Sales Processes
Service Operations
Marketing Automation
System Integrations
Custom Portals
We empower
your team
with Salesforce solutions
Boutique Salesforce consultancy with a simple goal: set the bar higher.
We empower
your team
with Salesforce solutions
Boutique Salesforce consultancy
with a simple goal: to set the bar higher.
Services
Services
what we do
what we do
We turn your complex business processes into practical, usable solutions.
We turn your complex business processes into practical, usable solutions.
Strategy & Architecture
Most orgs use only a fraction of what Salesforce can do. With over a decade of experience, we know how to maximize standard functionality and when custom development is worth the investment.
The result is lower costs, easier maintenance, and a system your team can confidently manage without unnecessary complexity.
Lead generation
Lead
Opportunity
Closed Won
Strategy & Architecture
Most orgs use only a fraction of what Salesforce can do. With over a decade of experience, we know how to maximize standard functionality and when custom development is worth the investment.
The result is lower costs, easier maintenance, and a system your team can confidently manage without unnecessary complexity.
Lead generation
Lead
Opportunity
Closed Won
Sales & Service Operations
We connect your business processes with the right Salesforce solutions. From everyday workflows and automation to processes that span teams and systems, we make sales and service work better for your team.
Workflow automation
Sales & Service Operations
We connect your business processes with the right Salesforce solutions. From everyday workflows and automation to processes that span teams and systems, we make sales and service work better for your team.
Workflow automation
Marketing & Integrations
People expect marketing to feel personal. With AI getting smarter, generic touchpoints just don’t cut it anymore. We connect your systems and customer data to help you deliver relevant, personalized marketing at scale.
Marketing & Integrations
People expect marketing to feel personal. With AI getting smarter, generic touchpoints just don’t cut it anymore. We connect your systems and customer data to help you deliver relevant, personalized marketing at scale.
Customer Satisfaction
User Confidence
System Health
Performance
System Health
Process Eficiency
User Adoption
Performance
Cost Saving
Optimization & Enablement
Your business is constantly evolving. Your CRM should, too.
Without ongoing optimization, workarounds pile up, making Salesforce unnecessarily complex, harder to use, and undermining user confidence. We take a holistic approach to realign Salesforce with your business and help your team use the CRM with confidence.
Customer Satisfaction
User Confidence
System Health
Performance
System Health
Process Eficiency
User Adoption
Performance
Cost Saving
Optimization & Enablement
Your business is constantly evolving. Your CRM should, too.
Without ongoing optimization, workarounds pile up, making Salesforce unnecessarily complex, harder to use, and undermining user confidence. We take a holistic approach to realign Salesforce with your business and help your team use the CRM with confidence.
Salesforce Expertise
Industry Expert
Process Improvement
Upto date methods
Ongoing Optimization
Efficient Systems
Approach
Approach
a better way to salesforce
a better way to salesforce
Good consulting should leave your business better off.
Good consulting should leave your business better off.
Practical Solutions
More features don’t necessarily mean better results. We focus on improvements, big or small, that make a real difference to your business.
Practical Solutions
More features don’t necessarily mean better results. We focus on improvements, big or small, that make a real difference to your business.
Knowledge Sharing
We share what we know, explain the reasoning behind our recommendations, and train your team to work independently without having to rely on us for every update.
Knowledge Sharing
We share what we know, explain the reasoning behind our recommendations, and train your team to work independently without having to rely on us for every update.
The 13% Pledge
Giving back should be part of building a successful business. We match 13% of every paid project’s fees with donated Salesforce services to nonprofits.
The 13% Pledge
Giving back should be part of building a successful business. We match 13% of every paid project’s fees with donated Salesforce services to nonprofits.
“Better we raise our skill than lower the climb”
Royal Robbins
“Better we raise our skill than lower the climb”
Royal Robbins
Reviews
Reviews
From our clients
From our clients
What it’s like to work with our team.
What it’s like to work with our team.
Jason Hickox
CEO, Ukandu
Meroki has helped transform Ukandu’s operations. Their due diligence was focused on how they could impact our mission rather than pad their profits. More than a vendor or consultant, Lina and her team have become strategic partners, helping Ukandu develop technology and protocols for sustainable operations and growth.
Chris Markowski
Sales Director, Solar Insure
Lina is a “Salesperson Whisperer.” I’ve worked with a lot of CRMs and a lot of Salesforce engineers, and I’ve rarely had the pleasure of working with one at Lina’s level.
Director of Business Processes
Insurance Carrier
They take the time to truly understand our processes, challenges and goals before recommending an approach, and make sure the solution works in practice, today and as our needs evolve.
Marketing Manager
Insurtech Organization
Lina has been a huge help as we’ve transitioned to Salesforce Marketing Cloud. She’s patient with all of our questions, thorough in her explanations, and has helped make our marketing processes much more efficient.
Salesforce Architect
Insurtech Organization
Meroki is one of the very few partners I fully trust with our org. They go above and beyond and push back when they see a better way.
Agency Services Manager
Insurance Carrier
The Meroki team has exceptional Salesforce knowledge. The team is always quick to respond and provides valuable suggestions.
Ara Agopian
CEO, Solar Insure
Give them the problem, they will find the solution that makes your team happy.
Jason Hickox
CEO, Ukandu
Meroki has helped transform Ukandu’s operations. Their due diligence was focused on how they could impact our mission rather than pad their profits. More than a vendor or consultant, Lina and her team have become strategic partners, helping Ukandu develop technology and protocols for sustainable operations and growth.
Chris Markowski
Sales Director, Solar Insure
Lina is a “Salesperson Whisperer.” I’ve worked with a lot of CRMs and a lot of Salesforce engineers, and I’ve rarely had the pleasure of working with one at Lina’s level.
Ara Agopian
CEO, Solar Insure
Give them the problem, they will find the solution that makes your team happy.
Director of Business Processes
Insurance Carrier
They take the time to truly understand our processes, challenges and goals before recommending an approach, and make sure the solution works in practice, today and as our needs evolve.
Marketing Manager
Insurtech Organization
Lina has been a huge help as we’ve transitioned to Salesforce Marketing Cloud. She’s patient with all of our questions, thorough in her explanations, and has helped make our marketing processes much more efficient.
Salesforce Architect
Insurtech Organization
Meroki is one of the very few partners I fully trust with our org. They go above and beyond and push back when they see a better way.
Agency Services Manager
Insurance Carrier
The Meroki team has exceptional Salesforce knowledge. The team is always quick to respond and provides valuable suggestions.
Jason Hickox
CEO, Ukandu
Meroki has helped transform Ukandu’s operations. Their due diligence was focused on how they could impact our mission rather than pad their profits. More than a vendor or consultant, Lina and her team have become strategic partners, helping Ukandu develop technology and protocols for sustainable operations and growth.
Director of Business Processes
Insurance Carrier
They take the time to truly understand our processes, challenges and goals before recommending an approach, and make sure the solution works in practice, today and as our needs evolve.
Salesforce Architect
Insurtech Organization
Meroki is one of the very few partners I fully trust with our org. They go above and beyond and push back when they see a better way.
Chris Markowski
Sales Director, Solar Insure
Lina is a “Salesperson Whisperer.” I’ve worked with a lot of CRMs and a lot of Salesforce engineers, and I’ve rarely had the pleasure of working with one at Lina’s level.
Marketing Manager
Insurtech Organization
Lina has been a huge help as we’ve transitioned to Salesforce Marketing Cloud. She’s patient with all of our questions, thorough in her explanations, and has helped make our marketing processes much more efficient.
Agency Services Manager
Insurance Carrier
The Meroki team has exceptional Salesforce knowledge. The team is always quick to respond and provides valuable suggestions.
Ara Agopian
CEO, Solar Insure
Give them the problem, they will find the solution that makes your team happy.
Jason Hickox
CEO, Ukandu
Meroki has helped transform Ukandu’s operations. Their due diligence was focused on how they could impact our mission rather than pad their profits. More than a vendor or consultant, Lina and her team have become strategic partners, helping Ukandu develop technology and protocols for sustainable operations and growth.
Director of Business Processes
Insurance Carrier
They take the time to truly understand our processes, challenges and goals before recommending an approach, and make sure the solution works in practice, today and as our needs evolve.
Salesforce Architect
Insurtech Organization
Meroki is one of the very few partners I fully trust with our org. They go above and beyond and push back when they see a better way.
Chris Markowski
Sales Director, Solar Insure
Lina is a “Salesperson Whisperer.” I’ve worked with a lot of CRMs and a lot of Salesforce engineers, and I’ve rarely had the pleasure of working with one at Lina’s level.
Marketing Manager
Insurtech Organization
Lina has been a huge help as we’ve transitioned to Salesforce Marketing Cloud. She’s patient with all of our questions, thorough in her explanations, and has helped make our marketing processes much more efficient.
Agency Services Manager
Insurance Carrier
The Meroki team has exceptional Salesforce knowledge. The team is always quick to respond and provides valuable suggestions.
Ara Agopian
CEO, Solar Insure
Give them the problem, they will find the solution that makes your team happy.
A strong partnership is the foundation for great work.
Process
Process
how we work
how we work
Structured in our approach, agile in our thinking.
Structured in our approach, agile in our thinking.
Discover
We get to know your business, your goals, and the people behind the work. Through conversations with stakeholders, meetings with end users, and an in-depth look at your processes, we build a deep understanding of how your business works and what it needs.
Org Audit
01
Discover
We get to know your business, your goals, and the people behind the work. Through conversations with stakeholders, meetings with end users, and an in-depth look at your processes, we build a deep understanding of how your business works and what it needs.
Org Audit
01
02
Framework
Systems
People
Data
Dependencies
Strategy
Design
We turn what we learn into a plan that balances business priorities, user needs, and technical possibilities. We evaluate options, challenge assumptions, and make intentional decisions about what to build, what to simplify, and what will deliver the most value.
02
Framework
Systems
People
Data
Dependencies
Strategy
Design
We turn what we learn into a plan that balances business priorities, user needs, and technical possibilities. We evaluate options, challenge assumptions, and make intentional decisions about what to build, what to simplify, and what will deliver the most value.
Build
We build, test, and refine alongside your team, gathering feedback and adapting as we go. We stay focused on the goals we set out to achieve while balancing timelines, budgets, and changing priorities.
03
Build
We build, test, and refine alongside your team, gathering feedback and adapting as we go. We stay focused on the goals we set out to achieve while balancing timelines, budgets, and changing priorities.
03
Pricing
Our Rates
Transparency should be standard. Here’s what you can expect to pay.
Scoped Project
Fixed fee or time & materials
$200
/ hour
Dedicated project team
Defined scope and timeline
13% pledge to nonprofits
Monthly Retainer
Ongoing monthly support
$180
/ hour
Ongoing access to senior expertise
Flexible support as priorities evolve
Unused hours roll over automatically
Nonprofit Orgs
For qualifying nonprofits
$150
/ hour
Scoped projects or ongoing support
Direct access to senior consultants
Eligible for donated Salesforce services
Salesforce Partner
Certified Salesforce Consultants
Senior-Level Expertise
Pricing
Our Rates
Transparency should be standard. Here’s what you can expect to pay.
Scoped Project
Fixed fee or time & materials
$200
/ hour
Dedicated project team
Defined scope and timeline
13% pledge to nonprofits
Monthly Retainer
Ongoing monthly support
$180
/ hour
Ongoing access to senior expertise
Flexible support as priorities evolve
Unused hours roll over automatically
Nonprofit Orgs
For qualifying nonprofits
$150
/ hour
Scoped projects or ongoing support
Direct access to senior consultants
Eligible for donated Salesforce services
Salesforce Partner
Certified Salesforce Consultants
Senior-Level Expertise
Pricing
Our Rates
Transparency should be standard. Here’s what you can expect to pay.
Scoped Project
Fixed fee or time & materials
$200
/ hour
Dedicated project team
Defined scope and timeline
13% pledge to nonprofits
Monthly Retainer
Ongoing monthly support
$180
/ hour
Ongoing access to senior expertise
Flexible support as priorities evolve
Unused hours roll over automatically
Nonprofit Orgs
For qualifying nonprofits
$150
/ hour
Scoped projects or ongoing support
Direct access to senior consultants
Eligible for donated Salesforce services
Salesforce Partner
Certified Salesforce Consultants
Senior-Level Expertise
FAQs
FAQs
Ask Us Anything
Ask Us Anything
We won’t pretend to have all the answers, but we’ll always be honest with you.
We won’t pretend to have all the answers, but we’ll always be honest with you.
What exactly do you do?
What if we’re not sure what we need?
Who will we actually be working with day to day?
Can you work with our existing Salesforce team?
Will we be dependent on you after the project is done?
How do retainer hours work?
How does the 13% pledge work?
What exactly do you do?
What if we’re not sure what we need?
Who will we actually be working with day to day?
Can you work with our existing Salesforce team?
Will we be dependent on you after the project is done?
How do retainer hours work?
How does the 13% pledge work?