Salesforce Consulting
Salesforce consulting built around your business.
BRIO implements, customizes, integrates, and supports Salesforce for organizations that have outgrown spreadsheets and off-the-shelf setups, so Salesforce works the way your team does.
Salesforce & Litify projects completed
Years building business technology
Consultants and developers in U.S. time zones
From discovery through ongoing support
Why Salesforce, done right
Salesforce that fits the way you work
Salesforce isn’t just for sales anymore. Configured well, it can run client intake, project and case management, onboarding, reporting, and the processes in between. Configured poorly, it becomes one more system your team works around.
BRIO starts with how your business actually operates, then designs, builds, and supports a Salesforce org around it. We integrate Salesforce with the tools you already use, automate repetitive work, simplify reporting, and tighten security, with the same specialists supporting you from discovery through launch and beyond.
We help teams
- Upgrade or clean up an existing Salesforce org
- Move from paper files and spreadsheets to one system
- Switch to Salesforce from another CRM
- Automate manual, repetitive processes
- Connect Salesforce to accounting, phones, and documents
- Report on their data in real time
Our Salesforce services
Salesforce consulting services
Start with the help you need today. Most clients combine two or more as their org grows.
Implementations & Migrations
New Salesforce rollouts and clean, secure data migrations from spreadsheets, legacy CRMs, and SQL databases.
Explore implementations →
Customization & Automation
Custom objects, Flows, and Apex that fit your processes and take manual work off your team’s plate.
Explore customization →
Integrations
Connect Salesforce to accounting, telephony, document management, and line-of-business systems.
Explore integrations →
Admin for Hire
Experienced Salesforce administrators on demand to maintain, optimize, and support your org as it grows.
Explore admin support →
Our process
How we deliver Salesforce projects
01 · What happens
Discover
We map your processes, users, and goals before anything is built.
Walk us through your processes and goals
02 · What happens
Map your data
We plan what moves, what gets cleaned up, and where it lives.
Decide what data moves and what gets cleaned up
03 · What happens
Build & iterate
We configure and develop in short cycles you review along the way.
Review and test each cycle
04 · What happens
Launch & train
We plan go-live and train your team to use the new org.
Complete training and confirm go-live
05 · What happens
Support & improve
We stay on to tune, maintain, and grow your org over time.
Share new requests as your business grows
Related work
Salesforce case studies
Why BRIO
Why teams choose BRIO for Salesforce
We’re a technology partner, not a license reseller. Our consultants, developers, and admins work as one team, so strategy and hands-on execution come from the same people.
We’re business owners, too
We understand operational and financial realities, so we recommend what moves your business forward, not what adds license cost.
Developer-grade delivery
We bring software development discipline to every Salesforce project: iterative releases, clean architecture, and a platform you can build on.
Support from start to finish
From discovery and data mapping through launch, training, and upkeep, the same specialists stay with you at every step.
A Salesforce consulting partner helps you plan, set up, customize, integrate, and maintain Salesforce. At BRIO that covers everything from a first implementation to ongoing admin support, so one team is accountable for how your org works.
It depends on scope, the number of users, and how much data you’re moving, and we give you a timeline after discovery. For reference, our full Litify implementations on Salesforce, which include data migration, have typically taken 9 to 13 months from kickoff to go-live.
Yes. We migrate data from legacy CRMs, SQL databases, other Salesforce orgs, and spreadsheets, and clean, deduplicate, and validate it along the way.
No. Legal tech is a specialty, but we build Salesforce solutions for healthcare, construction and utilities, government and nonprofits, finance and insurance, and technology, media, and retail.
Yes. Admin for Hire gives you experienced Salesforce administrators for a few hours a month or as a dedicated resource.
Get started
Let’s talk about your Salesforce org
Tell us what’s working, what isn’t, and where you want to go. We’ll follow up to set up a short discovery call.
What happens next
We review your note and follow up
A discovery call with a BRIO consultant
Clear recommendations and next steps
We only use your information to respond to you.