Services

Salesforce services built for practical business use

From first implementation to ongoing support, Uppercase helps teams shape Salesforce around real processes, cleaner data, and better visibility.

Service

Salesforce implementation

Launch with a clean structure, sensible permissions, practical automations, and reporting teams can trust from day one.

Help companies plan and launch Salesforce with the right structure, fields, objects, permissions, automations, reports, and user flows from the start.

Typical deliverables

CRM discovery and requirements
Salesforce setup and configuration
Sales process mapping
User roles and permissions
Lead and opportunity management
Reports and dashboards
Launch support

Service

Salesforce customization

Adapt Salesforce to the way your business actually sells, serves customers, and tracks performance.

Adapt Salesforce to match the way the business actually sells, supports customers, and reports on performance.

Typical deliverables

Custom objects and fields
Page layouts
Lightning record pages
Validation rules
Flows and automations
Custom user experiences
Permission configuration

Service

Salesforce integrations

Connect Salesforce with the rest of your stack so customer, sales, and operational data moves without manual work.

Connect Salesforce with the tools the business already uses so data flows cleanly across sales, marketing, operations, and support.

Typical deliverables

Integration planning
API-based integrations
Marketing and sales tool connections
Data sync setup
Testing and troubleshooting
Documentation

Service

CRM process design

Improve the business process behind the CRM so Salesforce supports real work instead of becoming an admin burden.

Clarify and improve the business processes behind Salesforce so the CRM supports real work instead of becoming an administrative burden.

Typical deliverables

Sales process review
Lead lifecycle design
Opportunity stage design
Customer support process mapping
Data model recommendations
CRM governance recommendations

Service

Automation and workflow optimization

Reduce repetitive work with automations that speed up handoffs, keep data clean, and support consistent execution.

Reduce manual work by designing practical automations that help teams move faster while keeping data consistent.

Typical deliverables

Salesforce Flow setup
Task automation
Approval processes
Notifications
Data quality automation
Handoff automation between teams

Service

Reporting and dashboards

Give managers and teams clearer visibility into pipeline, activity, conversion, and operational performance.

Give managers and teams better visibility into pipeline, sales activity, conversion, customer data, and operational performance.

Typical deliverables

Report design
Dashboard setup
KPI definition
Pipeline visibility
Forecasting support
Data cleanup recommendations

Service

Training and user adoption

Help teams use Salesforce with confidence so the system becomes part of daily work rather than something people avoid.

Help teams understand how to use Salesforce properly so the system becomes part of daily work rather than a tool people avoid.

Typical deliverables

Admin training
End-user training
Role-based sessions
Documentation
Launch support
Adoption recommendations

Service

Ongoing Salesforce support

Stay supported after launch with practical help for improvements, troubleshooting, and day-to-day admin work.

Provide continued help after launch to improve, troubleshoot, maintain, and expand Salesforce as business needs change.

Typical deliverables

Admin support
Configuration changes
Bug fixing
New reports and dashboards
Automation improvements
User support
System health checks

Next step

Not sure where the biggest Salesforce bottleneck is?

A short discovery conversation is usually enough to identify whether the main issue is setup, process design, reporting, integrations, or adoption.

Book a consultation