Salesforce that routes, reminds and tells you when it breaks.
For 1 to 50 person teams on Salesforce where leads, follow-up and handovers still depend on someone remembering. We build the routing and automation around it, and make sure failures reach a person.
What usually goes wrong
New leads sit unassigned.
Web leads land in Salesforce with no owner, or with assignment rules nobody has touched in a year. We route by territory, product or fit, and alert the owner straight away.
Follow-up never gets created.
The task that should follow a call or a form never exists, so nobody misses it until the deal is gone. We create the follow-up task and sequence when the lead or stage changes.
Duplicate leads and contacts.
The same person arrives from a form, an event list and an import. We check for matches at the point of creation and merge or flag, instead of cleaning up later.
Nobody hears when something fails.
An integration stops and the first sign is a quiet pipeline. We add alerts to Slack or Teams for the events that matter, and a named owner for failures.
What we do
- Map how leads, opportunities and handovers really move today
- Lead routing and assignment with an owner and a deadline
- Follow-up tasks and email sequences triggered by stage changes
- Enrichment and duplicate checks before a record is saved
- n8n orchestration between Salesforce, forms, inboxes and Slack or Teams
- Documentation and a recovery procedure for every build
How it runs
Three stages. You can stop after any of them. Every price comes with a written scope first.
Diagnose
From $750
We map your Salesforce setup as it really runs and write down what to fix.
Implement
From $2,500
We build the fix with retries, duplicate prevention, alerts and documentation.
Operate
From $1,000 a month
Someone owns it after go-live: monitoring, fixes and a monthly review.