Your Salesforce Should Drive Revenue — Not Create Headaches
We implement, optimize, and manage Salesforce so your sales, service, and marketing teams actually use it — and close more deals because of it.
End-to-End Salesforce Services
From greenfield implementation to complex integrations, we handle every layer of your Salesforce stack.
CRM Implementation & Setup
Stand up a Salesforce org that mirrors your real sales motion — not a demo environment nobody uses.
- Lead, contact & account architecture
- Opportunity stages & pipeline design
- Custom fields, objects & validation rules
- Role hierarchy & permission sets
- Email sync (Gmail / Outlook)
Flows, Automation & AI
Replace manual follow-ups and data entry with intelligent workflows that run 24/7.
- Flow Builder automation design
- Lead assignment & round-robin routing
- Auto-task creation & SLA enforcement
- Einstein Lead & Opportunity Scoring
- Approval processes & escalations
Analytics & Revenue Visibility
Build the dashboards leadership actually opens — and stop flying blind on pipeline health.
- Custom report types & joined reports
- Executive pipeline dashboards
- Forecast accuracy tracking
- Activity & rep performance metrics
- Einstein Analytics / CRM Analytics builds
System Integrations
Connect Salesforce to the rest of your stack so data flows in real time — no more spreadsheet syncing.
- HubSpot, Marketo & Pardot sync
- ERP integration (NetSuite, SAP, QuickBooks)
- Zapier, Make & native API builds
- DocuSign & CPQ configuration
- Data migration & de-duplication
Marketing Cloud & Pardot
Align your marketing engine with sales data so every campaign targets the right people at the right time.
- Journey Builder automation builds
- Engagement Studio (Pardot/MCAE) setup
- Lead scoring & grading models
- Sync with Sales Cloud leads/contacts
- Email templates & preference center
Einstein AI Activation
Put Salesforce’s AI to work — predictive scoring, generative emails, and automated next-best-action.
- Einstein Opportunity & Lead Scoring
- Einstein GPT / Copilot configuration
- Predictive forecasting setup
- Activity capture & conversation intelligence
- AI readiness audit & data quality fixes
Most Salesforce Orgs Are Leaking Revenue
The average Salesforce org uses less than 40% of its licensed features. Reps log data inconsistently. Managers can’t trust the pipeline. Marketing and sales run on different systems. Sound familiar?
We diagnose the gaps, fix the foundations, and build workflows your team will actually use — so your CRM becomes a revenue engine instead of an expensive contact database.
Start With a Free AuditEvery Salesforce Cloud Covered
We implement across the full Salesforce platform — not just Sales Cloud.
A Process Built for Fast ROI
We don’t do 6-month discovery phases. Here’s how we get you live and driving revenue fast.
Free CRM Audit (Week 1)
We review your current Salesforce org (or evaluate whether Salesforce is the right fit), identify revenue gaps, and deliver a written findings report — no cost, no commitment.
Strategy & Architecture (Week 1–2)
We map your sales process, define the data model, and design automation flows before writing a single line of configuration. This prevents costly rework.
Implementation & Build (Weeks 2–6)
We configure your org, build automations, migrate data, and connect integrations in sprints with weekly check-ins so you see progress in real time.
UAT & Training (Week 6–7)
Your team tests every workflow against real scenarios. We deliver role-based training sessions and recorded walkthroughs so adoption is immediate.
Go-Live & Ongoing Support
We stay on as your admin and strategic partner — handling changes, new automations, and quarterly optimization reviews as your business scales.
Transparent Pricing — No Surprises
All engagements include a free audit before any contract is signed.
- Sales Cloud setup (up to 10 users)
- Lead, contact & deal pipeline config
- 3 automated workflows (Flows)
- Email sync (Gmail or Outlook)
- 5 custom reports & 1 dashboard
- 2-hour team training session
- Marketing Cloud / Pardot
- Third-party integrations
- Sales Cloud (unlimited users)
- Full pipeline & forecasting setup
- 10 automated flows + approval processes
- 1 third-party integration (HubSpot / ERP)
- Einstein Lead Scoring activation
- Custom dashboards (exec + manager + rep)
- Data migration (up to 50K records)
- Full team training + recorded walkthroughs
- Multi-cloud (Sales + Service + Marketing)
- Pardot / MCAE full implementation
- Einstein AI (scoring, GPT, forecasting)
- Up to 3 system integrations
- CPQ or Revenue Cloud configuration
- CRM Analytics dashboards
- Unlimited data migration
- 90-day post-go-live support included
30-Day Satisfaction Guarantee
If your Salesforce org isn’t functioning exactly as scoped within 30 days of go-live, we fix it at no additional charge. We stand behind our implementations completely.
What You Actually Get
| Feature | Us | Random Freelancer | Big SI Firm |
|---|---|---|---|
| Free audit before commitment | ✓ | ✗ | ✗ |
| Fixed-price project scopes | ✓ | ✗ | ✗ |
| Go-live in under 6 weeks | ✓ | Sometimes | ✗ |
| Ongoing admin retainer option | ✓ | ✓ | ✗ |
| Dedicated point of contact | ✓ | ✓ | ✗ |
| Multi-cloud expertise | ✓ | Varies | ✓ |
| 30-day satisfaction guarantee | ✓ | ✗ | ✗ |