Salesforce Consulting Services Tailored to Your Business

Salesforce Implementation & Setup

Starting with Salesforce can feel overwhelming, but it doesn't have to be. We handle the full implementation process so you can focus on running your business while we build the CRM foundation you need.

Our implementation process starts with a deep-dive discovery session where we map out your current workflows, identify bottlenecks, and define what success looks like for your team. From there, we configure Salesforce to match your operations by setting up custom objects, fields, page layouts, and record types that reflect how your business actually works. We also handle user roles, permission sets, and security settings so your data stays organized and protected from day one.

Whether you're moving from spreadsheets, switching from another CRM, or starting fresh, we'll get your Salesforce environment production-ready without the headaches.

Discovery and requirements gathering

Custom object and field configuration

User roles, profiles, and permission sets

Page layout and Lightning app design

Data validation rules and record types

Initial user training and documentation

Workflow & Process Automation

Manual processes eat into your team's productivity every single day. We design and build Salesforce automation that eliminates repetitive tasks, reduces human error, and lets your team focus on the work that actually moves the needle.

Our automation services cover the full spectrum of Salesforce tools: Flow Builder for complex multi-step processes, approval processes for deal sign-offs and expense requests, and automated email alerts that keep your team and customers informed at every stage. We also build assignment rules, escalation paths, and scheduled automations that run in the background so nothing falls through the cracks.

Every automation we build is documented and tested thoroughly before going live, and we walk your team through exactly how it works so you're never dependent on us to make changes down the road

Lead assignment and routing rules

Opportunity stage automation and alerts

Approval workflows for quotes, discounts, and contracts

Automated email sequences and task creation

Scheduled flows for data cleanup and reporting

Complex multi-object automations with Flow Builder

Data Migration & Integration

Switching to Salesforce means your existing data needs to come along cleanly. We manage the entire migration process, from legacy CRMs, spreadsheets, or databases ensuring your records arrive in Salesforce accurate, deduplicated, and properly mapped. We also help connect Salesforce to the tools you already use like email platforms, accounting software, marketing tools, and more so your data flows seamlessly across your tech stack without manual entry

Source data audit and quality assessment

Field mapping and data transformation planning

Test migrations with validation checkpoints

Duplicate detection and merge strategy

Full production migration with rollback plan

Post-migration verification and cleanup