Salesforce Consulting & Implementation
Sales Cloud, Marketing Cloud, and Agentforce AI agents, configured, built, and run, not just advised on.
We don't just advise. We build it.
From Sales Cloud and Marketing Cloud to Agentforce (Salesforce's AI agents), we configure, customize, and implement Salesforce around how your team actually sells, then keep it clean and automated. Strategy and the hands-on build, from one team.
- Agentforce, Salesforce's AI agents, built and deployed for your workflows
- Sales Cloud setup, customization, and pipeline design
- Marketing Cloud journeys, email, and automation
- Hands-on implementation and custom development
- Data cleanup, dedupe, migration, and integrations
- Flows, dashboards, admin support, and rep enablement
What we handle.
- Agentforce AI agents for sales, service, and ops
- Sales Cloud and Marketing Cloud builds
- Migrations to or from another CRM
- Custom objects, Flows, and integrations
- Reporting that finally matches reality
See if Salesforce Consulting & Implementation is the right move for your team.
Request a free quoteWe Build, Run, and Operate Salesforce
Our senior team builds, manages, and runs Salesforce and Agentforce end to end, not slide decks and recommendations. We architect the data model, ship the automations, and stand up AI agents that work real cases, then we operate the platform day to day so it keeps producing revenue. We do hands-on, enterprise-grade implementations for complex mid-market and enterprise orgs across the country.
We hold the keys after launch, monitoring agents, shipping releases, and tuning the org on an ongoing operating cadence.
- Build custom objects, flows, and Apex, then own them as a managed service
- Deploy and operate Agentforce agents on Sales, Service, and custom workflows
- Integrate Salesforce with your ERP, marketing, and data warehouse
- Run admin, releases, and ongoing optimization so your team does not have to
Built and run, not just advised.
We do the work, Sales Cloud, Marketing Cloud, and Agentforce, then keep it clean so your pipeline, journeys, and forecasts actually mean something.
Questions, answered.
Both, and most clients choose both. We scope and build the initial configuration (Sales Cloud, Marketing Cloud, and Agentforce agents), then stay on as the team that administers and improves it. That means we handle ongoing admin work, new automations, user requests, and release upgrades so your team is not stuck managing a platform nobody owns internally. If you only want the build, we hand off clean documentation and admin training at the end.
Agentforce agents are only as good as the data and guardrails behind them, so we start by getting your objects, fields, and knowledge sources clean before we turn an agent on. We define the agent's topics, the actions it is allowed to take, and the escalation rules for when it should hand off to a human. For example, a service agent can answer order-status questions and process a return up to a set dollar limit, then route anything above that to a rep. We test against real scenarios before it ever touches a customer.
A focused Sales Cloud rollout for one team usually runs 6 to 10 weeks. A multi-cloud build that includes Marketing Cloud and Agentforce, plus data migration and integrations, more often lands in the 3 to 5 month range. The biggest variable is almost always data cleanup and how many outside systems need to connect, not the Salesforce configuration itself. We give you a phased plan up front so you can go live on the core in weeks and layer in the rest.
Yes, integrations are a core part of what we build. We connect Salesforce to your ERP, accounting, support desk, ad platforms, and data warehouse using native connectors, MuleSoft, or custom API work depending on what fits. For example, we can sync closed-won deals to QuickBooks and push lead and conversion data back to Google and Meta so your reporting and ad audiences stay accurate. We document every integration so you know exactly what data moves where.
You do, completely. Everything is built in your Salesforce org under your license, and all flows, code, and configuration belong to you. We provide documentation and admin training so your team can run it without us, and you keep full access whether or not you continue with our managed service. There is no lock-in where the work only functions while we are on retainer.