Skip to content

Salesforce, Simplified.

We turn chaotic objects and noisy fields into a clean, automated Salesforce that reps actually use and execs trust. Pipeline clarity, reliable reports, and workflows that move deals—not just data.

Learn how Ironhide cleans data, tunes pipelines, and connects Salesforce to Airtable/HubSpot/BI—without breaking your day.

Where Salesforce fits (revenue engine)

  • True pipeline: Opportunity stages mirror how your team sells.
  • Single view: Contacts, Accounts, and Activities stitched correctly.
  • Automation: SLAs, renewals, and nudges that keep momentum.
  • Reporting bridge: clean objects → Power BI/Tableau for decisions.

Common pitfalls we fix

  • Duplicates and inconsistent picklists that wreck reports.
  • Stages and fields that don’t match your real process.
  • Flows that conflict or fail silently—no logs, no alerts.
  • Exec dashboards nobody trusts; data doesn’t match finance.

Salesforce services we deliver

Data Cleanup & Governance
  • Deduplication across Leads/Contacts/Accounts with merge rules.
  • Field rationalization: retire noise, standardize names & types.
  • Validation rules & required fields aligned to process.
  • Audit columns and change logs for accountability.
Pipeline & Architecture
  • Stage definitions, probability, and exit criteria that reflect reality.
  • Page layouts & Lightning Apps tuned for rep speed.
  • Object model tuning (Opportunities, Products/Price Books, custom objs).
  • Profiles, roles, and permission sets that scale safely.
Flows & Automation
  • Lead routing & assignment, SLA timers, renewal nudges.
  • Error handling, alerting, and run logs for reliability.
  • Declarative first; Apex only when it truly pays off.
  • Salesforce → email/calendar/chat triggers via Zapier/Power Automate.
Reports, Dashboards & BI
  • Exec dashboards: pipeline health, forecast, conversion, velocity.
  • Team scorecards reps won’t hate (inputs tied to outcomes).
  • Report subscriptions & distribution cadences that stick.
  • Power BI/Tableau connections for cross-system KPIs.
Integrations & Syncs
  • HubSpot or marketing sync without attribution breakage.
  • Airtable/SQL/Snowflake bridges for curated analytics layers.
  • Billing, support, and product telemetry integrations.
  • Data contracts & versioning to prevent silent schema drift.
Enablement & Handoff
  • Loom micro-trainings embedded where the work happens.
  • Runbooks for admins; change control & sandbox promotion flow.
  • QA plans and periodic health checks.
  • On-call support for critical periods (board, EOQ, launches).

How we work (fast)

  1. Discover — audit objects, fields, automation, and reports.
  2. Design — pipeline, data model, and reporting targets.
  3. Rebuild — layouts, validation, flows, and dashboards.
  4. Integrate — connect finance/marketing/support systems.
  5. Enable — Loom handoff + cadence that drives action.

Typical outcomes

30–60%

reduction in duplicate/invalid records

2–4×

faster reporting cycle time

+15–25%

increase in stage-to-stage accuracy

24/7

alerts so issues don’t wait for Monday

Proof it works

“Ironhide rebuilt our Salesforce pipeline, cleaned 40k records, and delivered an exec dashboard our board actually uses.”

— COO, B2B Services (case study coming soon)