Salisbury, PA, United StatesFounded 2022Select partner
Optimize Salesforce CRM | Automate Business Processes | Leverage AI Growth
Configure Salesforce Clouds for early-stage CRM Set up lead/case management and automations Design scalable data models (Accounts, Contacts, etc.) Build dashboards, surveys, email, and campaign tracking Align CRM strategy with business goals Design workflows, approvals, and KPIs Recommend automation best practices Collaborate on delivery, testing, and rollout via sandboxes Share architecture via Experience Cloud portals
Build custom LWCs and dynamic layouts Develop Apex/Trigger/Flow logic for automation Deliver and deploy custom Salesforce apps Implement secure multi-role access Optimize UI with branding, accessibility, and usability
Configure Salesforce environments, roles, and security Provide health checks, fixes, and admin support Perform data migration with cleaning, mapping, and validation Monitor performance, storage, API usage, and errors
Build reports, dashboards, and KPIs Integrate tools via APIs or middleware Enable Outlook/Gmail and third-party data sync Deliver training, guides, and in-app prompts
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