New implementations
Set up Salesforce around the work your team needs to do each day.
Accounts
Contacts
Opportunities
ReportingA clear view of your business
Salesforce Implementation
Salesforce implementation tailored to your business
We configure Salesforce around your workflows and test it with your team before launch. Whether you’re starting fresh, migrating or improving an existing org, we agree on data migration, training and launch support upfront.
- Established in 2016
- 90-day money-back guarantee
- All work performed by our US-based employees
Get an implementation plan built around what your team needs from Salesforce.
Expansion
Add Salesforce capabilities that fit your existing setup.
Your Salesforce orgExisting foundation
Add the capabilities you need
Service
Automation
Reporting
Org reset
Remove outdated configuration and fix automation that gets in your team’s way.
Before
Workarounds on top of workarounds
Manual entryDuplicate rulesExtra approvalsSpreadsheet fixesConflicting reports
After
One clear, maintainable process
- Clear ownership
- Consistent workflows
- Reliable reporting
Migration
Prepare your records for Salesforce, preserving the relationships between them. Test the migration before moving your team.
Your source data
- Legacy CRM
- Spreadsheets
- Databases
Map & validate
- Match fields
- Clean records
- Test the import
Salesforce
Ready for your team
Reconcile & confirm
Your implementation
We review your processes, data and connected systems, then agree on deliverables and a rollout plan.
Your users help shape and test the workflows before launch.
From plan to handoff
Plan
Agree on deliverables, priorities and a rollout plan.
Configure
Build workflows and map, clean and test data where migration is included.
Test
Validate the setup with the people who will use it.
Launch
Define training, documentation, launch support and ongoing ownership.
Why Stackology
Architecture that fits your business
We design Salesforce to fit your business processes and the systems around it.
Built to be maintained
We document the setup so your team can maintain it after launch.
Work with the people designing your org
There is no handoff to a separate delivery team.
Every project was thoroughly tested, documented and explained—and successful and on budget. After a rollout, the team often contacted me first to check that everything went smoothly.
Salesforce Implementation FAQ
Do you help with new Salesforce setups or existing ones?
Both. We implement Salesforce for teams starting fresh and help existing users expand or replace a setup that no longer fits. We review what your team needs before recommending how much should change.
Can you move our existing data into Salesforce?
Yes. We assess your existing data, whether it comes from another CRM, spreadsheets, databases, or a Salesforce setup. We plan the transfer to preserve relationships between records. Cleanup and test migrations happen before the final move.
Can you work with our existing team or admin?
Yes. We agree on responsibilities before the build. Your team stays involved in design decisions and testing.
How do you scope an implementation?
We review how your team works and what Salesforce needs to support. Then we agree on what to build and a rollout plan. Larger projects can be divided into phases.
What affects Salesforce implementation cost?
Cost depends on configuration, data migration, integrations, testing and training. We agree on deliverables and pricing before work begins. Our implementation cost guide explains what to prepare for an estimate.
How long does an implementation take?
Timing depends on what needs to be built, including any data migration or system integrations. Your team’s availability for decisions and testing also affects the schedule. We agree on a realistic timeline during scoping.
What happens after launch?
We document the setup and prepare your admin to manage it. Training and launch support are defined in the project scope. If you need continued help, we can discuss a Managed Services plan.
Planning a Salesforce implementation?
Tell us what Salesforce needs to support and when your team needs it ready.
Plan the rollout before the build begins.