Salesforce Implementation

Salesforce
built around
your business

We configure Salesforce for your workflows and test it with your team before launch. Data migration and user training are defined in your project scope.

  • 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.

New implementations

Set up Salesforce around the work your team needs to do each day.

Accounts
Contacts
Opportunities
ReportingA clear view of your business

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Remove outdated configuration and fix automation that gets in your team’s way.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

  1. Clear ownership
  2. Consistent workflows
  3. 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

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.

Our project was handled superbly. Every detail was accounted for and delivered. Timely support was provided until everything met our satisfaction.
— AppExchange review

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.

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.