Implementation & configuration
Shape objects, fields, permissions, pipelines, and Salesforce Flow around an agreed process. Scope migration, cleanup, and dependencies before building.
CRM Hacker ยท Strategy & implementation
Salesforce that fits the way your business works.
We plan, implement, and improve Salesforce around your business priorities, from a new CRM build to ongoing support as an extension of your team.
Work directly with Jonathan. US-based strategy and delivery.
What we can work on together
Integrations & reporting
Connect systems with clear record ownership, field mappings, sync rules, and error handling. Build reports around definitions your team agrees on.
Testing & ongoing support
Validate permissions, everyday workflows, and exception cases with users. Prepare documentation, training, and a named owner for future changes.
- Lead captured
- Assigned
- Followed up
- Reported
An illustrative example of a connected workflow, not a client result or guaranteed outcome. The configuration depends on your process.
A practical working process
From the first question to a working system.
Assess
Review the affected workflows, data, dependencies, and priorities. Agree scope and acceptance criteria.
Implement
Build the agreed configuration and integrations in the appropriate development or test environment.
Validate
Check representative records, permissions, reporting, and failure cases with the team.
Support and evolve
Stay involved after launch to help set priorities and improve Salesforce as your business changes. Agree ongoing support or a documented handoff to your team, whichever fits.
What affects Salesforce consulting cost?
Cost depends on org complexity, workflows, integrations, data condition, custom development, testing, and training. Salesforce licenses, third-party fees, and ongoing support are identified separately.
The proposal defines deliverables, dependencies, acceptance criteria, and exclusions before work begins.
Client experience: Sloane Staffing
Max Spanier, President of Sloane Staffing, describes Salesforce work covering custom objects, contact segmentation, activity tracking, and reporting around the staffing process.
Read Salesforce client reviewsBring us the workflow you're ready to improve.
Start with a free initial conversation. Detailed assessments, implementation, and ongoing support are scoped and priced separately.