Salesforce Experts

We deliver Salesforce implementations, Agentforce and AI setup, Slack integration, data migration, CRM optimization, ongoing support, and Salesforce for nonprofits. We are a certified Salesforce Partner serving SMBs, mid-market companies, and nonprofits across South Florida, in English and Spanish.

We have delivered 147 Salesforce projects and 4,352 implementation hours for 67 clients, hold 11 Salesforce certifications, and are rated 5.0 from 29 reviews. We focus on SMBs and nonprofits rather than enterprise, so you get senior attention and a CRM built around how your business actually works.

It depends on scope. Focused setups can go live in a few weeks, while more complex, multi-team implementations take a few months. After a free consultation we give you a clear timeline before any work begins.

Pricing depends on the scope of your project. We do not use one-size-fits-all packages. After a free consultation we provide a custom quote so you know the investment up front.

Yes. We offer ongoing and on-demand support after go-live, from quick fixes and admin help to optimization and new feature rollouts, so your Salesforce keeps delivering value.

Yes. We migrate your existing data from spreadsheets, legacy CRMs, and other systems into Salesforce, with cleanup and validation so you start on accurate, trustworthy data.

Yes. We train your team and admins so adoption sticks, with sessions tailored to how your team works, in English and Spanish.

We configure Salesforce following security best practices, with role-based access, and with privacy and HIPAA considerations where your industry requires them. We set the platform up to support your compliance requirements.

We work across real estate, professional services, education, healthcare and wellness, financial services, manufacturing, hospitality, nonprofits, e-commerce, and retail, tailoring Salesforce to each vertical.

Start with a free consultation. Reach us at hello@palmconsulting.io or +1-561-312-8731, and we will map out the right Salesforce approach for your goals.