If your Salesforce org feels cluttered, underused, or just not aligned with how your team actually works, it’s time for a full optimization. At Palm Consulting, we help companies get the most out of their Salesforce investment by rethinking the setup, automating what’s manual, and unlocking features that have been sitting unused.

Many of our clients come to us frustrated, either because Salesforce was implemented without a clear strategy, or because their business evolved but their CRM didn’t. Whether it’s missing reports, duplicate data, broken automations, or low user adoption, we help you turn Salesforce into a system your team trusts and uses daily.