Senior Salesforce Expertise. Built for Growing Businesses.
US-based Salesforce consultants offering affordable implementation, automation, and architecture services for small and medium-sized companies that are scaling.
Three paths. One right fit for where your business is right now.
Whether you need to get up and running quickly, build something fully customized, or establish an ongoing Salesforce partner — we have a structured offering for each.
Salesforce QuickStart Packages
For those ready to get off the ground yesterday
- Fixed price and fixed scope — no billing surprises
- Three package tiers based on your team size and needs
- Pipeline, automation, and user setup included
- Expected ROI you can plan around from day one
- Fast implementation timeline
Salesforce Custom Solutions
For those that need sophistication and complexity
- Fully custom architecture built around your business model
- Advanced automation and cross-department workflow design
- Multi-department org structure and permissions governance
- Multiple system integrations via API
- CRM migration from HubSpot, Pipedrive, or legacy platforms
Long-Term Partner
Architecting your future growth — 1 to 3 years
For those who want us onboard as your business scales for years to come — available following any QuickStart or Custom engagement.
- Managed service agreement for ongoing support
- Ongoing user support and system administration
- Strategic Salesforce growth planning and roadmapping
- Continuous optimization as your business evolves
- New workflows, automations, and integrations over time
US
Based.
Your consultant is in your time zone. Speaking your language. Understanding your market.
Our consultants are based entirely in the United States. We work within your business hours, communicate without friction, and bring direct familiarity with how American companies sell, operate, and scale.
No time zone differences slowing down your project or delaying responses when decisions need to be made.
No language barriers between your team and the people building your CRM system.
Familiarity with US business culture — how American sales teams operate, how domestic markets move, and what growing companies here actually need from a CRM.
Direct access to your consultant throughout the engagement — not routed through an overseas support desk.
Fixed-price QuickStart packages mean you know exactly what you're paying before any work begins — no hourly billing surprises.
Pricing tailored to small and medium-sized organizations — not a standard enterprise rate card applied regardless of your company size.
Transparent scope discussions on your free consultation — we'll tell you what it costs and what it includes before any commitment is made.
Large Salesforce partners were built for large enterprises. Their pricing reflects it. Evolution CRM was built specifically for growing businesses that deserve senior Salesforce expertise at rates that actually make sense for where they are right now.
Affordable
Pricing.
Senior Salesforce expertise. Pricing your business can actually work with.
We built our pricing model around the cost-conscious, budget-aware growing organization. Competitive rates. Transparent packages. No enterprise overhead passed on to you.
Architecting
Your Future.
We help you plan the expansion of your Salesforce solution for years to come.
What we build today is designed to hold as your business grows. Every system we architect is planned with your next phase in mind — not just your current headcount.
Built for where you're going — not just configured for where you are today. We design with your 1–3 year growth trajectory in mind.
Scalable data architecture that holds as headcount, deal volume, and operational complexity increases over time.
Managed service agreements to support the ongoing implementation of a robust growth strategy for your Salesforce platform.
A long-term partner who stays available as new departments, workflows, and integrations become part of your Salesforce roadmap.
Your Salesforce challenge. What we do about it.
Every engagement starts with understanding your actual situation. Here is how our expertise maps to the challenges growing businesses most commonly face.
Senior expertise across every layer of Salesforce
We work at the architecture level — not just configuration. Here is where we specialize.
System Setup & Architecture
- End-to-end implementation and configuration
- Pipeline design from your actual sales process
- Custom objects, fields, and data model design
- Sales Cloud and Service Cloud setup
- Multi-department org structure
Workflow & Automation Design
- Salesforce Flow design and automation
- Lead routing and assignment logic
- Cross-department approval processes
- Automated task, alert, and trigger design
- Opportunity and lifecycle stage automation
Permissions & Data Governance
- Role hierarchy and org structure design
- Permission sets and profile architecture
- Sharing rules and record visibility controls
- Field-level security and data segmentation
- Department-level data governance
API & System Integrations
- API integration design and implementation
- ERP, billing, and finance system connections
- Marketing automation platform integration
- Support tool and ticketing connections
- Bidirectional data sync architecture
Data Cleanup & Management
- Duplicate detection and deduplication
- Data validation rules and entry standards
- Record normalization and cleanup
- Migration data cleansing and mapping
- Ongoing data hygiene architecture
Dashboards & CRM Migration
- Executive dashboards and KPI reporting
- Pipeline health and forecast reporting
- CRM migration from HubSpot, Pipedrive, and others
- Data mapping, transformation, and import
- Post-migration data integrity verification
A clear process from consultation through launch
Every engagement follows the same structured approach — transparent pricing, documented architecture, and no surprises.
Free Consultation
We assess your situation, understand your goals, and recommend the right package — with transparent pricing upfront, before any commitment is made.
Architecture Design
We document the full system design before we build anything. You review and approve the plan before a single setting changes in your org.
Build & Configure
We build in a sandbox so you see everything working before it goes live. No surprises, no unreviewed changes in production.
Launch & Support
Go-live support, team training, admin documentation — and optional managed service for ongoing optimization as your business scales.
Not sure which service is right for you?
We'll assess your situation and recommend the right approach — no commitment required.
Built for the growing business that's serious about scaling
Our pricing, packages, and approach are designed around the small and medium-sized organization — not the enterprise.
Companies new to Salesforce
You purchased Salesforce and need it implemented correctly from day one — without an enterprise budget or a six-month timeline.
Organizations with a broken implementation
Salesforce was set up but it isn't working. Your team avoids it, the data is unreliable, and the automations never functioned correctly.
Businesses migrating from another CRM
You've outgrown HubSpot, Pipedrive, or your current platform and need a clean migration into a properly built Salesforce environment.
Scaling companies adding complexity
Your team is growing, multiple departments need to live inside Salesforce, and your current setup wasn't built for this level of operation.
RevOps and sales operations leaders
You need a Salesforce partner with the architecture depth to work alongside your operations team — not a vendor who needs to be managed.
Leaders who want a long-term partner
You're not looking for a one-time setup. You want a consultant who stays available and invested in your Salesforce growth over the long term.
Common questions from growing businesses
Ready to get Salesforce working
the way it should?
Talk to a US-based Salesforce consultant. We'll assess your situation and give you a clear recommendation — and transparent pricing — before you commit to anything.
US-Based · Affordable Pricing · No Sales Pressure