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Salesforce is a great investment to improve company organization, customer communication, and reporting. It also provides a more accurate view of your pipeline, giving you an idea of gaps and opportunities. Whether you are already using Salesforce and want to better leverage its tools, or if you are considering Salesforce for your business, we’re happy to answer any questions you have. 


As a certified Salesforce consultant with years of experience, we can help you:

  • Migrate from an existing CRM
  • Automate business functions
  • Integrate with a variety of applications
  • Help you build your tech-stack with Salesforce

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Our Salesforce Case Studies & Articles

Read our case study on setting up the Salesforce Pardot connector and creating automation rules and enagement journeys in Pardot.
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We migrated CRM data from HubSpot to Salesforce and integrated Salesforce with Marketo,  Outreach, and Conga.
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We created a custom bidirectional integration between web forms, HubSpot, Salesforce, and the license key server. 
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Salesforce is excellent for filling in the gaps of your existing manufacturing software and offers powerful reporting capabilities. 
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Read our tips on how to correctly set up the SFDC Pardot connector and ensure your automation rules are syncing the data you need. 
READ NOW

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About Us

RFDM is your insourced team, which means that we work as a seamless extension of your business. We work closely with existing departments to ensure everything goes smoothly, and adapt to what you need, when you need it.

CRM consulting is a cornerstone of our business. We have experience setting up and customizing a variety of customer relationship management (CRM) systems, including Salesforce, for businesses of all sizes.

RFDM Solutions Inc.
Toll Free: +1866 300 2764

3rd Floor, 777 Fort St. 
Victoria, BC V8W1H2, Canada

 

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