Sound familiar?

The CRM Problems That Slow Growing Businesses Down

Most small and midsize businesses know they need a better CRM, but they're stuck dealing with scattered data, missed follow-ups, and tools that don't talk to each other. These are the problems our Salesforce implementation services solve.

Customer data spread across spreadsheets, inboxes, and sticky notes

No single source of truth means your team wastes time searching for context before every call or meeting, and deals slip through the cracks.

Follow-ups get forgotten and leads go cold

Without automated reminders and pipeline tracking, your sales team relies on memory, and memory is not a CRM strategy.

No visibility into what's actually happening in your pipeline

Leadership can't forecast accurately or coach effectively without real data. Gut feeling is not a pipeline report.

Tools that don't connect to each other

When your CRM, billing software, and email platform don't talk to each other, your team does the work twice, and your data is never fully accurate.

What's included

Salesforce Implementation Services from Start to Scale

From initial CRM setup to advanced automation and third-party integrations, every service is designed to make Salesforce work the way your business actually operates.

Sales Cloud setup

Configure leads, contacts, opportunities, and pipelines in Salesforce to match your sales motion, not a generic template. Includes custom stages, fields, and views for your team.

Lead and opportunity management
Custom sales stages and fields
Dashboard and reporting setup
Email integration (Gmail / Outlook)

Workflow automation

Automate the manual work your team does every day, follow-up reminders, task creation, approval routing, and status updates, using Salesforce Flow and Process Builder.

Automated follow-up sequences
Lead assignment and routing rules
Approval process automation
Triggered alerts and notifications

System integrations

Connect Salesforce to the tools your team already uses, including billing, support, marketing, and ERP platforms, so data flows automatically and your team stops entering it twice.

QuickBooks, Stripe, and billing tools
Zendesk, Freshdesk, and help desks
HubSpot, Mailchimp, and marketing tools
Custom API and middleware integrations

Data migration

Move your contacts, deals, accounts, and history from spreadsheets or a legacy CRM into Salesforce cleanly, deduplicated, mapped correctly, and validated before go-live.

CSV and spreadsheet imports
Migration from HubSpot, Pipedrive, Zoho
Deduplication and data cleaning
Pre-migration audit and field mapping

CRM customization

Customize Salesforce to match how your team works, not the other way around. We build the fields, layouts, record types, and page designs your users actually want to use.

Custom objects and fields
Role-based page layouts
Lightning app and UI customization
Validation rules and required fields

Training & managed support

We train your team role by role, including sales reps, managers, and admins, and run a fully supported go-live. After launch, we stay available for updates, new users, and platform changes.

Role-based user training sessions
Admin training and documentation
Post-launch support package
Ongoing managed admin services

Who we serve

Salesforce Implementation for Your Industry

We've delivered Salesforce implementation services for businesses across multiple industries in Miami and throughout the U.S., each configured around the way that industry sells, serves, and operates.

Professional services

Law firms, consultancies, agencies, and staffing companies managing long sales cycles and client relationships.

Real estate

Brokerages and property management firms tracking listings, buyers, agents, and deal flow in one place.

Financial services

Wealth managers, insurance brokers, and lending firms that need compliant CRM workflows and client tracking.

Technology & SaaS

Software companies that need Sales Cloud, Service Cloud, and API integrations connected to their product stack.

Healthcare

Medical practices and healthcare businesses managing patient relationships, referrals, and intake workflows.

Logistics & distribution

Businesses that need Salesforce connected to inventory, order management, and customer communication systems.

How it works

Our Salesforce Implementation Process, Step by Step

A clear, structured process so you know exactly what happens, and when, from the first conversation to a live, adopted Salesforce environment.

Discovery & scoping

We start by understanding your business, your sales process, team structure, current tools, and what's not working. This session defines the full scope of your Salesforce implementation before we touch a single setting.

Kick-off call Process mapping Tool audit Scope of work

Configuration & build

We set up your Salesforce org, including objects, fields, layouts, automations, reports, and dashboards, built around your actual workflows. You review and approve at each milestone so nothing surprises you at go-live.

CRM configuration Automation build Dashboard setup Integrations

Data migration & testing

We migrate your existing contacts, accounts, deals, and history into Salesforce, cleaned, deduplicated, and validated. Full end-to-end testing happens before anyone on your team touches the system.

Data mapping Deduplication UAT testing QA sign-off

Training & go-live

We train every user role, including reps, managers, and admins, with sessions designed for how each group uses Salesforce. Go-live is supervised, not thrown over the fence. We're available to handle issues in real time.

Role-based training Admin handoff Supervised launch

Post-launch support & optimization

After go-live, Rubi provides ongoing managed support, including new user setup, configuration changes, automation updates, and quarterly reviews to make sure Salesforce keeps pace with your business as it grows.

Admin support New user onboarding Quarterly reviews Roadmap planning

FAQ

Salesforce Implementation Services, Common Questions

Everything small and midsize businesses ask before starting a Salesforce implementation.

What does a Salesforce implementation include?

Our Salesforce implementation services cover the full process: discovery and requirements gathering, CRM configuration, workflow automation, data migration, system integrations, user training, and go-live support. Every engagement is scoped to your team size, industry, and sales process. You're not paying for features you don't need.

How long does a Salesforce implementation take?

Timeline depends on complexity. A standard Sales Cloud implementation for a small team typically takes 4 to 8 weeks. Setups with multiple clouds, deep integrations, or large data migrations run 10 to 16 weeks. You get a clear timeline estimate after the discovery phase, with no guessing and no moving targets.

How much does Salesforce implementation cost?

Cost varies depending on the scope, including number of users, which Salesforce clouds you need, integrations, and whether you require data migration. We provide a fixed-price proposal after the discovery session so you know the full cost upfront. There are no hourly surprises. Contact us for a scoping conversation and we'll give you a clear range based on your situation.

Can you migrate our data from HubSpot, Pipedrive, or spreadsheets?

Yes. Our Salesforce implementation services include data migration from most common CRMs, including HubSpot, Pipedrive, Zoho, and Insightly, as well as CSV exports from spreadsheets. We audit, clean, and deduplicate your data before it touches Salesforce, and validate accuracy before go-live.

Can you integrate Salesforce with our existing tools?

Yes. We integrate Salesforce with email platforms (Gmail, Outlook), billing tools (QuickBooks, Stripe), support desks (Zendesk, Freshdesk), marketing platforms (HubSpot, Mailchimp), and ERP systems. We use native Salesforce connectors, third-party middleware, or custom API integrations depending on what's involved.

Do you provide support after the implementation is done?

Yes. Rubi offers post-implementation managed support, covering admin tasks, new user setup, configuration changes, automation updates, and quarterly optimization reviews. A Salesforce org that receives poor post-launch support typically underperforms within 12 months. We're built to stay with you long after go-live.

Is Salesforce right for a small business?

Yes, when implemented correctly. Even a 10-person sales team benefits from centralized CRM data, automated follow-ups, and real pipeline visibility. The key is scoping the implementation to what you actually need, not deploying an enterprise-sized setup that overwhelms your team. We start with what matters most and help you expand Salesforce as your business grows.

Do we need to already have a Salesforce license?

No. If you don't have a Salesforce license yet, we can advise on the right edition and number of seats for your team size and use case, including Salesforce Starter, Pro, or Enterprise. We'll help you avoid overpaying for seats and features you won't use in the first 12 months.

Salesforce Implementation Services for Growing Businesses