We build Salesforce automations that handle lead routing, follow-up emails, approvals, and invoicing — so your team sells more and clicks less.
New leads route to the right rep instantly based on territory, product, or score. No manual dispatching, no delays.
Follow-up emails send themselves at the right time, every time. Never let a lead go cold because someone forgot to follow up.
Quotes, discounts, and contracts move through approvals without email chains or missed sign-offs.
Close a deal, generate the contract and invoice automatically. Fewer errors, hours saved per week.
When a deal moves forward, Salesforce handles the next 10 steps automatically — no one has to remember.
Reps get automatic reminders for overdue tasks, stale opportunities, and follow-ups — so nothing slips through the cracks.
We map your current manual process — every click, every workaround, every bottleneck. We identify the 20% of automations that will save 80% of your time.
You review and approve our automation blueprint before we write a single line of code. No surprises, no scope creep.
We configure automations in a sandbox environment, away from your live data. Your team keeps working as normal.
You run through real scenarios. We fix anything that doesn't feel right. UAT is done before go-live — not after.
We deploy, monitor the first week, and stay available for two weeks post-launch. Problems are caught before users notice them.
Typical Timeline
2–6 weeks
Typical Investment
$2,500 – $7,000
Detailed estimate and proposal provided before work begins. Billed monthly on actual hours. NET 30 — no down payment required, and the final invoice is due only after your solution goes live.
A professional services firm was manually assigning every inbound lead and sending follow-up emails by hand. After implementing automated lead routing and a 3-step email sequence, their team reclaimed 8+ hours per rep per week — and their lead-to-meeting conversion rate increased by 35%. The automation paid for itself within the first month.
Yes — this service assumes you have an existing Salesforce org. If you're starting from scratch, our Salesforce Setup & Architecture service is the right first step.
Most automation projects go live in 2–6 weeks. Simple flows ship in under 2 weeks; complex multi-step automations take a bit longer. We'll give you a timeline estimate after the discovery call.
We build automations with change in mind. Updating a trigger condition or adding a new step typically takes 30–60 minutes — not a full rebuild.
We run a 1-hour handoff session and provide written documentation. The automations are designed to be invisible — your team uses Salesforce normally and the work just gets done.
All automations are tested in a sandbox before deployment. We monitor for two weeks post-launch and fix anything that comes up at no extra charge.
Book a free 30-minute consultation. No commitment required.