Salesforce implementation, set up right the first time
A rushed setup turns into years of workarounds. We design your org around how your team actually sells and serves, migrate your data cleanly, and train people so they use it from day one.
What you get
- Discovery workshops with each team that will use Salesforce
- Data model, record types and page layouts
- Roles, profiles and permission sets built on least privilege
- Core automation in Flow
- Data migration with deduplication and validation
- Reports and dashboards for managers
- Role-based training and a go-live plan
You probably need this if
- You're moving off spreadsheets, HubSpot, Zoho or another CRM
- You bought Salesforce licenses but adoption is low
- Your first implementation was rushed and nobody trusts the data
- You're adding a new cloud, like Service Cloud or Experience Cloud
What an implementation usually covers
Sales Cloud launch
Leads, opportunities, quotes and forecasting configured to your sales stages, with a pipeline dashboard for leadership.
Service Cloud launch
Case routing, email-to-case, entitlements and a knowledge base so support has one place to work.
Rescue and reimplementation
An audit of an existing org, then a cleanup plan that fixes the data model without losing history.
Assess, plan, build, launch
Assess
We review your org, talk to the people who use it, and list what's slowing them down.
free · about 1 weekPlan
You get a written scope, timeline and price. No open-ended hourly surprises.
written proposalBuild
Short sprints in a sandbox, with a demo every week so you see progress early.
weekly demosLaunch and support
Tested deployment, training for your team, and support after go-live.
post-launch careCommon questions
How long does an implementation take?
Most small and mid-size implementations take 6 to 12 weeks. We give you a fixed timeline after the free assessment.
Can you migrate our data from another CRM?
Yes. We map fields, clean and deduplicate records, run a test load in a sandbox, and only then load production.
Do we need to buy licenses through you?
No. You buy licenses from Salesforce directly. We can help you choose editions and add-ons so you don't overbuy.
Often paired with
Flow automation
Approvals, assignments and record updates that run on their own, built in Flow so your admins can maintain them.
- Lead and case routing
- Approval processes
- Workflow Rule and Process Builder migration
Agentforce and GPT
AI agents that triage cases, draft replies and summarize records, grounded in your own Salesforce data.
- Agentforce agent design
- Einstein and GPT integrations
- Prompt templates and guardrails
Custom Lightning apps
Fast, modern screens in Lightning Web Components backed by tested Apex, for the jobs configuration can't handle.
- LWC and Apex development
- API integrations
- Code review and test coverage
Starting fresh or starting over?
Book a free org assessment. We'll look at how your team uses Salesforce today and show you where the quickest wins are.