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 maintains every quality you could hope for in a contracted team and their completed work has been consistently excellent and on-time.

Automotive

BigSolve was instrumental in Salesforce implementation. Extremely responsive and high quality of work. Highly Recommended!

Financial Services

Yes absolutely.

Financial Services

George has the ability to challenge our needs against our now and future process. This has allowed us to take great strides within our organization and reimagine more simpler ways to manage our operations and train those coming onboard.

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

We specifically had a custom TCPA integration built into our system, which has helped give our company a strong proactive angle to ensuring legal compliance.

Financial Services

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

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

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

The process was flawless with no issues, resulting in a seamless merger that ensured business continuity for our collective team. A+++ all around.

Financial Services

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

Nonprofit

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

Insights, Strategies, and Best Practices

Actionable Salesforce insights to help your business scale with clarity and confidence.

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