Industries
From clean-slate implementations to advanced integrations, these projects reflect how we adapt Salesforce to fit each client's goals, not the other way around.
Rethinking real estate operations in a data-driven world
Lead Management
Deal Automation
MLS & DocuSign Integration
Rethinking real estate operations in a data-driven world
Lead Management
Deal Automation
MLS & DocuSign Integration
Rethinking real estate operations in a data-driven world
Lead Management
Deal Automation
MLS & DocuSign Integration
Modern systems for institutions that drive learning and impact
Video & Enrollment Automation Web
Donor CRM
Cross-Team Collaboration
Modern systems for institutions that drive learning and impact
Video & Enrollment Automation Web
Donor CRM
Cross-Team Collaboration
Modern systems for institutions that drive learning and impact
Video & Enrollment Automation Web
Donor CRM
Cross-Team Collaboration
Simplifying care delivery through smarter systems
Client Intake Flows
Service Coordination
Outcome Tracking
Simplifying care delivery through smarter systems
Client Intake Flows
Service Coordination
Outcome Tracking
Simplifying care delivery through smarter systems
Client Intake Flows
Service Coordination
Outcome Tracking
Turning complexity into clarity across the value chain
B2B Sales Pipeline
Quote Approvals
ERP Integration
Turning complexity into clarity across the value chain
B2B Sales Pipeline
Quote Approvals
ERP Integration
Turning complexity into clarity across the value chain
B2B Sales Pipeline
Quote Approvals
ERP Integration
Smarter systems for service-driven businesses
Client Lifecycle
Project Visibility
Revenue Forecasting
Smarter systems for service-driven businesses
Client Lifecycle
Project Visibility
Revenue Forecasting
Smarter systems for service-driven businesses
Client Lifecycle
Project Visibility
Revenue Forecasting
Secure, efficient systems for fast-moving firms
Relationship Management
Compliance Tracking
Automated Reporting
Secure, efficient systems for fast-moving firms
Relationship Management
Compliance Tracking
Automated Reporting
Secure, efficient systems for fast-moving firms
Relationship Management
Compliance Tracking
Automated Reporting
Deliver consistent experiences with smarter operations
Guest Profiles
Booking Workflows
Experience Automation
Deliver consistent experiences with smarter operations
Guest Profiles
Booking Workflows
Experience Automation
Deliver consistent experiences with smarter operations
Guest Profiles
Booking Workflows
Experience Automation
Stronger systems to support mission-driven work
Donor Engagement
Program Reporting
Volunteer Management
Stronger systems to support mission-driven work
Donor Engagement
Program Reporting
Volunteer Management
Stronger systems to support mission-driven work
Donor Engagement
Program Reporting
Volunteer Management
Build customer loyalty through connected data and automation
Marketing Automation
Customer Segmentation
Order Sync
Build customer loyalty through connected data and automation
Marketing Automation
Customer Segmentation
Order Sync
Build customer loyalty through connected data and automation
Marketing Automation
Customer Segmentation
Order Sync
This way, we can cut out all the project management and focus just on the design processes
POS Integration
Loyalty Programs
Sales Dashboards
This way, we can cut out all the project management and focus just on the design processes
POS Integration
Loyalty Programs
Sales Dashboards
This way, we can cut out all the project management and focus just on the design processes
POS Integration
Loyalty Programs
Sales Dashboards
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.
You can contact us at:
hello@palmconsulting.io
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.
You can contact us at:
hello@palmconsulting.io
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.
You can contact us at:
hello@palmconsulting.io
© 2025 - Palm Consulting Team
© 2025 - Palm Consulting Team
© 2025 - Palm Consulting Team