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CRM Unity is a boutique Salesforce consultancy led by a certified Application Architect with 10+ years of hands-on experience across Sales Cloud, Service Cloud, Financial Services Cloud, Experience Cloud, Field Service Lightning, Salesforce Scheduler, and Einstein Analytics.
We work with small and mid-sized businesses that need enterprise-quality Salesforce outcomes, but without the overhead of a large SI firm. Every engagement is led directly by a senior architect who scopes, builds, and delivers your solution from discovery through go-live. No account managers, no offshore handoffs, no surprises.
We offer two ways to engage:
For businesses with a defined project: a new implementation, a complex integration, a system overhaul, we deliver fixed-price, fixed-scope project work with a clear outcome and timeline.
For businesses that need ongoing Salesforce expertise without the cost of a full-time hire, our fractional retainer model gives you a dedicated senior team every month at a fraction of what an in-house architect costs.
Primary product and solution focus.
No technical expertise breakdown available.
Published service offerings.
No service breakdown available.
Certification details will appear here once available.
Client feedback and project outcomes delivered by CRM Unity LLC.
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