top of page
Stadium Concrete Seats


We recognize the immense value our business partners bring to Pfenning Group and our clients, both in the immediate and long term.  We have carefully selected each one of our industry partners based on several key factors, which include:

  • Reputation as a market leader

  • Technological advancements

  • Customer and partner support

  • Simplicity of use

  • Core mission and values 

  • Quality of their team

We have full faith and confidence in every one of our partners and have a genuine belief that each one represents the best-of-the-best in their their respective field or market segment.  They are part of the Pfenning Group family and we rely on them day-in and day-out to deliver the type of value that will help to propel your business forward.  Our partners are world-class organizations and, as such, we both admire them and look to model their best practices in each and every client engagement.  Ultimately, they act as an extension of our practice and are fully committed to delivering the best possible client experience and helping turn YOU into a world-class company.

If you feel your organization would add value to our client experience, contact us to chat.


HubSpot logo.png
ESM Software Logo (from web).png
Salesloft Certified Partner lockup green.png
Screen Shot 2022-06-03 at 4.57_edited.png
Domo logo - white background cropped.jpg
Screen Shot 2022-06-03 at 4.57.19 PM.png
Partner:  HubSpot (

Category:  Software as a Service (Saas)

Solution(s) Offered:

CRM, Marketing, Sales, Content Management, Customer Service, Operations, Automation

HubSpot’s CRM platform has all the tools and integrations you need for marketing, sales, content management, and customer service. Each product in the platform is powerful alone, but the real magic happens when you use them together.  With over 143,000 customers in over 120 countries, HubSpot is trusted by leading organizations worldwide to manage their customers and prospects and deliver unsurpassed value.

When Pfenning Group was searching for a CRM to help support our clients, as well as utilize within our own business, the choice became clear pretty quickly.  Amongst the dozens of reputable CRM companies, HubSpot stood out from the pack due to its breadth and depth of services, the platform's ease of use and hand's down the industry's leading customer support.  We are excited to offer the full HubSpot suite of services to our clients, knowing it will make a significant impact on their businesses.

Salesloft Certified Partner lockup white.png
Partner:  Salesloft (

Category:  Software as a Service (Saas)

Solution(s) Offered:

Sales Enablement, Playbook, Dialer + Messenger, Email Automation & Routing, Calendaring, 

It’s no secret salespeople don’t love CRMs.  Constantly entering data and logging activities is time-consuming, not to mention the clunky workflows. But, without proper CRM adoption, managers lose visibility and winnable deals fall through the cracks. Sales leaders get inaccurate forecasts and struggle to explain why.  But it doesn’t have to be that way.

Think of Salesloft as a co-pilot for your CRM. We automate human interactions between buyers and sellers. Yet you still get the flexibility to personalize those interactions across email, phone, social, direct mail, and video. And all your activities are automatically synced back to the CRM.

Salesloft is the perfect complement to Pfenning Group's advisory services and portfolio of software solutions.  We believe strongly in empowering your sales team to do what they do best...sell!  Yet we also recognize that a CRM is an absolute must to track deals and customer information, allowing for visibility into sales-related activity and accurate forecasting.  Salesloft bridges that gap perfectly, enabling salespeople to spend more time on revenue-driving activities, while still deriving maximum benefit from your CRM.  In fact, it will improve your sales process and simultaneously provide managers with better access to data.

Nintex-Partner-Registered-Plus-Horz-_RGB_600 (1)_edited_edited.png
Partner:  Nintex (

Category:  Software as a Service (Saas)

Solution(s) Offered:

Visual Workflow Management, Visual Process Mapping, Robotic Process Automation, Document Management and Automated Signature, Process Analytics 

Nintex has developed the most robust and powerful NO-CODE solutions in the market for mapping out your processes, visually managing workflows and creating powerful time-saving automations within your business.  Gone are the days of relaying on an already overburdened IT department to design and execute your most critical business processes.  Nintex visual tools allow virtually anyone in the organization to provide valuable input and modify processes, while the software automatically tracks all changes and allows for quick approval of proposed modifications.

Pfenning Group is a huge advocate of utilizing effective systems and processes to help our clients become world-class organizations, and Nintex is the perfect complement to this philosophy.  Simple, easy-to-understand systems allow your business to run smoothly and deliver consistent quality and exceptional value to your customers.  Let's have a conversation about how we can build process and automation into your business to reach your full potential.

Predictive Index
Certified Partner Badge (1) - edited.PNG
Partner:  The Predictive Index (

Categories:  Software as a Service (Saas), Behavioral Testing

Solution(s) Offered:

Behavioral and Cognitive Analyses; Talent Optimization Software for Hiring, Building Effective Teams, Inspiring Employees and Diagnosing People Concerns; Workshops 

The Predictive Index (PI) is a scientifically-validated methodology that business leaders use to understand what drives their current and future employees.  It measures behavioral drives (Dominance, Extraversion, Patience, and Formality) as well as cognitive ability.  Far more than just a candidate evaluation tool, PI's four software modules (Hire, Design, Inspire & Diagnose) provide the context around which any organization can attract and retain top talent, build teams to suit any objective, foster effective communication between leadership and employees (as well as amongst peers) and  align business strategy with people strategy.

Pfenning Group is Talent Optimization Certified and has both the educational awareness and functional experience to implement a PI-approved talent optimization strategy in your business.  We can help you build the behavioral and cognitive profiles for your ideal candidates, design functional teams around specific strategic and tactical objectives, develop and nurture your existing talent and learn to lead more effectively based on the insights of behavioral and cognitive analyses taken by your team.  Contact us today for a 1:1 talent strategy session to learn how we can help.

Domo logo.png
Partner:  Domo (

Categories:  Software as a Service (Saas)

Solution(s) Offered:

Data Integration, Business Intelligence & Analytics, Intelligent Apps, Dashboards & Reporting, Data Governance & Security

Domo is where data gets put to work within your business.  It is the only cloud-based platform to combine back-end data integration capabilities with front-end visualizations for real-time predictive insights.  Connect to and work with data CODE-FREE from any source, securely, with Domo acting as the central  hub between all of your various sources.  Transform live raw data into high-impact reports and visualizations within minutes, and the right information is available almost immediately on any device, even with massive data sets. Domo allows you to detect trends in your data and use predictive analytics to make proactive decisions and send alerts, as well as utilize an extensive library of custom apps or develop your own apps based on the specific needs of your business.

Pfenning Group loves data and we help our clients to collect, examine and utilize their own data in making critical business decisions.  Domo is an important tool to enable us to better understand your business and provide key insights into where the most impactful changes can be made to improve the performance of your organization.

Partner:  ESM (

Categories:  Software as a Service (Saas)

Solution(s) Offered:

Strategic Planning & Execution, Balanced Scorecard, Management, KPI Measurement, Performance Management, Cybersecurity

For over 25 years, ESM has been an innovator and thought leader in the strategy and execution software market. ESM’s business strategy, performance management, cyber, compliance, and risk products were built to simplify your work, improve performance, and drive results. ESM was founded by Balanced Scorecard Creators, Drs. Robert S. Kaplan and David P. Norton. Over this time the organization has supported 1,000+ clients globally, including many Fortune 500, with strategy design, reporting, and software to drive excellence in strategy execution. ESM partners with clients to understand their core business requirements and implement solutions that provide a disciplined and sustainable reporting environment.


This partnership allows Pfenning Group to create even more value in our client engagements, providing a framework around which we can assist organizations in the development and execution of their strategic plans.  The ESM platform eliminates the need to create dozens of spreadsheets and powerpoints and stores your plan in one central location, easily accessible to anyone in your organization based on the permissions you set.  All of your KPIs and action items are tracked, measured and managed inside of the software, allowing you to see the status of any elements of your plan in real time.  When we leave your facility, this allows us to feel confident you have not only a plan that makes sense in the context of your business, but that you have the tools necessary to see it through to completion.

NAB logo_edited.png
Partner:  North American Bancard (

Categories:  Merchant Services

Solution(s) Offered:

Payment Platforms, Credit Card Processing, Terminals, Point of Sale, Ecommerce Gateways, Virtual Portal, Mobile, ATM

Founded in 1992 with a single employee, North American Bancard has grown to become the nation’s 6th largest, non-bank merchant acquirer. 100,000s of satisfied merchants depend on NAB to process more than $45 billion in transactions for them each year.  At NAB, we’re proud to say that no other merchant services company is more committed to your success than we are. We know and understand small to mid-size businesses because we started as one ourselves.
So you know we’ll give you all the tools you need to make your business dreams a reality.  This includes simple setup, free equipment, highly competitive rates, monthly service agreements, in-depth reporting and 24/7 live support.

Pfenning Group is committed to serving our clients needs in every way possible, including lowering costs and making back office functions flow more smoothly.  Our partnership with NAB gives us another tool in our belt to become a valued resource to our clients by offering a full suite of merchant services solutions.  We partner only with best-in-class organizations and NAB, with their huge suite of products, highly competitive rates and 24/7 live customer service, represents the market leader in a highly competitive industry. 

bottom of page