Salesforce Solutions
CRM alignment that supports revenue
#what do you get
Common Salesforce problems we help fix
If Salesforce feels messy or hard to trust, it’s usually not your team—it’s the setup. These are the patterns we see most often.
No one trusts the data
Reports change depending on who pulls them, duplicates pile up, and teams stop using the CRM.
Lifecycle stages aren’t clear
Sales and marketing use different definitions, so handoffs break and pipeline gets confusing.
Leads, contacts, and accounts don’t line up
Records feel disconnected, ownership is unclear, and visibility is limited across teams.
Dashboards are noisy
You have lots of reports but not the ones leadership needs to make decisions.
Integrations exist, but data doesn’t flow cleanly
Fields don’t map well, sync rules are unclear, and you end up with missing or conflicting info.
Admin work is constant
Small changes feel risky, documentation is missing, and the system becomes fragile over time.
How we approach Salesforce at JCG
We keep it simple: we start with how revenue moves through your business, and we build Salesforce to support that reality. The goal is a system that’s easy to follow, easy to report on, and easy to maintain.
Start with alignment
We align teams on definitions and handoffs first, so the system supports consistent execution.
Build in reviewable steps
You see progress early and often, so there are no surprises at the end.
Enable internal ownership.
We document decisions and train the people who run Salesforce day-to-day.
Implementation without the overwhelm
Implementations succeed when people understand what’s changing and why. We keep the project organized, collaborative, and focused on outcomes.
Discovery & alignment
We learn how your teams work today, where the friction is, and what needs to be true for success.
Strategic design
We define lifecycle stages, handoffs, data rules, and reporting needs before building.
Build & review
We deliver in small chunks, review together, and adjust early so you stay in control.
Testing & training
We test with real scenarios and train the people who will own Salesforce day-to-day.
Launch support
We support go-live, answer questions, and help you stabilize quickly after release.
What you'll walk away with: Salesforce that actually supports revenue
Salesforce is powerful, but it only helps when it matches how your teams actually work. We help you build a CRM foundation that creates lifecycle clarity, reduces confusion, and gives leadership reporting they can rely on.
Clear lifecycle stages
Definitions that teams can follow consistently—from first touch to closed-won and beyond.
Cleaner, more reliable data
Fewer duplicates, fewer mystery fields, and a setup that supports good habits.
Reporting people trust
Dashboards that answer real business questions with clear definitions behind the numbers.
A CRM that scales
A foundation that can grow with your team, tools, and operating model.
Foundation & architecture
A solid foundation prevents years of cleanup later. We focus on the structure that keeps Salesforce consistent as your team grows.
Enablement & ongoing support
Salesforce shouldn’t be a black box. We help your team feel confident running the system and evolving it as your business changes.
How we back this up with real expertise
We pair real-world experience with formal technical mastery. These certifications validate that expertise and support the solutions we design for our clients.
See Our Certifications
Filter ALL Certifications
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Showing 4 of 19
Salesforce Certified Platform App Builder
Issued: Jun 2025
Credential ID: 6313117
Issuer: Salesforce
Demonstrates the ability to design and build custom Salesforce applications using data models, automation, security, and integrations to support scalable, end-to-end business and CRM workflows.
Verify Credential for Salesforce Certified Platform App BuilderSalesforce Certified AI Associate
Issued: Nov 2024
Credential ID: 5247282
Issuer: Salesforce
Demonstrates expertise in designing, deploying, and managing Salesforce AI agents, including prompt engineering, data integration, and lifecycle management to drive intelligent, automated business workflows.
Verify Credential for Salesforce Certified AI AssociateSalesforce Certified Agentforce Specialist
Issued: Nov 2024
Credential ID: 5287501
Issuer: Salesforce
Demonstrates expertise in designing, deploying, and managing Salesforce AI agents, including prompt engineering, data integration, and lifecycle management to drive intelligent, automated business workflows.
Verify Credential for Salesforce Certified Agentforce SpecialistSalesforce Certified JavaScript Developer
Issued: Jul 2022
Credential ID: 2411624
Issuer: Salesforce
Demonstrates proficiency in modern JavaScript development for the Salesforce platform, including building front-end and back-end applications using Lightning Web Components and web-standard frameworks to create scalable, interactive business applications.
Verify Credential for Salesforce Certified JavaScript DeveloperHow we work
Built, Not Just Advised
Hands-on implementation across web, RevOps, automation, and AI.
AI with Purpose
Practical AI solutions that automate work, unlock insights, and scale intelligently.
Fractional by Design
Flexible engagement models that adapt as your business grows—no full-time overhead.
Flexible engagements. No long-term commitment.
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