Solution Implementation & Consulting

Get More Out of Salesforce, Shopify & Dynamics 365

Implementation, customization, and ongoing support for the platforms your business already runs on — configured around your process, not a generic template.

Home / Services / Solution Implementation & Consulting
Consultants planning a solution implementation roadmap
Certified Implementation Partner
🔄 Seamless Data Migration
Common Pain Points

Where Platform Investments Underperform

Buying the platform is easy. Getting value out of it is the hard part.

Underused Platforms

You are paying for Salesforce or Dynamics but only using a fraction of what it can do.

Messy Data Migration

Years of spreadsheets and legacy CRMs make a clean migration feel impossible.

Workflow Mismatch

Out-of-the-box configuration does not match how your team actually sells or ships.

No Internal Admin

Nobody in-house owns the platform, so small fixes pile up into big problems.

What We Deliver

Implementation Services That Stick

From first configuration to ongoing administration.

Platform Implementation

End-to-end setup of Salesforce, Dynamics 365, or Shopify tailored to your workflows.

  • Requirements discovery & solution design
  • Custom objects, workflows & automations
  • Data migration with validation
  • User training & documentation

Systems Integration

Connect your CRM/ERP to the rest of your stack so data moves automatically.

  • Native & middleware integrations (MuleSoft, Zapier)
  • Real-time data sync across systems
  • Legacy system connectors
  • Error handling & monitoring

Custom Development

When out-of-the-box is not enough, we build on the platform itself.

  • Apex & Lightning Web Components (Salesforce)
  • Power Apps & Power Automate (Microsoft)
  • Shopify theme & app development
  • Custom reporting & dashboards

Managed Support

Ongoing administration so the platform keeps working as your business changes.

  • Dedicated platform administrator
  • Release management & sandbox testing
  • User support & training refreshers
  • Quarterly platform health checks
Process

How We Implement

A phased approach that keeps the business running while the platform improves.

01

Discovery Workshop

We audit your current setup and map what good looks like for your team.

02

Solution Design

A configuration and data plan reviewed with your stakeholders before build starts.

03

Build & Migrate

Configuration, custom development, and a validated data migration.

04

Adopt & Support

Training, go-live support, and ongoing administration after launch.

Let’s Audit Your Current Setup

A free platform health check shows you exactly where you are leaving value on the table.