Getting Salesforce right starts with having a clear vision. Without it, leaders chase the wrong metrics, teams lose valuable time, and data becomes a liability. That’s why we begin with alignment on goals, priorities and what success really looks like for your team. By understanding your needs, we set a clear plan for your Salesforce journey.
We don’t believe “going live” is the only goal. True success is when your team uses the platform confidently, and your data is accessible when & where it is needed. That starts with building solutions that scale. Here’s what we can do for you -
Salesforce is always evolving and when used right, it can move your entire organization forward. But keeping up takes more than good intentions. It takes continuous care, small improvements, and the kind of support that doesn’t drain your team. We help you keep your Salesforce working the way it should with
The right people make all the difference — especially when your priorities shift, or timelines speed up. But building internal capacity takes time, and hiring for every need isn’t always practical. That’s why flexible talent matters. With experienced Salesforce professionals embedded in your team, you get the skills you need, exactly when you need them.
Building meaningful donor relationships and communicating program impact are what make your missions successful. When your data is organized and processes are automated, your team can focus on what really matters.
ExploreNo two student journeys are the same. Creating personalized experiences at every touchpoint from admissions to alumni relations is key. When records connect and data flows at every stage, educators and administrators can do their best work.
ExploreAdvisors and client-facing teams need more time with actual clients, rather than doing manual entries and administrative tasks. When data is organized & secure, and routine tasks are automated, your team can get more done.
ExploreWhen your team moves quickly, forecasts with confidence, and stays ahead, you avoid costly delays. With automation across sales, order management, and quality assurance, you can prevent bottlenecks and scale operations.
ExploreInnovation moves fast and customers expect quick responses. You need systems that keep up with your sales cycles, connect your teams, and ensure data flows seamlessly while delivering exceptional customer experiences at every touchpoint.
ExploreWhether you're managing people or projects, staying organized and being responsive is crucial. The right systems ease operations, automate follow-ups, improve client experiences and provide clear visibility across your business.
Explore

Sales Cloud
We set up Sales Cloud around how your reps really sell, not just a textbook process. From the first lead to the signed deal, we eliminate the busy work, surface the data that matters, and give your team tools they'll actually use. The result? More predictable revenue and reps who spend time selling, not managing their CRM.
EXPLOREService Cloud
We configure Service Cloud so your team can solve problems faster and customers get answers without the runaround. Smart case routing, self-service that works, and knowledge that's easy to find. We build it all so your customers leave happier and your agents stay focused on what they do best.
EXPLOREExperience Cloud
We design customer and partner portals that feel intuitive from day one. No training manuals required, just clean, purposeful spaces where people can get what they need done. Whether it's a support hub or a partner collaboration site, we focus on making the experience seamless, not flashy.
EXPLORENonprofit Cloud (NPC + NPSP)
We configure Salesforce to work the way nonprofits actually operate, around programs, relationships, and impact. Less time wrestling with reports, more time advancing your cause. From donor management to grant tracking, we connect the dots so you can focus on the work that matters.
EXPLOREMarketing Cloud
We help you build marketing that reaches the right people with the right message without turning your team into data scientists. Smart automation, clean segmentation, and campaigns that adapt as you learn. Your marketing becomes more effective, and your team stops fighting the platform.
EXPLORERevenue Cloud (CPQ)
We configure CPQ to handle your pricing rules, approvals, and configurations automatically so your sales team can focus on the deal, not the paperwork. Complex quotes become simple, approval workflows actually flow, and deals close faster because the process doesn't get in the way.
EXPLOREData Cloud
We help you bring all your customer data into Salesforce from any system, in real time so you can see patterns, spot opportunities, and respond with confidence. No more guessing what customers want or working with incomplete information.
EXPLOREAgentforce
We set up Agentforce to handle the routine work that slows your team down: case routing, data entry, standard responses. Your agents get more time for the conversations that actually matter, building relationships and solving complex problems that require human insight.
EXPLORETableau
We build dashboards that cut through the noise and show you what actually matters. Clean visuals, relevant metrics, and insights that help you act quickly. No clutter, no noise, just the insights your team needs to move quickly and make smarter calls, whether they’re in the boardroom or in the field.
EXPLOREMuleSoft
We implement MuleSoft to integrate Salesforce with your ERP, databases, and third-party apps creating seamless, API-led connectivity. But we don’t stop at technical setup. We map your ecosystem, remove duplication, and design scalable data flows that save time and reduce errors. You get clean, real-time insights and teams that operate like one.
EXPLOREWe bring experience, clarity, and results - and we're ready when you are.
Let's ConnectHere's exactly what you can expect when you reach out to us:
Discovery Call (30 minutes): A chance to meet your dedicated Salesforce consultant and talk through your current challenges, project goals, and where you'd like to be in the future.
Current State Analysis: A follow-up to understand your existing setup. We’ll review your Salesforce implementation if you have one, identify gaps, and take a deeper look at your current processes.
Recommendations & Next Steps: We’ll share our findings, recommendations and a roadmap to get you where you want to be. We’ll also provide our pricing/ proposal and timelines. There’s no commitment required from you until you decide to move forward. We'll be right there to help you understand everything and execute the plan.
Ready to get started? Book a call with one of our CUBE84 Salesforce consultants.
We believe in bringing the right expertise to every project, so our teams are carefully structured to cover all your bases. We build teams around your specific needs, but here's who you'll typically work with:
This team approach means you get comprehensive expertise, not just one person's perspective.
It depends on your organization size and project complexity. Rather than throw out generic numbers that might not apply to you, we prefer to understand your specific needs first and give you a customized quote with a clear action plan.
Contact us for pricing tailored to your situation.
Here's where we're different from a lot of consulting firms. While many consultants make you wait weeks or even months to get started, we're built for speed. Thanks to our large team of Salesforce specialists, we can actually kickstart your project within a week of signing the contract.
No lengthy onboarding delays, no waiting around wondering when things will begin. We're structured to deliver immediate action when you're ready to move forward.
Absolutely! This is actually one of our specialties. We've integrated over 100 different apps, tools, and systems with Salesforce - everything from project management and document management platforms to ERP systems, marketing automation tools, and call/text applications.
We use a variety of integration methods to make sure all your critical data and processes work together seamlessly. The goal is to give you a unified CRM experience where everything talks to everything else, so you're not stuck jumping between different systems all day.
We cover the full spectrum of Salesforce products. That includes all the core clouds you're probably familiar with: Sales Cloud, Service Cloud, Experience Cloud, Revenue Cloud/CPQ, Marketing Cloud, Pardot, Nonprofit Cloud, Nonprofit Starter Pack, Data Cloud, and Agentforce.
But we don't stop there. We also have specialized consultants for other Salesforce products like Slack, Tableau, Mulesoft, Mobile Publisher, and Field Service Lightning (FSL).
If it's part of the Salesforce ecosystem, we've got experts for it.
Our customers tell us they love working with us because we:
To earn Crest Partner status, we had to meet some pretty rigorous criteria, including maintaining high customer satisfaction scores, earning advanced certifications, and demonstrating a proven track record of successful project delivery.
What this means for you is that we have access to exclusive Salesforce resources and support, which translates to faster issue resolution when challenges arise. Combined with our team's 300+ certifications and experience from over 1,050 engagements, our Crest Partner status ensures you're working with a partner that's not only highly skilled but also fully committed to your success.
