CRM Setup & Automation on Salesforce
One pipeline for every lead, built around how you sell.
Built inside your Salesforce account
Salesforce automation without the enterprise price tag
Salesforce can do almost anything. That's usually the problem. We configure Flow, pipeline automation, and routing scoped to what your business actually needs.
Free · 30 minutes · Written Leak Map in 48 hours · No obligation
- Free auditWritten Leak Map in 48 hours
- Fixed in 14 daysFlow Fix from $1,500
- Under 5 minutesReply time, guaranteed
The leak and the fix
What we fix in Salesforce
Our Salesforce automation services build the workflows your team needs without enterprise-level complexity. Salesforce is built to handle almost any process a business can throw at it, which is exactly why so many accounts end up half-configured. Teams either pay for a full custom build they don't need, or end up with a barely-touched instance running on standard objects and manual updates. We scope Salesforce automation to what actually moves your business, not a ground-up enterprise build.
- You're paying for Salesforce licenses, but reps mostly use it to log activity manually after the fact.
- A previous consultant built custom objects and Flows nobody in-house understands or maintains.
- Automation exists in pieces, but nothing connects lead intake to pipeline movement to reporting.
- You use the fraction of Salesforce that matters Most growing businesses don't need a ground-up custom build. Scoping Flow and automation to your actual process gets more value out of the license you're already paying for.
- What gets built, your team can maintain Automation that only the original consultant understands isn't really an asset. We build with maintainability in mind, not complexity for its own sake.
- Lead intake, pipeline, and reporting finally connect Flow-triggered automation ties the pieces together, so a lead moving through the pipeline updates reporting automatically instead of depending on manual logging.
What you get
What we build on Salesforce
Built and tested during your Flow Fix, then handed over with a walkthrough video and docs for your team.
- Flow automation scoped to your actual sales and service process
- Pipeline and opportunity stage cleanup, matched to how deals really move
- Lead routing and assignment rules that reflect your team structure
- Documentation of what's built, so it doesn't depend on one consultant
Inside your Flow Fix
How we build it, step by step
These are the build steps inside your 14-day Flow Fix, after your free audit and Lead Leak Map.
Step 1: Audit the org
What's built, what's used, what's quietly been abandoned.
Step 2: Scope what's actually needed
Honest about what's overkill versus genuinely useful.
Step 3: Build Flow automation
Routing, pipeline logic, and triggers built to be maintained.
Step 4: Document & train
So changes don't require calling in outside help every time.
Client results
What changed for our clients
“A new lead used to wait most of the day for a reply. Now every lead hears from us within minutes, and nobody on the team has to remember to do it.”
< 5 minLead response, down from 4 to 24 hoursTrailside Tidy
“Our leads came in from the website, directory listings, and the phone, and we handled each one by hand. Now they all land in one place, every new lead gets an estimate within minutes, and follow-up, confirmations, and review requests run without us.”
< 5 minEstimate sent to every new leadClutch Cleaning
“We were losing jobs between the quote and the contract. Now the follow-up and the contract go out on their own, and customers sign the same day.”
Same dayFrom lead to signed contractR2 Sealing
“Our old CRM was a mess we didn't even own. The move was seamless: no downtime, nothing lost, and the system is finally ours.”
0Data lost in migrationWomen in Dentistry
“Every lead used to need one of us to qualify it, chase it, and book it. Now the system replies around the clock, answers the usual questions, and puts the booking on our calendar without anyone stepping in.”
24/7AI lead responseAI MOTOX
“Our consultation bookings were up and down, and nobody qualified a lead before it hit the calendar. Now every lead is qualified before it books, old contacts we had given up on are coming back, and bookings are finally predictable.”
AIQualifies every lead before bookingLeadAdvisor
“We were tracking referrals by hand, with no tiers and nothing to stop people gaming it. Now rewards go out on their own at every milestone, abuse gets caught automatically, and nobody has to watch over it.”
4 tiersRewards delivered automaticallyGyro Republic
Client 1 of 7
In depth
Why do so many Salesforce orgs go underused?
Salesforce's flexibility is also its biggest trap. It's possible to build almost anything in it, which means it's just as possible to end up with an org full of custom objects, half-finished Flows, and automation that only the person who built it understands. Most growing businesses on Salesforce aren't underpowered. They're overbuilt in the wrong places and underbuilt in the ones that actually matter.
Getting Salesforce automation right starts with an honest scope: what does this business actually need Flow, routing, and reporting to do, versus what's technically possible. That scoping is what keeps a Salesforce build maintainable by your own team instead of permanently dependent on outside consultants.
Is this the right fit?
- Businesses paying for Salesforce licenses that mostly get used for manual logging
- Teams that inherited a Salesforce org built by a consultant who's no longer involved
- Anyone whose lead-to-pipeline-to-reporting flow has gaps between the pieces
- Growing businesses trying to figure out if Salesforce is overkill or under-configured
Sound like your business?Get my free Lead Leak Audit
Keep exploring
More on Salesforce automation
GoHighLevel automation
Most GoHighLevel accounts are still running on a default snapshot.
HubSpot automation
HubSpot has serious automation power.
Zoho automation
Zoho is one of the best-value CRMs available.
Pipedrive automation
Pipedrive is one of the simplest CRMs to look at and one of the easiest to leave under-automated.
Monday.com automation
Monday's flexibility is what makes it appealing, and what makes most CRM boards drift into chaos.
FAQ
Common questions
Do we need Salesforce admin certification in-house to maintain what you build?
No. Automation is built and documented so a non-specialist admin can maintain it, not just someone with deep declarative or Apex experience.
We inherited a messy org from a previous consultant. Do you start over?
Usually not entirely. We audit what's there first and keep what's working, rebuilding only the parts that are actually broken or unmaintainable.
Is Salesforce overkill for a smaller, growing business?
Sometimes. Part of the audit is telling you honestly if a lighter CRM would serve you better, rather than assuming Salesforce is always the right fit.
From the blog
Further reading
The 5-step follow-up playbook most businesses are missing
Most follow-up plans stop after one call and one email. Here's the 5-step playbook that keeps leads warm automatically until they're ready to book.
Marketing automation vs. AI automation: what's the difference?
Marketing automation runs your campaigns on schedule. AI automation runs the conversation. Here's how the two are different, and when you need both.
Why slow lead response time is costing you jobs (and how to fix it)
Leads that wait more than 5 minutes for a reply convert far less often. Here's how CRM automation closes that gap for good, without hiring anyone.
Stop losing leads you already paid for
Book a free 30-minute Lead Leak Audit. Your written Leak Map arrives within 48 hours, yours to keep.
We take on 4 new clients a month, so every build gets full attention.