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At Palm Consulting, we specialize in understanding your business, to deliver the best solution from Salesforce’s 360 offerings. Our expertise is focused on helping Nonprofits and Small to Medium Businesses (SMBs) maximize their impact with tailored Salesforce solutions. We accompany businesses in taking the next step by leveraging the world’s best CRM to drive success and growth.
What We Do
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Let's do a free discovery consultation
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Choose the package that best suits your organization
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Start using Salesforce in record time...
What People Say
Our Featured Clients
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What services does Palm Consulting offer as a Salesforce Partner?Palm Consulting offers full Salesforce services including setup, customization, integrations, data migration, user training, and ongoing support. We work with Sales Cloud, Service Cloud, Nonprofit Cloud, and more, helping teams get the most out of their CRM.
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How long does a typical Salesforce implementation take?That depends on how complex the project is. Smaller setups may take 4–6 weeks. Larger projects with more integrations and automations might take 8–12 weeks. We’ll give you a clear timeline once we understand your needs.
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Do you offer post-implementation support?Yes. We offer ongoing support plans to help with system maintenance, reporting, user questions, and any updates you may need. Whether you need a few hours a month or full admin support, we’ve got options.
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Can Palm Consulting assist with data migration to Salesforce?Definitely. We help move your existing data safely into Salesforce, keeping relationships between records intact and ensuring nothing gets lost along the way.
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What is the cost of Salesforce consulting services?Pricing depends on project size and scope. Most of our projects are billed hourly or as fixed-fee packages. After a quick call to understand what you need, we can send over a clear quote with no surprises.
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Do you provide training for Salesforce users?Yes, we create simple and practical trainings based on the tools your team actually uses. Trainings can be live or recorded, and we adjust them to your level of experience — whether you’re brand new to Salesforce or already using it.
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Why should I choose Palm Consulting for my Salesforce implementation?We’re a team of hands-on Salesforce experts who focus on real results. We don’t just configure systems — we work closely with your team to make sure Salesforce actually supports your day-to-day operations.
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What services does Palm Consulting offer as a Salesforce Partner?Palm Consulting offers full Salesforce services including setup, customization, integrations, data migration, user training, and ongoing support. We work with Sales Cloud, Service Cloud, Nonprofit Cloud, and more, helping teams get the most out of their CRM.
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How can I get started with Palm Consulting?Just fill out the contact form on our website or send us a message. We’ll schedule a quick intro call to learn more about your business and help you figure out the next step.
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What industries does Palm Consulting work with?We work with small businesses, nonprofits, healthcare providers, professional services, and more. Our focus is on helping teams who need better visibility, more automation, and clearer reporting.
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How does Palm Consulting ensure data security and compliance?We follow Salesforce best practices for security and always respect your data. That includes using secure login methods, permission settings, and helping your team stay compliant with data protection policies.
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Do we need a long-term commitment?We offer flexible support options that fit your needs—whether it’s month-to-month or long-term assistance.
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What kind of issues do you help with?We handle everything from minor fixes to major system optimizations, including troubleshooting, automation improvements, and user support.
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How often do you check our system?We provide regular performance checks and are available whenever you need immediate assistance.
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Assessment & SetupWe review your current system and determine support needs.
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On-Demand Fixes & EnhancementsFast responses when you need help.
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Continuous OptimizationWe help you adapt and improve as your business evolves.
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Ongoing Monitoring & MaintenanceRegular performance checks to prevent issues.
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Can I book multiple sessions?Yes! You can book additional consultations if you need ongoing support or deeper training.
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Do I need technical knowledge to benefit from this?No! We explain things in a way that’s easy to understand, regardless of your technical expertise.
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How long is the consultation?Each session is typically 60 minutes, but longer sessions can be arranged if needed.
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Discuss Your NeedsShare your challenges and goals with our expert.
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Follow-Up SupportGet additional resources or schedule future consultations if needed.
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Book Your SessionChoose a time that works for you.
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Get Actionable SolutionsReceive clear guidance and recommendations during your session.
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Do we need technical knowledge to use Salesforce?No, we configure everything for you and provide training to ensure your team is comfortable using it.
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How long does the setup take?Most implementations are completed within 4-6 weeks, depending on your specific needs.
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Can we add more customization later?Yes! This package gives you a strong foundation, and you can expand it as your organization grows.
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Needs Assessment & PlanningWe understand your nonprofit’s goals and define the right Salesforce setup.
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Configuration & CustomizationWe customize Salesforce to help you manage donors, volunteers, and programs efficiently.
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Training & SupportWe guide your team so you can confidently manage your new system.
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Data & Reporting SetupWe create dashboards and reports to give you actionable insights.
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How long does the implementation take?Most implementations are completed within 4-6 weeks, depending on customization needs.
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Can I add more automation later?Yes! This package includes three custom flows, but we can always build additional automation as your business grows.
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Do I need technical knowledge to manage Salesforce after the setup?No, we set everything up for you and provide guidance to ensure your team is comfortable using it.
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Integrations & AutomationsWe connect Google Workspace and build custom automations to streamline your processes.
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Discovery & PlanningWe assess your business needs and define your implementation strategy.
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Training & SupportWe guide your team through the setup, ensuring a seamless transition.
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Salesforce Configuration & CustomizationWe set up and tailor Salesforce to fit your workflow.
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Salesforce ConfigurationOur team sets up and customizes Sales Cloud for you.
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Training & HandoverWe provide guidance so your team can start using Salesforce effectively.
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Consultation & PlanningWe discuss your business needs and define the best setup.
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Do I need technical knowledge to use Salesforce after setup?No, we configure everything for you and provide guidance so your team can use it with ease.
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How long does the implementation take?Most setups are completed within 2-4 weeks, depending on your specific needs.
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Can I customize Salesforce further after the setup?Yes! This package gets you started, and you can add customizations as your business grows.
Proved Salesforce Expertise
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