Applying user centered, iterative approaches to Salesforce implementations


There are a LOT of salesforce consulting firms out there. What makes us different is our proven methodology that applies lean startup and design thinking principles to create a solution that creates value and user adoption for YOU. We provide a small team of experts who will do things like user observations to understand their pain (building empathy), implement fast manual prototypes to test proposed solutions, and deliver configuration and code in small, frequent releases (minimum viable products) to start delivering value quickly.

We are also partners with Skuid and TaskRay, as we think they help create more user-centered solutions.

  • Extensive experience in lease and loan financing on Salesforce
  • Extensive experience in Energy and Renewables (Solar and Storage).
  • Our business is almost entirely driven by referrals, let us put you in touch with one of our clients for a reference!
  • Partner Tier


  • Appexchange Reviews

  • Appexchange Rating

  • Certified Professionals

  • Email

  • Phone

  • Visit Website

  • LeanCog

# Focus

# Service lines

# Salesforce Expertise


# Certifications (7)

# Portfolio

Key clients: BrightGrid Solar, The Nature Conservancy, MasterCard, SolarNexus, Smart Energy Solutions

# Geographic Focus

Languages: English

International: United States, Canada

United States: California, Massachusetts, New Jersey, Oregon

Canada: Ontario

# You will also like these agencies

End to End Salesforce Consulting Services

Visionet is a full-service global technology consulting partner specializing in Omnichannel and Online Retail, Fashion and Apparel, Luxury, Wholesale, Supply Chain and Distribution, and Consumer Finance. They have a strong reputation for helping merchants, manufacturers, and distributors achieve frictionless Salesforce operations. They implement high-quality technologies and provide 24/7 support to ensure that you get the most out of your Salesforce Marketing Cloud.

Certified Professionals: 42

AppExhange Reviews: 10

AppExhange Rating: n/a

International: 3 States

Sales Cloud, Service Cloud, Pardot, Procurement, Subscriptions, Billing

Cloudity helps companies to digitize their business. Strong business background and skilled development team is a guarantee of your success. We provide complex Salesforce implementations, integrations with external systems and our own apps.

Certified Professionals: 94

AppExhange Reviews: 40

AppExhange Rating: n/a

International: 18 States

CRM & ERP Integration Experts | 20 Years of CRM Implementation Experience

Datix offers a complete range of ERP, CRM and eCommerce solutions and services. We implement and customize Salesforce in line with each client’s unique needs. Our Unity integration solution dynamically connects ERP and Salesforce systems without hassle.

Certified Professionals: 2

AppExhange Reviews: 1

AppExhange Rating: n/a

International: United States

Salesforce Implementation for SMB

SalesPath has assisted over 430 Salesforce customers since 2008. Proven Salesforce project methods for requirements analysis, customization, data import, user & administrator training. On-site services for Washington, Oregon & Idaho.

Certified Professionals: 5

AppExhange Reviews: 7

AppExhange Rating: n/a

International: United States

Financial Services, Healthcare, Integration, & Custom Development Experts

As a Salesforce Platinum Partner, Silverline combines Strategic Advisory, technical implementation, and ongoing Managed Services to enable organizations to achieve maximum value with the Salesforce platform.

Certified Professionals: 141

AppExhange Reviews: 53

AppExhange Rating: n/a

International: 7 States