Salesforce setup
We roll out Sales Cloud, Service Cloud, Marketing Cloud, and CPQ. We configure, tailor, and connect Salesforce to your systems.
Salesforce Integration
Salesforce integration.
Salesforce setup, integration, CPQ, and managed support.Evolve Blue sets up, connects, and tunes Salesforce for enterprise teams. We cover Sales Cloud, Service Cloud, Marketing Cloud, and CPQ. Our U.S.-based team brings clean docs and procurement-ready credentials.
NMSDC MBE Certified
U.S.-Based Team
Salesforce CPQ
Sales Cloud
Service Cloud
Marketing Cloud
10+
Years of Salesforce work
100+
Enterprise & gov clients
MBE
NMSDC MBE Certified
U.S.
Onshore-first work
01 · What we do
Full-stack Salesforce work.
We handle new setups, complex links, and CPQ. We scope, document, and ship production-ready work.
Data move and cleanup
We move data from legacy systems into Salesforce. We map fields, remove duplicates, check records, and keep audit-ready docs.
ERP and business system links
We connect Salesforce to ERP, billing, support, and operations tools. Data moves on its own, and records stay in sync.
Custom Apex, LWC, and Flow
We build Apex, LWC, and Flow work for gaps Salesforce does not cover. We also review and deploy AppExchange packages.
CPQ and revenue operations
We set up CPQ flows with approval rules, discount controls, and contract generation. We connect it to billing.
Managed support
We handle post-go-live admin, tuning, release management, and user support through clear retainers.
02 · How we work
From assessment to launch.
01
Assessment
We review your Salesforce org, integrations, data quality, and business needs.
→ Assessment delivered
02
Work plan
We design the architecture, data model, integration path, and rollout plan before setup starts.
→ Design approved
03
Build
We build in phased sprints with demos, user testing, and stakeholder check-ins.
→ Config deployed
04
Launch
We launch with training, documentation, and optional managed services for steady tuning.
→ System live
03 · Common questions
Frequently asked questions.
Which Salesforce clouds do you work with?
We work with Sales Cloud, Service Cloud, Marketing Cloud, CPQ, Experience Cloud, and Platform. We scope to business need, not license size.
Can you connect Salesforce with our ERP?
Yes. We connect Salesforce with NetSuite, SAP, Microsoft Dynamics, QuickBooks, and custom ERP systems. We document and test data flows 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. We connect CPQ to billing and finance systems.
Can you work with our Salesforce admin?
Yes. We can extend your team for specific projects, own a defined workstream, or deliver a full rollout.
Do you provide support after go-live?
Yes. We offer managed services for admin, tuning, release management, and user support through structured retainers.
Get Started
Let’s talk Salesforce.
No SDR, no script.
Tell us what you need: setup, integration, CPQ, or managed services. We’ll match you with the right expert.
Contact info@evolveblue.com · +1 215-882-3133