Your Salesforce Partner for Small Business Implementations & Customizations

Offering custom implementation, strategic integration, and platform modernization Salesforce solutions.

Salesforce Built for Your Business

Many Salesforce implementations and customizations fail because they ask: “How can we fit your business into Salesforce?” We ask the opposite: “How can we build Salesforce around your business?”

As a small business, you need a CRM that actually fits how you work. At Soliant Consulting, we specialize in building that fit through a structured, collaborative approach.We start by understanding your business: Not your Salesforce questions, but your actual sales process, customer journey, pain points, and where you’re headed. Then we build Salesforce to match that reality.

What Makes Soliant Different for Small Businesses

  • Custom, not template: We model your specific processes, not squeeze you into a generic setup.
  • Adoption focused: We invest in training, change management, and post-launch support because a configured system is worthless if your team doesn’t use it.
  • Scalable foundation: We architect for growth, so adding features later doesn’t mean rebuilding from scratch.
  • Business-driven: We start with your KPIs and business goals, then translate them into Salesforce capabilities.
  • Five-stage methodology: Every project follows a structured approach: discovery, architecture, configuration, testing, and post-launch optimization.

Your Structured Path Forward

Soliant Consulting approaches every Salesforce implementation through five structured stages.

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1. Discovery & Roadmappiing

We align stakeholders, understand your business model and KPIs, prioritize use cases, and define a phased delivery plan. No build work starts until we truly understand what success looks like for you.

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2. Architecture & Design

We establish your data model, security model, and integration approach based on your current needs and future growth. This foundation determines everything that comes next.

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3. Configuration & Custom Development

We build your solution using Salesforce tools (Lightning, Apex) and integrations that deliver the functionality your team actually needs, not feature bloat.

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4. Testing & Go-Live

We thoroughly test the system, migrate your data cleanly, and launch with your team trained and ready to succeed on day one.

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5. Post-Launch Support & Optimization

We monitor adoption indicators like login rates and record creation, run health checks, and fine-tune configuration as your business evolves. We close adoption gaps rather than leaving you on your own.

What Soliant Specializes In

Salesforce Clouds

  • Salesforce Sales Cloud: Pipeline management, forecasting, sales process design, and sales analytics
  • Salesforce Service Cloud: Omnichannel case management and customer support
  • Salesforce Experience Cloud: Customer and partner portals
  • Salesforce Nonprofit Cloud: Solutions for mission-driven organizations

Key Capabilities

  • Custom implementations mapped to your business processes
  • Data migration & cleanup
  • System integrations with business tools
  • Tailored training for different user roles
  • Change management & adoption support
  • Post-launch monitoring & optimization
  • Modernization of existing Salesforce orgs

User Adoption: The Real Measure of Success

A successful Salesforce rollout depends on people as much as technology. Adoption has to be planned for, not hoped for.

How Soliant Builds Adoption Into Every Project

Tailored Training Plans

We develop communication and training plans aligned to each user group’s responsibilities and comfort level with Salesforce. We offer live and virtual training sessions, plus customized materials tailored to your specific processes and configuration.

User-Centered Configuration

Salesforce is configured with user experience in mind, minimizing clicks and confusion so it becomes the easiest place to work, not another system to fight.

Post-Launch Monitoring

We monitor post-launch usage and feedback, then iterate on configuration and training to close adoption gaps over time. Success metrics like login rates, record creation, and process usage are tracked to confirm Salesforce is becoming your system of record.

Training is now an integrated offering

Following our acquisition of Harrison Tech Training, Soliant can deliver custom training aligned to your implementation. Clients benefit from improved user adoption, productivity, user satisfaction, and increased return on investment.

Soliant’s Salesforce Partnership & Credentials

Recognized Achievements

Salesforce Certified Administrator
Salesforce Certified Advanced Administrator
Salesforce Certified AI Associate
Salesforce Certified Business Analyst
Salesforce Certified CPQ Specialist
Salesforce Certified Data Architect
Salesforce Certified Development Lifecycle and Deployment Architect
Salesforce Certified Experience Cloud Consultant
Salesforce Certified Identity and Access Management Architect
Salesforce Certified JavaScript Developer I
Salesforce Certified Marketing Cloud Account Engagement Consultant
Salesforce Certified Nonprofit Cloud Consultant
Salesforce Certified Platform App Builder
Salesforce Certified Platform Developer I
Salesforce Certified Platform Developer II
Salesforce Certified Sales Cloud Consultant
Salesforce Certified Service Cloud Consultant
Salesforce Certified Sharing and Visibility Architect
5 star rating on Salesforce AppExchange

5 star rating on Salesforce AppExchange

Salesforce Registered Consulting Partner badge
Salesforce AppExchange Program Partner badge

Expertise & Commitment

  • Continuous investment in certifications and platform knowledge
  • Active participation in Salesforce community (Dreamforce, user groups)
  • Regular review of new Salesforce releases for client value
  • Best practices from real-world projects built into every engagement
  • In-house training capabilities
  • Senior consultants, architects, engineers, and developers

Getting Started: Let’s Talk About Your Business

Every business is unique, and every Salesforce implementation should reflect that reality. Let’s have a discovery conversation to understand your business, your challenges, and where you’re headed.

Talk to a Consultant

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FAQs

How long does a Salesforce implementation take?
Do we need Salesforce Service Cloud as a small business?
Do we need technical expertise on our team?
How does Salesforce integrate with other businesses?
What if our business grows beyond a basic Salesforce setup?
Can you migrate data from our current system and/or application?
What support do we get after launch?
What if we want just a quick, budget-friendly start?
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