Strategy & solution design
Align Salesforce capabilities with sales, service, and marketing outcomes.
- Capability roadmap
- Solution architecture
- License and cost optimization
Salesforce Consulting
We bring companies and customers together. As a trusted Salesforce partner, we help your marketing, sales, commerce, service and IT teams work as one.
SALESFORCE STRATEGIC CONSULTANT
Driving Business Results Through CRM Excellence
We focus on driving business results, not just on technical innovation. Whether this is a first-time implementation, advancing your current usage, or even a re-implementation, you need a partner who can quickly and effectively understand your business.
Salesforce is the world's most trusted customer relationship management (CRM) platform. We help you unlock its full potential to keep your customers happy everywhere.
WHY FIX PARTNER
Your Trusted Salesforce Partner
Business-Focused
We focus on driving business results, not just technical innovation.
Certified Experts
Our team holds multiple Salesforce certifications across all clouds.
Rapid Deployment
Agile methodology with proven accelerators for faster time-to-value.
Ongoing Support
Continuous optimization and support to ensure long-term success.
OUR SALESFORCE EXPERTISE
We Specialize in All Salesforce Clouds
We are committed to understanding your specific business needs and applying our knowledge of Salesforce to provide you with lasting business values.
Sales Cloud
Accelerate your sales cycle and close deals faster with intelligent automation and insights.
- Lead management
- Opportunity tracking
- Sales forecasting
- Pipeline automation
Service Cloud
Deliver exceptional customer service with AI-powered support and omnichannel engagement.
- Case management
- Knowledge base
- Omnichannel support
- Service automation
Financial Services Cloud
Transform financial services with a 360-degree view of clients and intelligent workflows.
- Client management
- Wealth management
- Insurance workflows
- Compliance
Marketing Cloud
Create personalized customer journeys across email, mobile, social, and advertising.
- Email marketing
- Journey builder
- Personalization
- Analytics
AppExchange Solutions
Extend Salesforce functionality with curated third-party apps and custom integrations.
- App integration
- Custom solutions
- ISV partnerships
- Marketplace expertise
Lightning Migration
Seamlessly transition from Salesforce Classic to Lightning Experience for enhanced productivity.
- Platform upgrade
- UI modernization
- Feature adoption
- User training
Tableau
Unlock powerful data visualization and business intelligence with Tableau integration.
- Data visualization
- Dashboard design
- Real-time analytics
- Self-service BI
MuleSoft
Connect any application, data, or device with enterprise-grade API integration platform.
- API management
- System integration
- Data connectivity
- Hybrid deployment
OUR CAPABILITIES
Complete Salesforce Solutions
From implementation to optimization, we support your entire Salesforce journey.
First-Time Implementation
Get your Salesforce journey started right with expert guidance and best practices.
Advancing Current Usage
Maximize ROI from your existing Salesforce investment with optimization services.
Re-Implementation
Start fresh with a clean, optimized Salesforce instance tailored to your needs.
Custom Development
Build custom apps, components, and integrations to extend Salesforce capabilities.
Data Migration
Safely migrate data from legacy systems with validation and quality assurance.
Multi-Cloud Strategy
Integrate multiple Salesforce clouds for a unified customer experience.
Salesforce delivery
A governed CRM platform built around adoption and outcomes
We connect process design, data quality, automation, integrations, and change enablement to improve the value of the platform.
Data & integration
Create reliable customer data and controlled system connections.
- Data migration and quality
- API and middleware design
- Master-data governance
Automation & adoption
Simplify workflows and make the platform useful for each role.
- Flow and approval automation
- Role-based experiences
- Training and adoption
Delivery approach
Salesforce implementation lifecycle
Iterative releases validate workflows early and keep architecture, data, and adoption aligned.
- 01Checkpoint 01
Discover
Clarify business goals, users, constraints, and measurable success criteria.
Review, evidence, next decision - 02Checkpoint 02
Business analysis
Define workflows, functional requirements, user stories, and an achievable MVP.
Review, evidence, next decision - 03Checkpoint 03
Architecture
Shape system boundaries, data models, integrations, security, and delivery plans.
Review, evidence, next decision - 04Checkpoint 04
Experience design
Validate journeys through wireframes, prototypes, and accessible interface design.
Review, evidence, next decision - 05Checkpoint 05
Development
Build in reviewable increments with shared standards and continuous integration.
Review, evidence, next decision - 06Checkpoint 06
Quality assurance
Test functionality, performance, security, compatibility, and user acceptance.
Review, evidence, next decision - 07Checkpoint 07
Deployment
Release through controlled pipelines with monitoring and rollback preparation.
Review, evidence, next decision - 08Checkpoint 08
Continuous improvement
Use product signals and operational data to guide support and future releases.
Review, evidence, next decision
Visible throughout delivery
Continuous feedback loopProgress you can see—not a black box
Shared ownership
Business, product, and engineering decisions stay connected.
Working demos
Frequent reviews replace long periods without visibility.
Quality gates
Risk, security, and quality are checked throughout delivery.
Outcome signals
Adoption and operational data guide the next improvement.
Get Consultant Now!
Ready to transform your business with Salesforce? Let's talk about how we can help you achieve your CRM goals and drive business results.
Certified Salesforce Partner