CRM Projects & Integrations

What We Deliver

New Org Implementations

  • For companies launching Salesforce for the first time
  • Sales Cloud, Service Cloud, NPSP, Experience Cloud, and more

Org Cleanup & Relaunch

  • Fix broken processes, consolidate automation, remove unused fields
  • “Make Salesforce usable again” projects

ERP/System Integrations

  • Real-time and scheduled integrations
  • Experience with systems like Workday, NetSuite, proprietary ERP systems

Marketing Integrations

  • HubSpot, Pardot, Account Engagement, Formstack, JotForm
  • Campaign tracking, lead attribution, and web-to-lead optimization

Data Migration

  • Move data from legacy CRMs, spreadsheets, or ERP into Salesforce
  • Field mapping, deduplication, import, and validation

UX Improvements

  • Page layout optimization
  • Role-based permissions
  • Mobile-ready interfaces for field or remote teams

Our Process Phases

Discovery

Understand your processes, users, and goals

Design

Map out architecture, fields, objects, automation

Build

Sprint-based delivery, weekly check-ins

Test & Train

Stakeholder testing, user training videos, job aids

Go-Live & Support

Hypercare window, ongoing admin support

Ideal Project Fits

This engagement is a strong fit if you:
  • Are launching Salesforce for the first time and want it designed correctly from day one
  • Need to clean up and relaunch a messy or over-customized org that’s slowing your team down
  • Have a stalled or partially implemented project that needs stabilization, direction, and momentum
  • Need Salesforce to integrate with your ERP, marketing, or support systems to eliminate manual work and data silos
  • Want a partner who understands both CRM and real-world operations, not just technical configuration

FAQ

Cloud 616 is a strong fit for organizations launching Salesforce for the first time, cleaning up an over-customized or underperforming org, or stabilizing a project that has stalled. We also specialize in CRM projects that require tight integration with ERP, marketing, or support systems where data accuracy and process alignment really matter.

Yes. Many of our projects involve both. We frequently design Salesforce alongside integrations to ERP systems, marketing platforms, and external applications so data flows correctly from day one. This avoids the common pitfall of implementing Salesforce first and bolting on integrations later.

We design integrations intentionally, based on system-of-record decisions, business ownership of data, and reporting needs. Depending on the use case, integrations may be real-time or scheduled. Our focus is on reliability, monitoring, and long-term maintainability—not just initial connectivity.

Most projects follow a structured but flexible lifecycle: discovery, design, sprint-based build, testing and training, and go-live with hypercare. Timelines vary by scope and complexity, but our sprint approach ensures early visibility and the ability to course-correct before issues compound.

Absolutely. “Make Salesforce usable again” projects are common for us. These efforts focus on cleaning up unused fields, consolidating automation, simplifying page layouts, and aligning Salesforce back to how teams actually work so adoption and trust can be restored.

We manage data migrations end-to-end, including field mapping, deduplication, data transformation, test loads, and validation. We prioritize data quality and reporting accuracy so teams can rely on Salesforce immediately after go-live.

Adoption is built into our delivery process. In addition to configuration and integrations, we provide role-based training videos, written job aids, and structured stakeholder testing. We remain engaged during go-live and hypercare to resolve issues quickly and reinforce correct usage.