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.

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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

How should I track my revenue in Salesforce?

Tracking revenue is crucial for any company — after all, you can’t know if you’re making money if you’re not paying attention to what’s coming in. There are a few different ways to view revenue data, and the preferred method is usually based on the company's sales cycle, the size of the market the company is trying to capture, and the different channels of revenue coming in. These factors ultimately shape which metrics are important for the company.

Manage Your Declarative Duplicates in Salesforce

Duplicate management is a super important part of your data plan, and helps to avoid data messes. If you aren't using duplicate and matching rules, you need to hop on the band wagon STAT. There's plenty of great reading out there on the best practices of setting up functional duplicate rules for your business — that's NOT what this article in about. I'm here to show you a nifty little invocable method I wrote to help manage duplicate data ... in flows!

Configuring a Custom Experience Cloud (Community) URL in Salesforce

When a Salesforce user implements a customer-facing Experience (Community) Site, they often want to have a custom domain instead of the salesforcedomain.force.com that comes standard with an Experience Site. This is, of course, a great option, but there are a few steps that need to be taken to ensure proper configuration. In this post, we'll demonstrate how to set up a custom URL.