If Salesforce feels like a money pit instead of a performance machine, you’re not alone.
Pearl Lemon Consulting has been brought in after $100K+ implementations fell flat, after teams gave up logging in, and after managers started logging spreadsheets instead of pipeline data. Sound familiar? Then we’re probably talking to you.
You already invested in Salesforce. You already hired admins. Maybe even sat through a few webinars. But what you haven’t gotten is the return you were promised. Sales reps aren’t logging activity. Forecasts are fuzzy. Data’s a mess. And marketing campaigns are being pushed out with their fingers crossed.
We don’t sell dreams. We fix CRM chaos.
Our Services
Here’s what we do — in detail — with a focus on output, efficiency, and revenue accountability. Nothing generic. Just specific, outcome-oriented Salesforce work designed to correct, refine, and build systems that work the way you operate.
Salesforce Architecture Assessment & Rebuild
Most orgs are built fast. Not right.
Problem we solve
You’ve got fields nobody uses, triggers stacked on triggers, and users with access they shouldn’t have. Reporting’s unreliable and your automation looks like it was built in a panic.
What We Do:
We run a full schema audit: custom/standard object review, automation inventory (Process Builders, Flow, Apex), permission sets, and sharing rules. We flag misconfigurations, eliminate legacy clutter, and realign the entire structure to match actual business logic.
Why It Matters:
Misconfigured orgs bleed time and money. Cleaning this up slashes admin workload by 30%, gets users using the system, and stops your dashboards from lying to you.
Custom Workflow Engineering
The more your reps click, the less they close.
Problem we solve
Outdated processes. Reps are jumping between screens. Tasks falling through cracks. You’re not getting pipeline because reps are stuck doing admin work.
What We Do:
We build business process automations using Flow Builder, not a tangle of old Process Builders. We set up queues for task routing, auto-assign leads/opps by logic (region, owner load, segment), and create real-time handoffs between SDRs, AEs, and CSMs.
Outcome
Manual task load drops. Error rates fall. Reps reclaim hours each week — and that means more deals, faster.
Lead Lifecycle Optimization
Leads that sit don’t close.
Problem we solve
Leads enter Salesforce… and nothing happens. No routing. No scoring. No follow-up. Marketing thinks they’re sending gold. Sales sees junk.
What We Do:
We define lifecycle stages (MQL > SQL > SAL), configure Flow-based auto-assignment rules, and deploy scoring formulas using Pardot or native logic. Duplicate suppression through matching rules keeps your funnel clean.
Result
Lead response time shrinks by up to 60%. Conversion rates rise 15–22%. And you finally know which leads are worth chasing — and which aren’t.
Advanced Reporting & Dashboard Configuration
You can’t manage what you can’t measure.
Problem we solve
You’ve got five reports, six tabs open, and none of it makes sense. Forecasts are off. Managers don’t trust the numbers. Leadership flies blind.
What We Do:
We build role-specific dashboards using cross filters, formula fields, and custom report types. We surface win/loss trends, rep performance, campaign attribution, and revenue forecasting — all live inside Salesforce.
Value
One screen. All the answers. C-Suite sees margin. Managers see reps. Reps see what’s working. No more spreadsheets. No more surprises.
Sales Cloud Implementation or Fix-Up
Salesforce isn’t “set and forget.”
Problem we solve
Bad stage mapping. No product catalog. Quotes sent from Word docs. You’re selling around Salesforce instead of through it.
What We Do:
We rework opportunity stages, implement validation rules to keep the pipeline clean, and deploy approval processes for pricing/discounts. CPQ integration ensures quoting is accurate. No more back-and-forth between systems.
Impact
Better forecast visibility. Cleaner pipeline hygiene. Quotes that don’t need five revisions. Sales flow.
Marketing Cloud + Pardot Integration and Setup
If sales and marketing aren’t aligned, you’re wasting your budget.
Problem we solve
Campaigns go out. Leads come in. But there’s no system connecting activity to outcomes. Marketing’s blind. Sales are frustrated.
What We Do:
We sync Pardot or Marketing Cloud with Salesforce Core, deploy scoring + grading models, configure Engagement Studio for drip campaigns, and create feedback loops from Opportunity data back into campaigns.
Benefit
Lower MQL cost. Shorter nurture cycles. And finally, provable ROI on marketing efforts.
CPQ (Configure-Price-Quote) Implementation
Pricing should be fast. Not frantic.
Problem we solve
Quotes take hours. Discounts get applied incorrectly. Reps make up pricing. Customers wait days for contracts.
What We Do:
We install Salesforce CPQ, set up price books, volume/tiered pricing rules, product bundles, approval flows, and integrate e-signature platforms like DocuSign.
Why It Matters:
Get quotes out in hours, not days. Slash errors. Speed up deal cycles. And get Sales Ops out of spreadsheet hell.
Data Cleanup and Migration
Garbage in? Garbage out.
Problem we solve
You’ve got duplicated records, inconsistent naming, missing fields, and bad imports haunting your reports.
What We Do:
We audit, clean, standardize, and migrate datasets from CRMs like HubSpot, Pipedrive, spreadsheets, and even legacy tools. Sandbox testing ensures nothing breaks. Naming conventions and validation rules keep things clean going forward.
Outcome
Clean data means better reports, more accurate dashboards, and automations that run. Your CFO will stop squinting at numbers.
Why Work With Us?
We don’t do strategy decks or vanity deliverables. We do execution. You’ll get:
- Certified Salesforce consultants and developers (Sales Cloud, Service Cloud, Pardot, CPQ, App Builder).
- Fluency in Apex, Flow Builder, Process Builder, Lightning Components, Visualforce, REST APIs, and OAuth.
- Experience across B2B, SaaS, financial services, manufacturing, healthcare, and D2C.
- Technical documentation is delivered every step of the way. No black boxes. No mystery builds.
- Clean, maintainable systems. Admins can take over post-build without burning down the house.
Whether you’re dealing with data chaos, low user adoption, broken workflows, or a system that’s become more of a burden than a benefit, we fix what others abandon.
Frequently Asked Questions
How long does a Salesforce rebuild take?
Typical rebuilds take 4–8 weeks, depending on org complexity, user count, and automation depth.
Do you offer sandbox testing before changes go live?
Yes. Every deployment goes through a QA sandbox environment with full UAT validation.
What tech stack can you integrate with Salesforce?
We support integrations with HubSpot, Marketo, Slack, Zendesk, Netsuite, SAP, Xero, QuickBooks, Shopify, and any platform with REST/SOAP APIs.
Can we keep our existing admin during the project?
Absolutely. We collaborate with the internal team, not replace them. Admins gain from what we build.
Do you support multi-currency and multi-language orgs?
Yes. We’ve deployed Salesforce in over 12 countries with complex tax rules, currencies, and localization.
How do you handle custom object relationships and schema conflicts?
We audit existing object dependencies, lookup/master-detail configs, and parent-child structures before restructuring. Nothing breaks without a replacement in place.
Do you offer post-implementation support?
Yes. Ongoing support is available monthly for admin assistance, feature rollouts, or process iterations.
You’ve Already Paid for Salesforce. Now Make It Pay You Back.
Don’t let Salesforce become a six-figure mistake. You can’t afford another quarter of sloppy reports, missed follow-ups, or sales teams improvising with a broken system.
Schedule a consultation now.
One call. We’ll map the gaps and tell you what needs fixing, with zero sales fluff.
