Salesforce & CRM
Salesforce and CRM architecture, automation, integrations, migration, and custom development. We build systems your sales, service, and operations teams actually use.
What we build
CRM Architecture
Org design, objects, roles, security, governance, and release planning that keep the CRM usable as business processes evolve.
Custom Development
Business logic, custom UI, reusable components, batch processes, and extensions when configuration alone is not enough.
Integration Architecture
Connect CRM to ERP, billing, support, marketing, portals, data warehouses, and custom systems with reliable sync patterns.
Data Migration & Cleanup
Moving to Salesforce or consolidating duplicates? We'll handle mapping, validation, and testing.
Multi-Cloud & CRM Strategy
Sales, service, commerce, experience, marketing, and partner workflows connected around one customer operating model.
Training & Documentation
Your team needs to own the system. We'll document solutions and train admins and developers.
CRM capability coverage
Salesforce has its own platform rules, but the work still spans product thinking, data, integration, automation, governance, and adoption.
Platform Engineering
- Custom logic and UI
- API and event integrations
- Batch and scheduled work
- Testing and release controls
- Performance tuning
Configuration & Governance
- Objects, fields, and permissions
- Workflow and approval design
- Security and sharing models
- Validation and data quality
- Admin handover
Data & Integrations
- ERP and billing sync
- Data migration and cleanup
- Middleware and iPaaS flows
- Warehouse and analytics feeds
- Event-based integrations
Common engagements
Salesforce Implementation
First-time Salesforce deployment. We'll design the org, configure objects/fields, and train your team.
Workflow Automation
Manual processes are slow. We build Flows, Apex triggers, and batch jobs to automate what slows you down.
System Integration
Data stuck in silos? We'll integrate Salesforce with ERP, HRM, billing, and custom systems.
Salesforce Org Health
Your org is fragile or slow. We'll audit, optimize, and document it for the next team.
What we won't do
- ✗Custom development that could be configured. We'll always recommend using Salesforce's native tools first.
- ✗Leave technical debt behind. We document code, write tests, and follow Salesforce best practices.
- ✗Build systems your team can't understand. Code is documented. Training is included.
Need Salesforce expertise?
Let's talk about your Salesforce goals, current challenges, and what success looks like.
Schedule a Discovery Call