Your Trusted Partner for Seamless Salesforce Implementations

We make Salesforce implementation effortless—handling migration, integration, and configuration with zero downtime or disruption to your business.

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Our Process

We Bridge the Gap Between Business Goals and Salesforce Capabilities

Through tailored solutions and accelerators, we build the foundation for your Salesforce success. Here’s how our implementation process comes to life:

Solution Design & Architecture

We assess your workflows, data, and goals to design a Salesforce implementation strategy built for efficiency and scale.

Implementation Blueprint

We create a clear, step-by-step technical plan—outlining configurations, integrations, and deployment milestones.

Platform Build-Out

We configure and fine-tune Salesforce features to fit your operations, enhance performance, and ensure scalability.

Launch & Adoption Support

We handle deployment, user training, and post-launch optimization to ensure Salesforce delivers value from day one.

Our Expertise

Skills

Our team delivers end-to-end Salesforce expertise—from foundational CRM to advanced AI and data-driven automation.

Agentforce

Integrate AI agents directly into Salesforce. Automate workflows, surface insights, and enable your teams to act faster through intelligent, context-aware automation.

Data Cloud

Unify data from every system into a single customer graph. Activate real-time insights, personalize experiences at scale, and power predictive analytics across Salesforce.

Custom App Development

Design and deploy Salesforce-native applications using Apex, Flow, and Lightning Web Components to extend platform capabilities and streamline operations.

Data Migration & Integration

Seamlessly connect legacy systems and sync business data with precision. Maintain integrity, scalability, and performance through secure, optimized integration design.

Experience Cloud

Extend your business beyond internal teams. Build secure portals and communities that connect partners, customers, and stakeholders with seamless access to Salesforce data.

Marketing Cloud

Automate campaigns and personalize engagement across channels. Use data-driven segmentation and journey orchestration to drive conversion and retention.

Sales Cloud

Empower your sales team with a unified CRM that streamlines pipeline management, forecasting, and deal execution—so you can close faster and scale smarter.

Service Cloud

Enhance service efficiency with intelligent case routing, automation, and omnichannel support that delivers faster resolutions and stronger customer satisfaction.

In Production

Rollouts That Survive Contact With Users

A global healthcare organization and a volunteer-run nonprofit — different scales, same problem. Both were running critical operations out of spreadsheets.

150k+

Records routed annually

Territory assignment unified across Leads, Accounts, and Opportunities, cutting routing corrections by 90% and putting the right rep on the deal twice as fast.

Read the territory build

85%

Less manual work

Volunteers for Salesforce replaced spreadsheets and email threads with real scheduling — shifts assigned 3× faster and 70% more service hours actually logged.

Read the nonprofit build

BigSolve has created solutions for my businesses that other Salesforce designers could not do. George's grasp of current AI technology is unparalleled.

Financial Services

They worked seamlessly with our internal stakeholders to harness Salesforce's Agentforce and LLM capabilities, successfully automating our cancellation workflows and achieving a significant reduction in manual agent volume.

Automotive

BigSolve was instrumental with optimizing our Salesforce org structure. They were able to help with everything from territory management to email deliverability, and we are already seeing improvements in sales.

Healthcare & Life Sciences

His expertise, creativity, and tenacity on this important project has now allowed us to gather and report on business-critical volunteer activities.

Nonprofit

The BigSolve team has been consistently helpful and responsive. They keep our tickets moving along efficiently and never let things stall out.

Automotive

We were able to publish an executive dashboard using Tableau in a very short time frame due to elevated priority. This team handled the last-minute request exceptionally well.

Healthcare & Life Sciences

Not only did he build a highly functional API, but he also ensured that the data flows smoothly and efficiently, improving accessibility and usability for our sales team. His work has streamlined our processes, eliminating manual inefficiencies and enabling real-time data access within Salesforce.

Financial Services

Yes absolutely.

Financial Services

They are experts at blending technology with innovative solutions while ensuring key stakeholders remain informed through regular updates and transparent communication around emerging findings that may require additional decisions or alignment.

Automotive

BigSolve performed great and met all expectations for our project. We highly recommend their services, and will be using them again in the future.

Healthcare & Life Sciences

BigSolve didn't just do what we told them to do. They asked questions and understood the ins and outs of our problem and workflow. They came up with the best solution and took the time to train us on how to use it.