Salesforce & Business Process Automation
Custom apps and process automation for small and growing businesses, built mostly with Salesforce Flow, plus the hands-on administration to keep them running. We turn Salesforce from an address book into the system your business runs on.
Standard features first. Flow for most work. Code only when it’s needed.
Before we build anything, we check whether Salesforce or an existing AppExchange app already does the job. Most of what small businesses need can be built with Flow, Salesforce’s point-and-click automation: lower cost, faster delivery, and easier for any Salesforce admin to maintain later.
Use what you have
Standard Salesforce features and setup, configured properly. Often the fastest fix is a feature you already pay for.
Automate with Flow
Guided screens, mobile actions, approvals and automatic follow-up, built without custom code.
Code when it counts
Custom code and integrations only when the process truly requires it, and only after you approve the estimate.
Plan it, run it, connect it, measure it
$175 per hour for Salesforce consulting, or choose a monthly plan, a prepaid block or a fixed-fee project.
Architecture & Roadmap
A clear design for your org and a prioritized plan to get there, before anything is built.
- Current-org review
- Data model and automation design
- Phased, prioritized roadmap
from $4,000
Admin on Demand
Senior-level Salesforce administration for organizations that need changes made but not a full-time hire.
- Users, licenses and security
- Objects, pages and automation
- Reports, dashboards and releases
10 hrs/month · $1,500 ($150/hr)
20 hrs/month · $2,800 ($140/hr)
Prepaid Block
Twenty hours to use as you need them over twelve months. Good for occasional changes and fixes.
- 20 hours, good for 12 months
- Same weekly usage report
- Use for admin or small builds
$3,300 ($165/hr)
Data Integration
Turn Salesforce from an address book into a business system by bringing in your operations data.
- Jobs, quotes, invoices and AR
- Daily syncs on unique IDs
- Bonus meters and collections
$10,000 – $25,000 per project
Campaign & Event Management
Know what every membership, show and event earns you.
- Campaign hierarchy and costs
- Attendee lists, invites, raffles
- One-click follow-up, paced calls
Setup $3,500 – $5,000
Per exhibited trade show from $1,500
Custom App Builds
Salesforce apps designed and built around your process, from field tools to automation. See examples below.
- Estimated in writing first
- 90 days of fixes included
- Built for your org
Scoped in a written proposal
Hourly work, Admin on Demand and prepaid blocks include a weekly usage report: each task and date, the actual time spent, the time billed, and the hours you have left. See Pricing for full terms.
Examples of what we can build
A few custom Salesforce apps we have designed and proven in a live production org. They show the kind of work we do; your app is designed around your process and scoped in a written proposal.
Voice Notes
Talk after a visit; AI writes the notes and the follow-ups.
Scan Business Card
Snap a card; the person lands in Salesforce.
New Job Request
Field requests sent straight to operations, so no job is lost between teams.
Duplicate Review & Management
Find, review and merge duplicates across contacts, accounts, leads and more.
Event Raffle
Run booth raffles in Salesforce: capture entries, draw winners and feed every entrant into follow-up.
Have an idea of your own?
Tell us the problem. We will design the app and scope it in a written proposal.
Describe your ideaAfter 90 days, release fixes are covered on Admin on Demand. Changes to your org’s structure are billed as regular work. Detailed presentations of each example are available on request.
One fix at a time
You don’t need a big project or a big budget. We start with the problem costing you the most, fix it, keep it running, and move to the next one when you’re ready.
Talk
A complimentary discovery call to find the problem costing you the most.
Scope
One fix, priced in a written proposal before any work starts.
Build
Standard features and Flow first, delivered with 90 days of fixes.
Keep it running
Admin on Demand handles support and the next small fix, with a weekly usage report.
Close the gap between sales and operations
In service companies, the hand-off between a salesperson hearing about a job and operations creating it is where work and revenue most often go missing.
Built and running for a commercial services contractor
A commercial services contractor (plumbing, HVAC, mechanical and restoration) whose operations ran in a separate field-service platform, with Salesforce used only for contacts.
Every example app on this page was developed and proven there first.
- Daily integration of jobs, quotes and invoices from the operations software
- New Job Request linking the field to operations
- Business card scanning with AI
- Voice notes that write the follow-ups
- Duplicate scanning and merging across four objects
- Campaign hierarchy with costs, booth invites, raffle and paced follow-up calls
Get more out of the Salesforce you already pay for.
Start with a complimentary review of how your org is used today.