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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Registered Salesforce
Partner 2021
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.”

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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

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 such as: Is a PSA solution a single tool or is it a suite of tools? Is a PSA solution the same thing as Project Management solution? Should my PSA platform integrate with other tools in my business? If I buy a PSA solution, should it consume systems such asQuickbooks? And as you've likely already guessed, the answer to all of these questions is a resounding, "It depends!"

Is the Salesforce Consulting Model Broken?

Wouldn’t it be odd/off-putting if you hired a personal trainer, showed up at the gym, and were immediately thrusted into a workout regime that didn’t support your goal of training for a half-marathon, losing 20 lbs, or simply strengthening your knee after recovering from an injury? It certainly would be. Then why are we as Salesforce consultants doing this with complex, sophisticated technology that spans multiple business functions and supports a large majority of employees? 

Quick Tips for Setting up the Optimal Pardot and Salesforce Integration

Salesforce and Pardot have a symbiotic relationship that can’t be beat when it comes to B2B marketing automation. At Kicksaw, I often find myself talking to a potential client about their sales operations and find that the conversation will naturally venture into the marketing operations territory. After all, the Marketing department's goal is to send the Sales team as many highly qualified leads as possible. And while Salesforce has put together documentation on how to implement Pardot with Salesforce, Kicksaw has a highly skilled Marketing Ops team that has executed more than a hundred implementations, and along the way, we've picked up some valuable tips and made note of some important “gotchas” that are often overlooked during the implementation process. 

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