Salesforce Consulting Partner · Detroit, MI
We design, build, and run Salesforce for industries where the details are regulated, the data is sensitive, and adoption is everything — turning CRM noise into answers you can act on.
Every CRM starts as noise — scattered fields, stalled adoption, reports nobody trusts. Our job is to make it resolve into signal.
Strategy through go-live. Then every quarter after — because go-live is the midpoint, not the finish line.
Architect-led, start to finish. The person who scopes your engagement is the one who builds it.
Services
Six ways we engage, sized to where your org is today. Every engagement starts with a scoped Statement of Work and a clear budget range.
We architect and implement a Salesforce solution aligned to your business goals and ready for immediate impact — not a blank org with your logo on it.
Lightning Web Components, Apex, and API integrations built for your unique processes — with an automated testing suite behind every release.
View details →Seamless, real-time connections between Salesforce, your ERP, marketing automation, and third-party systems — documented end to end.
View details →Quality assessment, automated migration, validation, and a post-migration audit — your data arrives clean and intact.
View details →Performance tuning, advanced reporting, and workflow cleanup for orgs that have grown faster than their architecture.
View details →Role-based training, an on-demand video library, and a dedicated support channel — because adoption is the real go-live.
View details →Selected work
The shape of our recent work across the verticals we know best.
Financial Services Cloud rebuilt around a 45-advisor wealth management firm's actual workflow — custom pipeline stages, automated opportunity scoring, and custodial platform integration.
After three failed implementations, we started with loan-officer workflow interviews — then stripped 200+ unused fields, simplified layouts around the origination lifecycle, and automated lead-to-loan tracking.
A community foundation managing $12M in annual grants, consolidated from three disconnected systems into Salesforce NPSP — donor lifecycle automation, grant milestones, and payment integration.
How we work
Step 01
We map your business goals, stakeholders, and regulatory constraints into a strategic roadmap — so scope decisions are made on purpose, not under deadline.
Step 02
Certified architects design the data model, automation, and integration approach against Salesforce best practice and your industry's compliance requirements.
Step 03
Iterative builds with your team in the room — every sprint demoed, every component tested, every data load validated before it touches production.
Step 04
Go-live is the midpoint, not the finish. Role-based training, a change management playbook, and quarterly health checks keep the platform earning its keep.
Industries
We don't claim twenty industries. We work where we've done it before — and where the regulatory details reward a specialist.
Financial Services Cloud for wealth management, banking, and advisory firms with compliance built into the data model.
Donor management, program tracking, and grant reporting on Nonprofit Cloud — built for lean teams and board-ready reporting.
Loan pipelines, broker portals, and LOS integrations for high-volume lending operations where speed and accuracy both count.
Service Cloud for high-volume contact centers — case routing, omnichannel, and the dashboards leadership actually reads.
Questions answered
Deep, hands-on expertise in Salesforce's core clouds — Financial Services Cloud, Sales Cloud, and Service Cloud — tailored to your industry. Whether you're a wealth-management firm, a high-volume call center, or an emerging non-profit, we've delivered scalable solutions that align with your processes and regulatory requirements.
Three flexible models: fixed-bid projects for well-defined scopes, time & materials for evolving requirements, and outcome-based engagements tied to agreed milestones. Before we begin, we draft a detailed Statement of Work with a clear budget range so you can plan with confidence.
Yes — we act as a long-term partner. Managed services plans for enhancements and user support, quarterly health checks and optimizations, and focused innovation sprints to add new capabilities as your business evolves.
Technology succeeds only when people do. Every project includes role-based training programs, a change management playbook with stakeholder alignment and adoption tracking, and dedicated post-go-live support hours.
Send it over and a certified Salesforce architect will follow up personally — typically within one business day.
Not ready for a call?
A practical self-assessment covering the twelve areas we audit in every engagement — data model, automation debt, security posture, adoption signals, and more. Find out where your org stands before you talk to anyone.