About
Cubic Compass was founded in 2001 with a focus on B2B enterprise portals integrated with leading CRM and ERP systems.
Our focus turned to Salesforce in 2005 and we launched one of the first applications on the AppExchange in 2006. Projects and areas of expertise have evolved with the addition of each new cloud (Sales, Marketing, Service, Industry cloud). Today we're focused on enabling CRM processes using generative AI on the OpenAI Frontier platform, integrated with Salesforce.
In 2018, our applications were spun out into Pacific Apps, Inc and continues to thrive on the AppExchange as "iDialogue"; AI Agents for the Customer Journey.
Michael Leach, Principal Owner, is a Salesforce inaugural Developer MVP and active in the Salesforce ecosystem since 2005. He has presented at several Dreamforce conferences and was a founding Volunteer for the VetForce program.
Cubic Compass is a certified California DVBE (certification number 2016004).
Areas of Expertise:
History
2001: Founded with a focus on CRM portals
2002: Strategic alliance with Epicor to develop portal technology
2003: TMC Labs Innovation Award
2003: eWEEK eXcellence Award
2004: Launched sales pipeline analytics dashboard for Epicor
2005: Joined Salesforce as ISV partner.
2006: Deployed first application to AppExchange
2006: Launched .NET portal toolkit for Salesforce
2011: Inaugural member of Salesforce Developer MVP program
2014: Launched Logalytics.io for Salesforce Audit and Compliance
2015: Added Steelbrick / Salesforce CPQ competency
2017: AWS Partnership. Salesforce integrations using AWS.
2018: Launched joint venture with Pacific Apps to support iDialogue Generative AI platform
2019: Expanded support to DVBE IT projects in California
2020: Launched iDialogue for Salesforce with Pacific Apps
2021: Launched Cubic Compass Navigator: Data Tools for Salesforce
2025: Launched Agent Gallery for Salesforce (link)
Cubic Compass was founded in 2001 with a focus on B2B enterprise portals integrated with leading CRM and ERP systems.
Our focus turned to Salesforce in 2005 and we launched one of the first applications on the AppExchange in 2006. Projects and areas of expertise have evolved with the addition of each new cloud (Sales, Marketing, Service, Industry cloud). Today we're focused on enabling CRM processes using generative AI on the OpenAI Frontier platform, integrated with Salesforce.
In 2018, our applications were spun out into Pacific Apps, Inc and continues to thrive on the AppExchange as "iDialogue"; AI Agents for the Customer Journey.
Michael Leach, Principal Owner, is a Salesforce inaugural Developer MVP and active in the Salesforce ecosystem since 2005. He has presented at several Dreamforce conferences and was a founding Volunteer for the VetForce program.
Cubic Compass is a certified California DVBE (certification number 2016004).
Areas of Expertise:
- Agent-driven CRM processes
- Generative AI and Content Management
- Long-horizon Agents / background processing
- Intelligent Document Processing (IDP)
- Web Services and API Integrations
History
2001: Founded with a focus on CRM portals
2002: Strategic alliance with Epicor to develop portal technology
2003: TMC Labs Innovation Award
2003: eWEEK eXcellence Award
2004: Launched sales pipeline analytics dashboard for Epicor
2005: Joined Salesforce as ISV partner.
2006: Deployed first application to AppExchange
2006: Launched .NET portal toolkit for Salesforce
2011: Inaugural member of Salesforce Developer MVP program
2014: Launched Logalytics.io for Salesforce Audit and Compliance
2015: Added Steelbrick / Salesforce CPQ competency
2017: AWS Partnership. Salesforce integrations using AWS.
2018: Launched joint venture with Pacific Apps to support iDialogue Generative AI platform
2019: Expanded support to DVBE IT projects in California
2020: Launched iDialogue for Salesforce with Pacific Apps
2021: Launched Cubic Compass Navigator: Data Tools for Salesforce
2025: Launched Agent Gallery for Salesforce (link)