Salesforce consulting in Chicago

001/ Scope6 engagements

• Salesforce health check5–10 business days · written fix plan
• Implementation & re-implementationtypically 4–12 weeks
• Fix a badly set-up orgdata, layouts, permissions, automation
• Flow automationretire Workflow Rules & Process Builder
• IntegrationsNetSuite · HubSpot · QuickBooks · custom APIs
• Managed advisoryflat monthly retainer

Most businesses call us with one of three problems. Salesforce was set up years ago and nobody trusts the data. A team is about to adopt it and wants it done right the first time. Or the org itself is fine, but it doesn’t talk to accounting or marketing, so someone re-types the same order three times. Every engagement starts the same way — a conversation about how your business actually sells and serves customers — and ends with configuration, documentation and credentials that belong to you.

What we review

• Configuration & page layoutsobjects, fields, record types, stages
• Data quality & duplicatesmatching rules, empty and stale fields
• AutomationFlow, Apex triggers, leftover Workflow Rules & Process Builder
• Security & sharingprofiles, permission sets, who sees what
• Integrationswhat syncs, what fails quietly
• Reports & dashboardsdo the numbers match finance?
• User adoptionwho logs in, what they work around
• Licenses & limitswhat you pay for vs. what you use

What you get

• Findings reportevery issue ranked by business impact
• Fix planeffort estimate for each fix, in order
• Quick winswhat an admin can fix this week
• Readout callwalk through it with your team

Findings are ranked by what they cost your business — lost deals, wrong forecasts, hours of re-typing — not by how interesting they are technically. You can hand the fix plan to your own admin, another partner, or us. The report is yours either way.

Salesforce implementation and re-implementation (4–12 weeks)

A Salesforce implementation or re-implementation for a small or mid-size business typically takes 4–12 weeks. A single sales team on Sales Cloud lands near four weeks; multiple departments, data migration and integrations push it toward twelve.

1. Discover

   We sit with the people who sell, serve and bill, map your real process, and look at the data you’re bringing over.

2. Design

   Objects, fields, stages, page layouts and permissions are agreed in writing before anything is built.

3. Build & migrate

   We configure in a sandbox, build Flows, clean and import your data, and connect your other systems. Your team tests as we go.

4. Train & launch

   Role-based training, go-live support, and a documented handover to your admin — or to our managed advisory.

A re-implementation is often the right call when an org has piled up years of unused fields, conflicting automation and workarounds. We keep what works, rebuild what doesn’t, and migrate your history cleanly so nobody loses a record. Before starting either one, it’s worth reading the Salesforce implementation mistakes we see most often, and our CRM implementation best practices.

Timelines are estimates and subject to change based on scope.

Symptoms we fix most often

• Reps keep their own spreadsheetsbecause nobody trusts the pipeline
• Duplicate accounts and contactsno matching or duplicate rules
• Nobody knows what fires whenoverlapping automation
• Everyone is a System Administratorno real permission model
• Reports disagree with accountingno single source of truth
• Hundreds of fields on one pagemost of them never filled in

Cleanup is careful work. We back up data before we touch it, test changes in a sandbox, and change one area at a time so your team never loses a working day. You get a short written log of every change, so the next admin knows why things are the way they are.

Flow automation and retiring Workflow Rules & Process Builder

Salesforce ended support for Workflow Rules and Process Builder on December 31, 2025, so every health check we run flags automation still running on them and plans a migration to Flow.

Migration isn’t a one-click conversion. Salesforce’s Migrate to Flow tool handles simple rules, but older orgs usually have several rules and processes firing on the same object, sometimes in an order nobody designed. We inventory every automation, consolidate it into a small number of clearly named record-triggered Flows per object, test them against real scenarios, and document what each one does.

Then we point Flow at the manual work your team still does by hand: lead assignment, approvals, follow-up tasks, renewal reminders, and status updates that someone currently copies from an email.

We pick the simplest reliable approach for each connection: a native connector or AppExchange package when a good one exists, the middleware you already pay for, or a small custom integration when neither fits. Three rules don’t bend: each field has one system as its source of truth, failures alert a named person instead of failing silently, and there’s a written map of what moves where. For the bigger picture, see our guide to API integration strategy.

Still deciding which CRM to run? Read Salesforce vs HubSpot and our notes on comparing CRM software — or start with an IT strategy session and we’ll compare the options with you.

Typical ranges, not quotes. Every engagement gets a written scope and quote before work starts. Timelines are estimates and subject to change based on scope.

What moves the number: how many users and departments you have, which clouds you use (Sales, Service, Experience Cloud), how much data needs cleaning before it moves, and how many systems need to connect. The first call is free, and the health check’s fix plan puts an effort estimate on every fix — so you decide what’s worth doing before you commit to it.

Why a small Chicago team (and the Salesforce-style product we built: Slate CRM)

Because the person who scopes your Salesforce project is the person who configures it, nothing gets lost between a salesperson, a project manager and a build team. And we don’t only configure other people’s software — we build and run our own.

Slate CRM, our proposal-to-payment product for contractors, agencies and consultants, is styled after Salesforce Lightning on purpose: record pages, status pills, clear paths from one stage to the next. Designing it made us sharper at the thing clients care about in Salesforce — making the next step obvious, so people actually use the system.

Lightning-style UI

ProofWebBuilt and run by 312 IT Consulting

Slate CRM

Proposals signed. Invoices paid. Without the chase.

Proposal SentWebsite rebuildDiscovery$2,400Design & build$7,200Launch$2,800$12,400Review & sign

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Signed DoneE-signatureJ. RiveraSigned in the browserCreate invoice

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Invoice DueMilestone 1 of 3Discovery$2,400Reminder set · PDF ready$2,400Pay now

Sample data · illustration of the flow

StackNext.js on Cloudflare Workers (OpenNext) · D1 + Drizzle · R2 · Resend email · Browser Rendering for PDFs

Inside Slate CRM →See current plans at slatecrm.app ↗