© 2019 CFB Strategies

CFB Strategies is a certified ISV and SI Partner of salesforce.com, inc.  Salesforce, Sales Cloud, Force.com, Marketing Cloud and others are trademarks of saleforce.com, inc and are used here with permission

Tel: 347-738-2437

54 West 40th Street

New York, New York

10015

CFB Strategies is a certified Salesforce partner that helps maximize your CRM experience.

Consultation

As a first step, schedule a complimentary consultation with our team. Life is not one size fits all, and neither is your database. We want to hear your story so we can design a thoughtful CRM that meets your needs.

Architecture & Design

After the consultation, our design team will collaborate and present a proposal with detailed specs designed around your vision.

Development

Upon engagement, we will manage your build out with time markers and milestones, built upon an agile development methodology. We believe that transparency and timely communication are the keys to a successful build out.

 
Implementation & Training

Once your Salesforce org is built, we will deliver hands on training to your staff and ensure that the implementation meets your reality. We offer several monthly implementation partner programs built around the specific needs of your business.

Database Administration

Don’t have the right person internally to manage your Salesforce database? Don't have the budget to pay for a full-time role? We have dedicated staff that can serve as your database administrator based on your specific framework.

Customizing Salesforce for Your Reality

Every business or organization has a different set of challenges. Design for reality is not just a tagline, it is a critical part of our mission statement. You deserve to have a CRM that is specifically tailored to your process. We are not just developers, consultants and technical architects - we are your partner during this process and will not rest until your CRM fits your reality.

Your Transformation

Is your business not running as efficiently as it should be? Do you need to implement processes that fit your business model but you're not sure where to start? Is your non-profit operating on an outdated model? Do you have a CRM but aren’t getting what you need out of it?

 

These are common issues experienced by every type of business entity. Large business, small business, nonprofits and sole proprietors experience many of the same roadblocks. We have experience listening and building for every type of reality. We will work with you to identify the issue, and then devise and implement a plan that meets your reality and positions you for measurable success. Working together, we will transform your reality to success.

Fragmented Solutions

Centralized Control Center

Cumbersome Process

Streamlined Workflows

Manual Intensive

Automated Processes

Underutilized CRM

Data Driven Decision Making

 
 

Let our Salesforce experts help you.

We are a small-but-robust Salesforce consultancy who specializes in building customized solutions with Salesforce.  We save you time and money by executing your projects seamlessly and professionally - without disrupting your long-term organizational structure.  As a 10-year ISV and SI partner of Salesforce, we've worked with some of the biggest names in America to co-create, architect, develop and implement Salesforce solutions to optimize systems, maximize impact, and exceed ROI expectations.

We believe in the power of a team, because delivering excellent projects requires multiple skill sets and personalities. Every one of our projects receives a minimum of two specialists to ensure accountability and transparency. We will guide you through the initial collaborative process, as well as the architecture, development and implementation stages. When we take on a new project, we become a new team with you, always promoting open and straightforward communication to deliver meaningful results that exceed expectations.

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Our clients range from Fortune 1000 companies, to large political organizations and nonprofits who are making their Salesforce dreams a reality!

KEVIN O' LEARY FOR CANADA | TORONTO, CA

Shark Tank personality and world famous investor Kevin O'Leary decided to run for the leadership of the Conservative Party in Canada.  We architected and built the data infrastructure and Salesforce Org for his Leadership campaign.  The build out and implementation process included: complex work flow rules, integrated online payment processors, multiple hierarchies and access for users in the campaign, integration of 3rd party applications, dynamic reports and dashboards for compliance and staff, custom visualforce pages and web to lead forms.