Salesforce
that works for you.
We implement and optimize Salesforce so it matches your sales process — not the other way around. Clean architecture, reliable automation, and data your team actually trusts.
Salesforce built for your business.
From new implementations to org rescues — every Salesforce project is architected for scale, maintainability, and adoption.
Salesforce Implementation
Ground-up Salesforce deployment tailored to your sales process — custom objects, record types, page layouts, automation, validation rules, and reporting. Architected for scale from day one, not patched together.
Salesforce Optimization
Your Salesforce org is live but underperforming. Messy data, broken flows, unused features, and reports nobody trusts. We audit, clean up, and rebuild the parts that matter — so your team actually adopts it.
Sales Cloud
Lead management, opportunity tracking, forecasting, territory management, and CPQ. Your pipeline managed with precision.
Service Cloud
Case management, knowledge base, omni-channel routing, entitlements, and SLA tracking. Support that scales without adding headcount.
Marketing Cloud
Journey Builder, email automation, audience segmentation, and campaign analytics. Multi-channel marketing connected to your CRM data.
Custom Development (Apex/LWC)
When clicks can't solve it, code does. Custom Apex triggers, Lightning Web Components, Visualforce pages, and REST API integrations.
AppExchange Integration
Connect best-in-class AppExchange packages — CPQ, DocuSign, Conga, ZoomInfo, and more — configured and integrated into your workflows.
Data Migration & Cleanup
Migrate from HubSpot, Zoho, spreadsheets, or legacy systems. Deduplicate, normalize, and validate every record before go-live.
Built for teams that outgrew simple CRM.
Salesforce is powerful. But power without architecture is just expensive chaos. Here's who we help.
Enterprise sales teams
You have a complex, multi-stage sales process with territories, approvals, and forecasting needs. Salesforce is the platform built for your level of complexity.
Companies with complex sales processes
CPQ, approval hierarchies, territory assignments, multi-currency, and custom pricing models. You need a CRM that can handle your business rules without duct tape.
Businesses with existing Salesforce needing optimization
You've had Salesforce for years but it's become a mess — duplicate records, broken automations, abandoned fields. You need someone to clean it up and make it work again.
Teams needing Salesforce + third-party integration
Your Salesforce needs to talk to ERP, marketing platforms, billing systems, and custom internal tools. You need integrations that are reliable, documented, and maintainable.
From discovery to deployment in four phases.
Discovery & Architecture
We map your sales process, data model, integration requirements, and user roles. The output is a Salesforce architecture document — object model, automation strategy, security model, and integration blueprint.
Configuration & Development
We build your Salesforce org — custom objects, page layouts, record types, validation rules, Flows, and Process Builder automations. Where declarative tools hit their limits, we write Apex and Lightning Web Components.
Testing & Migration
Comprehensive testing in a sandbox environment — unit tests, integration tests, and UAT with your team. Data migrates from your old system with full deduplication, field mapping, and validation at every step.
Deployment & Enablement
Production deployment with rollback plans. Role-based training for admins, sales reps, and managers. Post-launch support to monitor adoption, fix edge cases, and iterate based on real usage patterns.
Questions we hear about Salesforce.
How long does a Salesforce implementation take?
A standard Salesforce implementation takes 6-12 weeks depending on complexity, number of Clouds, custom development requirements, and data migration scope. Simple Sales Cloud setups can go live in 4-6 weeks. Enterprise implementations with multiple Clouds, custom Apex development, and complex integrations may take 16-20 weeks.
Do we need a certified Salesforce partner?
You don't technically need a certified partner, but working with experienced Salesforce consultants prevents costly mistakes — bad data models, over-customization, and automation that breaks at scale. We've seen companies spend more fixing a bad implementation than they would have spent getting it right the first time.
Can you fix our existing Salesforce org?
Yes. Many of our engagements start with optimizing an existing Salesforce org — cleaning up data, fixing broken automations, consolidating redundant fields, redesigning page layouts, and improving reporting. We audit your current setup, prioritize fixes by business impact, and implement changes in phases so nothing breaks.
Should we use Salesforce or a simpler CRM?
Salesforce is the right choice for complex sales processes, enterprise-scale operations, or teams that need deep customization and AppExchange integrations. If your sales process is straightforward and your team is under 50 people, a lighter CRM like HubSpot or Zoho may deliver better ROI. We'll be honest about what makes sense for your business.
What does a Salesforce implementation cost?
Salesforce implementation projects typically range from $20K-$100K+ depending on the number of Clouds, custom Apex/LWC development, integrations, and data migration complexity. This is separate from Salesforce's license fees. We start with a paid discovery phase that produces a detailed architecture and scope before committing to a full build.
Ready to make Salesforce work harder?
Tell us about your sales process and current Salesforce setup. We'll map out the right architecture — Clouds, automations, integrations, and migration plan included.