SMBHD

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Overview

$1,000+

Min Project Size

$50 - $99/hr

Avg Hourly Rate

10 - 49

Employees

2010

Year Founded

ABOUT SMBHD

Business-first Salesforce solutions

SMBHD is a recognized team of engineers, developers, and seasoned consultants who are dedicated to revolutionizing businesses through a comprehensive range of top-tier digital solutions. Our approach prioritizes consultation and a business-first mindset, enabling us to address the challenges faced by mid-market companies using Salesforce and Pardot. We strategically improve our clients’ operations by implementing appropriate digital solutions, leveraging diverse expertise, empathy, and a profound understanding of their vision. Our headquarters is located in Chicago, Illinois.

LANGUAGES SPOKEN

English

HIGHLIGHTS

$1,000+

Min Project Size

$50 - $99/hr

Avg Hourly Rate

10 - 49

Employees

2010

Year Founded

Services

Focus

Industries

Clients

Services Provided

70% CRM Consulting and SI

30% Cloud Consulting & SI

100% Business Model Design & Validation

About the Team

OUR STORY

SMBHD, headquartered in Chicago, Illinois, is a diverse, award-winning team of engineers, developers, and consultants dedicated to transforming mid-market businesses through tailored Salesforce solutions. Led by industry experts like Matt Cleaver, Founder & CEO, and Max Stein, Partner & Lead Technical Architect, the company emphasizes a consultative, business-first approach. They prioritize understanding their clients' visions, blending technical expertise with compassion to address unique challenges. Beyond technology, SMBHD values community, diversity, and integrity, reflected in their hiring, partnerships, and exceptional service delivery. Their work supports clients across various industries, improving systems, data management, customer engagement, and operations, aiming to provide unified, scalable solutions that drive growth and operational excellence.

Portfolio

Empire Today Case Study

Empire Today

Empire Today required a solution to enhance their commercial operations, stand out in the home improvement sector, and streamline their online processes. Their existing systems lacked mobile optimization, leaving customers unable to access necessary data on either desktop or mobile platforms. The organization sought a solution that would integrate seamlessly with their current Salesforce Sales Cloud, be user-friendly, and enable customers to place orders and seek support when needed. Additionally, they required a secure system for processing credit card transactions and displaying financial information to customers. By utilizing Salesforce’s robust Community Cloud, SMBHD developed a tailored user interface featuring an interactive order wizard. Through the integration of Lightning Components and custom APEX, SMBHD created a solution that allows commercial clients to easily re-floor any room, apartment, or complex with just a few clicks. As a result, Empire Today now boasts a mobile-friendly solution that facilitates a fast, straightforward two-step “StubHub-like” ordering experience. The ordering process is now visually driven; customers simply need to log into Salesforce Community on their desktop or mobile device, access their property’s floor plan, and click to place an order. They can customize their orders on any device while touring a property, specifying by building, floor, unit, and room, with the ability to fully tailor their product combinations.

Graymont Medical Case Study

Graymont Medical Prescription Services

**About Graymont Medical Prescription Management** Graymont Medical is an accredited provider of healthcare and durable medical equipment, prioritizing a patient-centric approach. Collaborating with healthcare facilities and physicians across the country, we focus on delivering high-quality care. We aim to support patients in returning to their favorite activities, whether that’s running, participating in a tennis league, or playing with their children. We offer premium orthopedic products designed to enhance recovery times. **The Challenge: Inefficient Inventory Management and Lack of Global Search** Patient care coordinators (PCCs) faced challenges in selecting inventory items for prescriptions. The existing process was cumbersome and time-consuming, requiring PCCs to manually specify search criteria without a global search option. Each item had to be searched individually, making it difficult to manage prescriptions with multiple line items. **The Solution: Customized Global Search Feature** We implemented a product picker solution that allows PCCs to efficiently filter inventory items by location, product name, product code, vendor, description, and inventory number. The new global search option simplifies item retrieval significantly. Developed using lightning components, the solution improves the user experience for Graymont staff and offers a scalable platform for future enhancements. Now, multiple line items can be added simultaneously. **The Results: Improved Efficiency and Accuracy** The new system streamlines prescription entry, saving time and minimizing data entry errors.

CapStone Solutions Case Study

CapStone Solutions

A flexible solution was developed to track projects, create contracts, and facilitate signatures within a single platform. CapStone's previous system could only monitor data for one branch of their operations and lacked the customization needed for their solar, generator, and roofing segments. They required a tailored solution that could adapt to the evolving needs of these branches, including the ability to generate and send contracts to clients. Overall, CapStone sought a unified, versatile solution to manage their customer data and project information effectively. We delivered a custom solution specifically designed to manage their roofing sales and projects, ensuring scalability to meet their changing requirements. By implementing automations, we reduced the time spent on data entry across the platform and established a notification system to keep users informed about new opportunities and projects. The custom solution implemented in DocuSign enables automatic generation of formatted contracts by extracting information from opportunities, assigning recipients, and automating the closure of opportunities and project creation. RESULTS With a streamlined approach for their solar, generator, and roofing projects and an efficient document generation process through DocuSign integration, CapStone can manage their data within a single, flexible system. The addition of customized data entry fields for projects allows CapStone to effectively track and report on crucial project KPIs.

12 more projects

Projects & Clients

Project Size & Rate

Minimum Project Size

$1,000+

Average Hourly Rate

$50 - $99/hr

Pricing Snapshot

Min Project Size

$1,000+

Avg Hourly Rate

$50 - $99/hr

Cost Rating

N/A

What Clients Have Said

“

"SMBHD delivers quality projects within budget and timeline expectations based on verified client feedback."

Based on verified reviews and internal benchmark data

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CRM Consulting and SI

Cloud Consulting & SI

Business Model Design & Validation

Industry Recognitions

Locations

Headquarters

4147 North Ravenswood Avenue, 100

Chicago, Illinois, United States 60613

+17738887900

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SMBHD

Set Up By Edverise AI

Edverise AI built this profile by analyzing thousands of data points across the web. If you own this business, become an Edverise partner to manage and update your profile.

Overview

Business-first Salesforce solutions

Services

Focus

Industries

Clients