Salesforce Implementation Services

Process first, technology second

We implement Salesforce to support your business operations, not force your processes into the platform

How Capital S Approaches Salesforce Implementation

We don't force your business into Salesforce's out-of-the-box processes. Our implementation methodology starts with understanding your operations, connecting your existing systems and data sources, then configuring the platform to support how your team actually works

Process-First
Implementation
‍

We start by mapping your current business processes and workflows. Before configuring Salesforce, our team documents how information flows through your organization, identifying bottlenecks and opportunities for improvement

Phased Implementation Strategy

We break complex implementations into agile sprints aligned with business priorities. This phased approach delivers quick wins, reduces risk, and allows your team to adapt gradually while maintaining daily operations throughout the implementation

User Adoption & Ongoing Support

Implementation doesn't end at go-live. We provide training tailored to each role, ongoing support as your team adapts, and strategic guidance to optimize Salesforce as your business evolves

Salesforce Solutions We Implement

We implement Salesforce CRM clouds that align with your business objectives and integrate with your existing systems. From sales operations to customer service, financial management, and marketing automation, we connect Salesforce seamlessly across your technology stack

Sales Cloud

Transform your sales operations with pipeline management, opportunity tracking, and automated workflows. We configure Sales Cloud to support your sales process, integrate with existing tools, and provide visibility across your entire revenue organization

Service Cloud

Deliver exceptional customer service with case management, knowledge bases, and omnichannel support. Our Service Cloud implementations streamline support operations, reduce response times, and give your team the tools to resolve customer issues efficiently

Financial Services Cloud

Purpose-built for wealth management, banking, and insurance firms. We implement Financial Services Cloud to manage client relationships, household structures, and financial goals while maintaining compliance with industry regulations

Marketing Cloud
‍

Connect marketing campaigns to CRM data with email automation, customer journeys, and personalization. We implement Marketing Cloud to align marketing and sales teams, track campaign performance, and nurture leads through the entire customer lifecycle

Data Cloud
‍

Unify customer data from multiple sources into a single platform. We implement Data Cloud to break down data silos, create comprehensive customer profiles, and enable AI-powered insights across your Salesforce ecosystem

When to Choose Capital S for Salesforce Implementation

Not every Salesforce implementation requires the same level of strategic planning. Capital S becomes your ideal partner when your business needs more than out-of-the-box configuration

Complex Business Processes

Your workflows don't fit Salesforce templates. You need consultants who understand your operations first, then configure the platform around your actual processes rather than forcing your team into standard configurations

Multiple System Integrations
‍

Salesforce needs to connect with your ERP, legacy databases, and other platforms. We design integration architecture that unifies your technology stack rather than creating new data silos or forcing system replacement

Previous Implementation Failed

Your team isn't using Salesforce, or they're working around it. We rebuild with user adoption as the priority, ensuring the platform actually supports daily operations and delivers the ROI leadership expected

What You Can Achieve with Capital S Salesforce Implementation

We care about your business improving, not just your Salesforce working. Our implementations deliver operational improvements that matter: pipeline visibility, team adoption, and connected systems that support revenue growth

Complete Pipeline Visibility
‍

Real-time visibility across your sales organization with accurate forecasting and revenue tracking. Your leadership team makes data-driven decisions based on clean CRM data rather than spreadsheets and guesswork

Actual User Adoption
‍

Your team actually uses Salesforce for daily operations instead of working around it. Higher adoption rates drive improved sales performance, better customer service, and ROI that justifies your implementation investment

Connected Business Systems

Break down data silos by connecting Salesforce with your ERP, accounting, and marketing platforms. Eliminate manual data entry, reduce errors, and create seamless information flow across your technology stack

How Capital S Implements Salesforce

Our Salesforce implementation methodology balances strategic planning with agile delivery. We work in phases to deliver quick wins while building toward your complete vision

Discovery & Implementation Roadmap

We start by understanding your business processes, existing systems, and user requirements. Our team documents current workflows, identifies pain points, and creates a phased implementation roadmap that prioritizes high-impact functionality for early wins to drive buy-in

Agile Sprint Delivery

We deliver working Salesforce functionality every two weeks. Your team sees real progress, provides feedback on actual configurations, and influences the next sprint. This agile approach ensures the platform evolves with user input throughout implementation

User Testing & Iteration

Real users test configurations in each sprint cycle. We gather feedback from your team, identify usability issues, and refine workflows before moving forward. This continuous refinement ensures Salesforce supports how people actually work

Data Migration & Go-Live

We migrate clean, structured data from legacy systems into Salesforce. Our data migration process includes validation, testing, and user acceptance before production deployment, ensuring your team has accurate information from day one

Training & Support

Implementation doesn't end at launch. We provide role-based training, support your team as they adapt to Salesforce, and offer strategic guidance to optimize the platform as your business processes evolve

Client Spotlight - Main Street Capital

Unifying Private Equity Operations in Salesforce

Main Street Capital, a private equity firm focused on the lower middle market, needed a comprehensive CRM system to manage investor relations communications, LP sourcing pipeline, and their investment deal flow. Their intelligence platforms, accounting systems, and approval workflows operated in silos, creating inefficiencies and visibility gaps across the investment process.

Capital S built a unified private equity CRM on Salesforce that connects investor relations, Deal Management, and due diligence documentation in one integrated system. We integrated their intelligence platforms and fund accounting systems, automating deal pipeline management and approval workflows while giving the team complete visibility from LP relationship management and sourcing through deal close.

A generic meeting room with a tablet display and people around a table

"Capital S gave us complete visibility across our investment operations and investor relations functions. When our deal teams close an investment, we can immediately coordinate capital calls with our LPs. Having everything integrated in Salesforce transformed how efficiently we operate."

- Ashley Seatter, Investor Relations, Main St Capital

Get a free, no obligation consultation

Frequently Asked Questions

When do you need a Salesforce implementation partner versus doing it yourself?

You need a Salesforce implementation partner when your business processes don't fit standard templates or when there's opportunity to improve workflows rather than simply digitizing existing ones. User adoption is always critical - teams with internal technical expertise can configure basic features, but strategic implementations require process consulting alongside technical delivery. Partners bring implementation strategy for complex scenarios: integrating multiple systems, migrating data from legacy platforms, and ensuring teams actually use Salesforce rather than working around it.

What should you look for when choosing a Salesforce implementation partner?

Look for implementation partners who start with understanding your business processes before configuring Salesforce. The right partner should demonstrate experience in your industry, explain their implementation strategy clearly, and prioritize user adoption alongside technical delivery. Ask about their approach to data migration, system integration capabilities, and ongoing support options. Salesforce experts who use agile methodologies deliver working software incrementally rather than waiting months for a big-bang launch. Verify they provide training and documentation, not just technical configuration.

How long does it take to implement Salesforce?

Salesforce implementation timelines vary based on complexity, but most projects range from two to six months. We use an agile implementation approach that delivers working Salesforce functionality every two weeks, allowing your team to see progress and provide feedback throughout the project. A basic Sales Cloud implementation might take eight to twelve weeks, while complex implementations involving multiple clouds, extensive integrations, and data migration require four to six months. Phased implementation strategy lets you deploy core functionality quickly while building toward your complete vision.

What is a phased Salesforce implementation approach?

A phased Salesforce implementation breaks complex projects into manageable stages aligned with business priorities. Rather than attempting to deploy all functionality simultaneously, we implement core capabilities first, gather user feedback, and iterate before adding advanced features. This implementation strategy reduces risk, demonstrates quick wins, and allows teams to adapt gradually. For example, we might implement Sales Cloud for your sales team first, then add Service Cloud for customer support, followed by Marketing Cloud integration. Each phase delivers value while maintaining daily operations throughout the implementation.

Can you migrate our existing data to Salesforce?

Yes, we migrate data from legacy CRM systems, spreadsheets, databases, and other platforms into Salesforce. Our data migration process includes data cleansing, data validation, and data structuring to match Salesforce's data model. Beyond one-time migration, we can integrate systems that need ongoing data synchronization - connecting your ERP, accounting platforms, or other business systems so data flows continuously between Salesforce and existing applications rather than requiring repeated manual imports.

Can Salesforce integrate with our existing ERP and business systems?

Salesforce integrates with most ERP systems, accounting platforms, marketing automation tools, and legacy applications through APIs and ETL platforms. We design an integration architecture that connects Salesforce with your existing technology stack, ensuring data flows seamlessly between systems without creating new data silos. Common integrations include connecting Sales Cloud with ERP systems for order management, linking Service Cloud with support ticketing platforms, and synchronizing Marketing Cloud with email systems. The Salesforce Platform provides robust integration capabilities that allow your CRM to work alongside existing business systems.

Do you provide training and support after Salesforce implementation?

Yes, we provide role-based Salesforce training tailored to how each team uses the platform, ensuring users understand features relevant to their daily work. Training covers technical functionality and best practices specific to your business processes. After launch, many clients manage Salesforce internally using the comprehensive documentation we provide. For organizations that need ongoing support, system optimization, and strategic guidance as their business evolves, we offer Salesforce managed services. This long-term partnership approach ensures your platform continues delivering value well beyond initial implementation.