SALESFORCE MANAGED SERVICES & CONSULTING
The world's #1 CRM, implemented and managed the right way.
RevenuePoint holds over 60 Salesforce certifications across the full product suite. We've implemented Salesforce for teams of 10 and global rollouts of hundreds of users — and we manage them ongoing so your team can focus on the business, not the platform.
Sales Cloud — Pipeline, Forecasting & Revenue Operations
Most Sales Cloud implementations are configured for Salesforce's demo, not your actual sales process. We map your pipeline stages, custom fields, and opportunity flows to the way your team sells — then maintain it as your business evolves. Includes lead and opportunity management, forecast reporting, Einstein activity capture, and third-party integrations.
Service Cloud — Case Management & Customer Support
We implement Service Cloud around your actual support workflows — email, phone, chat, and social — with SLAs, escalation rules, and reporting configured to your team's structure. Your agents work the queue; we keep the platform running.
Marketing Cloud & Pardot — Demand Generation & Nurture
Pardot for companies that need aligned marketing and sales pipelines — lead scoring, nurture sequences, Salesforce CRM sync, and campaign attribution reporting. We implement and manage it so your marketers can market.
CPQ & Billing — Quote Automation & Revenue Operations
Manual quoting is a revenue leak. CPQ replaces the spreadsheet and the approval bottleneck with a configured quoting engine that enforces pricing rules and generates contracts. We implement and maintain it.
Experience Cloud — Partner & Customer Portals
Branded portals for partners and customers to submit cases, log deals, and access resources — without internal Salesforce licenses. We build and manage Experience Cloud communities around your use case.
Nonprofit Success Pack — CRM for Nonprofits
NPSP turns Salesforce into the world's leading nonprofit CRM. We implement it for fundraising teams and program managers — configured to your campaigns, donor segments, and reporting requirements.
Salesforce Administration — Ongoing Managed Services
Most organizations implement Salesforce correctly and then let it drift. A dedicated RevenuePoint administrator prevents that. We audit, optimize, and evolve your instance month-to-month.
60+ certifications across the full Salesforce suite
Our consultants are certified across Sales Cloud, Service Cloud, Marketing Cloud, CPQ, Experience Cloud, and NPSP. We've implemented Salesforce for startups and global enterprises — and we bring those lessons to every engagement.