Get Salesforce set up the right way.

You’ve decided to make the move to Salesforce but are overwhelmed and unsure about where to begin. That’s OK. Lean on our expertise to get you started the right way without time consuming and expensive trial and error.

We will help you figure out where to start, determine whether you have the right skills on your team, and understand what to expect. Depending on your needs, we can take the entire project off your plate or we can work alongside your team to guide them in executing the project and train them along the way.

We have solid technical expertise when it comes to Salesforce, but also understand the intangibles––how to determine your exact business requirements, identify the skills you need, train your staff, and help your organization navigate the change.


We start by working with you to understand your business, your goals and where you’re struggling. We identify what your business process should look like, and identify the fastest path to get there. We do our best work when we have a deep understanding of your business, your goals and where you’re struggling––so this is where our work begins. We are also acutely aware that to meet your organization’s needs, we need to move quickly and efficiently. Our goal is to achieve both.

We implement everything, often using standard “off the shelf” features to configure Salesforce to your exact requirements (with minimal custom coding).

We train your team on the technical parts and the most effective way to manage the system, so when the training is complete your team feels comfortable and confident managing your system.

We give you options, we make the whole process and we empower your team so they can own the application with confidence once we’re gone.

I’m ready to get started


“Working with Shea has allowed us to be proactive about our marketing and take the guesswork out of what we do. When we can be proactive and strategic, we see a bottom line benefit.”

Dan Bellone, Director of Marketing
California State University, East Bay Continuing Education