Service / Salesforce
Your CRM should work for you.
Salesforce consulting that fixes broken workflows, automates lead management, and gives you real pipeline visibility. We also build on HubSpot and Pipedrive — the goal is leads that flow, not a platform invoice.
— SALESFORCE · HUBSPOT · PIPEDRIVE · N8N
What it looks like running.
Not a dashboard login we control —
an instance you own.
Salesforce Consulting — your CRM, kept clean and moving — every record enriched and routed.
0
LEADS LEFT UNTOUCHED
10+
HRS / REP / WEEK BACK
24H
MAX TIME TO FOLLOW-UP
What you get
What's in the build
One-time fee. Documented. Owned by you.
Lead Leakage Prevention
01Automated routing, follow-up triggers, and escalation rules. A lead that sits untouched for 24 hours generates a task; one that sits for 48 escalates to a manager.
Workflow Automation
02Lead scoring, assignment rules, follow-up sequences, and deal-stage progression built as resilient Flows — not fragile Process Builder rules that break on every change.
Stack Integration
03Salesforce connected to email, marketing automation, accounting, and project management. The CRM becomes the hub, not another silo to update.
Pipeline Visibility
04Dashboards that update in real time from data that lives in fields, not buried in notes. Know where revenue stands without building a report.
Automated Data Entry
05Activity logging, form syncing, and cross-platform data flows that eliminate manual entry. Reps sell; the CRM updates itself.
Use cases
Where it earns its keep
Lead Management
01Auto-assign by territory, deal size, or product interest. Stale opportunities escalate before they die. Calls and emails log without reps touching the CRM.
Workflow Repair
02We audit existing automations, rebuild fragile rules as robust Flows, add error handling, and document everything so your team can maintain it.
Full-Stack Integration
03Sync with QuickBooks or Xero, connect Mailchimp or ActiveCampaign, integrate Asana or Monday, and build custom API connections for proprietary systems.
Forecasting & Reporting
04Forecasts built on actual stage conversion rates, alerts when deals stall, and rep activity tracking that does not require micromanaging.
Five phases. Thirty days to live.
Our process →01
Discover
Ops audit, process maps, ROI ranking.
02
Design
Architecture and tool picks — approved first.
03
Build
Constructed and tested against every edge case.
04
Launch
Deployment, training, real adoption.
05
Optimize
Monitoring, monthly reports, new wins.
Questions
Salesforce Consulting — FAQ
What do your Salesforce consulting services include?
Implementation, customization, workflow automation, integration, and ongoing optimization. The focus is making the CRM serve your sales process — automated lead management, leakage prevention, and real-time pipeline visibility — rather than generating busywork.
We're not on Salesforce. Can you still help?
Yes. We build on Salesforce, HubSpot, and Pipedrive, and we recommend platforms based on your sales process, not vendor relationships. Salesforce wins on customization, HubSpot on marketing alignment, Pipedrive on simplicity for small sales teams.
What does a CRM project cost?
A typical automation build is $7,500, one time, with ongoing costs limited to the model provider if AI is involved — $30 to $150 a month. No big-firm overhead, no enterprise minimums. Most clients break even around week 10 on recovered rep time alone.
How do you stop leads from slipping through the cracks?
Three layers: automated routing so every lead has an owner in seconds, follow-up tasks that fire when a lead goes untouched, and manager escalation before opportunities go cold. Black holes are a process problem, and processes can be automated.
Will my team actually use it?
Adoption follows usefulness. We build around how your team sells — automatic logging, fewer required fields, dashboards they actually want — instead of how a software vendor thinks they should. When the CRM saves reps 10 hours a week, nobody needs to be persuaded.
Keep exploring
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Salesforce Consulting near you
Prove the math
Where we go from here
Start with a call.
Thirty minutes, no pitch deck. We map your operations, find the friction, and show you where automation actually earns its keep. If there's no fit, we'll say so.
No subscription.
No lock-in.
No surprise invoices.