Salesforce Support

Salesforce should make it easier to run the business—not create more administrative work, disconnected processes, or reporting questions.  But there could be problems with Salesforce and they are rarely limited to configuration. A technical issue may actually originate in an unclear business process, poor-quality data, overlapping responsibilities, or a disconnected system.

Here are some examples:

• Sales and Finance report different booking numbers because opportunities, quotes, and orders are not properly connected.
• Leadership cannot trust the forecast because opportunity stages and close dates are used inconsistently.
• Sales representatives create duplicate accounts because ownership and matching rules are unclear.
• Administrators spend most of their time responding to requests instead of improving the platform.
• Teams introduce automation before resolving the underlying process problem.

Why KSTS Consulting?

KSTS Consulting looks at the entire operating environment—not only the Salesforce configuration. We work directly with business leaders, administrators, developers, and users to identify the problem, improve the process, and implement a solution that can be maintained over time.  We help organizations improve how Salesforce is designed, managed, integrated, and used. Our work combines Salesforce expertise with practical experience in Sales Operations, product management, organizational design, and enterprise delivery. We can help your organization, when Salesforce has become difficult to maintain, users do not trust the data, reporting is inconsistent, or multiple teams are making changes without a shared direction. We combine deep SaaS product expertise, hands-on Salesforce experience, AI enablement, organizational transformation, and world-class coaching and training.

We help organizations build scalable, user-centered Salesforce solutions aligned with their business strategy.  Our support extends from strategy and solution design to implementation, Agentforce, Einstein AI, Data Cloud, training, and ongoing platform improvement. Through executive coaching, role-based training, and hands-on mentoring, we help clients strengthen internal capabilities and become more self-sufficient.

With a lean and responsive consulting model, clients work directly with experienced professionals—not layers of management. The result is practical support that improves Salesforce adoption, strengthens delivery, enables responsible automation, and increases the return on technology investments.

Sales Operations, CRM Strategy, Enterprise Process Optimization

KSTS  Consulting helps organizations establish a clear and sustainable product operating model for Salesforce. We work with business and technology leaders to move beyond short-term projects and create stable teams responsible for the platform’s long-term direction and value. Our approach connects Salesforce priorities to customer journeys, business capabilities, and measurable outcomes while improving ownership, planning, coordination, and delivery across multiple teams. This includes:

• Defining Salesforce products around customer journeys and business capabilities
• Establishing clear product ownership and decision-making authority
• Creating one prioritized backlog across business and technology teams
• Designing stable, cross-functional Salesforce teams
• Coordinating multiple teams using Scrum, Kanban, or Large-Scale Scrum
• Measuring adoption, quality, cycle time, and business outcomes

For example, Sales Operations, Marketing, Finance, and IT may submit competing Salesforce requests through separate channels. Developers receive conflicting priorities, dependencies are discovered late, and completed functionality may not solve the original business problem.

KSTS can help establish a shared backlog, clarify ownership, and create a planning model that connects Salesforce work to measurable outcomes.  Please, use the form below to contact us for details.

Salesforce Administration/Development

KSTS Consulting provides end-to-end Salesforce administration, development, and platform support to help organizations maintain a secure, reliable, and scalable environment. We work with business and technical teams to address immediate platform needs while supporting long-term growth and continuous improvement. Our services cover day-to-day administration, custom development, automation, data quality, system integration, release management, and production support. This includes:

• Salesforce configuration and Flow automation
• Security, permissions, roles, and access management
• Apex and Lightning Web Component development
• Data cleansing, deduplication, validation, and migration
• CPQ, quoting, and order-management improvements
• Integration with ERP, marketing, finance, and other business systems
• Release planning, testing, documentation, and production support

For example, a company may have several automations updating the same opportunity fields. This can create conflicting values, unexpected errors, and difficult-to-maintain logic. KSTS can assess the existing automation, remove unnecessary duplication, and establish a clearer design.

In another case, Salesforce may contain hundreds of thousands of outdated or duplicate records. A structured cleanup can reduce storage consumption, improve reporting, and make future automation more dependable.

KSTS can also evaluate whether an expensive third-party application should be retained, replaced with a native Salesforce capability, or integrated more effectively.  Please, use the form below to contact us for details.