Updates

Updates

Now accepting new Salesforce projects

Now accepting new Salesforce projects

Salesforce Support Services for Organizations That Want Their CRM to Actually Work

Salesforce Support Services for Organizations That Want Their CRM to Actually Work

Salesforce is powerful, but keeping it aligned with your business takes ongoing attention. Our team helps organizations maintain, improve, and evolve their Salesforce environment without the overhead of hiring an internal admin.

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When Salesforce stops evolving, the business feels it

When Salesforce stops evolving, the business feels it

Many organizations already have Salesforce in place, but over time the system drifts away from the way the business actually operates. You might recognize some of these situations.

Many organizations already have Salesforce in place, but over time the system drifts away from the way the business actually operates. You might recognize some of these situations.

Salesforce becomes mostly a contact database

Reports stop reflecting the real pipeline

Automation was started but never finished

Reports stop reflecting the real pipeline

Automation was started but never finished

Small improvements take longer than expected

Users gradually stop relying on the system

Leadership lacks clear visibility into performance

Small improvements take longer than expected

Users gradually stop relying on the system

Leadership lacks clear visibility into performance

Need help with Salesforce?

ONGOING SUPPORT

Ongoing Salesforce support from an experienced consulting team

Ongoing Salesforce support from an experienced consulting team

Instead of relying on a stretched internal team or waiting until problems accumulate, many organizations prefer ongoing support from consultants who work with Salesforce every day.

System administration and maintenance

Ongoing management of your Salesforce environment to ensure stability, security, and consistent performance.

Process improvements and automation

Refining workflows and automation so Salesforce accurately reflects and supports your operational processes.

We help you connect Salesforce with Gmail, Calendar, forms, donation tools, or other platforms your team already uses.

Reporting and dashboards

Designing reports and dashboards that provide leadership with reliable visibility into performance and pipeline.

We help you connect Salesforce with Gmail, Calendar, forms, donation tools, or other platforms your team already uses.

CRM strategy and guidance

Advising on how Salesforce should evolve as your organization grows and operational needs change.

Get Salesforce expertise without building an internal team

Get Salesforce expertise without building an internal team

Get Salesforce expertise without building an internal team

Hiring an internal Salesforce admin

Hiring an internal Salesforce admin

Hiring an internal Salesforce admin

Recruitment and onboarding time.

Recruitment and onboarding time.

Higher fixed salary cost.

Higher fixed salary cost.

One person with limited bandwidth.

One person with limited bandwidth.

Harder to scale expertise.

Harder to scale expertise.

Working with Palm Consulting

Working with Palm Consulting

Working with Palm Consulting

Experienced consultants from day one.

Experienced consultants from day one.

Flexible monthly support.

Flexible monthly support.

Strategic and technical expertise.

Strategic and technical expertise.

Scalable support as your needs evolve.

Scalable support as your needs evolve.

How it works

A simple 3-step process to improve, support, and evolve your Salesforce environment

Step 1

Schedule a Free Consultation

We review your current setup and identify where improvements can make the biggest difference.

Step 2

Monthly Support Structure

Together we define a support model that fits the needs of your organization.

Step 3

Continuous Improvement

We implement changes, solve issues, and help your Salesforce environment evolve over time.

Clients about us

Clients about us

Clients about us

I've been extremely pleased with Palm Consulting. They've been able to give us detailed analysis, expert guidance, and efficient follow through on all projects. We love how transparent they are with how they are utilizing the time on projects. Highly recommend them!

John. B.

Access College America

A great experience - very responsive, knowledgeable and helpful throughout the process!

Hugh D.

Klimt & Design

Palm Consulting was an absolute pleasure to work with! From our initial engagement, they impressed us with their thoroughness, professionalism, and friendly demeanor. Once the project began, they went above and beyond to deliver results that exceeded our expectations. Their expertise in setting up and optimizing our Salesforce account was evident in every detail of their work. We are thrilled with the outcome and will definitely be using Palm Consulting’s services for future projects. Highly recommend!

Matt H.

Circa Team

I've been extremely pleased with Palm Consulting. They've been able to give us detailed analysis, expert guidance, and efficient follow through on all projects. We love how transparent they are with how they are utilizing the time on projects. Highly recommend them!

John. B.

Access College America

A great experience - very responsive, knowledgeable and helpful throughout the process!

Hugh D.

Klimt & Design

Palm Consulting was an absolute pleasure to work with! From our initial engagement, they impressed us with their thoroughness, professionalism, and friendly demeanor. Once the project began, they went above and beyond to deliver results that exceeded our expectations. Their expertise in setting up and optimizing our Salesforce account was evident in every detail of their work. We are thrilled with the outcome and will definitely be using Palm Consulting’s services for future projects. Highly recommend!

Matt H.

Circa Team

Join other business leaders:

  • Bartholemew + Partners
  • Blechwerk
  • enra
  • Campbell Pointe
  • Federal Hill Group
  • CEF
  • Comfort Suites
  • ELM
  • Federal Hill Group
  • Commercial Design Solutions
  • Bartholemew + Partners
  • Blechwerk
  • enra
  • Campbell Pointe
  • Federal Hill Group
  • CEF
  • Comfort Suites
  • ELM
  • Federal Hill Group
  • Commercial Design Solutions

FAQs

Frequently Asked Questions

Frequently Asked Questions

Do we need Salesforce support after implementation?

What does Salesforce admin support include?

Is ongoing Salesforce support more affordable than hiring an internal admin?

Can you work with an existing Salesforce setup?

Still have questions? Feel free to reach out, we’re here to help you.

We’re happy to review your setup and explore whether ongoing support is the right fit.

We’re happy to review your setup and explore whether ongoing support is the right fit.

We’re happy to review your setup and explore whether ongoing support is the right fit.

Let's be in touch

Contact Us

Whether you’re exploring options or ready to optimize your CRM, we’re here to help. Contact us today and let’s find the right solution for your business.

Let’s Collaborate

Let's be in touch

Contact Us

Whether you’re exploring options or ready to optimize your CRM, we’re here to help. Contact us today and let’s find the right solution for your business.

Let’s Collaborate

Let's be in touch

Contact Us

Whether you’re exploring options or ready to optimize your CRM, we’re here to help. Contact us today and let’s find the right solution for your business.

Let’s Collaborate

© 2025 - Palm Consulting Team

© 2025 - Palm Consulting Team

© 2025 - Palm Consulting Team