Experts in Salesforce Operations

Kicksaw offers world-class Salesforce implementation, data migration, process optimization, tool integration, data sourcing/enrichment services, and hands-on training to boost your revenue team's capabilities. It's Sales and RevOps Consulting the way you always dreamed it could be.

talk to us today

Salesforce Silver
Consulting Partner

Salesforce Military
Alliance Member

What Our Clients Say

Todd Lathrop

Vice President Sales, Checkr

“Fast, flexible, and hugely competent, Kicksaw delivers projects exactly as promised. Their experience in the SaaS space is tremendously valuable; they've tackled these problems before and guided our thinking on how to set up SFDC with future growth in mind.”

David Zwerin

Head Of Sales Operations, TripActions

“The Kicksaw team has been instrumental in supporting us as we rapidly grow, hiring over 100 people in a year. At the pace we're growing, it's important that we work with Salesforce experts who can provide support having been in the situations we are in and will be in. They do a great job of anticipating the challenges ahead and ensuring we are proactive in addressing them.”

Elise Eidness

President, Green Olive Marketing

“Green Olive Marketing has worked with Kicksaw for over a year with a focus on implementing and updating current Salesforce.com systems. Kicksaw's knowledge of Salesforce.com technology along with their skills to do custom builds are out of this world! They show a commitment to the client and the work by always being willing and able to meet whenever needed to review projects and discuss next steps.”

Kicksaw Helps Leading Sales Teams Perform Their Best

Maximize Your ROI with a Kicksaw Consultant

Implementation

Hit the ground running with a customized implementation. We'll give you a roadmap, knowledge transfer, and training in best practices.

Data Migration

Field mapping, scripting, importing, and validation of your legacy customer, transactional, and company data will keep your data ship-shape.

Process Optimization

Retooled modeling, automation, execution, control, and analytics processes will transform your operations.

Tool Integration

We'll set you up with Outreach, SalesLoft, DocuSign, Form Assembly, Zendesk, Hubspot, Clearbit, LinkedIn, Intercom...the list goes on and on.

Data Sourcing & Enrichment

Gain SFDC data integrity with clean and qualified records to save hours of manual work or, even worse, disruptions from bad leads.

Development & Training

Ramp up your own team to expert level, or get custom Apex / Visualforce development to automate your sales processes for you.

Get More out of Kicksaw

Enabling MFA in Salesforce

Salesforce is enforcing multi-factor authentication (MFA) for all instances on Feb 1, 2022. Kicksaw regularly receives requests for support from clients asking how to do this correctly. We're also getting called in on jobs where the wrong choices were made, resulting in broken integrations. This blog post will help you enable MFA in your org the right way, while keeping your external integrations from erroring.

Automate Digital Signatures with DocuSign eSignature for Salesforce

Organizations in the age of digital transformation have an incredible opportunity to digitize and streamline the often lengthy and cumbersome process of sending and signing documents through the use of eSignature applications. Whether it’s a quote, proposal, MSA, SOW, BAA, NDA, partnership agreement, legal contract, or a patient consent form, eSignature applications can help.

Do You Need Professional Services Automation?

If you're trying to scale a professional services business, at some point you need to consider implementing a Professional Services Automation (PSA) solution. As a term, PSA is as slippery as any in the technology space, such as CRM or ERP. You can understand what it means generally, but it inevitably prompts many questions.