Maximize Your Salesforce Investment with Expert Managed Services

The Cost of an Underperforming CRM

Most Salesforce environments don’t fail because of missing features. They fail because the system doesn't support how your business actually moves. We solve the three pillars of CRM failure:

Revenue Leakage

Leads are forgotten and follow-ups are missed because the UI is too clunky for reps to maintain.

Executive Blindness

Forecasts change weekly and leadership is "flying blind" because the data is trapped in shadow systems like Excel or personal notes.

Operational Friction

Your highest-paid sales reps are wasting 20% of their week on manual data entry and spreadsheet exports instead of driving revenue.

Two Clear Paths to Salesforce Excellence

Part A

Salesforce CRM Onboarding & Implementation

For organizations adopting Salesforce for the first time. We design your environment to match your specific business logic, ensuring you don’t build technical debt on Day 1.

✔ Salesforce Migration: Seamless transition from spreadsheets or legacy CRMs with 100% data integrity.

✔ Strategic Architecture: A custom data model designed seamless for your specific Sales-to-Success handoffs.

✔ User Enablement: Role-based training that ensures high adoption rates from the first login.

Part B

Salesforce Managed Services & Optimization

For organizations fixing, scaling, or professionalizing an existing Salesforce org. We take ownership of the system, acting as your proactive Salesforce Administration and RevOps team.

✔ Data Integrity & Executive Visibility: Standardize your data, eliminate system bloat, and unlock high-fidelity reporting leadership can actually trust.

✔ Advanced Automation: Moving beyond basic tasks to complex Salesforce Integration and AI-driven workflows (Agentforce).

Lifecycle Spotlight: Support & Success Ops

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Beyond the Sales Cycle: Salesforce isn't just for closing deals—it’s for keeping them.

We help Customer Success & Support Leaders turn their departments into profit centers by automating the post-sale journey:

Renewal & Expansion

Automated workflows for renewals and "Early Warning" alerts for churn risks.

Upsell/Cross-Sell Visibility

Automated workflows for renewals and "Early Warning" alerts for churn risks.

Support Operations

Automated workflows for renewals and "Early Warning" alerts for churn risks.

Strategic Outcomes: Moving from Chaos to Control

We don't just "close tickets." We own the business outcomes that matter to senior leaders:

Reliable Forecasting

Dashboards that provide a single source of truth & board-ready data for Sales and Retention.

Data Integrity

A system where fields are standardized, duplicates are gone, and every record is actionable.

Compressed Sales Cycles

Automation that removes bottlenecks in approvals and handoffs and ensures no lead is left behind.

Reliable Forecasting

Dashboards that provide a single source of truth & board-ready data for Sales and Retention.

The Bostrox Difference: Business-First, Not Tool-First

We Own Outcomes

We don't wait for you to tell us what’s broken. We proactively identify the gaps and reporting opportunities.

Full-Lifecycle RevOps Alignment

We treat Salesforce as a unified growth engine, optimizing configurations to drive immediate sales velocity while securing long-term customer retention.

Predictable Execution

We don't wait for you to tell us what’s broken. We proactively identify the gaps and reporting opportunities.

How We Work: A Predictable Path Forward

Discovery & Audit

We perform a deep dive into your data health, process gaps, and reporting requirements

The Roadmap

You receive a prioritized plan focused on immediate ROI, data accuracy, and long-term system stability.

Proactive Execution

Our team of Salesforce Admins and Consultants deploy changes without disrupting your daily operations.

Continuous Growth

We ensure Salesforce evolves as your business grows, keeping your data clean and your reports accurate.

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Ready to Professionalize Your CRM Operations?

Most CRM problems compound quietly. The longer they exist, the more expensive they become to fix. Let’s build a system that actually supports your growth.