Salesforce Implementation
At Sweet Potato Tec, we believe Salesforce should be a business accelerator not a technical hurdle. Whether you’re launching Salesforce for the first time or looking to optimize an existing setup, we bring the strategic insight and technical know-how to make it happen.
Since 2014, we’ve helped organizations go beyond out-of-the-box solutions, building systems that simplify operations, enhance user experiences, and deliver measurable value. With our team by your side, you’ll get expert guidance, hands-on execution, and a partner who understands how to make Salesforce work for your business.
Our Transformation Methodology
Our Roadmap Methodology
Our roadmap methodology for Salesforce Implementation is a strategic and collaborative approach focused on delivering tailored CRM solutions. We start by defining clear business goals and understanding your unique processes. Through joint design workshops, we create a practical plan and execute with agility to ensure high-quality outcomes aligned with your vision.
How can our Consultants assist you
Salesforce Solution Planning
We create step-by-step implementation strategies tailored to your goals and tech stack.
Smart Tool Selection
We advise on the right Salesforce products, licenses, and third-party tools to maximize ROI.
Custom Build & Configuration
From Lightning UI customization to Agentforce setup, we craft solutions that fit your business model.
System Integrations
We ensure seamless connectivity with systems like HubSpot, NetSuite, DocuSign, Sage, and more.
Clean Data, Strong Governance
We establish data practices that ensure accuracy, consistency, and compliance across your CRM.
Insight-Driven CRM
We turn data into action through intelligent dashboards, reports, and AI-powered predictions.
Practical User Enablement
We deliver interactive training programs designed to empower users and build confidence.
Evolving with You
We continuously assess, refine, and optimize your Salesforce org as your needs change.
Why Work With Us?
Not all implementations deliver ROI, we have experience of taking on such projects.
100 certifications across the team making us one of the most experienced per consultant partner in the ecosystem .
Blended day rate to ensure you don't burn your budget in a month.
Our methodology doesn’t just offer Salesforce best practice, we take a trusted advisor approach to all of our projects.
