Implementations
New Salesforce rollouts configured to the way your team actually works — not to the demo. Pipeline stages, record pages, automations, and reporting built around your process.
Schedule a Salesforce scoping callCertified Salesforce consulting. Across every cloud, across every industry.
Our consultants hold over 60 Salesforce certifications and have implemented Salesforce for teams of 10 to global rollouts of hundreds of users. We specialize in implementations that stick — configured to your process, trained to your team, supported beyond go-live.
60+ Salesforce certifications · Sales · Service · CPQ · Marketing · Experience · NPSP.
What we do
Six ways we work with Salesforce
From greenfield implementations to ongoing managed administration — one team, one contract, across the full Salesforce suite.
Migrations & Replatforming
Move off Classic, consolidate multiple orgs, or migrate from another CRM. Data, custom code, integrations, and users brought across without losing history.
Schedule a Salesforce scoping callIntegrations
ERP, accounting, marketing, telephony, and AppExchange apps connected to Salesforce and maintained. Named integrations, mapped fields, monitored pipelines.
Schedule a Salesforce scoping callCustom Development
Apex, Lightning Web Components, Flows, and record-page customizations where standard configuration falls short. Code we write is code we support.
Schedule a Salesforce scoping callManaged Administration
Your single point of contact at RevenuePoint keeps your instance clean, evolving, and audited month to month. Fully managed by RevenuePoint.
Schedule a Salesforce scoping callTraining & Adoption
End-user, admin, and onboarding programs that land the platform with your team so the investment actually sticks.
See training programsSalesforce products
Every Salesforce product. One team.
60+ certifications across the full Salesforce suite. Pick a product to see how we implement, integrate, and manage it.
Sales Cloud
Most Sales Cloud implementations are configured for Salesforce's demo, not your actual sales process. We map your pipeline stages, custom fields, and opportunity flows to the way your team sells — then maintain it as your business evolves.
What we do with it
- Pipeline, stage, and forecast configuration against your real sales motion
- Lead and opportunity routing, assignment rules, and queue management
- Einstein activity capture and sales engagement tooling
- Reporting and dashboards for leadership, managers, and reps
Industries we configure to
Ten industries. Ten Lightning record pages.
Salesforce looks different in a specialty pharmacy than it does in a distributor or a nonprofit. We build Lightning record pages — the right custom components, the integrations to the systems you already use, and the layout the user actually needs — for the way your industry runs.
Industry
Manufacturing
RevenuePoint builds a clean Salesforce instance for growing-business discrete and process manufacturers — with live SAP or NetSuite data, Sales Agreement actuals, production status, and quality holds on one record page. Fully managed by RevenuePoint.
Record page · 4 components · 8 integrations
Explore Manufacturing →
Industry
Distribution & 3PL
RevenuePoint builds a clean Salesforce for distributors and 3PLs — ERP-synced inventory across every warehouse, live shipment tracking, margin by customer, and a claims console. Fully managed by RevenuePoint.
Record page · 4 components · 8 integrations
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Industry
Specialty Pharmacy & Compounding
RevenuePoint builds a clean Salesforce Health Cloud for specialty pharmacies and compounding operations — with a prior authorization queue, refill heatmap, lot-tracked compound formulas, and adherence outreach. Fully managed by RevenuePoint.
Record page · 4 components · 8 integrations
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Industry
Healthcare & Ambulatory Care
RevenuePoint builds Salesforce Health Cloud for ambulatory groups — with a longitudinal patient record, referral pipeline, care-gap scoring, and denial analytics that speak to your EHR and payer feeds. Fully managed by RevenuePoint.
Record page · 4 components · 8 integrations
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Industry
Nonprofit & Social Services
RevenuePoint builds Salesforce Nonprofit Cloud for mission-driven organizations — with a donor household 360, program engagement, grant pipeline, and outcomes tracking on one record. Fully managed by RevenuePoint.
Record page · 4 components · 8 integrations
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Industry
Property Management & Real Estate
RevenuePoint builds Salesforce for property managers and real estate operators — with a live occupancy heatmap, lease renewal pipeline, maintenance work-order console, and resident ledger. Fully managed by RevenuePoint.
Record page · 4 components · 8 integrations
Explore Property Management & Real Estate →
Industry
Professional Services
RevenuePoint builds Salesforce for consulting, legal, and engineering firms — with engagement financials, a utilization heatmap, pipeline-to-staffing forecasting, and time & expense on one record page. Fully managed by RevenuePoint.
Record page · 4 components · 8 integrations
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Industry
Financial Services
RevenuePoint builds Salesforce Financial Services Cloud for RIAs, insurance, and accounting firms — with a household 360, custodian-synced portfolio rollup, life-event next-best-action, and compliance documentation on one record. Fully managed by RevenuePoint.
Record page · 4 components · 8 integrations
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Industry
Food & Beverage
RevenuePoint builds Salesforce for food and beverage brands — with distributor depletion against plan, trade promotion ROI, field-rep visit capture, and lot/recall traceability on one record page. Fully managed by RevenuePoint.
Record page · 4 components · 8 integrations
Explore Food & Beverage →
Industry
Construction & Contracting
RevenuePoint builds Salesforce for general contractors and specialty trades — with a bid pipeline, project margin, change order tracker, subcontractor compliance matrix, and punch-list console. Fully managed by RevenuePoint.
Record page · 4 components · 8 integrations
Explore Construction & Contracting →
Foundry · Orchestrated intelligence
Foundry sits on top of a clean Salesforce.
Once your Salesforce is clean, Foundry connects the rest of your stack — ERP, accounting, telephony, marketing — into your single source of truth, fully managed by RevenuePoint. Live dashboards. AI analysis on demand. Agents that propose, get approved, and execute across your systems.
01 · Connect
Every system you run, on one warehouse.
Salesforce, ERP, accounting, marketing, and telephony wired into a managed pipeline so every record matches on every side.
02 · Illuminate
Live dashboards. AI analysis on demand.
Lens dashboards for every role and Prism reports on demand — leadership gets the answers when they ask, not on a schedule the warehouse decides.
03 · Act
Agents propose. Reviewers approve. Foundry executes.
Agents and Otto propose plans across Salesforce and the rest of your stack — every action logged, attributed, reversible, and only on reviewer approval. Fully managed by RevenuePoint.