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Salesforce Consulting

As a Salesforce partner with over ten years of implementation and administration experience, our certified experts set you up for success by building and managing a powerful, personalized Salesforce platform that makes a definitive impact on your sales team by providing the tools necessary to optimize revenue operations and processes.

Make Your Tech Stack Work for You

When properly implemented, the ROI of a CRM software system can exceed 245% (Forrester). A well-built CRM will allow you to track your team's performance, plan for the future, stay on top of your team's work and opportunities, follow-up with clients, work collaboratively across teams, and save time through automation.

But bad data in your CRM can cost you more than 10% of annual revenue (Validity). No one wants to be paying for an expensive piece of technology that doesn't produce results. 

We help revenue leaders struggling with their Salesforce or HubSpot CRMs turn process and technologies into allies that can be used to track towards hitting goals and save your team's time. We map out your customer journey and build a CRM that is designed to support that journey.

A custom platform, built without complexity

Across new instances or messy existing ones, we approach things differently.

Salesforce Implementation

Salesforce is only as powerful as its implementation.

RevLoop will work closely with your team to understand your business, and then design and implement a Salesforce instance that takes full advantage of the dynamic features necessary to reach your goals. We will build a custom solution utilizing best practices and proven playbooks that delivers an intuitive, data-rich Salesforce instance which will drive user adoption and sales performance.

We optimize your Salesforce instance to deliver the most ROI.

It can be difficult to stay aware of Salesforce's growing features when you do not have a full-time, in-house Salesforce resource. We stay on top of new Salesforce features for you so you always know you're getting its full value. Plus, as your needs evolve, we innovate and build upon your existing Salesforce instance so it stays optimized to support your business and sales processes.

Salesforce Optimization

Salesforce Administration

We take care of Salesforce so you can take care of business.

If you’re not ready to hire a full time Salesforce administrator, leave the Salesforce administration tasks to our experts. We’re uniquely positioned to step in and handle your Salesforce workload so you’re always getting the most out of your Salesforce investment. When you outsource your Salesforce administration with us, we are proactive in finding ways to optimize your instance and reactive when you need support fast.

Our Salesforce expertise takes your business further

RevLoop helps you get the most out of your Salesforce platform:
  • Sales Cloud

    From solution architecture to data migration to systems integration, we get you up and running fast with a powerful CRM solution.

  • Service Cloud

    We help you build the automated workflows and connected systems that deliver the best, personalized customer journey possible. 

  • CPQ

    We leverage the Salesforce Configure, Price, Quote Software to set your sales team up for success to price products and draft contracts quickly.

  • Pardot

    We build a Pardot marketing instance that connects email, automation, and more to your Salesforce to keep your sales pipeline full and maximize ROI.

The Salesforce Checklist

Audit Your Salesforce to Maximize Your Investment. Get the framework to build a powerful, revenue generating Salesforce instance.