Updates

Updates

Now accepting new Salesforce projects

Now accepting new Salesforce projects

Make Salesforce work for your organization.

Make Salesforce work for your organization.

From process design and automation to reporting and integrations, we build Salesforce implementations that reduce chaos, improve visibility, and support your team every day.

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Join other business leaders:

  • Bartholemew + Partners
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  • 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

Start Salesforce the right way.

Implementing Salesforce doesn’t have to be overwhelming. We guide your team from the first conversation to a fully built system, clear, organized, and ready for day-to-day use.

Design a process that works

Before touching the system, we map your sales, service, or fundraising workflow and define exactly how Salesforce should support it from day one.

Before touching the system, we map your sales, service, or fundraising workflow and define exactly how Salesforce should support it from day one.

Design a process that works

Before touching the system, we map your sales, service, or fundraising workflow and define exactly how Salesforce should support it from day one.

Build your Salesforce foundation

We set up objects, fields, automations, and layouts so your team gets a clean, simple, and scalable Salesforce org from the start.

We set up objects, fields, automations, and layouts so your team gets a clean, simple, and scalable Salesforce org from the start.

Build your Salesforce foundation

We set up objects, fields, automations, and layouts so your team gets a clean, simple, and scalable Salesforce org from the start.

Launch with confidence

We train your team, create documentation, and support the rollout, ensuring everyone knows how to use Salesforce effectively from day one.

We train your team, create documentation, and support the rollout, ensuring everyone knows how to use Salesforce effectively from day one.

Launch with confidence

We train your team, create documentation, and support the rollout, ensuring everyone knows how to use Salesforce effectively from day one.

IMPLEMENTATION FEATURES

IMPLEMENTATION FEATURES

IMPLEMENTATION FEATURES

Everything you need for a successful Salesforce implementation

Everything you need for a successful Salesforce implementation

From discovery and setup to automations and training, we guide your team through every stage of the Salesforce implementation, clear, organized, and ready for daily use.

A clear setup from day one

Your Salesforce org is built with a clean structure, essential objects, and layouts designed to support your workflow from the start.

Automations that save time

We create essential flows, lead routing, follow-ups, task reminders, to reduce manual work and keep your process running smoothly.

Integrations that connect your tools

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

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

Built with best practices

Your implementation follows Salesforce-recommended standards, ensuring long-term stability, consistency, and scalability.

Simple and intuitive for your team

We customize pages, fields, and screens so your team can adopt Salesforce quickly and feel confident using it every day.

And there’s even more included

And there’s even more included

User training & Onboarding

User training & Onboarding

We teach your team how to use Salesforce confidently from day one.

We teach your team how to use Salesforce confidently from day one.

Gmail & Calendar Setup

Gmail & Calendar Setup

Connect your email, meetings, and activities directly with Salesforce.

Connect your email, meetings, and activities directly with Salesforce.

Dashboards & Reporting

Dashboards & Reporting

See pipeline, revenue, and activity trends in one clear view.

See pipeline, revenue, and activity trends in one clear view.

Essential Automations

Essential Automations

Lead routing, reminders, and follow-ups built to reduce manual work.

Lead routing, reminders, and follow-ups built to reduce manual work.

Clean Data Structure

Clean Data Structure

Visualize trends and monitor key performances

Visualize trends and monitor key performances

Future-Ready Setup

Future-Ready Setup

A structure that supports growth, new processes, and Future

A structure that supports growth, new processes, and Future

METRICS

METRICS

METRICS

Here’s the part most people skip.
Here’s the part most people skip.

300+

300+

300+ hours saved per client

40+

40+

Implementations delivered

60+

60+

Organizations supported

FAQs

FAQs

FAQs

Common Questions About
Salesforce Implementations


Common Questions About
Salesforce Implementations


How long does a Salesforce implementation take?

What do we need to prepare before starting?

Will you train our team?

Can Salesforce integrate with our existing tools?

What if we need help after the implementation?

Do you work with both businesses and nonprofits?

How long does a Salesforce implementation take?

What do we need to prepare before starting?

Will you train our team?

Can Salesforce integrate with our existing tools?

What if we need help after the implementation?

Do you work with both businesses and nonprofits?

How long does a Salesforce implementation take?

What do we need to prepare before starting?

Will you train our team?

Can Salesforce integrate with our existing tools?

What if we need help after the implementation?

Do you work with both businesses and nonprofits?

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

One solid Salesforce build can change everything. Start now.

One solid Salesforce build can change everything. Start now.

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