Salesforce Administration, Setup, & Buildout
Managing Salesforce can be complex, especially as your business scales. Our team specializes in Salesforce administration, setup, and buildout to ensure your org runs efficiently, your users stay productive, and your CRM aligns perfectly with your business processes.
From custom objects and automation to user permissions and reporting, we handle the heavy lifting like Atlas so you can focus on growing your business.
From custom objects and automation to user permissions and reporting, we handle the heavy lifting like Atlas so you can focus on growing your business.
↑ Get an idea of what an optimized Salesforce funnel might look like
Our Salesforce CRM Services
Make your Salesforce environment work for you with a tailored starting point, custom objects and automation that fits your existing business practices, and a clear picture into how it all fits together, like Apollo in his chariot blazing across the sky.
Custom Setup & Buildout
Tailor your Salesforce instance to your business needs with custom objects, fields, page layouts, and automation to streamline operations.
Administration & Maintenance
Keep your org clean, secure, and efficient with ongoing data management, security settings, and best practices.
Workflow & Process Automation
Automate repetitive tasks with flows, process builders, and approvals to save time and reduce errors.
Reporting & Analytics
Build a reporting suite and dashboards that give your team actionable intelligence into ongoing and historical business data, powering smarter decision-making.
“You are my sunlight, you are my last breath of air, and I would try to hold it – I would try to keep the moment” – Typhoon
How we succeed at Salesforce
Implementing Salesforce or bringing regular company functions internal to it requires a lot of hands-on work. There must be a connection between executives driving change and their team to transition smoothly.
We excel at translating that relationship into action. Adopting changes that lead to meaningful data for leaders, and improved quality of life for employees. Simplifying or automating the mundane, like entering customer data, filling out internal forms or outward-facing contracts, data-entry heavy fulfillment, and service management.
This helps emphasize what’s really important: the customer connection that keeps them coming back to you for what they need.
We excel at translating that relationship into action. Adopting changes that lead to meaningful data for leaders, and improved quality of life for employees. Simplifying or automating the mundane, like entering customer data, filling out internal forms or outward-facing contracts, data-entry heavy fulfillment, and service management.
This helps emphasize what’s really important: the customer connection that keeps them coming back to you for what they need.
Our Salesforce/CRM Projects
Economy Auto Repair
Fleet Mechanic Operations Made Seamless
A fleet-focused mechanic company in Hooksett, NH providing dependable service for van-heavy businesses like HVAC, delivery, and waste management. The team excels at keeping engines running and maintaining great relationships with their fleet owners, but reconciling digital payments and invoices created costly back-office inefficiencies. Their online presence didn’t reflect the professionalism of their work, either.
PayDay Escape
Helping An Entertainment Provider Focus On Customer Experience
PayDay Escape is a single-location escape room and game lounge built to be one of those hard-to-find third places at an affordable price point. It offers board games, clever puzzles, a cozy atmosphere, and immersive technology for adventurers playing games like Dungeons & Dragons. Guests of all kinds come for a board game and improvisational bonanza, and leave with great memories.
The Quincy Memorials Group
Modernizing a Memorial Industry Leader
Embracing technology to streamline operations and give families more flexible, modern options for creating memorials was no easy task. The industry leaders at The Quincy Memorials Group needed to tackle how to preserve their commitment to the personal, relationship-driven approach at the heart of their business, while gaining more visibility into their business and sales process.