Implementation, Customization & Managed CRM Services
We design and deliver Salesforce solutions that accelerate sales, automate service, and power marketing growth. From initial setup and data migration to custom integrations and ongoing managed services — we make Salesforce work for your business.
Quick Setup
Fast Salesforce org setup, licensing guidance, and environment configuration to get your team productive.
Data Migration
Secure, validated migration from legacy CRMs, spreadsheets, or databases with deduplication and mapping.
Why choose us
- Certified Salesforce consultants
- Proven implementation playbooks
- Ongoing managed support and optimization
Integrations
Connect Salesforce to ERP, marketing automation, telephony and custom systems using APIs and middleware.
Our Implementation Process
A repeatable, transparent process focused on outcome, user adoption, and measurable ROI.
1. Assess
Discovery, stakeholder interviews, current systems audit.
2. Design
Solution architecture, object model, security, and UX design.
3. Build
Configuration, custom development, integrations, and automation.
4. Migrate
Data mapping, cleaning, test loads and final validation.
5. Launch
User training, change management, and go-live support.
6. Manage
Managed services: release management, support, and continuous improvement.
Our Services
Implementation & Setup
Org strategy, licensing, Salesforce Sales Cloud, Service Cloud, Experience Cloud, and custom apps.
Customization & Development
Apex, Lightning Web Components, flows, custom objects, and UI customization to match your processes.
Integration & APIs
Real-time and batch integrations using REST, SOAP, MuleSoft, and middleware.
Data Migration
ETL mapping, data cleansing, de-duplication, and validation to ensure data quality.
Training & Adoption
Role-based training, documentation, and user adoption plans to maximize ROI.
Managed Services
Proactive support, admin-as-a-service, release management, and performance monitoring.
Benefits You Can Expect
Faster Sales Cycles
Streamlined pipeline management and automation.
Improved Data Quality
Reliable reporting and informed decisions.
Lower IT Overhead
Managed services reduce admin burden and risk.
Higher Adoption
Training and change management increase user engagement.
Frequently Asked Questions
Implementation timelines vary by scope. Typical CRM implementations range from 6–12 weeks for standard Sales/Service Cloud setups to 3–6+ months for large-scale integrations and custom development.
Yes — we perform data discovery, cleansing, and migration. We also build integrations to ERP, marketing platforms, and other back-office systems.
Yes, we offer managed services and support for existing Salesforce users after go-live.