Salesforce implementation done right
Clutek plans, builds and launches Salesforce for growing companies in Montreal, across Canada and in the US. Senior certified consultants, a clear plan, and a CRM your teams will actually use.
What a Salesforce implementation with Clutek includes
Most companies use only a fraction of what Salesforce can do. A good implementation starts from how your teams sell, serve and report, not from default settings, so people adopt the CRM and leadership gets numbers it can trust.
- Discovery and process mapping with sales, service, marketing and finance stakeholders.
- Solution architecture: data model, roles and sharing, automation strategy and integration design.
- Configuration and development with Flow, Lightning Web Components and Apex where it is truly needed.
- Data migration from spreadsheets, HubSpot, Dynamics, Zoho or a legacy Salesforce org, cleaned and de-duplicated.
- Integrations with your ERP, billing, payments, KYC and BI tools through REST APIs or MuleSoft.
- Training and handover in English or French, with documentation your admins can maintain.
Salesforce clouds we implement
Sales Cloud
Pipeline stages, lead routing and scoring, forecasting, territory management, quotes and dashboards.
Service Cloud
Case management, omnichannel routing, SLAs, knowledge base and a 360° service console.
Financial Services Cloud
Client and household models, loan and account tracking, onboarding and compliance workflows.
Experience Cloud
Branded customer and partner portals with self-service, case tracking and secure document sharing.
Marketing Cloud
Email and journey automation, segmentation and attribution tied back to Sales Cloud.
Salesforce Maps
Territory planning, route optimization and field sales visibility.
How long a Salesforce implementation takes
A focused Sales Cloud or Service Cloud implementation for a small or mid-sized company typically goes live in 6 to 12 weeks. Multi-cloud programs, Financial Services Cloud, complex integrations or large data migrations usually take 3 to 6 months. We agree on scope, milestones and budget after a free discovery call, before any work starts.
Discovery
1 to 3 weeks of workshops and a written plan.
Architecture
Design reviewed and signed off with your team.
Build
Two-week iterations with a demo at the end of each.
Go-live
Migration, training, launch support and hypercare.
Already on Salesforce? Re-implementation and rescue
Many of our clients come to us with an org that was set up quickly and never adopted, or one that has grown into a tangle of workflows and fields nobody understands. We audit it, keep what works, and rebuild the rest on a clean architecture, without stopping your business.
Based in Montreal, we deliver Salesforce implementations for companies across Quebec, Canada and the United States. Learn more about our Salesforce consulting in Montreal.
Frequently asked questions
How much does a Salesforce implementation cost?
Cost depends on the clouds involved, the number of users and processes, integrations and data migration. We give a fixed scope and estimate after a free discovery call, so you know the budget before the project starts.
Can you migrate our data from another CRM?
Yes. We migrate data from spreadsheets, HubSpot, Microsoft Dynamics, Zoho, Pipedrive and older Salesforce orgs, with cleanup, de-duplication and validation before go-live.
Do you provide support after go-live?
Yes. Every project includes launch support. After that, we offer ongoing optimization and admin support so the org keeps up with your business.
Let's talk about your Salesforce project.
A senior consultant replies within 24 hours. No pitch, no pressure.