CRM & Sales
You already know what needs to happen in Salesforce. The problem is finding someone qualified to actually do it without hiring a full-time admin or paying consultant rates for a six-month engagement. Nacho's fractional specialists work directly inside your Salesforce org, handling the builds, cleanups, and ongoing maintenance your team doesn't have capacity for. You stay in control of your account while we do the work.
What we do
Concrete work our fractional specialists take on inside your Salesforce account. No vague promises.
We set up custom objects and fields to match how your business actually tracks data, not just Salesforce's defaults. Page layouts are configured per profile so each team sees exactly what they need. Validation rules and required fields are added to enforce data quality at the point of entry.
We build record-triggered Flows, scheduled Flows, and screen Flows to automate repetitive tasks like lead assignment, follow-up task creation, and status updates. If you have legacy Process Builder automations, we audit them for conflicts and migrate them to Flow where needed. Every automation is documented so your team understands what runs and when.
We run deduplication using tools like Demand Tools or the native Salesforce duplicate management rules, merge records, and standardize field values across your org. This includes normalizing phone formats, fixing picklist values, and flagging records with missing required data. The result is a database your reports can actually trust.
We create custom report types, build joined reports across objects, and assemble dashboards that surface the metrics your sales or ops team reviews weekly. Components are scoped to specific roles using row-level security and sharing settings. We also document what each report measures so new team members can interpret them without guessing.
We configure and maintain native integrations with tools like HubSpot, Mailchimp, Zendesk, and QuickBooks using installed packages or API-based connectors. Field mappings are reviewed and corrected so data flows accurately in both directions. If the native integration has gaps, we document the workaround or flag it for a custom solution.
We review your org for unused fields, redundant automations, broken workflows, and permission sets that no longer match your team structure. The audit produces a prioritized list of fixes with estimated effort for each item. This is particularly useful before a team expansion, a new tool integration, or a migration to a higher Salesforce edition.
The handoff
During onboarding, your dedicated Client Success Manager reviews your existing Salesforce org alongside you, documents what is already built, and identifies the highest-priority gaps or fixes. From there, we create a Strategic Delegation Plan that maps specific tasks to your monthly hour budget. Your specialist works directly in your Salesforce account using a dedicated user seat you provision, and every build or change is documented in a shared log so nothing is a black box. You review and approve workflows before they go live, and your Client Success Manager stays involved to adjust priorities as your needs change.
Use cases
A few of the most common workflows our team has deployed with Salesforce.
When a lead submits a form in HubSpot or Typeform, the record syncs into Salesforce as a Lead, a Flow evaluates it against scoring criteria, and a follow-up task is created and assigned to the correct rep based on territory or round-robin rules. The rep gets a Slack notification via the Salesforce Slack integration so nothing sits in the queue.
When an Opportunity stage moves to Closed Won, a Flow triggers a webhook or Zapier step that creates a project in Asana or ClickUp, populates it with the account name and contract details, and sends a templated kickoff email to the client. This eliminates the manual handoff between sales and delivery.
A scheduled Flow runs nightly and checks for open Opportunities where the Last Activity Date is more than 14 days old. It creates a task for the assigned rep and sends a summary email to their manager listing all affected deals. The threshold and recipient logic are configurable without code.
When a Case status changes to Closed in Salesforce Service Cloud, an email alert fires using a template that pulls in the contact name, case number, and rep name via merge fields. The link routes to a Typeform or SurveyMonkey survey, and responses are logged back to the Contact record using a Zapier step or custom object.
We build a Salesforce dashboard scoped to the current quarter with components for pipeline by stage, weighted forecast, and rep activity metrics. A scheduled dashboard refresh runs on the first business day of each month, and a Salesforce report subscription emails the snapshot to your leadership team automatically.
Talent Budget
Drag the sliders to build a monthly plan that fits your workload.
Starting at $1,000/month. One-time $300 onboarding fee includes your Strategic Delegation Plan.
Book a discovery callGood questions
Ready when you are
Book a discovery call and we will review your current Salesforce setup, identify the highest-impact fixes, and give you a prioritized roadmap before you commit to anything. The onboarding process includes this audit as a standard step.