Contact center consulting for technology companies
Support and sales operations that scale as fast as your product
Your product moves fast. Your contact center should too.
Tech Stack Advising helps technology and SaaS companies like Cvent build contact centers that scale. Our certified, US-based engineers integrate CCaaS platforms with Salesforce and your product data, deploy AI agent assist and summaries, set up dialers for inside sales, and give you the engineering depth your vendor never provided.
- Are support agents switching between too many tools to solve one ticket?
- Is your CCaaS vendor too slow to keep up with your roadmap?
Technology company
Why technology companies choose Tech Stack
- Trusted by technology companies including Cvent and Material Bank.
- Certified, US-based engineers who speak your language and move at your pace.
- Vendor-neutral guidance across CCaaS platforms and AI partners like Cresta, Simple AI, and Observe AI.
- We own implementation and ongoing support, so we're accountable for results.
Technology company services we provide
We work like an extension of your engineering team: fast, technical, and accountable for results.
CRM and product data integration
Deep Salesforce, Zendesk, and product integrations that give agents account context in one screen.
AI agent assist and summaries
Real-time guidance, knowledge surfacing, and auto-summaries that cut handle time and after-call work.
Technical support routing
Skills-based and account-tier routing that sends complex issues straight to the right specialists.
Sales and outbound dialers
Dialer configuration and CRM workflows that increase connect rates for inside sales and customer success.
Global scale and migrations
Platform migrations and consolidations for growing teams across regions and business units.
Ongoing engineering support
Hands-on admin and engineering support that keeps pace with your release schedule.
Projects are typically staffed within 24 hours.
How our Technology company consulting process works
Discovery
We review your current configuration, call flows, integrations, licensing, and reporting, and talk to the people who use the platform every day.
Your action plan
You get a prioritized plan that shows what to fix, what to build, and the expected impact on cost, containment, and customer experience.
Measurable results
Our certified engineers carry out the plan, measure results against your baseline, and keep optimizing as your contact center grows.
Our team of certified contact center experts
The person who scopes your project does the work.
Technical Account Managers
A dedicated point of contact who knows your environment and makes sure every project lands.
Certified CCaaS Engineers
US-based engineers certified on Five9, NiCE, Genesys, and Zoom who build, fix, and optimize your platform.
AI & Integration Specialists
Experts in IVAs, agent assist, and CRM integrations who connect your AI tools to the data they need.
Contact Center Advisors
Vendor-neutral advisors who turn business goals into platform, vendor, and contract decisions.
What our technology clients say
"In a pinch, I turned to Adam and Tech Stack Advising for some live fire, hands on, customer facing technical guidance on a tricky NICE integration project, and 24 hours later, they had us on our path to resolution, expertly and efficiently – and friendly (yes, it matters). ... I recommend these folks without hesitation."
Jason Shatzkamer
CEO and Principal CoFounder, OutboundIQ
"Tech Stack Advising has become a trusted go to resource for managing costs across our tech stack. Their expertise with small to large technology service providers is unparalleled. I would highly recommend their invaluable services."
Farshid Tafazzol
Co-Founder and Chief Revenue Officer, Material Bank
"I enlisted Tech Stack Advising as an objective (contact center technology) resource with deep domain expertise and they delivered quickly. They've helped us with vendor selection, cost negotiations, and an ROI analysis (in multiple global regions) so we could focus on business outcomes, customer experience, and revenue."
Jourdan Hathaway
Chief Marketing Officer, General Assembly
Contact Center Technology Assessment
Is your contact center keeping pace with your growth?
Our Contact Center Technology Assessment is a paid, fixed-scope engagement led by a certified engineer. You get an expert, vendor-neutral view of how your platform is performing and exactly what to fix.
What you get
- A hands-on audit of your configuration, routing, IVR, integrations, and reporting
- A line-by-line licensing review showing what you pay for versus what you use
- A prioritized roadmap of fixes, cost savings, and AI opportunities
- Fixed scope, expert findings, clear next steps
Who this is for
- SaaS and software companies
- Technology companies with support and sales teams
- Teams consolidating platforms after growth or acquisitions
Request your Contact Center Technology Assessment
Tell us about your contact center and we'll follow up to scope your assessment and pricing.
Technology company FAQs
Do you work with SaaS and technology companies?
Yes. We help technology companies like Cvent integrate their contact center with CRM and product data, deploy AI, and scale support and sales operations.
Can you integrate our contact center with Salesforce?
Yes. Salesforce integration is one of our specialties, including screen pops, data dips, CTI, and workflows that cut after-call work.
Which AI tools do you implement?
We implement native CCaaS AI and partners like Cresta, Simple AI, and Observe AI for agent assist, summaries, virtual agents, and quality management.
Can you support us on an ongoing basis?
Yes. Many technology clients keep us on as an extension of their team for admin, engineering, and optimization work.