unlock its built-in intelligence and automation to drive efficiency and productivity gains. BC integrates flawlessly with Microsoft technologies like Office 365 and Power BI, fostering streamlined workflows and data-driven decision-making.

Our Team Experience


Certified NetSuite Resources


Years of Experience


ERP Implementations

Content Management System

A Sitecore Partner since 2015, the CEI team has more than 20 years of experience engineering effective Digital Marketing and CMS solutions. Leveraging Sitecore’s tools and functionality, we accelerate your growth with improved customer experiences, targeted personalization, advanced analytics, and optimized operating models.

We start every engagement by guiding customers through a strategic planning session to develop, adapt, and align your strategic marketing goals with Sitecore’s functional capabilities.

Platform Specialties

Sitecore ContentHub ONE

Sitecore Content Hub ONE is a cloud-native, agile headless Content Management System (CMS) for developers and marketers to efficiently launch centrally managed, reusable omnichannel experiences. With Content Hub ONE, you can quickly model, author and deliver content of any type, for any channel. Business users can manage content using a simple modern user interface, while developers can make use of comprehensive APIs and SDKs to create and deliver omnichannel experiences.


Leverage headless eCommerce API implementation, limitless customization, and cloud-based development to support your commerce strategy. OrderCloud is designed to seamlessly support B2B, B2C, B2X commerce, and provides a reliable platform for developing custom online commerce solutions.

Sitecore Experience Manager Cloud (XM Cloud)

Sitecore Experience Manager Cloud (XM Cloud) is a fully managed self-service deployment platform for developers and marketers to efficiently launch engaging omnichannel experiences in the Cloud using Sitecore’s headless CMS. Experience Manager Cloud bundles the latest versions of Experience Manager, the Pages editor, Sitecore Headless Experience Accelerator (SXA), Headless Services, the Sitecore Next.js SDK (and other Heads), and Experience Edge.

Our Services

Explore our end-to-end capabilities to drive digital transformation across your organization.