What does Salesforce implementation include?

Our implementation covers everything from discovery and requirements gathering to org setup, custom configuration, data migration, workflow automation, integrations, user training, and go-live support. We follow The Ally Method — a 5-phase process (Align, Design, Build, Optimize, Grow) designed to get Salesforce working for your specific business with minimal disruption.

How long does a Salesforce implementation take?

It depends on the complexity of your business and the scope of the project. A small business setup typically takes 2–4 weeks. A mid-market implementation with multiple users, integrations, and custom development can take 6–12 weeks. We'll give you a clear timeline during your free consultation.

Do I need to know Salesforce before working with you?

Not at all. We work with businesses that have never used Salesforce before. Part of what we do is learn how your business works first, then configure Salesforce to match — not the other way around. We also provide hands-on training so your team feels confident using it from day one.

Can you connect Salesforce to my other business tools?

Yes. We handle integrations between Salesforce and other platforms like email tools, web forms, accounting software, marketing platforms, and third-party APIs. If you're using tools you want to keep, we'll make sure Salesforce talks to them.

What happens after Salesforce is set up — do you just hand it off?

No. We offer ongoing managed services so you always have support after go-live. This includes administration, user support, system updates, automation monitoring, and optimization. You can stay on a monthly plan or reach out as needed — we're not a one-and-done vendor.

How do I know if Salesforce is right for my business?

If you're managing leads, customers, or a sales pipeline with spreadsheets, sticky notes, or disconnected tools, Salesforce is likely a good fit. If you're not sure, that's exactly what our free consultation is for — we'll ask the right questions and give you an honest answer, even if that means recommending something simpler.

Do I have to hire a full team or can I just hire one role if needed?

You can hire just what you need. If you only need a Salesforce admin, we can provide that. If you need a developer for a specific build, we can bring one in. We offer individual roles — Solution Architect, Business Analyst, Developer, QA, Project Manager — on an hourly basis, so you're not paying for a full team when you only need one person.

Can you do only the Discovery phase?

Yes. If you're not ready for a full implementation but want to understand what Salesforce would look like for your business, we can do a standalone discovery engagement. You'll walk away with a clear picture of your requirements, recommended architecture, and a roadmap — with no obligation to continue with us for the build.

From full Salesforce implementations to ongoing admin, a delivery team that fits your project.

Everyday Ally runs complete, end-to-end Salesforce implementations with a full delivery team and oﬀers fractional admin and support for teams that need something lighter.

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Two Ways to work with us

a complete delivery team
Full Implementation — a complete delivery team Planning a real Salesforce rollout? We bring the whole team so nothing gets dropped.
Structured delivery: Discovery → Architecture & Design → Build → QA → UAT → Go-Live → Support.
To run the plan, timeline, budget, and communication — keeping every workstream on track and stakeholders informed.
To own the technical design, integrations, data model, and platform governance at scale.
to design a scalable, best-practice architecture — not a fragile one-oﬀ build.
To gather and document requirements, map current and future-state processes, and translate business needs into clear user stories and specs.
for conﬁguration, automation, and custom development.
to test rigorously before anything reaches your users.
support so your team validates and signs oﬀ with conﬁdence
Structured delivery: Discovery → Architecture & Design → Build → QA → UAT → Go-Live → Support.

Ongoing expertise, no full-time hire. Already live but stuck? Get administration, user support, enhancements, updates, and optimization on a ﬂexible model — the value of a Salesforce admin without the full-time cost.

clean, mapped, and validated.
turning "we have Salesforce" into "our team lives in Salesforce."
automation and conﬁguration tailored to how you actually work.

More Ways We Help

Growing businesses (roughly 10–500 people) in professional services, real estate, healthcare, retail, logistics, and nonprofits — whether you're implementing Salesforce for the first time with a full project team or need ongoing help getting more from an existing org.

Who it’s for

Why Us

Salesforce-certiﬁed and U.S.-based, with real delivery discipline — architecture, QA, and UAT built into every implementation. We scale the team to the project, from a full rollout to a few hours of admin a month, and work entirely remotely with clients nationwide.

Frequently Asked Questions

Our implementation covers everything from discovery and requirements gathering to org setup, custom configuration, data migration, workflow automation, integrations, user training, and go-live support. We follow The Ally Method — a 5-phase process (Align, Design, Build, Optimize, Grow) designed to get Salesforce working for your specific business with minimal disruption.
It depends on the complexity of your business and the scope of the project. A small business setup typically takes 2–4 weeks. A mid-market implementation with multiple users, integrations, and custom development can take 6–12 weeks. We'll give you a clear timeline during your free consultation.
Not at all. We work with businesses that have never used Salesforce before. Part of what we do is learn how your business works first, then configure Salesforce to match — not the other way around. We also provide hands-on training so your team feels confident using it from day one.
Yes. We handle integrations between Salesforce and other platforms like email tools, web forms, accounting software, marketing platforms, and third-party APIs. If you're using tools you want to keep, we'll make sure Salesforce talks to them.
No. We offer ongoing managed services so you always have support after go-live. This includes administration, user support, system updates, automation monitoring, and optimization. You can stay on a monthly plan or reach out as needed — we're not a one-and-done vendor.
f you're managing leads, customers, or a sales pipeline with spreadsheets, sticky notes, or disconnected tools, Salesforce is likely a good fit. If you're not sure, that's exactly what our free consultation is for — we'll ask the right questions and give you an honest answer, even if that means recommending something simpler.
ou can hire just what you need. If you only need a Salesforce admin, we can provide that. If you need a developer for a specific build, we can bring one in. We offer individual roles — Solution Architect, Business Analyst, Developer, QA, Project Manager — on an hourly basis, so you're not paying for a full team when you only need one person.
Yes. If you're not ready for a full implementation but want to understand what Salesforce would look like for your business, we can do a standalone discovery engagement. You'll walk away with a clear picture of your requirements, recommended architecture, and a roadmap — with no obligation to continue with us for the build.