CRM · Subservice
Salesforce implementation and cleanup
Salesforce rewards discipline and punishes improvisation. We build Salesforce instances that match the process on the ground — and rebuild the ones that drifted away from it.
Overview
How we run this.
We configure Salesforce around actual sales motions, install only the automations you will maintain, and remove the custom objects and fields nobody remembers adding. The goal is a CRM leadership trusts and reps actually use.
Focus areas
What we actually ship.
Sales Cloud setup
Stages, products, forecasting, opportunity splits that make sense.
Data cleanup
Dedupe, enrich, merge and retire legacy fields without breaking reports.
Process automation
Flow-based automations instead of legacy Process Builder and Workflow Rules.
Siblings