Services
Implementation
We design and implement Salesforce solutions that support your business processes and strategy. From setup to configuration, we ensure the system works the way your team works.
What this includes:
Setting up Salesforce Sales Cloud and Service Cloud in a way that reflects how your teams actually work
Designing objects, fields, and page layouts that support your real business processes (not generic templates)
Building automations with Flows, validation rules, and approvals to reduce manual work
Connecting Salesforce with tools your teams already use, such as Pardot, Mailchimp, Jira, Hubspot and similar
Improving the user experience so Salesforce feels simpler, not heavier
Creating reports and dashboards that give leadership real visibility into pipeline and performance
Automation
We use automation to remove busywork, reduce errors, and make your processes easier to follow. The goal is simple: less manual effort for your team and more consistency across the business.
Our focus areas include:
Automating key steps in your sales and service processes so work flows naturally
Building dashboards that give clear visibility into pipeline, activity, and performance
Setting up automated reports and notifications so the right people stay informed
Improving sales processes so stages, handoffs, and responsibilities are clearly defined
Structuring lead management and routing so prospects don’t fall through the cracks
Adding validation and safeguards to protect data quality over time
Data Migration & Duplicate Cleanup
We manage data migrations from legacy systems into Salesforce with care and attention to detail, so you start with clean, reliable data you can trust from day one.
What this typically includes:
Extracting data from legacy systems and mapping it properly to Salesforce
Cleaning up messy data and removing duplicates before anything is imported
Testing migrations to confirm accuracy before final deployment
Preserving relationships between records so reporting and history still make sense
Putting basic backup and recovery practices in place to protect your data
Training & Support
We help your team feel confident using Salesforce, whether they are end users, managers, or internal administrators. The focus is practical adoption, not theoretical training.
Our support typically includes:
Hands-on training for admins and end users tailored to your setup
Clear process documentation your team can actually use
Guidance on releases, changes, and ongoing improvements
Post-go-live support
Regular health checks with clear recommendations
Ongoing Support
Fractional Salesforce & RevOps
Not every company needs a full-time Salesforce hire, but many need someone senior who understands both the system and the business behind it.
We act as your ongoing Salesforce and Sales Operations partner, helping you keep the system healthy, aligned with your processes, and evolving as your business grows.
This typically includes:
Acting as your trusted Salesforce owner without the cost of a full-time hire
Supporting your internal team with ongoing improvements and troubleshooting
Adjusting processes, automation, and reporting as your business changes
Reviewing new requests from Sales and leadership and translating them into Salesforce solutions
Proactively identifying issues before they become problems
Providing strategic guidance, not just technical fixes