Real Clients, Real CRM Work
MaxxTrader is our published Salesforce implementation story, told in full below. The rest of these logos come from our work across five CRM platforms.
Choosing a Salesforce Implementation Partner, Then What We Do Differently
Most Salesforce implementations start with the platform's default setup: standard objects, standard fields, a generic sales process. The real test of an implementation partner is simple. Either they map your actual process first, or they configure the default and call it done.
We are a Salesforce Consulting Partner. We map how your team sells, markets, and services before any configuration starts, then build the org around that. Automation such as Flows and Apex gets used only where the case for it is real, not by default.
We are CRM-only, and we sell none of the platforms we implement. A one-cloud process gets one cloud. A three-cloud process gets three, no more.
What a Salesforce Implementation Covers
Every implementation engagement includes the following, scoped to what your process actually needs:
Process Mapping
We document how your team sells, markets, and services today, before any configuration starts.
Org & Data Model Setup
We design the objects, fields, and record relationships your process actually needs.
Configuration & Automation
We configure declaratively first, using Flows and Apex only where the case for custom code is real.
Integration Points
We connect Salesforce to the other systems your process touches.
Data Migration
We move your existing records into the new org without losing history or duplicating accounts.
User Adoption & Training
We train your team around how they will actually use Salesforce day to day.
From Process Map to Live Rollout
Here is how a typical implementation runs, start to finish:
Discovery
We map your process and audit any existing Salesforce org before designing anything.
Design
We design the data model and configuration, reviewed with your team before we build.
Build & Migrate
We configure the org and migrate your data in reviewed increments.
Adopt & Tune
We support the rollout and tune the setup against real usage in the first weeks.
A Salesforce Implementation, Delivered
One of the 45 published engagements that shows Salesforce implementation work specifically:
Why Teams Choose Us for Salesforce Implementation
What a CRM-only Salesforce partner gets you that a reseller cannot:
Salesforce Consulting Partner, Not a Reseller
Our Salesforce Consulting Partner status is confirmed, but we don't sell Salesforce licenses. Nothing about our scope recommendation is shaped by a sale.
We Sell None of Them
We are not paid a license margin on any platform. The clouds you implement follow your process, not our commission.
Custom Code, Only When Real
We configure declaratively first. Custom code gets used only where a real business case calls for it, not as a default.
The Same Team, Start to Adoption
The consultants who map your process are the ones who build and roll it out. No handoff to a separate delivery team partway through.
Related CRM Services
Below are the services teams often pair with Salesforce implementation: