Salesforce Consulting

We Help You Get More Out of Salesforce

Over 10 years of hands-on expertise — implementation, optimization, and ongoing support built around how your team actually works.

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Salesforce Certified
12+ Clients Transformed
10+ Years Experience
lightning.salesforce.com — Sales Performance
Home    Opportunities    Dashboards    Reports
Open Pipeline
$2.4M
↑ 18% vs last qtr
Quota Attainment
84%
↑ 11pts vs Q2
Gap to Quota
-$63K
2 opps to close
Win Rate
38%
↑ 6pts vs last qtr
Revenue vs Goal — Quarterly
Q1
Q2
Q3
Q4
Actual  Goal
Pipeline by Stage
112
Open Opps
Prospecting 34%
Proposal 26%
Negotiate 23%
Closed Won 17%
OpportunityStageValueGap to Quota
Acme Corp ExpansionNegotiate$435KOn track
GlobalTech RenewalClosed Won$320K+$257K
FinServ Inc UpsellProposal$189K-$63K
Custom objects & flows built
End-to-end org build-out

Trusted by growth-focused companies

10+ Years Experience
12+ Clients Delivered
1 Hands-On Expert

One senior expert.
Your Salesforce, done right.

No project managers. No junior handoffs. You work directly with Max — someone who has built Salesforce environments for startups, scale-ups, and enterprise teams for over a decade. Every call, every build, every deployment. Personally.

Book a Free Strategy Call See What We Do →
What We Do

Everything your Salesforce needs

From first deployment to ongoing optimization — we handle the full lifecycle of your Salesforce environment so your team can focus on selling.

Implementation

Deploy new Salesforce instances from scratch. We define your business processes, configure Sales Cloud and Service Cloud, and build the workflows your team actually uses.

Optimization

Streamline your existing Salesforce environment. Eliminate redundant fields, fix broken flows, and modernize your processes for how your team works today.

Visualization & Dashboards

Turn your CRM data into decisions. We build custom Salesforce and Tableau dashboards your stakeholders will actually open — clear, actionable, beautiful.

Documentation

Every change is captured — business requirements, technical solutions, and a detailed change log so your team always knows what was built and why.

User Support & Training

Front-line support for your team. Troubleshoot errors, build reports, lead training sessions, and ensure high adoption across every user group.

Business Analysis

We embed as a strategic advisor — identifying gaps, recommending new Salesforce features, and helping your stakeholders align on what to build next.

Integrations

Connect Salesforce to the rest of your stack. We build and maintain integrations with tools like NetSuite, HubSpot, Salesloft, Outreach, and more — keeping your data in sync and your team working from a single source of truth.

NetSuiteHubSpotSalesloftOutreachService Cloud+ more
Salesforce in Action

See what we actually build

From executive dashboards to pipeline management — here's the kind of Salesforce environment we configure for our clients.

Visualization

Dashboards your leadership team will actually use

We build executive and team-level dashboards that surface the numbers that matter — pipeline health, win rates, forecast accuracy, and rep activity — all in one place.

  • Pipeline value and stage breakdown at a glance
  • Quarterly revenue actuals vs. targets
  • Activity feed — calls, meetings, emails logged
  • Top opportunities ranked by expected value
Executive Dashboard
$4.2M
Pipeline Value
62%
Win Rate
Q3: 94%
Quota Attainment
18 days
Avg Sales Cycle
Sales Dashboard

Every environment is configured around your business — not a generic template.

Client Work

Real problems. Real results.

Every engagement is shaped around the client's business — their team, their data, their goals.

Team reviewing Salesforce strategy in conference room
How We Work

Strategy first, configuration second

Every engagement starts with a deep-dive into your business — your sales motion, your team's workflow, and what's actually broken. Only then do we touch Salesforce. The result is a CRM your team will actually use.

12+
Clients
10+
Years
100%
Business Focused
How It Works

From first call to go-live

A clear, collaborative process designed to get your Salesforce running exactly how you need it — with zero surprises.

01
Discovery Call

Free 30-min strategy session. We learn your business, current Salesforce state, and goals.

02
Requirements Workshop

Deep-dive with your key stakeholders to map workflows and identify what Salesforce needs to do.

03
Build & Configure

We configure, test, and document every change — keeping you informed throughout.

04
Launch & Handoff

Go-live with training for your team and full documentation you own.

Who We Work With

From startup to enterprise — every stage covered

Startup
Early-stage teams standing up Salesforce for the first time — clean data models, fast deployment, built to scale.
SMB
Growing companies that need a Salesforce environment that keeps pace — better processes, stronger adoption, sharper reporting.
Enterprise
Complex orgs, multi-team environments, and PE-acquired businesses that need a full rebuild — lead to close, fully integrated.
Industries Served

Across the sectors that move fast

Experience across high-growth industries where sales process, data quality, and CRM adoption matter most.

B2B SaaS Advertising Real Estate Insurance Education Technology AI Technology Fintech Events Technology Currency Exchange + More
Why Soleil CG

You get a senior expert, not a staffing firm

01
Built by actual business users
Our experience comes from working inside the business, not just on it. We understand your stakeholders' problems because we've been them.
02
Boutique means you get the expert
No project managers, no junior consultants. You work directly with the person who has 10+ years of hands-on Salesforce experience.
03
Tailored, not templated
We don't run a playbook. We learn how your business actually operates and configure Salesforce around that — not the other way around.
04
Across every growth stage
From early-stage startups to enterprise-level, private equity-acquired businesses — we understand how needs shift as companies grow and adapt our approach accordingly.
Max, Founder of Soleil Consulting Group

Max

Founder, Soleil Consulting Group

I started Soleil CG because I kept seeing companies pay for Salesforce they couldn't actually use. There's no team here — it's just me, and that's intentional. I handle everything personally: discovery, build, training, and support. When you work with Soleil CG, you get my full attention on your business from day one to go-live and beyond.

Salesforce Certified Administrator
10+ Years Salesforce Expertise
Experience across multiple industries & org types

Ready to make Salesforce
work for your business?

Book a free 30-minute strategy call. No pitch, no pressure — just an honest conversation about what your Salesforce needs.

Book a Free Strategy Call maxim@soleilcg.com
Get in Touch

Let's talk about your Salesforce

Tell us about your team and where you're at with Salesforce. We'll get back to you within one business day to schedule a call.

  • Free 30-minute strategy call — no commitment
  • Get honest advice, even if we're not the right fit
  • Receive a scoped proposal within 48 hours
  • Direct line to a senior Salesforce expert, not a coordinator