Lead Handling & Alerts
Smart assignment rules, queues, round-robin distribution, and SLA alerts so every lead gets worked on time.
Salesforce Consulting & Services for Small-Medium Businesses
Fix broken lead routing, clean your CRM, and launch low-code automation across Salesforce — without a heavy dev team.
Lead Routing
Stop leaks with flows & assignment rules that actually work.
Stop leaks with flows & assignment rules that actually work.
Data Clean-Up
Duplicate management, field hygiene, and reporting you can trust.
Duplicate management, field hygiene, and reporting you can trust.
Automation
Trigger emails, tasks, and alerts with Flows — no more manual follow-ups.
Trigger emails, tasks, and alerts with Flows — no more manual follow-ups.
Services
Browse the highlights — use the arrows or swipe.
Data Hygiene
Duplicate rules, field audits, data validation, and list segmentation.
Salesforce Flows
Approval flows, auto-create tasks, lifecycle tracking — low-code first.
Reporting & Dashboards
Pipeline visibility and marketing attribution you can actually use.
Health Check
Quick audit + prioritized fixes to unlock near-term wins.
Experience
Selected highlights across industries and tools.
SMB B2B and B2C SaaS
Cleaned lead flow, cut response time by 60%, improved MQL→SQL by 18%.
Professional Lead Gen Services
Automated intake + scheduling; reduced manual ops by 8–12 hrs/week.
Special nonprofit pricing available
We’re committed to helping missions thrive.
Sales + Marketing Ops
Salesforce Sales Cloud + HubSpot handoffs with contact dedupe control.
Tooling
Flows, Reports, Validation, Integrations, Data Cleanup.
Packages
Quick Start CRM Tune-Up
Up to 10 hours — ideal for fast fixes: lead routing, data clean-up, low-code automation.
$70/hr • Authorized now, charged after successful delivery
Book Quick Start →Monthly Admin Support
Ongoing support with prioritized queue, reporting, and quarterly roadmap.
Explore →Scoped Project
Milestone-based delivery for automations, integrations, or bigger initiatives.
Start a project →How it works
1
Get Started Your Way
Set goals with a Scoped Project, or jump in with a Quick Start.
Set goals with a Scoped Project, or jump in with a Quick Start.
2
Access & Audit
Lightweight access, health check, and quick win plan.
Lightweight access, health check, and quick win plan.
3
Delivery
Implement fixes & automation; short updates as we go.
Implement fixes & automation; short updates as we go.
4
Review & Next steps
Confirm outcomes; decide on retainer or further scope.
Confirm outcomes; decide on retainer or further scope.
Popular tools we work with
Across Salesforce + ecosystem
Sales Cloud
Marketing Cloud
Service Cloud
Nonprofit Cloud
Agentforce AI
Pardot
MuleSoft
HubSpot
DocuSign
Conga
Titan
What clients say
“Lead routing was a black box. Dylan fixed it in a week and our reps noticed immediately.”
— RevOps Lead, B2B SaaS
— RevOps Lead, B2B SaaS
“We finally trust our reports. The cleanup and validation rules made a huge difference.”
— COO, Services Firm
— COO, Services Firm
FAQ
Do you really not charge until work is complete?
For Quick Start projects, we place a temporary authorization on your card and only capture payment after successful delivery. If the solution isn’t a fit, the hold is released.
What’s covered in the 10-hour max Quick Start?
Typical wins: lead routing fixes, data hygiene, small automations, small data projects, and reporting cleanup. Bigger items move to a scoped project.
Can we roll remaining time into a retainer?
Yes — any unused time can be credited toward ongoing admin support if started within 30 days.
Get in touch
Prefer to talk first? Book a quick fit call or send a message below.