Salesforce Integration

Salesforce integration.

Implementation, integration, CPQ, and managed services.

We implement, integrate, and optimize Salesforce for enterprise teams — Sales Cloud, Service Cloud, Marketing Cloud, and CPQ — with U.S.-based delivery, clean documentation, and the certifications procurement requires.

NMSDC MBE Certified
U.S.-Based Team
Salesforce CPQ
Sales Cloud
Service Cloud
Marketing Cloud
Salesforce integration and implementation services
Evolve Blue · Technology
Salesforce, implemented right.
10+
Years CRM delivery
10+
Years Salesforce delivery
100+
Enterprise & gov clients
MBE
NMSDC MBE Certified
U.S.
Onshore-first delivery

01 · What we deliver

Full-stack Salesforce services.

From new implementations to complex integrations and CPQ — scoped, documented, and delivered with production-readiness at every stage.

Salesforce implementation

New Salesforce rollouts — Sales Cloud, Service Cloud, Marketing Cloud, CPQ — configured, customized, and integrated with your existing systems.

Data migration and cleanup

Move data from legacy systems into Salesforce with field mapping, deduplication, validation, and audit-ready documentation.

Integration with ERP and business systems

Connect Salesforce to your ERP, billing, support, and operational tools so data flows automatically and records stay in sync.

Custom development and AppExchange

Custom Apex, LWC, and Flow development for workflows that Salesforce does not handle out of the box. AppExchange package evaluation and deployment.

CPQ and revenue operations

Configure, price, quote automation with approval rules, discount controls, and contract generation connected to your billing system.

Managed services and support

Post-go-live administration, optimization, release management, and user support through structured retainers.

02 · How we work

From assessment to production.

01

Assessment

We review your current Salesforce environment, integrations, data quality, and business requirements.

Assessment delivered
02

Solution design

We design the architecture, data model, integration approach, and rollout plan before any configuration begins.

Design approved
03

Build and configure

We build in phased sprints with demos, user testing, and stakeholder checkpoints at each stage.

Configuration deployed
04

Launch and support

Go-live with training, documentation, and optional managed services for ongoing optimization.

System live

03 · Related services

04 · Common questions

Frequently asked questions.

Which Salesforce clouds do you work with?

Sales Cloud, Service Cloud, Marketing Cloud, CPQ, Experience Cloud, and Platform. We scope based on what your business needs, not what carries the largest license.

Can you integrate Salesforce with our ERP?

Yes. We integrate Salesforce with NetSuite, SAP, Microsoft Dynamics, QuickBooks, and custom ERP systems. Data flows are documented and tested before go-live.

Do you support Salesforce CPQ?

Yes. CPQ is a core capability. We configure products, pricing rules, discount controls, approval flows, and contract generation connected to your billing and finance systems.

Can you work alongside our internal Salesforce admin?

Yes. We can augment your team for specific projects, take on a defined workstream, or deliver a full implementation independently.

Do you provide post-go-live support?

Yes. We offer managed services for ongoing administration, optimization, release management, and user support through structured retainers.

Get Started

Let’s talk Salesforce.
No SDR, no script.

Tell us what you need — implementation, integration, CPQ, or managed services. We’ll match you with the right expert.

Contact info@evolveblue.com · +1 215-882-3133