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Upstream Consultations
Salesforce Consulting Services
At Upstream Consultations, we bring certified Salesforce expertise across administration, development, and project management. Whether you’re migrating from another CRM, enhancing existing setups, or launching a managed package on the AppExchange, we have the skills and connections to help you thrive. Our proven approach streamlines workflows, automates processes, and leverages a vast Salesforce network—ensuring your business maximizes its investment in Salesforce every step of the way.
CRM Migrations
Seamlessly transition from any legacy CRM into Salesforce without disrupting daily operations. We minimize downtime, preserve data integrity, and ensure your team can hit the ground running on the new platform.
Sales/Service Cloud Implementation
Deploy and configure Salesforce Sales or Service Cloud to align with your unique business processes. From lead management to case handling, we’ll help your team adopt these tools quickly and maximize ROI from day one.
Administration & Development
Rely on certified professionals for a stable, high‐performing Salesforce environment. From user management to custom code in Apex or Visualforce, we ensure your system scales with your business needs.
Integration & Data Sync
Connect Salesforce with internal systems or third‐party applications to unify and streamline your data. We design secure, efficient integrations that reduce manual effort, maintain accuracy, and keep your workflows running smoothly.
Workflow & Process Optimization
Eliminate bottlenecks and automate repetitive tasks to free up time for high‐value work. We’ll design efficient workflows that align with best practices, ensuring your team operates at peak productivity.
Custom Reporting & Analytics
Create insightful, tailored dashboards and reports that highlight the metrics that matter most. Transform raw data into actionable insights so your team can make informed, strategic decisions every day.
Enhancement & Refinement
Take your existing Salesforce setup to the next level with an expert audit. We’ll identify inefficiencies, expand capabilities, and ensure your configuration continuously adapts to evolving business needs.
Ongoing Support & Maintenance
Stay confident in your Salesforce environment with proactive monitoring, updates, and troubleshooting. We’ll keep everything running smoothly so your team can stay focused on driving results, not backend upkeep.
Project Management
Keep every Salesforce initiative on track—from scope definition to final deployment. We coordinate resources, manage timelines, and ensure transparent communication at each stage, so projects launch on time and deliver tangible results.
Product Management
Define a clear vision for your Salesforce solutions, from concept to market launch. We align technology decisions with strategic objectives, driving continuous innovation and ensuring every initiative supports your broader business goals.
ISV Partnership Guidance
Receive expert assistance enrolling in Salesforce’s official ISV Partner Program. We’ll guide you through the application, approval, and product listing process—helping you establish a certified presence in the Salesforce ecosystem and unlock new market opportunities.
Professional Network
Leverage a diverse, trusted network of Salesforce experts, recruiters, and industry contacts. From filling key roles to tapping specialized knowledge, we connect you with the right people to keep your Salesforce ecosystem thriving.
What We Offer
What You Get
Implementation & Setup
Quickly onboard your team—core setups to advanced customizations.
Workflow & Process Optimization
Eliminate bottlenecks and automate tasks for peak efficiency.
Salesforce Development
Leverage Apex and Visualforce for tailored, robust solutions.
Enhancement & Refinement
Audit and improve existing setups to maximize performance.
Ongoing Support
Maintain and troubleshoot your org for worry‐free operations.
Transparent Pricing
Clear and upfront pricing with no hidden fees.
Expertise
Years of experience from our wide network of Salesforce professionals.
Free Consultation
Get started with a free initial consultation.
Project Management Skills
Efficient and effective project management to ensure your goals are met on time.
Attention to Detail
Meticulous attention to detail to ensure the highest quality outcomes for your projects.