Salesforce Partnership

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About Evolution CRM

Our mission is to help small and medium-sized businesses get the most from Salesforce.

At our core, we believe small and medium-sized businesses should have access to the same tools and technology as large enterprises—without the high cost of implementation or ongoing support.

That’s why we specialize in helping small and medium-sized businesses implement and use Salesforce in a way that delivers real results—at a reasonable price.

Comprehensive Salesforce Services for Small & Medium-Sized Businesses

Our Application Services Include:

  • Business Requirements Analysis

    We take the time to understand how your client works—then identify ways Salesforce can help it run faster, smoother, and more efficiently.

  • Initial Setup & Custom Configuration

    We customize Salesforce to match a business processes, so it fits your team from day one.

  • Quick Start Programs

    Need to get moving fast? Our fixed-price packages include clear timelines, defined deliverables, and predictable budgets.

  • Ongoing Support

    Once a client is up and running, we’re stillt here. Our flexible support packages come with no long-term commitments.

  • Flexible Service Agreements

    Control costs and reduce risk with service plans designed for one-time needs and ad-hoc requests.

  • Managed Services

    Clients choose a monthly plan that works for them. We’ll take care of administrative tasks, customization, personalization, and training—so they can focus on growing their business, not managing technology.

Our Technology Services Include:

  • Integration With Other Platforms

    We connect Salesforce to other systems—so your data flows smoothly, and a client's tools work better together.

  • Data Conversion

    Switching from another platform? We help migrate a client's data safely and accurately into Salesforce.

  • App Store Plugin Selection And Installation

    We help the client find the right plugins from the Salesforce AppExchange and install them properly, so they get more from Salesforce with less hassle.

  • Custom Programming

    When no standard solution exists, we build what a client needs using Apex or Lightning Web Components (LWC).

Testimonials

Partnering with Evan and Evolution CRM has been nothing short of transformational for our business. What impressed me most is Evan’s rare combination of deep technical expertise and genuine commitment to understanding our workflow. He didn’t just provide a CRM solution—he architected a system that feels tailor-made for us, driving efficiency and visibility in ways we never thought possible.

Evan anticipates needs before they arise, communicates clearly, and follows through on every detail. On top of that, his hourly rates are hands-down one of the best investments we’ve made—far more cost-effective and valuable than Salesforce’s rates. It’s no exaggeration to say he has elevated the way we operate.

I wholeheartedly recommend Evolution CRM to any organization serious about growth and operational excellence.

Business Development Manager

"Working with Evolution CRM changed everything. They knew how to make it all work. Now we have a system we can count on."

COO, Startup

California

“Most tech projects are a mess, but Evolution was ready at every step. That made a big difference.”

Technology Director, Public Company

Massachusetts

“Our business is more complex and demanding than people think. Evolution CRM set up Salesforce as a strong, flexible solution that worked better than industry specific tools.”

Co-Founder & CEO, Funeral Home Startup

Florida

“After two failed tries with Salesforce, we finally found a partner we could trust. Their support has been great.”

CEO, Home Services Company

Texas

Benefits of Our Services

How We Can Help SMBs

We help small businesses launch, grow, and succeed with Salesforce. Whether they are new to the platform or looking to improve their current setup, we’re here to support them every step of the way.

Our services include:

  • Salesforce Audits
  • Business Requirements Analysis
  • Initial Setup & Custom Configuration
  • Quick Start Programs
  • Flexible Service Agreements

Why SMBs Work With Us?

We’ve worked with businesses of all sizes and across many industries—from local shops to fast-growing companies. Our experience spans a wide range of sectors, and we bring that insight to every client engagement.

We specialize in the full Salesforce platform, including:

  • Sales Cloud
  • Service Cloud
  • Marketing Cloud
  • Experience Cloud
  • Financial Services Cloud
  • Manufacturing Cloud
  • Health Cloud
  • Nonprofit Cloud
  • Commerce Cloud
  • CPQ
  • FSL
  • Data Cloud
  • Custom development using Apex and Lightning Web Components (LWC)
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U.S.-Based and Business-Savvy

All of our consultants are based in the U.S.—often even in a SMB's time zone. We understand how SMBs operate and the challenges you face every day.

We don’t just speak Salesforce—we speak their language.

Evolution CRM Supports Salesforce

  • Goal: Help Small and Medium-sized businesses (SMBs) use the best CRM available.
  • Commitment: Ensure high return on investment (ROI) for SMBs using Salesforce software and services.
  • Focus: Serve and support Small and Medium-sized companies.
  • Offer: Provide lower prices for cost-sensitive clients.
  • Strategy: Displace other CRM providers like Netsuite, Pipedrive, HubSpot, and others in the SMB market.
  • Promise: Dive customer satisfaction while strengthening Salesforce’s brand and reputation.
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Let’s Grow Together

We're here to help SMBs succeed with Salesforce—without the big-agency price tag or complexity. Book a Free Consultation to see how we can help their business grow.

Get Started Now