Salesforce Implementation Services

At KeyNode Solutions, we don’t deliver a cookie-cutter Salesforce implementation service. Whether you have opted to start with Sales Cloud®, Service Cloud® or Pardot®, our certified Salesforce consultants in San Diego will partner with you to help make every step of your Salesforce implementation process as easy and beneficial as possible. With our extensive experience combined with leveraging AI, we work to understand your sales and support processes, as well as your business and technology roadmap, so we can provide insight on best practices and on how to customize the Salesforce platform so it works for you.

We’re certified in the products you need implemented: Salesforce Sales Cloud, Service Cloud, Nonprofit Cloud, Experience Cloud, Pardot & Others


Sales Cloud


Service Cloud


Pardot


Community Cloud


Data Management

We recognize the true value of the Salesforce platform is in customization. Our San Diego-based team works with you to implement the Salesforce products that fine tune your business processes and ultimately help your organization unleash its full potential. Our certified Project Management Professionals (PMP®) ensure the world’s #1 customer relationship management (CRM) software will be implemented for you on time and with ongoing support services, whether for Salesforce Community Cloud, Sales Cloud, Service Cloud, or Pardot.



What our typical Salesforce implementation process includes

  • Strategy & Planning

    After evaluating your existing systems, we’ll identify opportunities for process automation, followed by a scope of deployment. As a result of this step we will have a high-level strategic plan, accepted by all stakeholders, with clear goals to implement Salesforce.

  • Discovery & Design

    This is when we get into the details. We will review your current customer, sales and business process, gather your custom functional requirements, design a data structure and migration map, identify integration needs, etc. As a result of this step we will have a plan with detailed requirements, milestones, and deadlines.

  • The Setup

    Here is where we get our hands dirty. Leveraging AI technology with our extensive business acumen and experience, we’ll help configure Salesforce, customize and develop the configurations. Every requirement gets translated into workable features in the CRM system: permissions, data objects, UI, workflows, email templates, triggers, etc. As a result of this step we will have a fully functioning CRM system that we demo for you, making sure it is satisfactory before we integrate it and load the data.

  • The Integration

    We setup your Salesforce platform to connect and communicate with other apps ensuring they are seamlessly in sync. Learn about our other Salesforce integration services.

  • Data Clean Up & Migration

    We extract data from your existing system, run cleansing and de-duplication, and then import it, making sure it passed all validations. Learn about our data migration services.

  • Deployment & Training

    We train your team to ensure smooth adoption, and only then do we deploy your implementation. Now you have the Salesforce CRM customized to your business needs with your data!

  • Continued Support & Maintenance Service

    From day-to-day support and enhancement management services to troubleshooting issues and strategic advice, we help make your Salesforce platform work for you. Learn about our best-in-class Managed Services for ongoing Salesforce support.

What you can expect from our Salesforce implementation services

Trusted by Top Innovative Companies Nationwide

Trusted by Top Innovative Companies Nationwide

Salesforce Implementation FAQs

While having an in-house admin is often a great business decision, it is increasingly important to utilize outside Salesforce consulting firms, such as KeyNode Solutions, to properly design and implement complex Salesforce solutions that your in-house admin may not have the necessary technical knowledge or business acumen needed. We take a comprehensive approach to all of our projects and work very closely with in-house admins to make sure all processes and changes are cohesively implemented for the organization.

Unlike other Salesforce consulting firms who charge a blanket rate, we customize our pricing just as we will tailor your Salesforce solution(s). We completely understand that your needs and wishes are unique to your organization. During our discovery session, our San Diego-based Salesforce Implementation team will flesh those ideas out to make sure we comprehend what your organization absolutely needs, and then we provide an itemized proposal illustrating all of the processes rather than just provide a cookie cutter proposal like most of our competitors. We work with clients around the country. Contact us today if you have any questions!

KeyNode Solutions, founded in 2017, has a team that holds more than 100 Salesforce certificates:

  • Salesforce Certified Application Architect: 4
  • Salesforce Certified Platform Data Architect: 6
  • Salesforce Certified Platform Sharing and Visibility Architect: 6
  • Salesforce Certified Platform Development Lifecycle and Deployment Architect: 4
  • Salesforce Certified Data Cloud Consultant: 3
  • Salesforce Certified Sales Cloud Consultant: 7
  • Salesforce Certified Service Cloud Consultant: 5
  • Salesforce Certified Experience Cloud Consultant: 5
  • Salesforce Certified Nonprofit Success Pack Consultant: 4
  • Salesforce Certified Field Service Consultant: 1
  • Salesforce Certified Agentforce Specialist: 5
  • Salesforce Certified Marketing Cloud Account Engagement Consultant: 2
  • Salesforce Certified Marketing Cloud Account Engagement Specialist: 3
  • Salesforce Certified Marketing Cloud Email Specialist: 3
  • Order Management Administrator Accredited Professional: 1
  • Salesforce Certified Platform Administrator: 12
  • Salesforce Certified Platform Administrator II: 6
  • Salesforce Certified CPQ Administrator: 1
  • Salesforce Certified Platform App Builder: 12
  • Salesforce Certified Platform Developer: 8
  • Salesforce Certified Platform Developer II: 3

Our Salesforce Implementation Services are expanding!

Although we’re headquartered in San Diego, we have consultants in four time zones, so we’re equipped to be your Salesforce implementation partner. Our best-in-class Salesforce implementation services are available across the country including these locations:

Guided, Tailored and Flawless Salesforce Implementation

Call us today at (858) 215-5371 or simply complete this form

 Our team of dedicated certified consultants will simplify the day-to-day management of your Salesforce platform and make it work for your business at full capacity.

 Your success is our 100% priority!

This field is for validation purposes and should be left unchanged.
Salesforce Certified Sales Cloud Consultant
Salesforce Certified Sales Cloud Consultant
Salesforce Certified Service Cloud Consultant
Salesforce Certified Advanced Administrator
Salesforce Certified Pardot Consultant
Salesforce Certified Platform App Builder
Salesforce Certified Data Architecture and Management Designer
Salesforce Certified Community Cloud Consultant
Salesforce Certified Platform Developer
Salesforce Certified Sharing and Visibility Designer
Salesforce Certified Administrator
Salesforce Certified Pardot Specialist