CRM & SALES OPERATIONS
Salesforce Consulting
Most Salesforce orgs we see try to track everything. We help you figure out what's worth tracking, then build around how your team sells.
Sound familiar?
Your reps keep a spreadsheet on the side
When the system takes longer than the workaround, people use the workaround. Your pipeline moves onto somebody’s laptop and you find out in the middle of a forecast call.
Nobody trusts the reports
Three dashboards, three answers, same quarter. It’s usually duplicates, or opportunities nobody ever closed out, or one field that means different things to sales and finance.
It fits the company you were in 2019
You’ve added a product line since then and changed how deals move. The stages didn’t change with you.
Your admin left
There are flows nobody can explain and validation rules that fire at inconvenient moments. Nothing’s broken enough to force the issue.
What we do
First-time implementations, built around how you sell rather than around a template
Cleanup: duplicates, dead records, fields nobody’s filled in since 2021
Objects, fields, page layouts and record types that match how you sell now
Automation built in Flow, and documented so the next person can follow it
Reports and dashboards your executives will read
Migrations, into Salesforce or out of something you’ve outgrown
Integrations through the AppExchange
Training and documentation, because that’s where most of this succeeds or fails
If you need a Salesforce developer to write a lot of custom Apex code, we're not the right hire, and we'll tell you that in the first conversation. Our work is what a strong senior admin does: anything that can be configured with little or no code. For most businesses, that goes further than they expect.
Case study
Schoolcraft College
Schoolcraft's Workforce & Economic Development team needed one Salesforce setup the whole department could share. We built custom objects for their community events, student placements and contract training, added a department dashboard, and trained the team to use it. The full story is on the Workforce Development page.
How a project works
Free working session
You show us what you have and where it's falling short, and we talk through how we'd handle it. No obligation.
Proposal
If it makes sense to keep going, we send a proposal with the scope and timeline. You can choose a fixed price for a defined project, or hourly if you'd rather have us as a fractional part of your team. Most first projects take three to four weeks. A full migration from another CRM takes longer.
Build and handoff
We check in with you along the way, so there are no surprises at the end. Then we document everything and train your team, so you can run it without us. Plenty of clients call us back for the next project, but they don't have to.
Questions we get asked
How is this different from hiring an admin?
A senior admin in Michigan costs six figures, and most teams our clients’ size don’t have enough work to fill the role. We come in for the project, build it properly, document it, and train whoever looks after it day to day. Some clients bring us back twice a year, some keep us on hourly as a fractional admin, and some never need us again.
Do you write Apex?
No. We do senior admin work: objects, fields, permissions, page layouts, flows, reporting, dashboards, AppExchange integrations. Anything configurable with little or no code. If what you need genuinely requires custom development, we’ll say so early and help you scope it for someone who does it.
Our data’s a mess. Should we clean it up before calling you?
No, that’s frequently the job. We’ll see how bad it is in the free session and tell you whether it’s an afternoon of deduplication or a proper migration. Don't spend a month cleaning first, because you'll probably clean the wrong things.
Can we add AI tools to our Salesforce?
Yes, but clean up the data first. AI tools are only as good as the records underneath them. If your CRM is full of duplicates and blank fields, AI will just give you wrong answers faster. We'll help you get the data in shape so the tools have something solid to work with.
We bought Salesforce and never really rolled it out. Too far gone?
Not at all, and it happens more than you’d think. Sometimes the answer is a reset. Sometimes Salesforce is heavier than you need, and we’ll say so and point you at something that fits better, whether that’s a lighter Salesforce edition, HubSpot’s free tier, or something else entirely. In most of those cases we can still build it for you.
Can you move us from another CRM?
Yes, migrations are a good share of what we do. Moving the data is rarely the hard part. Deciding what deserves to come across is where the real work happens.
Will our team actually use it?
That’s the question that matters, which is why training and documentation are in every scope instead of being sold separately. A system nobody logs into is a failed project however well it’s built.
Setting it up, or cleaning it up?
Whether it's your first rollout or an org that's been running for years, book a session and we'll tell you what we'd tackle first.