Salesforce consulting that optimizes, unifies, and grows your business.
One certified team advises, builds and runs your org. The people who scope the work are the people who build it.
Tell us what you're working with. You'll hear back from Tyler or Maddie directly.
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Advise, build, run.
Every CRM Unity engagement includes any or all of three modes — advise, build, and run — under either a project or retainer model. Project work is a fixed scope, timeline and price. Retainer work is dedicated monthly capacity. Either way, it's priced to scope, never by the hour, and never before we've looked at your org.
Advise
Org audits, architecture reviews and roadmaps. You end up with a written plan you could hand to anyone, including someone other than us.
Build
Implementations, integrations and custom development, Apex, Flow and Lightning Web Components, bulkified, secured, and tested near 100% coverage.
Run
Ongoing senior capacity once you're live, enhancements, admin work and quarterly strategy from a team that already knows your org.
What that has looked like.
Measured in client orgs, not case-study language.Two senior people. That's the whole company.
No bench of juniors, no offshore delivery team, no account manager in the middle.
Ten years designing and coding multi-cloud orgs across financial services, real estate and field service. Salesforce Certified Application Architect.
Five years turning ambiguous requirements into scopes, Flows and timelines that hold up. Salesforce Certified Administrator.
Answers before you ask.
The questions we hear most before an engagement starts. See the full FAQ for more.
How much does a Salesforce consultant cost per hour?
CRM Unity doesn't price by the hour. Every engagement, project or retainer, is scoped and quoted before work starts, after CRM Unity has actually looked at your org. That avoids the incentive an hourly rate creates to bill for time instead of outcomes.
What's the difference between project-based and retainer Salesforce consulting?
Project work is a fixed scope, timeline and price for a defined outcome, like an implementation or an integration. Retainer work is dedicated monthly capacity for ongoing enhancements, admin support and quarterly strategy once you're live. Most clients start with a project and move to a retainer once the org is stable.
Is a small Salesforce consulting firm better than a large systems integrator?
It depends on what you need, but for most mid-size orgs a small firm removes a layer most large systems integrators keep: the account manager or junior delivery team between you and the person actually doing the work. At CRM Unity, the two people who scope an engagement are the same two people who build and run it.
Do I need a Salesforce consultant or can my admin handle it?
A capable in-house admin can usually handle day-to-day configuration, but architecture decisions, complex integrations and multi-cloud implementations benefit from someone who has built them before. A common pattern is bringing in an architect for a scoped project or an org audit, then handing a documented system back to your admin to run.
Let's talk about your Salesforce.
Tell us what you're working with and we'll come back with an honest read on the best path forward.
Message received!
Thanks for reaching out. We'll be in touch within one business day.