Services
You bring the vision for your company. We bring the expertise.
Whether you’re evaluating Salesforce, already live and need it to do more, or ready to put AI to work on your data, we’ve done it before and we’ll do it with you.
Need help setting up Salesforce within your company?
You’re making a big investment. Let’s use it to go faster and smarter from day one.
Implementation I’m already on SalesforceAlready have Salesforce and need it to do more?
You know the platform can do more for your company. So do we. Let’s make it happen.
Extend, integrate, support01 · Implement
Let’s get your company running on your Salesforce.
Still evaluating? We’ll help you figure out licensing and estimate the implementation. Already bought it? Let’s discuss the project and give you a number.
“We were really struggling with donor management and keeping track of fundraising activities before Charles and his team helped us implement Salesforce and the Nonprofit Success Pack.”
- 01
Meet, learn, discover, design
We start by meeting your team to understand where you’re trying to go. Then we watch how you actually operate today. The gap between the two becomes the design.
- 02
Build, demo, iterate, release
Once you approve the design we build in phases. After each phase we demo, collect feedback, and adjust. When every phase is done, we release.
- 03
Train, launch, train again
One training is never enough. We do group training before launch, then a week later we train each department on using Salesforce for their specific job.
Customize
Custom objects, apps, and automation shaped to how your business runs, not how the default org does.
Integrate
Accounting and ERP, e‑signature, marketing, websites, and the odd legacy system. We’ve flowed orders from Salesforce into Microsoft Dynamics GP and automated onboarding with DocuSign.
Report
Reports and dashboards that answer the questions leadership actually asks, built on data you can trust.
Migrate
From spreadsheets, from another CRM, or from an org that grew sideways. We’ve moved 150-person sales teams without skipping a beat.
02 · Extend & integrate
Make Salesforce do more for your company.
You’ll get more out of the platform when it’s built around how you operate, connected to the systems you already run, and reporting on what matters.
“We were struggling to keep sales in sync with our back office team, especially around order management. Charles designed a fully integrated solution that lets us seamlessly flow orders from Salesforce to our Microsoft GP back office system.”
03 · Applied AI
AI that’s wired into your data, not bolted on.
We don’t sell AI strategy decks. We put working agents and automations inside your Salesforce org, with the data, permissions, and guardrails they need to be trusted.
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Agentforce setup
Topics, actions, and grounding configured against your real objects and flows. Permissions scoped to what each agent should see and do.
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Custom agents
When you need something Agentforce can’t do, we build on frontier models like Claude and connect to Salesforce through its APIs.
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Sales automation
Inbound lead research and enrichment, account briefs before calls, follow-up drafts, and quote generation from your price book.
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Service automation
Case triage and routing, suggested replies grounded in your knowledge base, and summaries for handoffs.
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Back-office cleanup
Duplicate detection, data normalization, and document extraction into the right fields.
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Guardrails and rollout
Logging, approval steps, evaluation sets, and a human in the loop until each agent has earned your trust.
“In our line of work, signing up a new client is a huge process. Thanks to Charles and his team, we've leveraged Salesforce, DocuSign, and a custom application to completely automate client onboarding.”
04 · Support & train
Keep Salesforce running smoothly, and keep your team getting better at it.
Within your monthly engagement, your team gets on-demand support and the system stays secure, maintained, and improving.
Support your users
Day-to-day help for the people using Salesforce, new reports and dashboards when needed, and quick fixes before they become problems.
Train your team
Each department or role learns how to use Salesforce for their specific objectives, so productivity goes up and workarounds go away.
Maintain and secure
Release updates, permission reviews, data hygiene, and the unglamorous work that keeps an org healthy.
Improve continuously
Improvements get implemented as they’re discovered, so the system keeps up with the business instead of falling behind it.
Let’s talk
Let’s talk about your project.
Tell us what you’re trying to accomplish and we’ll come back with a clear next step, and a number if there’s a project to price.
- sales@cloudmastery.com