SDVOSB · VOSB · UEI: NBUTH64YLQU4 · CAGE: 181Z9[email protected]

CRM Implementation, Workflow Automation, and Reporting Systems for Federal Programs

ScaleOS Marketing LLC configures and deploys CRM systems, workflow automation, and operational reporting environments that reduce administrative burden, eliminate manual processes, and deliver audit-ready program visibility for federal agencies and prime contractors.

SDVOSB — Service-Disabled Veteran-Owned Small BusinessVOSB — Veteran-Owned Small BusinessNC eProcurement Registered
Certification Details →
01 / ABOUT

Operational Systems for Government Contract Execution

ScaleOS Marketing LLC is a Certified SDVOSB and VOSB headquartered in Raleigh, NC. We configure and deploy CRM systems, workflow automation, and operational reporting environments that reduce administrative burden and deliver audit-ready program visibility for federal agencies and prime contractors.

All systems are documented, compliant, and operational within 30 to 60 days. Principal-led delivery with no staffing layers ensures direct accountability on every deliverable from day one.

View Full Capabilities
NBUTH64YLQU4
UEI Number
SAM.gov Active
181Z9
CAGE Code
Federal Identifier
SDVOSB
Certification
VOSB · Dual Certified
8
NAICS Codes
541511 · 541512 · 541519+
02 / CAPABILITIES

Core Competencies

Each capability area is aligned to government contracting requirements and designed to deliver measurable operational improvements within 30–60 days of engagement start.

01NAICS 541511

CRM Implementation and Workflow Automation

Deploys CRM environments and automated workflows that reduce manual processing and improve program tracking accuracy. Configurations are auditable and compliant with federal requirements.

02NAICS 541512

Digital Modernization and Process Optimization

Replaces fragmented manual workflows with documented digital processes that reduce cycle time and support compliance. Includes operational gap analysis and SOP development.

03NAICS 541519

Data Reporting and Performance Visibility

Delivers real-time dashboards and automated reporting that give program managers actionable visibility into contract performance. Data environments are structured for audit readiness.

04NAICS 541613

CRM Analytics and Program Engagement Support

Analyzes CRM data and program engagement metrics to surface operational gaps and optimize stakeholder workflows against program targets. Supports Salesforce and Microsoft 365 environments.

03 / TEAMING

Where We Support Prime Contractors

ScaleOS Marketing LLC is actively pursuing subcontracting opportunities. As a Certified SDVOSB/VOSB, we provide operational systems that improve contract execution while supporting prime contractors in meeting socioeconomic subcontracting requirements.

01

CRM System Implementation and Configuration

Configure CRM environments to automate intake, consolidate program data, and eliminate manual tracking. Supports Salesforce and Microsoft 365 deployments.

02

Workflow Automation and Process Optimization

Automate task routing, follow-up sequences, and notification systems that significantly reduce administrative workload. Configurations include SOPs and change logs.

03

Data Reporting and Dashboard Development

Design Power BI dashboards surfacing real-time KPIs and automated report generation. Data environments structured for audit readiness and version-controlled outputs.

04

Program and Administrative Operations Support

Provide operational systems support to PMOs including process documentation, system configuration, and staff training to improve program execution efficiency.

05

CRM Analytics and Program Engagement Support

Configure performance tracking environments that measure program outreach effectiveness and stakeholder engagement. Optimize CRM data structures to improve data quality, reporting accuracy, and program visibility.

04 / DIFFERENTIATORS

Why Prime Contractors and Contracting Officers Select ScaleOS

Direct Accountability

The principal executes every deliverable. No subcontractor layers, no handoff risk, no communication gaps. Primes get a single point of contact from scoping through delivery.

Low Overhead, Low Risk

Lean cost structure reduces subcontract risk. Principal-led delivery eliminates management layers and communication delays, keeping programs on schedule.

Operational within 30 to 60 Days

Systems configured and live within 30 to 60 days. Primes hit milestones on schedule without delays from ramp-up or staffing gaps.

Audit-Ready Deliverables

Every engagement produces SOPs, change logs, and documentation structured for government review. Outputs are traceable, version-controlled, and compliant from day one.

Discuss Contract Support Requirements

Available for immediate subcontracting and contract support engagements. ScaleOS integrates rapidly into active delivery teams to support CRM, workflow automation, and reporting requirements.