Services
Salesforce Expertise. Built Around How You Actually Work.
We don't start with your requirements. We start with your process: everything else follows from there.
Process First Discovery
Every missed requirement, every costly rework, every post-launch surprise: they all trace back to the same root cause: process gaps that were never found before configuration started. This service finds them first.
Before we estimate, before we design, before we build: we discover. Using our proprietary methodology, we map how your business actually works: how revenue is generated, how service is delivered, how data flows across your organization. We identify gaps, redundancies, and integration points that requirements-led approaches consistently miss. This isn't just consulting housekeeping. It's the reason our implementations land correctly the first time.
What you get
A clear, documented process architecture that drives every downstream decision: from requirements to configuration to integration design.
Process First Discovery
Every missed requirement, every costly rework, every post-launch surprise: they all trace back to the same root cause: process gaps that were never found before configuration started. This service finds them first.
Before we estimate, before we design, before we build: we discover. Using our proprietary methodology, we map how your business actually works: how revenue is generated, how service is delivered, how data flows across your organization. We identify gaps, redundancies, and integration points that requirements-led approaches consistently miss. This isn't just consulting housekeeping. It's the reason our implementations land correctly the first time.
What you get
A clear, documented process architecture that drives every downstream decision: from requirements to configuration to integration design.
Process First Discovery
Every missed requirement, every costly rework, every post-launch surprise: they all trace back to the same root cause: process gaps that were never found before configuration started. This service finds them first.
Before we estimate, before we design, before we build: we discover. Using our proprietary methodology, we map how your business actually works: how revenue is generated, how service is delivered, how data flows across your organization. We identify gaps, redundancies, and integration points that requirements-led approaches consistently miss. This isn't just consulting housekeeping. It's the reason our implementations land correctly the first time.
What you get
A clear, documented process architecture that drives every downstream decision: from requirements to configuration to integration design.
Sales Cloud Implementation
No two sales processes are alike. A financial services firm and a logistics company may both use Salesforce Opportunity management, but the stages, data requirements, approval workflows, and downstream handoffs are entirely different. We've seen every variation. Using our process-driven approach, we define your sales flow: from initial Needs Analysis through Pricing, Proposal, Contract, and Close, mapping every stage to your specific industry context and business model. Then we build it, correctly, in Salesforce.
What you get
A Sales Cloud implementation that mirrors how your team actually sells, with the data model and workflow design to support it long-term.
Sales Cloud Implementation
No two sales processes are alike. A financial services firm and a logistics company may both use Salesforce Opportunity management, but the stages, data requirements, approval workflows, and downstream handoffs are entirely different. We've seen every variation. Using our process-driven approach, we define your sales flow: from initial Needs Analysis through Pricing, Proposal, Contract, and Close, mapping every stage to your specific industry context and business model. Then we build it, correctly, in Salesforce.
What you get
A Sales Cloud implementation that mirrors how your team actually sells, with the data model and workflow design to support it long-term.
Sales Cloud Implementation
No two sales processes are alike. A financial services firm and a logistics company may both use Salesforce Opportunity management, but the stages, data requirements, approval workflows, and downstream handoffs are entirely different. We've seen every variation. Using our process-driven approach, we define your sales flow: from initial Needs Analysis through Pricing, Proposal, Contract, and Close, mapping every stage to your specific industry context and business model. Then we build it, correctly, in Salesforce.
What you get
A Sales Cloud implementation that mirrors how your team actually sells, with the data model and workflow design to support it long-term.
Service Cloud Implementation
Cases pile up, SLAs get missed, and customers get frustrated; not because your service team is slow, but because the workflow was never designed to work. Every case type has a different path. Most Salesforce builds treat them the same.
We map your service workflow from first contact to resolution: how cases are received, categorized, assigned, escalated, and closed. Every step is defined at the process level before a single Case record is configured. The result is a Service Cloud build that actually reflects how your team delivers service, not a generic template someone else built.
What you get
A Case management implementation designed around your service model, with process-driven workflows built in from day one.
Service Cloud Implementation
Cases pile up, SLAs get missed, and customers get frustrated; not because your service team is slow, but because the workflow was never designed to work. Every case type has a different path. Most Salesforce builds treat them the same.
We map your service workflow from first contact to resolution: how cases are received, categorized, assigned, escalated, and closed. Every step is defined at the process level before a single Case record is configured. The result is a Service Cloud build that actually reflects how your team delivers service, not a generic template someone else built.
What you get
A Case management implementation designed around your service model, with process-driven workflows built in from day one.
Service Cloud Implementation
Cases pile up, SLAs get missed, and customers get frustrated; not because your service team is slow, but because the workflow was never designed to work. Every case type has a different path. Most Salesforce builds treat them the same.
We map your service workflow from first contact to resolution: how cases are received, categorized, assigned, escalated, and closed. Every step is defined at the process level before a single Case record is configured. The result is a Service Cloud build that actually reflects how your team delivers service, not a generic template someone else built.
What you get
A Case management implementation designed around your service model, with process-driven workflows built in from day one.
Systems Integration
This is where most Salesforce implementations quietly fail. When Salesforce is scoped in isolation, your team ends up living in two systems. Data that lives in Salesforce doesn't reach your ERP. Spreadsheets from vendors still get imported manually every month, when they get imported at all. And somewhere downstream, someone is entering the same information twice, every single day. That's not a people problem. It's a connection problem.
For organizations that need Salesforce to talk to external systems: ERP platforms, marketing automation tools, fulfillment systems, or custom-built apps. ProCore designs and implements the integration architecture that makes it happen cleanly. No double entry. No broken syncs. No burned API limits. No 3-month dev backlog for a connection that should take a week. ProCore works alongside our sister company IOLITE Solutions, whose product suite enables rapid, no-czode integration between Salesforce and a growing library of third-party systems: automated spreadsheet imports, and marketing platform connectors.
What you get
A connected technology stack where Salesforce is the hub. Not an island. Data flows where it needs to go, automatically, without your team touching it.
Systems Integration
This is where most Salesforce implementations quietly fail. When Salesforce is scoped in isolation, your team ends up living in two systems. Data that lives in Salesforce doesn't reach your ERP. Spreadsheets from vendors still get imported manually every month, when they get imported at all. And somewhere downstream, someone is entering the same information twice, every single day. That's not a people problem. It's a connection problem.
For organizations that need Salesforce to talk to external systems: ERP platforms, marketing automation tools, fulfillment systems, or custom-built apps. ProCore designs and implements the integration architecture that makes it happen cleanly. No double entry. No broken syncs. No burned API limits. No 3-month dev backlog for a connection that should take a week. ProCore works alongside our sister company IOLITE Solutions, whose product suite enables rapid, no-czode integration between Salesforce and a growing library of third-party systems: automated spreadsheet imports, and marketing platform connectors.
What you get
A connected technology stack where Salesforce is the hub. Not an island. Data flows where it needs to go, automatically, without your team touching it.
Systems Integration
This is where most Salesforce implementations quietly fail. When Salesforce is scoped in isolation, your team ends up living in two systems. Data that lives in Salesforce doesn't reach your ERP. Spreadsheets from vendors still get imported manually every month, when they get imported at all. And somewhere downstream, someone is entering the same information twice, every single day. That's not a people problem. It's a connection problem.
For organizations that need Salesforce to talk to external systems: ERP platforms, marketing automation tools, fulfillment systems, or custom-built apps. ProCore designs and implements the integration architecture that makes it happen cleanly. No double entry. No broken syncs. No burned API limits. No 3-month dev backlog for a connection that should take a week. ProCore works alongside our sister company IOLITE Solutions, whose product suite enables rapid, no-czode integration between Salesforce and a growing library of third-party systems: automated spreadsheet imports, and marketing platform connectors.
What you get
A connected technology stack where Salesforce is the hub. Not an island. Data flows where it needs to go, automatically, without your team touching it.
Fast Fixes for Common Salesforce Data Problems
Not every Salesforce problem needs a full engagement. Sometimes you just need a specific thing to work; you need it this week, not after a three-month development process.
IOLITE Solutions, our sister company, builds no-code tools that solve the data problems Salesforce admins deal with every day.
Spreadsheet Muncher
Your vendor emails a spreadsheet. It lands in Salesforce automatically. No Data Loader. No field mapping. No one touches it. BlueScope Steel cut their data entry time from hours to seconds. On the first day.
Spreadsheet Muncher
Your vendor emails a spreadsheet. It lands in Salesforce automatically. No Data Loader. No field mapping. No one touches it. BlueScope Steel cut their data entry time from hours to seconds. On the first day.
Checklist
Your most critical process steps (deal stages, onboarding, compliance) are enforced automatically inside Salesforce. No more "did anyone actually do the thing?" conversations.
Checklist
Your most critical process steps (deal stages, onboarding, compliance) are enforced automatically inside Salesforce. No more "did anyone actually do the thing?" conversations.
On Demand Support
Post-implementation, your Salesforce needs don't stop; they just get less predictable. Features get requested mid-quarter. Integrations need adjusting after a system upgrade. Something that worked for two years suddenly doesn't. We're here for all of it, on your schedule.
Our On Demand model is simple: you ask for work, we do the work, we invoice for what we did. No SOW. No monthly commitment. No surprises. If you don't need us for six months and then have a project, just reach out. We pick up right where we left off.
