Strategic Implementations
We Implement Salesforce with Strategy, Not Just Configuration
We specialize in Sales Cloud (Salesforce Sales Cloud) and Service Cloud (Salesforce Service Cloud) implementations for organizations ready to streamline their operations and scale with confidence. Whether you're migrating from Excel, HubSpot, Zoho, or any other CRM, or recovering from a failed Salesforce rollout, we help you design a system that actually works for your business.
We work with companies of all sizes and industries, from startups building their first CRM to established teams looking to unlock the full potential of Salesforce. What they all have in common is a desire to grow smarter, not just bigger.
Our approach is grounded in business process design. We start by deeply understanding your current workflows, sales pipeline, support model, and reporting needs. Then, we configure Salesforce to support and enhance those processes, while eliminating inefficiencies, silos, and manual work.
We specialize in Sales Cloud (Salesforce Sales Cloud) and Service Cloud (Salesforce Service Cloud) implementations for organizations ready to streamline their operations and scale with confidence. Whether you're migrating from Excel, HubSpot, Zoho, or any other CRM, or recovering from a failed Salesforce rollout, we help you design a system that actually works for your business.
We work with companies of all sizes and industries, from startups building their first CRM to established teams looking to unlock the full potential of Salesforce. What they all have in common is a desire to grow smarter, not just bigger.
Our approach is grounded in business process design. We start by deeply understanding your current workflows, sales pipeline, support model, and reporting needs. Then, we configure Salesforce to support and enhance those processes, while eliminating inefficiencies, silos, and manual work.
This service is ideal for:
Businesses that have never used Salesforce and want to implement it the right way from day one.
Businesses that have never used Salesforce and want to implement it the right way from day one.
Teams switching from other platforms like HubSpot, Pipedrive, or Zoho and want a clean, scalable migration.
Teams switching from other platforms like HubSpot, Pipedrive, or Zoho and want a clean, scalable migration.
Organizations that experienced a poor implementation in the past and need to rebuild Salesforce the right way.
Organizations that experienced a poor implementation in the past and need to rebuild Salesforce the right way.
Companies that want to automate lead follow-up, standardize sales stages, and gain visibility across the customer journey.
Companies that want to automate lead follow-up, standardize sales stages, and gain visibility across the customer journey.
Each implementation includes:
Customized configuration of core objects like Leads, Contacts, Accounts, Opportunities, and Cases.
Customized configuration of core objects like Leads, Contacts, Accounts, Opportunities, and Cases.
Automation design using Salesforce Flow to reduce manual tasks and improve response times.
Automation design using Salesforce Flow to reduce manual tasks and improve response times.
Email and calendar integration (e.g., Gmail, Outlook).
Email and calendar integration (e.g., Gmail, Outlook).
Custom reports and dashboards to track performance and drive decisions.
Custom reports and dashboards to track performance and drive decisions.
Data migration, deduplication, and cleanup as needed.
Data migration, deduplication, and cleanup as needed.
Training sessions for users and admins to ensure long-term success.
Training sessions for users and admins to ensure long-term success.
Post-deployment support to drive adoption and maximize impact.
Post-deployment support to drive adoption and maximize impact.
We don’t believe in cookie-cutter solutions. Every implementation is customized based on your business goals, your team structure, and your customer lifecycle. Our goal is not just to “launch Salesforce”, it’s to set you up with a CRM that becomes the engine of your growth.
We don’t believe in cookie-cutter solutions. Every implementation is customized based on your business goals, your team structure, and your customer lifecycle. Our goal is not just to “launch Salesforce”, it’s to set you up with a CRM that becomes the engine of your growth.
Let us help you go from scattered tools and disconnected data to one powerful platform that supports your entire revenue process. With Palm Consulting, Salesforce becomes more than software, it becomes your strategic advantage.
Let us help you go from scattered tools and disconnected data to one powerful platform that supports your entire revenue process. With Palm Consulting, Salesforce becomes more than software, it becomes your strategic advantage.
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