Salesforce Implementation

Overview

Salesforce is a powerful CRM, but it requires expert setup to deliver value. This service focuses on configuring Salesforce for your GTM model, aligning sales and marketing, and integrating it with the rest of your stack.

Common Use Cases

  • CRM setup and lead lifecycle automation

  • Custom objects and workflow automation

  • Sales pipeline visibility and forecasting

  • Integration with marketing platforms, ERPs, or support systems

Who is this for?

  • B2B or multi-step sales organizations

  • PortCos replacing spreadsheets or fragmented tools

  • RevOps teams centralizing reporting

  • Businesses investing in long-term CRM infrastructure

Why Claymore Connect

We connect you with Salesforce experts certified in Sales Cloud, Service Cloud, and more — tailored to PE-backed operating needs.

Salesforce admin, developer, and architect roles

Custom field and object creation

API and middleware setup

Training and documentation included

Sample Results

  • 75% reduction in manual reporting

  • Opportunity pipeline visibility improved across all departments

  • 3x faster onboarding for new sales reps

What to Look for in an ETL Partner

  • Experience in your sales cycle and customer model

  • Technical certification and admin capabilities

  • Business-savvy configuration (not just technical setup)

  • Scalable system design

Related Services

  • CRM Integration

  • Lead Scoring

  • Sales Enablement

  • Marketing Automation

Get Matched with a Salesforce Implementation Expert

We’ll connect you with a partner who ensures your Salesforce implementation works how it should — and is ready when you need it.