Salesforce Services

Salesforce services building blocks

Data Migration Is Where Most Implementations Fail. Quietly.

Poor data quality doesn’t announce itself with error messages—it shows up six months later when forecasts are wrong and reports don’t match reality. We map legacy systems, validate transformation logic, and test migration accuracy before production. Your business decisions depend on getting this righ

Data Foundation & Migration

What we do:

Pre-migration data cleanup:

  • Identify duplicate records across all objects (contacts, accounts, leads, opportunities)
  • Standardize company names, address formats, phone numbers
  • Fill in critical missing fields through research and enrichment services
  • Archive obsolete records that shouldn’t migrate

Data governance framework design:

  • Define required fields for each object
  • Create validation rules to prevent bad data entry
  • Build picklists to replace free-text fields
  • Establish naming conventions and formatting standards
  • Design deduplication rules and matching logic

Migration execution:

  • Map fields from source systems to Salesforce
  • Transform data to meet governance standards
  • Test migration with sample data before full import
  • Execute migration with rollback capability
  • Post-migration verification and cleanup

Ongoing governance:

  • Train data stewards in each department
  • Set up quarterly data health monitoring
  • Create dashboards showing data quality metrics
  • Establish processes for handling duplicate prevention

When you need this:

Your reports are unreliable because the data is incomplete or inconsistent. Your team doesn’t trust the system because they find errors constantly. You’re about to migrate from a legacy system and want to avoid importing garbage. You’ve already migrated and realize the data is a mess.

Timeline: 4-8 weeks depending on data volume and complexity
Investment: $15,000 – $30,000

Your Sales Team Avoids the CRM Because It Doesn’t Match How They Actually Sell.

When CRM workflows force reps into processes that don’t reflect reality, they work around the system instead of with it.

We map your actual sales cadence — discovery calls, demos, proposals, negotiations — then configure Salesforce to support that cadence.

Adoption happens when the system makes their job easier, not harder.

Sales Process & Cadence Alignment

What we do:

Discovery & mapping:

  • Interview your sales team to understand how they actually work
  • Map the different sales cadences currently in use
  • Identify where the current Salesforce configuration forces unnatural workarounds
  • Document what data you actually need to forecast and manage effectively

Sales stage redesign:

  • Create flexible stages that capture consistent data while allowing different approaches
  • Define clear entry/exit criteria for each stage
  • Build supporting automation that helps rather than hinders
  • Design dashboards that give visibility without micromanaging

Supporting infrastructure:

  • Email templates for common scenarios
  • Task automation for routine follow-ups
  • Activity tracking that doesn’t feel like surveillance
  • Lead and opportunity scoring based on real conversion factors

Training & rollout:

  • Training showing how the system supports each person’s approach
  • Quick reference guides for common workflows

When you need this:

Your sales team treats Salesforce like a burden instead of a tool. Your forecast accuracy is terrible. Sales reps maintain their own spreadsheets because they don’t trust the CRM. You have high rep turnover and need consistent onboarding. You’re scaling the team and need process consistency.


The reality: Every sales organization has hunters, farmers, and relationship builders. Forcing them all into one rigid process kills adoption. We build systems that flex while still giving you the data you need.


Timeline: 6-10 weeks
Investment: $25,000 – $45,000

Your ERP and CRM Don’t Agree on What a ‘Customer’ Is.

When different systems define core entities differently — customer, product, order — integration becomes translation chaos. You need to establish master data management frameworks that define single sources of truth, create data dictionaries across platforms, and build mappings that preserve meaning as data moves between systems.

Enterprise Integration Architecture

What we do:

Current state assessment:

  • Document all systems that should share data with Salesforce
  • Map current integrations (official and unofficial)
  • Identify where manual data transfer is happening
  • Analyze where data discrepancies occur between systems

Integration design:

  • Design bidirectional data flows where appropriate
  • Define master records for each data type
  • Build conflict resolution rules
  • Determine real-time vs. batch sync requirements
  • Plan for error handling and monitoring

Implementation:

  • Build or configure integrations (API direct, middleware, iPaaS)
  • Test data flows in sandbox environment
  • Create monitoring dashboards
  • Set up alerts for integration failures
  • Document data mapping for future maintenance

Common integrations we handle:

  • ERP systems: Salespad, Microsoft Dynamics, Custom builts
  • Accounting: QuickBooks, Xero, Sage
  • E-commerce: Shopify, Magento, WooCommerce, BigCommerce
  • Marketing: Pardot, Marketing Cloud, HubSpot, Marketo
  • Customer service: Zendesk, Freshdesk, Help Scout
  • Custom systems: Internal tools, legacy databases

When you need this:

You’re re-entering data across multiple systems. Your inventory data doesn’t match between sales and operations. Orders get lost between sales and fulfillment. Your team spends hours reconciling discrepancies between systems. You have no single source of truth.

Platform-agnostic approach: We don’t care if you’re running SAP, NetSuite, QuickBooks, or a custom ERP. We connect what you have, not what we wish you had.

Timeline: 8-16 weeks depending on number and complexity of integrations
Investment: $35,000 – $100,000

Nobody Knows Why It Was Built That Way. And That’s the Problem.

Undocumented customization creates risk and vendor dependency. When the original builder leaves, knowledge walks out with them.

We reverse-engineer existing systems, document decision rationale, and create runbooks your team can actually use.

You should own your system’s logic, not rent it from consultants

System Optimization & Technical Debt Reduction

What we do:

Customization audit:

  • Inventory all custom Apex code, Lightning components, and Visualforce pages
  • Document what each customization does and whether it’s still needed
  • Identify which customizations are causing performance issues
  • Assess maintainability and upgrade risk

Refactoring priorities:

  • Replace custom code with standard features where possible
  • Consolidate duplicate automations
  • Remove unused custom fields and objects
  • Simplify complex workflows and flows

Documentation:

  • Create architecture documentation for what remains
  • Document business logic in custom code
  • Build runbooks for common maintenance tasks
  • Transfer knowledge from departing consultants

Performance optimization:

  • Identify and fix slow-loading pages
  • Optimize reports and dashboards
  • Reduce API usage to avoid governor limits
  • Clean up unused data that’s slowing the system

When you need this:

Every Salesforce release breaks something. Your original consultant is gone and nobody knows how anything works. Pages are slow to load. You’re hitting governor limits. You’re afraid to touch anything because you don’t know what it will break. You’re spending more on maintenance than new features.

Timeline: 6-12 weeks
Investment: $30,000 – $60,000