Union Square Consulting implemented Salesforce MCP using Claude to replace dashboards, manage pipelines, enrich data, and identify next best actions.

Union Square Consulting is a Strategic Revenue Operations as a Service consulting firm. OUR WHY We believe the customer experience and the sales, marketing and service process in B2B SaaS companies has, in many cases, seen more harm than good from the proliferation of so much technology over the last 20 years. Our mission is to fix this so that B2B SaaS companies can deliver outstanding customer experiences that result in faster, more predictable, more repeatable revenue growth. OUR HOW We start every engagement by doing a deep dive into the company's customer journey and sales, marketing and service strategy and process. We review all the systems used and the metrics they produce. We then tie this all together into a Revenue Operations Roadmap and work with our customers over long-term engagements to execute on that roadmap. OUR WHAT We do the following 5 things for our customers: 1. Strategy and Planning 2. GTM Process Mapping and Improvement 3. Metrics and Insights 4. Systems Implementation 5. Enablement