AutomateNexus
/services

Salesforce Consulting

Enterprise-grade CRM power without the enterprise complexity.

Expert Salesforce implementation, customization, and optimization for small businesses. Get enterprise-grade CRM power without the enterprise complexity or cost.

SalesforceSalesforce FlowApexSOQLAppExchange

/what we deliver

Capabilities

Implementation & Setup

Clean, strategic Salesforce implementation tailored to your sales process—not a bloated out-of-the-box configuration.

Custom Object & Flow Design

Custom objects, fields, validation rules, and automation flows that match your exact business logic.

Pipeline Automation

Automated lead scoring, assignment rules, follow-up sequences, and deal stage progression that keeps your pipeline moving.

Integration & Data Migration

Connect Salesforce to your email, marketing tools, billing systems, and migrate your existing data cleanly.

Reporting & Dashboards

Custom reports and dashboards that show your team exactly what matters—pipeline health, rep performance, forecast accuracy.

Ongoing Optimization

Monthly reviews to refine automations, clean data, and ensure your CRM evolves with your business.

/why choose us

The impact

01

Faster Sales Cycles

Automated follow-ups, lead routing, and task creation mean nothing falls through the cracks and deals close faster.

02

Complete Pipeline Visibility

See every deal, every activity, and every metric in real-time—no more guessing where revenue stands.

03

Team Adoption That Sticks

We build Salesforce around how your team actually works—so they use it willingly, not grudgingly.

04

SMB-Friendly Pricing

Enterprise-quality implementation at a fraction of big-firm consulting rates. No bloat, no unnecessary complexity.

Ready to fix your CRM?

Get a Salesforce setup that your team will actually use—and that drives real revenue.