Skip to main content
Cloud & Modernization · Practice Area

Build the Relationships That Drive Your Mission Forward.

Constituent relationships do not manage themselves — and spreadsheets and email threads are not a strategy. VDS designs and deploys enterprise CRM platforms that give your teams a single view of every interaction, automate the manual follow-up burden, and generate the outcome data your leadership needs to demonstrate program value.

3× faster case resolution
Average improvement in case closure time through automated routing and workflow
65% reduction in manual tasks
Staff time reclaimed through workflow automation in the first 60 days
360° constituent view
Unified data model consolidating interactions across all touchpoints and programs
90-day to live
Average time from kickoff to production CRM deployment on federal programs
The Challenge

Why This Matters

Siloed constituent data, manual outreach processes, and fragmented communication prevent agencies from delivering cohesive constituent experiences. Staff spend hours on follow-up that should be automated — and leadership has no visibility into program outcomes or constituent satisfaction.

No single view of constituent or customer interactions across systems and programs

Manual case management and follow-up consuming staff capacity that should serve the mission

No ability to track program outcomes or demonstrate impact to oversight stakeholders

Buyer Fit

Who This Is For

Federal program managers managing thousands of constituents without a unified system

Agency service delivery leads modernizing citizen-facing case management workflows

CX officers responsible for improving digital services adoption and constituent satisfaction

Commercial operations leaders replacing legacy CRM platforms or manual processes

How We Work

Our Approach

CRM Strategy

Define use cases, data model, and engagement workflows aligned to mission and program goals.

Platform Selection

Recommend and configure the right CRM — Salesforce Government Cloud or HubSpot — for your requirements.

Data Migration

Clean, deduplicate, and migrate existing constituent data to the new platform without loss.

Workflow Automation

Automate case routing, status notifications, and follow-ups to eliminate manual effort at scale.

Training & Adoption

Role-based training and change management to ensure staff adoption and sustained ROI.

Case StudyFederal Civilian Agency

Unified Constituent Experience: 3× Faster Case Resolution

Challenge

A federal grants management office was managing 12,000+ active grantees through a combination of spreadsheets, email inboxes, and a legacy case system from 2009. Constituents were falling through the cracks, case status was invisible to program leadership, and staff were spending 60% of their time on manual follow-up.

Solution

VDS deployed Salesforce Government Cloud with custom grant lifecycle workflows, automated status notifications triggered by case milestones, and a unified constituent data model that consolidated three legacy systems into a single source of truth.

Results
3× faster average case resolution time post-deployment
65% reduction in manual follow-up tasks for program staff
Single constituent view for all 12,000+ active grantees
Production deployment achieved in 90 days from kickoff
What We Offer

Our Capabilities

Service Capabilities

Salesforce Sales & Service Cloud
Salesforce Government Cloud
HubSpot CRM Deployment
Data Migration & Deduplication
Custom Workflow Automation
Reporting & Analytics Dashboards
MuleSoft & API Integration
Change Management & Training

Technology Stack

SalesforceHubSpotMuleSoftZapierMakeTableau

Delivery Models

Managed Team
Dedicated VDS team aligned to your mission goals and outcomes.
Project-Based
Fixed-scope delivery with defined milestones and measurable outcomes.
Staff Augmentation
Embed VDS specialists directly in your existing delivery structure.
The VDS Difference

Proof, Not Promises

We have seen too many CRM projects where the platform goes live and nobody uses it. VDS designs engagement workflows before we configure a single field — ensuring the system fits how your staff actually works, not how a vendor demo assumes they work. Our average time from kickoff to production is 90 days, and our adoption rates consistently exceed 85% in the first month. We do not leave until your team is self-sufficient.

Ready to transform constituent engagement?

Let's scope your project and put together the right team. We respond within one business day.