Salesforce consulting & implementation
Most Salesforce projects fail for the same reason: someone built the system before anyone designed how the company actually sells. We flip that. RevPal maps your revenue process first, then implements it in Salesforce so the org mirrors your real motion — not a generic admin template.
Strategy leads. The build follows. That is the difference between a CRM you fight and one you trust.
Process design
Stages, exit criteria, handoffs, forecast definitions, ownership.
Salesforce build
Architecture, configuration, Flows, migration, dashboards, adoption.
If two or more of these are true, your Salesforce is not the problem. The process underneath it is.
You can hire the best admin in the world. If nobody defined the process first, they will faithfully build the confusion you already have — hardcoded into fields, stages, and automation that is expensive to undo.
This is why “clean up our Salesforce” projects stall. The tooling was never the problem. The problem is that Sales, Finance, and the CEO each carry a different picture of how a deal really moves, and the org was built to please all three at once.
A pure strategy consultant hands you a beautiful process map and walks away before anything gets built. A pure dev shop builds fast against a spec no one pressure-tested. Both leave you holding the gap between the plan and the platform.
We start upstream and close that gap. Before we touch a single field, we get one agreement on how you actually sell: stages, exit criteria, handoffs, what a number means and who owns it. Then we build Salesforce to match that agreement exactly.
Process before build. Every time.
Five phases from “how we sell” to “the system that runs it.” Strategy and execution are not two vendors and a handoff. They are one continuous line, and we own all of it.
We run our diagnostic across your org, your pipeline, and your reporting. Where is the data breaking? Where do reps go around the system? Where do the numbers stop agreeing? You get a clear map of the gaps before anyone proposes a fix.
We define how you actually sell: stages and exit criteria, lead-to-opportunity handoffs, forecast categories, ownership, and what each number means. This is a business conversation, not a config screen. The output is a process everyone signs off on.
We translate that process into an architecture: object model, stages, fields, forecast structure, security, and automation design. You approve the blueprint before we build, so nothing gets hardcoded that should not be.
Configuration, Flows, dashboards, data cleanup, and migration — real Salesforce engineering by senior in-house people, not offshored tickets. When we move data, we move it without breaking pipeline or losing history.
A build nobody uses is not done. We roll it out, train the team, and put governance in place, including for any AI we deploy. Then we keep watching the numbers so the system stays trustworthy as you grow.
Full-stack Salesforce work — architecture through adoption.
Two engagements where designing the process first is exactly why the build held up.
94%
forecast accuracy
Problem: a fragmented pipeline model with no single source of truth. Sales, Finance, and the CEO each quoted the board a different number.
What we did: designed one agreed pipeline and forecast process, then rebuilt it into a single trustworthy forecast system in Salesforce.
“For the first time, our number is the same number whether you ask Sales, Finance, or the CEO.”
0 days
pipeline downtime, zero deal loss
Problem: a five-year-old CRM instance that had to move without losing data or breaking how reps work.
What we did: migrated HubSpot to Salesforce, mapping the existing process before cutover so nothing that mattered got left behind. Every dashboard and rep workflow preserved.
More detail in our case studies.
We work with CROs, VPs of Sales and RevOps, and founders at Series A–C SaaS. You are a fit if you are in one of these three spots.
It has grown into a maze and needs to be re-architected around how you actually sell today, not how you sold three funding rounds ago.
And you cannot afford to lose data, break rep workflows, or stall pipeline in the move. We map the process before cutover.
One number your board, your Sales team, and your Finance team all agree on — with definitions everyone signed off on.
Same senior in-house team either way. You pick the shape that fits the work.
Ongoing RevOps leadership and hands-on Salesforce execution. Best when Salesforce is a living system you need owned, not a one-time fix.
For a defined build with a clear finish line: a HubSpot to Salesforce migration, a forecast rebuild, an org cleanup, a CPQ implementation.
Targeted help when you just need senior hands on a specific Salesforce problem.
Not a strategy deck you hand to a dev shop. Not a dev shop building against a spec no one tested. Both, from the same accountable team, so nothing gets lost in translation.
People who have done RevOps leadership, doing the work themselves. No offshoring, no junior ticket queue.
Direct Slack access, ad hoc calls, and a one-hour response SLA. You meet your team before kickoff, and work is tracked openly.
When we deploy AI agents for RevOps, they ship with kill switches, cost caps, and human review. Useful, and controllable.
94% forecast accuracy. A zero-downtime HubSpot to Salesforce migration. We would rather show you the work than pitch you the vision.
Admins execute changes, and a good one is worth keeping. What is usually missing is the layer above: someone defining the revenue process the org should model in the first place. We design that process and architect the build, then either build it ourselves or hand your admin a blueprint they can own. Most clients keep their admin and gain the strategy layer they were missing.
Run the free diagnostic. You will get a clear map of the gaps between how you sell and how your system is built, and a straight answer on what to fix first.
