Our Services
Here is a high-level overview of the services we offer. While this provides a starting point, the most valuable step is a conversation to understand your challenges and goals. We offer an initial consultation at no cost.
Strategy & Planning
We work alongside your team to define a clear path forward for your Salesforce platform. Through collaborative discovery sessions, your system is aligned to business goals with a practical roadmap for what comes next.
Salesforce Implementation
Design and deliver Salesforce solutions that fit how your business actually operates. From initial setup through deployment, ensure the foundation is built correctly and ready to support day-to-day operations.
System Integration
Connect Salesforce to the systems your business depends on, creating a seamless flow of data across your organization. Whether it’s ERP, finance, or service platforms, we ensure your systems work together as one.
Workflow & Process Automation
ThreeFig helps eliminate manual work by automating key processes. Automation is designed around how your business runs, improving efficiency without adding unnecessary complexity.
Custom Development
When standard functionality is not enough, we build tailored solutions to fill the gaps. This includes custom components and logic designed to solve real business challenges.
Data Services
Clean, structured data is the foundation of a reliable system. ThreeFig will work with your team to improve data quality and consistency, setting the stage for better reporting and future AI capabilities.
System Migration
We guide your team through the transition from legacy systems into Salesforce. Careful planning, mapping, and validation ensure a smooth migration with minimal disruption.
Salesforce Training
Your system is only as effective as the people using it. We provide practical, role-based training to ensure your team is confident and capable in their day-to-day work.
Release Preparedness
Salesforce is constantly evolving, and your system should keep up. We review upcoming releases, test critical functionality, and ensure everything continues to run smoothly.
Salesforce Health Assesments
We take a structured look at your current Salesforce environment to understand what’s working and what isn’t. The result is a clear set of actionable recommendations to improve performance and stability.
Managed Services & Support
Acting as an extension of your team, ThreeFig provides ongoing support and continuous improvement. As priorities evolve, your system evolves with them.
Governance & Platform Standards
Long-term success requires structure. We help establish the guardrails that keep your Salesforce org organized, secure, and scalable as it grows.