01
Idea Generate
Start by brainstorming ideas that align with user needs & business goals.
This step lays the foundation for a meaningful and purpose-driven product.
Turn Salesforce into a growth engine—not just a CRM. At NextAge, we implement Salesforce to mirror how your business actually sells, serves, and markets—so reps move faster, service is smarter, and leadership sees real-time truth in the numbers.
From greenfield orgs to untangling years of customization, we design clean data models, automate with Flows, extend with Apex/LWC, and integrate your stack—backed by governance, DevOps, and adoption programs that stick.
Why Salesforce Implementation Services?
Make the platform fit your processes—then scale it with confidence.
01
Process Fit, Not Tool Drift
Map journeys and approval paths to Salesforce objects, Flows, and permissions that match how teams actually work.
02
Faster Time-to-Value
Prioritized releases deliver quick wins—pipelines, case SLAs, self-service—while the roadmap hardens foundations.
03
360° Data & Insight
Unify marketing, sales, service, and finance signals for forecasting, capacity planning, and next-best actions.
04
Governed & Scalable
Naming standards, org strategy, and DevOps pipelines keep changes safe, auditable, and easy to evolve.
NextAge Salesforce Expertise
Certified consultants and engineers across clouds, platform, and integrations.
Sales, Service & Experience Cloud; CPQ/Billing; Field Service
Marketing Cloud & Account Engagement, Data Cloud (CDP) & Segmentation
Platform Engineering: Apex, Lightning Web Components, Flows, Platform Events
Integration & Analytics: MuleSoft, External Services, Tableau/CRM Analytics
Our Salesforce Implementation Services
Discovery, Org Strategy & Solution Design
Stakeholder workshops, process mapping, object/record-type design, sharing model, and a pragmatic phased roadmap.
Build, Automation & Extensions
Declarative first (Flows, Approval Processes) with Apex/LWC where needed; page layouts, dynamic forms, digital channels.
Integration & Data Migration
MuleSoft/ETL pipelines, API gateways, ERP/CPQ/finance sync; deduping, data quality rules, and secure cutover plans.
Enablement, DevOps & Adoption
Role-based training, change management, DevOps Center/Gearset pipelines, release calendars, and admin-as-a-service.
Why Partner with NextAge?
01
Outcome-Linked Delivery
Every epic ties to KPIs—win rate, cycle time, CSAT, first-contact resolution, and forecast accuracy.
02
Certified, Hands-On Team
Salesforce-certified admins, consultants, and developers who ship—no theory-only slides.
03
Data Discipline
Picklists not text fields, validation rules, duplicate prevention, and field-level security from day one.
04
Security & Compliance
Profiles & Permission Sets, Shield encryption, audit trails, and SoD-aware approval paths.
05
DevOps & Release Rigor
Source-driven development, environments strategy, automated tests, and safe, reversible deployments.
06
Future-Ready Architecture
Clean metadata, modular apps, and event-driven patterns that scale to new clouds and channels.
07
Transparent Execution
Backlog, sandboxes, and release notes visible to stakeholders—no black boxes, no surprises.
08
SLA-Backed Support
Admin-as-a-service, incident response, enhancement queues, and quarterly health checks.