Become a true customer company with Salesforce®.

Our team of Salesforce experts are here to understand your sales and support processes to customize and implement Salesforce to fit your process. We deliver a CRM system that fully automates your front office from marketing to sales to support.

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With over 200 implementations of Salesforce Sales Cloud in the past year our consultants bring Salesforce best practices, a deep understanding of sales processes and exceptional knowledge. With every Salesforce Sales Cloud implementation we look to bring the power of Salesforce to your team by increasing efficiency and productivity in the organization while creating a tool for the sales team.


After a sale is complete your engagement with your customer doesn’t end.  We have a team that specializes in implementing Salesforce Service Cloud to improve your organization’s customer service and complete the 360-degree view of your customer. We specialize in gaining efficiency within service organizations by implementing core Salesforce functionality while leveraging the power of the Salesforce Platform to simplify the use of the system.

Our Customer Service and Sales team are now aligned on a single system. With SMBHD we have greater insight into our organization and we are able to provide better customer service than we were able to in the past.

Joe Grotto, Director - Crane USA

Proven Process. Real Results.

Our team’s approach and style has been designed to deliver the most with every Salesforce implementation. We provide a consistent process that allows for an agile Salesforce implementation and helps our clients get the most of their Salesforce investment. An approach that delivers consistent, quality results without the additional high costs that legacy on-premise systems required.


We work with you to understand your business process and design a plan for your Salesforce implementation.


With your process in mind we configure and setup Salesforce for your team. All fields, pages and workflows that you’ll need.


After the system is configured we complete any Salesforce development needed to support your process.

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We will move your old data from your legacy system to Salesforce so your team is ready to use Salesforce right away.


After you have tested the system and are ready for your team to use Salesforce we’ll deploy the system to production.


We work with your users to complete Salesforce training so they are up, running and utilizing the system quickly.

Data Migration to

The success of your Salesforce implementation is heavily dependent on historical data being migrated to Salesforce. Your users will rely on this data to utilize your organization’s new Salesforce instance and historical data will add value and ROI to your investment.

At SMB we have significant experience migrating data and documents to Salesforce from multiple legacy, including: Microsoft Dynamics CRM, ACT!, Zoho, SugarCRM, NetSuite, File Maker, Sage, Prophet, Business Contact Manager, SQL Databases, Access Databases, Oracle Databases and Microsoft Outlook.

User Training

The number one reason that CRM implementations fail is not the technology that is used – it’s because users fail to adopt the system. Our team of Salesforce experts helps ensure that this won’t be the case for our clients.

Similar to our focus during implementation our Salesforce training takes a business first approach. We leverage “day in the life” style training to provide end users clarity on the benefits of Salesforce and establish the standard process that each user should be leveraging the system.

Salesforce Integration

A major factor in gaining the full benefits of Salesforce is integrating with backend systems, such as Great Plains, Microsoft Dynamics, Netsuite and other types of systems. With integration our clients are able to leverage the native Salesforce API and declarative technology to further automate business processes and gain significant efficiencies across the organization.

Our team of certified Salesforce architects and experts can build Salesforce integrations with multiple systems and ensure that your organization is fully leveraging Salesforce.