Salesforce Services Designed to Scale Your Organization
From CRM optimization and automation to executive reporting and integrations, our team delivers scalable Salesforce solutions built around your business goals — with the expertise of a large firm and the attention of a dedicated partner.
Our Services
Salesforce Consulting
Strategic Salesforce consulting designed to help organizations improve CRM operations, increase visibility, and maximize platform adoption. From CRM assessments to full optimization strategy.
What's Included
- Salesforce Health Assessments
- CRM Optimization Strategy
- Process Improvement Consulting
- Salesforce Architecture Guidance
- User Adoption & Training
- Operational Workflow Reviews
Salesforce CRM Automation
Eliminate repetitive manual work and streamline your operations with intelligent Salesforce automation — including Flow Automation, approval processes, and business process automation.
Business Impact
Reduce manual work, improve consistency, and allow teams to focus on high-value tasks.
What's Included
- Salesforce Flow Automation
- Approval Processes
- Task & Notification Automation
- Lead & Opportunity Routing
- Automated Data Updates
- Business Process Automation
Salesforce Reporting & Dashboards
Build executive-level Salesforce reporting and real-time dashboards that provide actionable business insights. Turn your CRM data into clear operational visibility.
Business Impact
Turn Salesforce data into clear operational visibility and smarter decision-making.
What's Included
- Executive Dashboards
- KPI & Pipeline Reporting
- Salesforce Forecasting Dashboards
- Nonprofit Program Metrics
- Operational Analytics
- Custom Report Types
- Data Visualization
Salesforce CPQ Solutions
Improve quoting accuracy and streamline your sales process with scalable Salesforce CPQ (Configure, Price, Quote) solutions. Faster quote turnaround, fewer manual errors.
Business Impact
Faster quote turnaround, improved sales efficiency, and fewer manual errors.
What's Included
- Quote Template Optimization
- Product & Bundle Configuration
- Pricing Rules & Discounting
- CPQ Approval Automation
- Subscription Management
- Quote Process Improvements
Salesforce Systems Integrations
Connect Salesforce with the tools your organization already relies on — marketing platforms, ERPs, financial systems, and third-party apps — to create a unified CRM ecosystem.
Business Impact
Improve visibility across systems and eliminate disconnected workflows.
What's Included
- Marketing Platform Integrations
- ERP & Financial System Integrations
- API & Middleware Integrations
- HubSpot, Cvent & ZoomInfo Connections
- Data Sync Automation
- Integration Troubleshooting
Salesforce Data Quality & Governance
Maintain clean, reliable Salesforce data that leadership and operational teams can trust. Data cleanup, deduplication, and governance best practices for CRM optimization.
Business Impact
Improve reporting accuracy and strengthen operational decision-making.
What's Included
- Duplicate Management
- Data Cleanup & Standardization
- Validation Rules
- Data Governance Best Practices
- Data Import & Migration Support
- CRM Data Audits
Nonprofit Salesforce Solutions
Specialized Salesforce consulting for mission-driven organizations using Nonprofit Cloud (NPSP). Improve fundraising, donor management, grant tracking, and program reporting.
Business Impact
Help your organization spend less time managing systems and more time driving impact.
What's Included
- Nonprofit Cloud & NPSP Support
- Donor & Constituent Management
- Grant & Program Tracking
- Fundraising Automation
- Volunteer Coordination
- Campaign & Impact Reporting
- FundraiseUp Integration
Managed Salesforce Support
Ongoing Salesforce consulting and CRM optimization for organizations that need a reliable long-term Salesforce partner. Monthly support, enhancements, and strategic guidance.
What's Included
- Monthly Salesforce Support
- CRM Enhancement Requests
- User Support & Training
- System Monitoring
- Reporting & Dashboard Updates
- Automation Improvements
- Strategic CRM Guidance
How Pricing Works
No retainer traps. No surprise invoices. Every engagement starts with a free discovery call and a clear scope before any commitment.
Project-Based
Starting at $1,500
Fixed-scope projects with a clear deliverable, timeline, and price — agreed upfront before work begins. Best for focused engagements like automation builds, reporting overhauls, or CRM cleanups.
- Salesforce Flow Automation
- Dashboard & Reporting Build
- Data Cleanup & Governance
- CPQ Configuration
Full Implementation
$5,000 – $20,000+
End-to-end Salesforce implementations, CPQ buildouts, or multi-phase optimization projects. Scoped after a discovery call based on your environment and goals.
- New Salesforce Implementation
- CPQ Buildout
- Nonprofit Cloud Migration
- Multi-System Integration
Ongoing Support
Monthly Retainer
A dedicated monthly support arrangement for organizations that need a reliable Salesforce partner after the initial project — enhancements, training, and strategic guidance.
- Monthly CRM Enhancements
- User Support & Training
- Automation Improvements
- Strategic CRM Guidance
All pricing is discussed transparently during the scoping phase. You'll receive a clear proposal before any work begins — no hidden fees, no vague estimates.
Our Process
Discovery
We learn about your organization, workflows, and operational goals.
Strategy
We identify opportunities for optimization, automation, and growth.
Implementation
We build scalable Salesforce solutions tailored to your organization.
Ongoing Support
We continue optimizing and supporting your Salesforce environment as your organization grows.
Why Organizations Choose Holloway Tech Consulting
Every engagement is personal. We bring deep Salesforce expertise combined with real operational understanding — so solutions actually fit how your team works.
Ready to Optimize Your Salesforce Environment?
Whether you need automation, reporting, integrations, CPQ support, or a full CRM strategy — we're ready to help you get more out of Salesforce.
Book a Free Consultation