Salesforce Consultation
Salesforce Consultant & Managed Salesforce Services
Salesforce that works for your team—not the other way around
Salesforce is powerful, but without the right setup and ongoing support, it quickly becomes hard to use, poorly adopted, and a daily frustration for teams. Hiring a full in-house team is expensive and risky.
That’s the gap we fill.
How we help
We take ownership of Salesforce so it stays simple, usable, and aligned with how your business actually runs.
Salesforce Onboarding
Problem we solve
Teams feel overwhelmed on Day 1
Salesforce looks complex and confusing
Low adoption starts immediately
01
What we do
Set up Salesforce based on your business
Configure simple, distraction-free screens
Practical, step-by-step team training
Outcome
Faster adoption, fewer mistakes, and teams confident from the start.
👉 Best for new implementations
Salesforce Consultation
Problem we solve
Unsure if setup is "correct"
Feeling something is "off"
Random changes without a plan
02
What we do
Goal and challenge discovery
Full system and process review
Practical improvement roadmap
Outcome
Alignment with priorities and a clear direction instead of guesswork.
👉 Best for new implementations
Business Automation in Salesforce
Problem we solve
Repetitive manual work
Data updates depending on memory
Copy-paste and spreadsheet errors
03
What we do
Automate approvals and alerts
Reduce steps across Sales/Ops
Enforce workflow progression
Outcome
Faster adoption, fewer mistakes, and teams confident from the start.
👉 Best for new implementations
Salesforce Admin Support
Problem we solve
No daily owner for Salesforce
Issues piling up into blockers
High cost of in-house hires
04
What we do
Manage users, data, and health
Proactive issue resolution
Keep system clean and reliable
Outcome
Peace of mind and a stable environment teams can trust again.
👉 Best for teams without a full-time admin
Custom Development & Integrations
Problem we solve
Needs don't fit standard features
Manual workarounds everywhere
Disconnected external tools
05
What we do
Targeted custom code solutions
Extend core Salesforce workflows
Build future-proof integrations
Outcome
A system that fits your business perfectly, not a workaround.
👉 Best for complex/non-standard processes
📅 Not sure where to start?
You’ll leave with clear recommendations, not a sales pitch.