Start Smart. Scale Faster.

New to Salesforce? We'll build it right the first time.

Plan My Implementation

Overview

A bad Salesforce implementation haunts you for years. Wrong data model, clunky processes, users who hate the system — it's expensive to fix later.

We build Salesforce orgs that work from day one.

That means understanding your business first — how you sell, how you serve customers, how deals move through your pipeline. Then we configure Salesforce to match, not the other way around.

We handle Sales Cloud, Service Cloud, Experience Cloud, and custom apps. We build automation that saves time without creating confusion. We train your team so adoption isn't a struggle.

And we design with the future in mind — so when you're ready for AI agents, your data and processes are already in place.

What's Included

Sales Cloud

Pipeline management, forecasting, quoting, and automation that helps your reps close faster.

Service Cloud

Case management, knowledge bases, entitlements, and omnichannel support that scales.

Experience Cloud

Customer portals, partner communities, and self-service experiences that reduce support load.

Custom Apps

When out-of-the-box doesn't fit, we build custom objects, Lightning components, and Apex solutions.

Why Funnelists for Implementation?

We've been implementing Salesforce since 2008. We've seen what works, what fails, and what causes headaches three years later. Our approach: understand your business first, then configure Salesforce to fit. Not the other way around. We also build with AI in mind. Even if you're not ready for Agentforce today, we'll structure your data and processes so you can add AI later without ripping everything apart. One implementation. Done right. Ready to scale.

Our Process

1

Discovery & Design

We map your processes, define requirements, and design a Salesforce architecture that fits how you work.

2

Build & Configure

We configure objects, fields, automation, and integrations — building in phases with your feedback along the way.

3

Train & Launch

We train your team, migrate your data, and go live with support to ensure a smooth transition.

Ready for Liftoff?

Let's discuss how this service can benefit your business

Book a Discovery Call