Salesforce Solutions Built for Growing Organizations
We eliminate the complexity and deliver systems that your team will actually use—in weeks, not months.
Salesforce for Non-Profits
Specialized NPSP (Nonprofit Success Pack) implementation designed for mission-driven organizations. We understand the unique challenges facing non-profits and deliver affordable, powerful solutions.
What We Do:
- Complete NPSP configuration and optimization
- Donor and grant management systems
- Volunteer coordination and tracking
- Fundraising campaign management
- Program management and impact tracking
- Salesforce.org discount navigation
Who It's For:
Non-profit organizations, NGOs, charities, foundations, and mission-driven organizations looking to streamline operations, track donors, manage volunteers, and measure impact effectively.
Implementation & Configuration
Complete Salesforce setup tailored to your organization’s unique processes and workflows. We build systems that match how your team works—not force you into generic templates.
What We Do:
- New Salesforce setup (Sales Cloud, Service Cloud, or both)
- Donor and grant management systems
- Custom objects, fields, and page layouts
- Permission sets and security configuration
- Data import from existing systems
- Comprehensive user training and documentation
Who It's For:
Companies moving from spreadsheets, outgrowing basic CRMs, or needing a fresh Salesforce start after a failed implementation.
- 40% reduction in manual data entry time
- 25% faster lead-to-opportunity conversion
- Complete visibility into sales pipeline
AI & Einstein Integration
Leverage Salesforce AI capabilities to automate processes, predict outcomes, and gain actionable insights that drive business growth.
What We Do:
- Einstein Lead Scoring setup and training
- Predictive analytics for sales forecasting
- AI-powered chatbots for customer service
- Automated email responses and case routing
- Next-best-action recommendations
- Opportunity insights and win/loss analysis
Who It's For:
Businesses with significant lead volume or service requests looking to scale without adding headcount. Companies wanting to prioritize leads based on likelihood to close.
- 35% improvement in lead conversion rates
- 50% reduction in lead response time
- 20% increase in sales forecast accuracy
Custom Development & Automation
Tailored solutions for unique business requirements that extend Salesforce capabilities beyond out-of-the-box features.
What We Do:
- Custom Lightning Web Components
- Apex code development for complex business logic
- Process automation with Flow Builder
- Custom reports and dashboards
- Validation rules and approval processes
- Mobile app customization
Who It's For:
Companies with unique processes that out-of-the-box Salesforce can’t handle. Businesses needing advanced automation or custom functionality.
- Complex workflows fully automated
- Custom dashboards showing exactly what you need
- Unique business processes supported seamlessly
Integration & Data Management
Connect Salesforce with your existing tools and ensure data quality across all systems. Make Salesforce your single source of truth.
What We Do:
- Connect to QuickBooks, Mailchimp, DocuSign, ERP systems
- API development and management
- Data cleansing and deduplication
- Real-time data synchronization
- Third-party app configuration (AppExchange)
- Legacy system data migration
Common Integrations:
- Accounting: QuickBooks, Xero, NetSuite
- Marketing: Mailchimp, HubSpot, Constant Contact
- E-signature: DocuSign, Adobe Sign
- Communication: Microsoft Teams, Slack, Zoom
- E-commerce: Shopify, WooCommerce, Magento
- Eliminated double data entry across systems
- Real-time order/invoice sync with accounting
- 95%+ data accuracy after cleanup
Managed Services & Support
Ongoing administration and optimization to maximize your Salesforce investment without hiring a full-time admin.
What We Do:
- Monthly Salesforce administration (10-40 hours/month)
- User support and troubleshooting
- System optimization and enhancement
- Release update management (3x per year)
- Security and permission reviews
- New feature implementation
Service Tiers:
- Essential Support: 10 hours/month | $1,200/month Best for: Small teams (5-15 users)
- Standard Support: 20 hours/month | $2,200/month Best for: Mid-size teams (15-50 users)
- Premium Support:40 hours/month | $4,000/month Best for: Large teams (50+ users) or complex orgs
- Dedicated Salesforce Administrator
- 2-4 hour response time for issues
- Monthly optimization report
How We Deliver Salesforce Projects
Every implementation follows our proven methodology with complete transparency and weekly communication.
Discovery
Week 1
Stakeholder interviews, process mapping workshops, requirements documentation, and project timeline creation.
- Deliverable: Strategy Document + Timeline
Design
Weeks 2-3
Stakeholder interviews, process mapping workshops, requirements documentation, and project timeline creation.
- Deliverable: Sandbox Demo
Deploy
Weeks 4-6
Stakeholder interviews, process mapping workshops, requirements documentation, and project timeline creation.
- Deliverable:Live System
Optimize
Ongoing
Stakeholder interviews, process mapping workshops, requirements documentation, and project timeline creation.
- Deliverable: Strategy Document + Timeline
What's Included in Every Project
Weekly status calls with your team
Dedicated project manager
Sandbox for safe testing
Comprehensive documentation
30-day post-launch support
Training recordings
Frequently Asked Questions
Common questions about our Salesforce services and implementation process.
Do we need to buy Salesforce licenses before starting?
No. We’ll help you determine the right licenses for your team size and needs, then handle procurement as part of our setup process. We can also help you understand Salesforce pricing and negotiate the best deal.
What if our team has never used Salesforce?
We provide comprehensive training tailored to each role—sales reps, managers, and admins. Most teams are confident users within 2 weeks. All training is recorded for future reference and new hires.
Can you integrate Salesforce with our existing tools?
Yes. We routinely integrate with QuickBooks, Mailchimp, DocuSign, Microsoft 365, Google Workspace, and 200+ other platforms. If it has an API, we can connect it.
What happens after go-live?
Every implementation includes 30 days of post-launch support for troubleshooting and adjustments. After that, we offer ongoing managed services or can train your team to manage Salesforce internally.
How is Salesforce priced?
Salesforce charges per user per month. Sales Cloud and Service Cloud start at $25/user/month (annual contract). We help you choose the right edition and features for your budget. Non-profits may qualify for significant discounts through Salesforce.org.
What if we already have Salesforce but it's not working?
We offer Salesforce rescue services—auditing your current setup, identifying issues, and rebuilding or optimizing as needed. Many of our clients come to us after failed DIY implementations.
Do you work with companies outside Houston?
Yes. While we’re based in Houston and specialize in serving Texas organizations, we work with clients across the United States remotely.
Ready to Transform Your Organization with Salesforce?
Schedule a free consultation with our Salesforce experts. We’ll discuss your goals, challenges, and create a custom solution that fits your needs and budget.