What we do
Tools
Industries
Legal & Law FirmsLess admin per case, faster billing, and no missed deadlinesHealthcare & PracticesFewer no-shows, cleaner records and billing that gets paidHome & Field ServicesQuotes out faster, jobs billed the same day, fewer callbacksManufacturingFewer production errors, accurate costing and on-time ordersWholesale & DistributionOrders flow in on their own, with stock numbers you can trustConstruction & ContractorsTighter job costs, faster change orders and subs paid on timeReal Estate & Property MgmtFaster lead response, less paperwork and happier owners and tenantsE-commerce & RetailMore orders shipped right the first time, fewer returns and refundsLogistics & FreightFewer delays, accurate tracking and invoices that go out on timeProfessional ServicesMore billable hours captured, faster onboarding and cleaner invoicesFinancial Services & InsuranceFaster onboarding, fewer compliance gaps and smoother renewalsHospitality & RestaurantsSmoother service, tighter inventory and less wasted laborNonprofitsMore of every dollar goes to the mission, with reporting that takes minutesEducation & TrainingLess admin per student and families who always know where things standAutomotive & DealershipsFaster follow-up, fuller service bays and fewer lost leadsStaffing & RecruitingFaster placements, error-free payroll and quicker client invoicing
Department
OperationsYou see the inefficiency every day. We build the systems that make it go away.SalesEverything your reps need, right inside the CRM. More time selling, less time searching.FinanceStop chasing data across systems. Your accounting connected to everything else.Customer ExperienceSelf-service portals so customers help themselves, on their own time.MarketingKnow who is engaging, who is at risk and where the opportunities are.Supply ChainOrders, suppliers, stock and shipments in sync, so you see problems before your customers do.WarehousePicks, packs and stock counts that update every system without anyone retyping them.HR & PeopleHiring, onboarding and payroll data moving between systems, so your people team stops chasing forms.ProcurementRequests, approvals and purchase orders that route themselves and match what was actually bought.
How we workLet's talk →
Home/Salesforce

Your sales team lives in Salesforce. So why are they still leaving it 30 times a day?

Salesforce is supposed to be the single source of truth for your sales team, but reps still jump to QuickBooks to check an invoice, to the inventory system for stock, and to the shipping portal for a tracking number, dozens of times a day. We build custom integrations, automations, and portals on top of Salesforce that turn it into what it was always supposed to be: the brain of your entire sales operation.

Where Salesforce stops

Reps export reports to Excel to line them up against invoices, inventory and shipping data that lives in other systems.

Got a Salesforce problem? Let's solve it →

Your reps open Salesforce for the contact info, then jump to QuickBooks to check if an invoice was paid, then hop over to the inventory system to see if a product is in stock, then open the shipping portal to get a tracking number for a customer who's asking.

That's not a single source of truth. That's a starting point for a scavenger hunt.

What We Build on Top of Salesforce

01

Bring the data in

Real systems feeding real answers, right inside the account or opportunity record.

  • Real-time inventory levels from your WMS or ERP, visible right inside the opportunity or account record, so your rep knows instantly if they can promise delivery
  • "Has Drake Corp paid their last invoice?" Invoice and payment status from QuickBooks or NetSuite, answered without asking finance
  • Shipping and tracking info from ShipStation or your logistics provider, right there in the account record
  • Support ticket history from Zendesk or Freshdesk, so your rep knows if a customer just had a bad support experience before they make a sales call
  • Custom data from any system with an API. If it has data your team needs, we can get it into Salesforce
02

Automate the busywork

The handoffs that used to need a person now just happen.

  • Lead comes in from your website form? Automatically created in Salesforce with all the details, assigned to the right rep based on territory or product interest
  • Deal closed? Invoice automatically generated in QuickBooks, onboarding task automatically created in your project management tool, welcome email sent
  • Customer hasn't ordered in 60 days? Alert pops up on the account owner's dashboard, or an email goes out automatically
  • Contract renewal coming up in 90 days? Task created, reminder sent, proposal template pre-filled with last year’s terms
03

Build on top of it

Once the data is flowing, it can go further than one screen.

  • Custom dashboards that combine Salesforce pipeline data with financial data from your ERP, so leadership sees the real picture, not just the CRM picture
  • Customer portals that pull data from Salesforce and your other systems, so your customers see their order history, invoices, support tickets, and account details in one self-service portal
  • Mobile apps for your field sales team that bring Salesforce data together with inventory and route planning
One of our recent projects

Building Materials Distributor

15 sales reps, Salesforce for CRM, NetSuite for ERP and accounting.

The problemA rep gets a call from a contractor: "I need 200 units of product X delivered to the downtown site by Friday. What's our account balance? And did that last shipment ever arrive?" The rep puts them on hold, opens NetSuite to check inventory, opens another NetSuite screen for the account balance, opens the shipping portal to look up tracking, then goes back to Salesforce to log the call. Five minutes for a conversation that should have taken one.

The rep opens the contractor’s account in Salesforce and sees everything in a custom panel, then places the order without leaving the screen. The order syncs to NetSuite, the invoice generates automatically, the shipping label is created in ShipStation, and the contractor gets a confirmation email. One tab. One minute. Done.
  • Product X: 847 units in stock, available for next-day delivery
  • Account balance: $12,400 outstanding, last payment received 3 days ago
  • Last shipment: delivered yesterday, signed by Mike on site
Fix mine →See how we work with NetSuite

How This Connects to the Bigger Picture

Salesforce integration is often the starting point. Once your sales team has everything they need in one place, the next question is usually: can we do this for our customers too?

That's where our self-service portals come in. Same data, same systems, but now your customers can access it themselves.

See how we Uber-ize businesses with self-service portals →

See how we make support teams omniscient →

See how we help businesses sell online →

Tools We Commonly Connect with Salesforce

01

QuickBooks

02

NetSuite

03

Zendesk

04

ShipStation

05

Slack

06

Shopify

07

HubSpot

08

Twilio

More on Salesforce

What we build on top of specific parts of Salesforce.

Salesforce Reports & DashboardsSalesforce Flow & AutomationSalesforce ApexSalesforce REST API & IntegrationsSalesforce Opportunities & LeadsSalesforce Data ManagementSalesforce + Jira IntegrationSalesforce + NetSuite IntegrationSalesforce + Mailchimp IntegrationSalesforce Developer: Outcome vs. Just CodeFreelance Salesforce Developer vs. AgencySalesforce Consultant: Agency vs. Freelancer

Questions people ask

What is a Salesforce connected app, and do we need one?

A connected app is how an outside system authenticates with Salesforce through OAuth instead of a shared login. Any real custom integration we build goes through one, it's the standard, secure way to let another tool read or write Salesforce data on your behalf.

Is Zapier enough to connect Salesforce to our other tools?

For a handful of simple, low-volume triggers, it can be. Anything with real conditional logic, routing a lead differently based on deal size, holding a sync until something's approved, usually needs a custom integration built against Salesforce's API directly, which is what we do.

Let's talk

Using Salesforce and feel like your team is still doing too much manual work?

Tell us what's slowing them down. We'll tell you what's realistic to fix. And if it's not Salesforce that's the bottleneck, that's fine too, we automate whatever's manual in your business, not just your CRM.

Let's Talk →

Let's talk

Tell us the one thing your team does manually that eats up time. We read every message and reply within a day.