Salesforce implementation
Sales Cloud, Service Cloud, Experience Cloud, CPQ, and Marketing Cloud. We've built greenfield orgs and inherited messy ones.
Services / Salesforce & CRM
CRM that your sales team actually opens.
Most CRM implementations fail at the same place: usability for the people who type into it every day. We build CRM systems your AEs trust, your SDRs use, and your CFO can pull a forecast out of without an analyst.
9 yrs
Salesforce platform experience (median)
82%
Median field-rep adoption (90 days post-launch)
3.5×
Faster pipeline reporting vs. baseline
$0
Salesforce license fees we mark up
What it is
The work, plainly described.
Salesforce & CRM is the practice that builds revenue platforms — the systems where leads, opportunities, customers, and money actually live. We've done greenfield Salesforce implementations, decade-old org cleanups, HubSpot-to-Salesforce migrations, and Microsoft Dynamics customizations. We focus on the data model, the integrations, and the user experience — not on stuffing every product feature into the org.
Where it fits
- First Salesforce instanceYou're moving off spreadsheets or HubSpot Starter. We design for the org you'll have in 3 years, not the one you have today.
- Salesforce cleanupYour org is 8 years old, has 14,000 fields, and nobody knows what half of them do. We help you keep what works and retire the rest.
- Marketing/sales/service alignmentThree teams, three CRMs, one customer who's confused. We unify the data without forcing a single product.
- Enterprise integrationsSalesforce has to talk to your ERP, your billing system, your data warehouse, and your support platform. We make the integrations boring.
Capabilities
What we'll actually do.
Each of these is a deliverable category, not a buzzword bullet. We scope, build, and stay accountable for each one.
Custom development
Apex, LWC, Flow, and the integrations to systems Salesforce wasn't designed to talk to. We code only when configuration runs out.
Einstein & AI features
Lead scoring, opportunity health, next-best-action, and the new Agentforce capabilities — implemented with eval rigor, not vendor optimism.
Reporting & analytics
CRM Analytics, Tableau, and the dashboards your CFO will actually trust. Forecast accuracy you can defend to a board.
HubSpot & Dynamics
Not every problem is a Salesforce problem. We've implemented HubSpot for fast-growth orgs and Microsoft Dynamics for complex enterprise scenarios.
Migrations & consolidations
HubSpot-to-Salesforce, Pipedrive-to-Salesforce, multiple-org consolidation. Zero-data-loss migrations with cutover plans you can audit.
Process
How an engagement actually runs.
No mystery, no shifting goalposts. Five phases with measurable outcomes per phase.
Discovery & data model
Two-to-four weeks. We define the objects, the relationships, the role hierarchy, and the integration map. Signed off by ops and sales leadership.
Build
Sprint-based configuration and development. Sandbox demos every two weeks with the teams who'll use it.
Data migration
We migrate from your old system with deduplication, validation, and a parallel-run period. No surprise on go-live day.
Training & UAT
Role-specific training (AE, SDR, CSM, manager). UAT scenarios that mirror real workflows.
Hypercare
Six weeks of post-go-live daily support, with adoption tracking and weekly office hours.
Why us
Three things you should know.
Architects, not feature stuffers
We start with the data model, not the product roadmap. The boring data design is what makes the org last 5 years.
We say no to bad customizations
If a customization will hurt you in 18 months, we'll say so before we build it. Your org is yours — we'd rather be replaced for being honest.
Adoption is a deliverable
Training, change management, and adoption metrics are line items in our SOWs. Not afterthoughts.
Frequently asked
The questions everyone asks.
Are you a Salesforce partner?
Yes — we're a Salesforce Registered Consulting Partner with certifications across Sales Cloud, Service Cloud, Experience Cloud, and Platform Developer.
Can you take over an existing Salesforce org?
Yes, and we frequently do. We start with an org assessment — what works, what doesn't, what's technical debt — before recommending a path.
Do you mark up Salesforce licenses?
No. You buy licenses directly from Salesforce. We're paid for our work, not for license arbitrage.
How do you handle Salesforce DevOps?
Source-driven development with Salesforce DX, Git-based version control, and CI/CD using Copado, Gearset, or native tools — depending on your environment and team.
Do you do Marketing Cloud or Pardot/MCAE?
Yes for both. We're especially careful about scoping these — they're where most CRM implementations get over-promised.