Salesforce work we do every week
Sales Cloud implementation
Standard objects, custom objects, page layouts, validation rules, flows, approvals. Sized for the team you have today and the team you're hiring next year.
Service Cloud setup
Case routing, email-to-case, knowledge base, omni-channel, CSAT and CES tracking. Plugged into your support inbox or chat tool of choice.
Custom development
Apex triggers, Lightning Web Components, integrations via REST/Bulk APIs. The custom layer you build when out-of-the-box stops scaling.
Salesforce ↔ HubSpot migration
Data, automations, reports, integrations carried over end to end with same-day rollback. We've done this in both directions, more than 50 times.
Reporting and dashboards
Custom report types, joined reports, dashboards by role. Plug-and-play dashboards for AEs, sales leaders, RevOps.
Managed Salesforce admin
Ongoing admin work, user management, configuration changes, release-window updates, monitoring, fractional Salesforce admin.
What our Salesforce engagements deliver
If you're under ~500 reps, growing fast, and want speed-to-value, HubSpot is usually the better fit. If you have deep customization needs, an existing Salesforce ecosystem, or compliance requirements that lean toward Salesforce, stay on Salesforce. We'll tell you on the strategy call.
Salesforce questions we get on every call
How long does a Salesforce implementation take?
60 to 120 days for most B2B teams. Sales Cloud only is the fast path. Service Cloud or multi-org adds time. Fixed-fee against scope so you know cost before you start.
Do you do Salesforce-to-HubSpot migrations?
Yes. It's one of our most common engagements. We have a dedicated /migration/salesforce-to-hubspot path with the methodology written down.
What about HubSpot-to-Salesforce migrations?
Less common, but yes. Usually driven by enterprise compliance or an acquisition. See /migration/hubspot-to-salesforce.
Are you a Salesforce Partner?
Yes. INSIDEA is an Official Salesforce Partner. We implement Sales Cloud, Service Cloud, and custom builds, and we run dozens of Salesforce migrations each year. Our focus is delivery quality, not climbing the Crest/Summit ladder.
How do we get started?
30-minute strategy call. We scope the engagement, share a fixed-fee proposal within 48 hours if we're a fit.
How INSIDEA works
