Our Services
Pragmatic Salesforce solutions for organizations seeking technical expertise without large-firm complexity.
Salesforce Architecture
Design a Salesforce foundation that supports where your business is going. We provide solution architecture, technical roadmaps, platform strategy, governance, and experienced guidance for complex technical decisions.
✓ Solution design & architecture
✓ Technical roadmaps
✓ Platform strategy & governance
✓ Scalability & best practices
✓ Expert second opinions
Custom Salesforce Development
Extend Salesforce when standard configuration isn't enough. We build custom functionality using Apex, Lightning Web Components, and modern platform capabilities to solve complex business requirements.
✓ Apex & Lightning Web Components
✓ Custom applications & components
✓ Complex business logic
✓ UI/UX enhancements
✓ Ongoing development support
Integrations & APIs
Connect Salesforce with the systems your business depends on. We design, build, and troubleshoot secure integrations using APIs, middleware, authentication, data synchronization, and scalable integration patterns.
✓ REST/SOAP API development
✓ Middleware integrations
✓ Third-party system integrations
✓ Data synchronization
✓ Integration troubleshooting
Automation & Process Design
Turn complicated or manual processes into scalable Salesforce automation. We use Flow, approvals, orchestration, routing, and thoughtful process design to improve efficiency without creating unnecessary complexity.
✓ Flow & approval automation
✓ Process analysis & redesign
✓ Orchestration
✓ Lead routing & assignment
✓ Replace fragile manual processes
Salesforce Optimization
Get more from the Salesforce investment you already have. We assess existing implementations, simplify legacy automation, resolve architectural issues, improve performance, and make complex orgs easier to maintain and extend.
✓ Org assessments & audits
✓ Technical debt cleanup
✓ Performance optimization
✓ Automation refactoring
✓ Long-term maintainability
Sales Cloud & CRM Solutions
Build sales processes around how your organization actually works. We design and optimize lead, account, contact, opportunity, pipeline, activity, reporting, and workflow solutions that help teams use Salesforce effectively.
✓ Lead management
✓ Pipeline & forecast design
✓ Account & contact strategy
✓ Sales process automation
✓ Dashboards & reporting
Data, Reporting & Analytics
Turn Salesforce data into information people can actually use. We help with data architecture, migrations, cleanup, quality, reporting, dashboards, duplicate management, and solutions that provide clearer business insight.
✓ Data architecture & design
✓ Data migration & cleanup
✓ Reporting & dashboards
✓ Duplicate management
✓ Actionable business insights
Marketing Automation / Pardot
Connect marketing activity with the sales process using Salesforce Account Engagement / Pardot. We help with lead capture, forms, scoring and grading, segmentation, nurture automation, campaign strategy, and marketing-to-sales handoff.
✓ Form design & lead capture
✓ Lead scoring & grading
✓ Nurture campaigns
✓ Segmentation
✓ Sales handoff & ROI reporting