Salesforce Business Process Automation

Salesforce business process automation makes your teams more efficient and eliminates human error, which translates to faster business growth.

Salesforce Business Process Automation

Are Your Salesforce Business Processes Slowing You Down?

Enjoy full-scale Salesforce business process automation of your Salesforce Org.
  • Sales team struggles to use Salesforce;
  • Counterintuitive processes and workflows;
  • Difficulty finding the data you need;
  • Reports that leave out important information;
  • Legacy processes that are no longer accurate.

We'll Fine-Tune Your Implementation to Fit Your Business

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Business Process Tuning

Create leadership dashboards, reports, custom fields, and layouts that will evolve your business and processes.

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Ongoing Maintenance

Enhance and optimize your Salesforce automation & processes as your business grows.

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Fractional CTO Services

Transform and modernize your internal tools with Salesforce Lightning while keeping the integrity of your data across the company.

"PowerSync staff helped by being just a great resource for me."

They give me high-level opinions [on] functionality or how to accomplish things using Salesforce.”

Mari Martin, Operations, FloraFlex

Helping Your Business Scale with Salesforce

Salesforce can be frustrating to use if it is not optimized to fit your business processes. But it’s a powerful tool in your pursuit of global scaling when it supports your teams and the business overall.

At PowerSync, we use decades of User & Customer Experience knowledge, and we marry it with a deep understanding of Salesforce to identify pain points. We then design well-thought-out solutions in a quick and an efficient manner. PowerSync excels at optimizing and implementing native functionality as well as custom solutions that help businesses grow their top line revenue or reduce bottom-line costs.

How can we help you?

"I would describe PowerSync's work as 'well-thought-out.

PowerSync team were able to figure out the best way to do what we wanted by thinking through what we were asking for.”

Vanessa Nornberg-Barey, CEO, Bombshell Accessories

Our Process

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1. Schedule a complimentary call

Tell us about your Salesforce project or challenge, and let’s see if we’re a good fit to help you.

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2. Get a solution

We’ll work with your team and your data to quickly diagnose problem areas and optimize your Salesforce configuration. 

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3. Grow your business

With new, modernized Salesforce processes for your business, you’re poised to scale!

Benefits of Salesforce Business Process Automation

Applying business process automation to a Salesforce platform brings you a competitive advantage. Your bottom line costs are reduced, your teams are more productive, you and your teams are more accurate in sales predictions and projections. All this is achieved by minimizing monotonous distractions and letting your team focus on the processes that matter most.

Your company could save millions of dollars annually with automations and optimized processes!

Business process automation in Salesforce results in accurate and reliable data. The need for manual entry is minimized, and the chance of human error is drastically reduced. Reliable data eliminates the risk of you making mistakes in your decisions when focusing on your business growth.

Reliable data also makes your reports, statistics, charts, dashboards and other visual aids more accurate and trustworthy.

Other advantages of automating your business processes in Salesforce are:

  • Real-time Lead & Pipeline monitoring
  • Structured and consistent procedures to follow;
  • Simplified team performance comparison;
  • Rapid customer service using AI;
  • Faster onboarding as your team grows;
  • More effective A/B testing.

Get started with a complimentary consultation!

Choose a Business-Savvy Tech Partner

Salesforce ISV Partner
  • Estimates & deadlines you can trust;
  • Highly responsive communication;
  • Work done to spec the first time;
  • Focus on producing high ROI.

Let's Discuss Your Business Needs Together!

Heard enough? Let’s get started! Fill out a form below and by providing your information in the form below, and a customer success professional will reach out to offer a risk-free consultation and quote.
Salesforce Performance Tuning Services


Salesforce is a highly customizable platform. Many companies neglect evolving legacy business processes & early customizations while their business continues to evolve. It’s imperative to continue to evolve your processes with the business and not let those same processes stifle your growth.

The best analogy we can provide is a cell phone (think iPhone or Android). Many people are building phone apps, the apps are getting more and more sophisticated, which requires better hardware and updated operating system. If OS (operating system) is neglected, it will stifle the adoption and evolution for those products. Such neglect can even result in an outcome similar to what happened with Blackberry.

In total, repeated tasks are costing businesses as much as 19 working days per year – and that’s the number for just one employee. Interestingly, Asana’s report shows that people think the time they spend on these repetitive tasks is almost twice as short, taking a share of only 35% of their time.

Business logic and process automation in Salesforce saves your company money. That is a 100% accurate statement, 100% of the time. By automating repeated tasks and activities, your team will focus on more important / revenue generating activities. When the monotonous tasks are removed, the general performance of the whole business is increased.

Both small and large businesses use automation. In fact, 88% of SMEs mentioned using automation to compete with industry giants. This is an opportunity to increase your team’s efficiency and cover a larger market share. If you’re looking to accelerate your growth, automation is one of the keys to success.
You require a professional team with a relevant background in your industry. PowerSync can help you with the Salesforce business process automation, support your solution after implementation, and integrate powerful add-ons for your company that will make you leap forward vs. taking it one small step at a time. Taking leaps is not scary – our experts will guide you through the process and help you avoid potential pitfalls. Let’s get started today!

Absolutely. If you know who you need and how many people are required for you to complete your project, just let us know, and we can offer you a person or several teams depending on your business needs.

If your scope is not well-defined yet, we can do a discovery phase with you, before helping you build an action plan. The action plan will include the detailed scope, required capacity and the budget needed to accomplish your task(s).

Salesforce is a huge platform with a ton of products and capabilities. Our team has experience with many of those products and capabilities. Our specialty, however, is in Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Health Cloud and Salesforce Commerce Cloud.

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