Implement Salesforce Right the First Time

Your Salesforce implementation should connect your systems instead of creating more silos. Our Salesforce implementation services bring together Education Cloud, Nonprofit Cloud, Consumer Goods Cloud, and Government Cloud with seamless integrations to your ERP, SIS, finance systems, and legacy platforms.

Multi-Cloud Implementations Built for Your Industry

We implement Salesforce solutions designed for how your organization operates, whether that’s recruiting students, engaging donors, managing field sales, or serving citizens. From Education Cloud to Nonprofit Cloud to Consumer Goods Cloud, we configure each platform to support your unique workflows and compliance requirements.

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Multi-cloud implementations across Education Cloud, Nonprofit Cloud, Consumer Goods Cloud, Government Cloud, Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud, and Data Cloud.

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Industry-specific accelerators that reduce implementation time by 40-60% with prebuilt data models, workflows, and integrations.

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Compliance-ready configurations for FERPA, HIPAA, FedRAMP, and sector-specific regulatory requirements.

Connect Salesforce to Your Existing Systems

Salesforce works best when it connects to everything else. We build integrations between Salesforce and your ERP, SIS, finance systems, HR platforms, and data warehouses, creating real-time, bi-directional data flows that keep your systems in sync without manual reconciliation.

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Real-time integrations with ERP systems (SAP, Oracle, NetSuite), student information systems (Slate, Ellucian, Blackbaud), finance platforms, and HR systems

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Revecast Connect iPaaS platform enabling integrations to 200+ applications with prebuilt connectors and custom API development

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MuleSoft and middleware solutions for complex enterprise architectures requiring high-volume data exchange.

Data Migration & Legacy System Retirement

Migrating from Slate, TargetX, ERx, or other legacy systems doesn’t have to be risky. We use proven migration accelerators with prebuilt mappings, automated transformation, and full validation to move your data accurately without losing records, corrupting files, or disrupting operations.

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Multi-cloud implementations across Education Cloud, Nonprofit Cloud, Consumer Goods Cloud, Government Cloud, Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud, and Data Cloud.

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Industry-specific accelerators that reduce implementation time by 40-60% with prebuilt data models, workflows, and integrations.

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Compliance-ready configurations for FERPA, HIPAA, FedRAMP, and sector-specific regulatory requirements.

How Our Salesforce Implementation Services Work

We implement Salesforce using our ImpactPath methodology: iterative cycles with sprint demos, validation sessions, and continuous feedback.

Which Salesforce clouds do you implement?

We work across Education Cloud, Nonprofit Cloud, Consumer Goods Cloud, Government Cloud, Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud, and Data Cloud. Most of our clients operate across multiple clouds, and we specialize in designing and implementing integrated, multi-cloud solutions. We also support organizations running legacy Education Data Architecture (EDA) and Nonprofit Success Pack (NPSP) environments, including coexistence and transition planning to Education Cloud and Nonprofit Cloud.

How long does a typical Salesforce implementation take?

Salesforce implementations are delivered in phases, and timelines depend on scope, complexity, and organizational readiness. Initial phases—such as a single cloud or a focused set of capabilities—often reach go-live within a few months. Larger, multi-cloud or enterprise programs typically roll out incrementally over time, with value delivered in successive releases rather than one “big bang.” We use accelerators and proven delivery patterns to reduce custom build effort and accelerate early value, while planning longer-term roadmaps that support multi-year transformation.

Can you integrate Salesforce with our existing systems?

Yes. We integrate Salesforce with ERP systems (SAP, Oracle, NetSuite), student information systems (Slate, Ellucian, Blackbaud), finance systems, HR platforms, data warehouses, and legacy applications. We use Revecast Connect, MuleSoft, or custom middleware depending on your needs and budget.

What happens to our data during migration?

We follow a proven migration process: data mapping, transformation scripts, deduplication, test loads, validation, and full production migration. We run parallel systems during testing so you never lose access to your data. Our migration accelerators include automated validation dashboards to catch issues before go-live.

Do you provide training and change management?

Yes. Adoption is built into every implementation. We provide role-based training, create adoption champions within your organization, and deliver documentation your team can reference after go-live. We also track adoption metrics post-launch so you can see what’s working and adjust what isn’t.

Jax Insights

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Turning Point Brands – Building a Scalable, Data-Driven Field Sales Operation

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Let’s Talk About
Your Salesforce Goals

We’re here to help you navigate your Salesforce journey with ease. Tell us about your needs and we’ll follow up to schedule a free consultation.

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