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Salesforce Administration & Consulting
Expert Salesforce setup, customization, integration, and ongoing administration to maximize your CRM investment and accelerate sales performance.
Make Salesforce Work for Your Business
Salesforce is the most powerful CRM platform in the world, but only when it is configured, customized, and maintained to match your specific business processes. Out-of-the-box Salesforce leaves enormous value on the table, and poorly implemented instances create more friction than they solve.
SMAART Company provides full-service Salesforce administration, customization, and consulting. From initial CRM setup and data migration to custom workflows, advanced reporting, and third-party integrations with your accounting, email, and support systems, we ensure your Salesforce instance drives pipeline velocity and gives leadership the visibility they need.
Core Directives
Actionable Reporting & Dashboards
Automated Sales Workflows
Clean, Reliable Data
Ready When You Are
Operational Milestones
01
Discovery & Audit
We review your current CRM setup (or business requirements for a new instance), sales processes, data quality, and integration needs.
02
Design & Configuration
Custom objects, fields, page layouts, automation rules, and reports are designed and built to match your specific sales methodology and business processes.
03
Integration & Data Migration
Your Salesforce instance is connected to accounting, email, support, and other critical systems. Existing data is cleaned, deduplicated, and migrated.
04
Training & Adoption
Your team receives role-specific training on the customized Salesforce environment, ensuring high adoption rates and consistent data entry practices.
05
Ongoing Administration
Continuous admin support, quarterly optimization reviews, new feature rollouts, and user management to keep your CRM performing at its peak.
Included Services & Outcomes
CRM Setup & Configuration
Custom Objects & Workflow Automation
Sales Pipeline Optimization
Report & Dashboard Creation
Third-Party Integration (Accounting, Email, Support)
Data Migration & Cleanup
User Training & Adoption Programs
Ongoing Administration & Support
Salesforce That Actually Gets Used.
Most CRM implementations fail on adoption, not features. We configure Salesforce around your actual workflow so your team uses it, and your pipeline reflects reality.
FAQ
Questions &
Answers
Get answers to the most common questions about our salesforce administration & consulting services.
Absolutely. We audit and optimize existing Salesforce implementations, cleaning up technical debt, improving automation, and building the reports and dashboards that should have been there from the start.
We integrate Salesforce with accounting platforms (QuickBooks, Xero, NetSuite), email marketing tools (Mailchimp, HubSpot), support systems (Zendesk, Freshdesk), and custom APIs. If it has an API, we can connect it.
We follow a structured migration process: data mapping, cleansing, deduplication, test migration, validation, and final cutover. Your historical data arrives in Salesforce clean, properly mapped, and ready to use.
Yes. We offer monthly administration packages that include user management, workflow updates, report creation, troubleshooting, and quarterly optimization reviews to continuously improve your CRM performance.
Yes. We build custom pipeline stages, opportunity tracking, forecasting models, and executive dashboards that give you real-time visibility into every deal and accurate revenue projections.
Maximize Your Salesforce Investment
Book a Salesforce audit and discover how expert configuration, clean data, and powerful automation can transform your CRM from a data entry tool into a revenue engine.
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