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.
We diagnose the gaps, fix the foundations, and build workflows your team will actually use.
Start With a Free AuditEvery Salesforce Cloud Covered
A Process Built for Fast ROI
We don’t do 6-month discovery phases.
Free CRM Audit (Week 1)
We review your org, identify revenue gaps, and deliver a written findings report at no cost.
Strategy & Architecture (Weeks 1–2)
We map your sales process and design automation flows before touching any configuration.
Implementation & Build (Weeks 2–6)
Sprint-based build with weekly check-ins so you see progress in real time.
UAT & Training (Week 6–7)
Role-based training sessions and recorded walkthroughs for immediate adoption.
Go-Live & Ongoing Support
We stay on as your admin and strategic partner 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
- Email sync (Gmail or Outlook)
- 5 custom reports & 1 dashboard
- Marketing Cloud / Pardot
- Sales Cloud (unlimited users)
- Full pipeline & forecasting setup
- 10 automated flows + approvals
- 1 third-party integration
- Einstein Lead Scoring
- Custom dashboards (exec + manager + rep)
- Data migration (up to 50K records)
- Multi-cloud (Sales + Service + Marketing)
- Pardot / MCAE full implementation
- Einstein AI (scoring, GPT, forecasting)
- Up to 3 system integrations
- CPQ or Revenue Cloud config
- 90-day post-go-live support
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.