Gibson Burgess
Operations & Technology

When growth creates friction, we fix what is underneath it.

We simplify processes, connect systems, and build practical technology around how your organization actually works—so your team spends less time working around the system and more time moving the mission forward.

Common Starting Points

You may not need “new software.” You may need the right process.

People enter the same information more than once.
Your CRM does not match how the team works.
Customers, applicants, or partners cannot complete processes online.
Your systems do not share information.
Reporting requires spreadsheets and cleanup.
You want to use AI, but need a practical starting point.
What We Do

Capabilities built around the outcome

These services can stand alone or work together. We begin with the operational problem, then recommend the simplest solution that can support where you are going.

CRM Customization & Implementation

We specialize in Salesforce but aren't limited to it. We build CRM systems that match how your team actually works.

  • Salesforce Sales, Service & Experience Cloud
  • Custom objects, flows & automation
  • Data migration & cleanup
  • User training & adoption
  • CRM audits & optimization

Process & Flow Design

Broken processes cost you time, money, and people. We map what's actually happening and build systems that fix it.

  • End-to-end process mapping
  • Workflow automation design
  • Cross-platform integrations
  • Approval flows & routing logic
  • Bottleneck identification & resolution

Custom App Development

Off-the-shelf software rarely fits perfectly. We build custom applications and portals around your business model.

  • Customer & partner portals
  • Internal operations tools
  • Salesforce Experience Cloud builds
  • Mobile-first web applications
  • API integrations & middleware

Marketing Automation

Stop doing manually what a system could do for you. We connect your marketing stack to your CRM.

  • Email automation & drip campaigns
  • Lead capture & routing
  • CRM + marketing platform integration
  • Audience segmentation
  • Campaign performance tracking

AI Understanding & Implementation

AI isn't magic — but used right, it's a genuine competitive advantage. We help you put the right tools to work.

  • AI readiness assessment
  • Use case identification & prioritization
  • Tool selection & implementation
  • AI-powered workflow automation
  • Team training & enablement

Electronic Payments

Get paid faster. We implement embedded payment solutions that improve cash flow without adding friction.

  • Payment gateway selection & setup
  • Embedded checkout experiences
  • Recurring billing & subscriptions
  • CRM-integrated payment tracking
  • Invoicing automation

Technology Assessment & Strategy

Not sure if you have the right tools? We audit your entire technology stack and give you an honest picture.

  • Full tech stack audit
  • Device & hardware evaluation
  • Software spend analysis
  • Vendor comparison & recommendations
  • Prioritized roadmap & action plan

Ongoing Tech Advisory

Technology moves fast. We work with organizations on a retained advisory basis to keep technology aligned with growth.

  • Monthly strategy sessions
  • New product evaluation
  • Vendor negotiations & decisions
  • Team tech onboarding
  • On-call technical guidance
Example

Replace manual applications with a connected Salesforce experience.

We recently replaced a multi-system form, upload, and data-entry process with a guided application flow that saves directly to Salesforce and lets applicants return later.

Discuss your workflow
Our Process

How We Work

01
Understand
We start by listening — how your business actually operates, where the pain points are, and what outcomes matter most.
02
Assess
We evaluate your current tech stack and processes, and give you an honest picture of what's working and what isn't.
03
Build
We design and implement the right solution — a Salesforce build, an automation, a new app, or a complete overhaul.
04
Support
We don't disappear after launch. We make sure your team is trained and your investment is actually delivering results.

Ready to get started?
Let's talk tech.

No commitment required. Tell us what's slowing your business down and we'll tell you exactly how we'd fix it — for free.

Schedule a Free Consult