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Salesforce

Salesforce that works the way your sales team works — not the other way around

Get a quote All services

Built with

Salesforce
Sales Cloud
Service Cloud
Apex
SOQL

Technologies & tools

Stripe Stripe
TypeScript TypeScript
PostgreSQL PostgreSQL
71%
CRM adoption rate post-implementation

vs 26% industry average — across implementations we've delivered

What's included

What salesforce includes

01

Sales Cloud & CRM Configuration

Lead and opportunity management, pipeline stages, forecasting, and sales process automation configured around how your team sells.

02

Custom Objects & Flows

Custom Salesforce objects, fields, validation rules, and Flow automation for processes that don't fit standard CRM.

03

AppExchange & Integrations

AppExchange app selection and integration, plus custom API connections to your ERP, marketing stack, and billing systems.

04

Reporting & Dashboards

Sales dashboards, pipeline reports, and activity tracking that give managers real visibility without manual data pulls.

How it works

Our process

  1. 01

    Sales Process Audit

    Map your current sales process, data model, and reporting needs before touching the Salesforce org.

  2. 02

    Org Setup & Configuration

    Configure Sales Cloud, set up objects, fields, page layouts, user profiles, and permission sets.

  3. 03

    Custom Development

    Build Apex code, Lightning components, and Flow automations for requirements beyond point-and-click configuration.

  4. 04

    Data Migration

    Clean, deduplicate, and migrate your existing contacts, accounts, and historical deal data into Salesforce.

  5. 05

    Training

    Role-specific training for reps, managers, and admins — plus documentation so your team can self-serve common changes.

You might also need

Related services

Custom Software

Bespoke software built around your exact workflows and processes

Zapier & Make

Connect your tools and automate the workflows eating your team's time

Email Marketing

Email sequences that nurture leads, retain clients, and turn subscribers into repeat buyers
Industries we serve

Built for your sector

Finance & Fintech

Wealth management, insurance, and B2B fintech sales processes in Salesforce.

Real Estate & PropTech

Property sales pipelines, agent management, and client relationship tracking.

E-commerce & Retail

B2B retail sales, key account management, and distributor relationship management.

Healthcare & Medtech

Medical device sales, healthcare B2B, and patient relationship programs.

Logistics & Supply Chain

Freight sales, key account management, and contract renewal automation.
Common questions

FAQ

Essentials ($25/user/month) is designed for small teams — it covers basic sales pipeline and contact management but lacks advanced automation, custom reporting, and API access. Enterprise ($165/user/month) unlocks workflow automation, custom objects, full API, and advanced analytics. For most growing B2B businesses, Enterprise or Professional is the right choice. We'll model the ROI for your team size.
A basic Sales Cloud setup for a small team (under 20 users, standard objects) takes 4–8 weeks. A full implementation with custom objects, Apex development, integrations, and data migration for a larger team runs 12–20 weeks. We phase the rollout so your team is productive in Salesforce early, not waiting for a big bang go-live.
Yes. We've migrated data from HubSpot, Pipedrive, Zoho, Sugar CRM, and spreadsheets into Salesforce. The process involves data cleaning and deduplication, field mapping, and a validation run before the final migration. We maintain your old CRM in parallel during a transition period so nothing is lost.

Ready to start your salesforce project?

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