Salesforce Consulting & Implementation
Salesforce is the most powerful CRM on the market. It’s also one of the most underutilized.
Most businesses use maybe 20% of what Salesforce can do. They’re paying enterprise prices for a glorified contact list. We fix that—implementing, customizing, and optimizing Salesforce so it actually drives revenue instead of just storing data.
Salesforce Services
Implementation
New to Salesforce? We’ll set it up right the first time—configured for how your business actually works, not how Salesforce thinks you should work.
- Sales Cloud, Service Cloud, Marketing Cloud setup
- Custom objects and fields for your business model
- Lead and opportunity pipeline configuration
- User roles, permissions, and security
- Data migration from your current CRM or spreadsheets
- Integration with email, calendar, and other tools
Customization
Off-the-shelf Salesforce doesn’t fit anyone perfectly. We customize it to match your processes.
- Custom workflows and approval processes
- Automated lead assignment and routing
- Custom reports and dashboards that show what matters
- Email templates and sequences
- Quote and proposal generation
- Customer portal and community setup
Integration
Salesforce should be your single source of truth. We connect it to everything else.
- Marketing automation (HubSpot, Marketo, Pardot)
- Accounting (QuickBooks, Xero, NetSuite)
- Support (Zendesk, Intercom, Freshdesk)
- E-commerce (Shopify, WooCommerce, Magento)
- Custom APIs and proprietary systems
Optimization
Already on Salesforce but not getting value? We’ll audit your setup and fix what’s broken.
- CRM health check and gap analysis
- Data cleanup and deduplication
- Process improvement and automation
- User adoption training
- Report and dashboard optimization
- Performance tuning
Why Work With Us vs. Big Salesforce Partners?
| Big Consulting Firms | AutomateNexus |
|---|---|
| $300-500/hour rates | SMB-friendly pricing |
| Junior consultants on your project | Senior experts from day one |
| 6-18 month implementations | 60-90 day delivery |
| Cookie-cutter “best practices” | Custom to your business |
| Hand you documentation and leave | Train your team, stay available |
Common Problems We Solve
“Our sales team won’t use Salesforce”
Usually because it’s configured poorly and creates more work than it saves. We streamline data entry, automate updates, and make Salesforce actually useful.
“We can’t trust our reports”
Garbage in, garbage out. We fix data quality issues, implement validation rules, and build reports that reflect reality.
“Leads keep falling through the cracks”
We implement automated lead routing, follow-up sequences, and alerts so nothing gets missed.
“We’re paying for features we don’t use”
We audit your license, identify what you’re not using, and either implement it or recommend downgrades.
Our Approach
- Discovery — Understand your sales process, pain points, and goals
- Design — Map the ideal Salesforce configuration for your business
- Build — Configure, customize, integrate, and migrate data
- Train — Get your team comfortable and confident
- Support — Ongoing optimization as your business evolves
Who This Is For
- Growing businesses implementing Salesforce for the first time
- Teams frustrated with a poorly configured CRM
- Sales leaders who need better visibility into pipeline
- Operations managers connecting Salesforce to other systems
Get More From Salesforce
Schedule Your Free CRM Consultation →
We’ll review your current setup (or requirements), identify quick wins, and outline a path to getting real value from your Salesforce investment.
