Salesforce Optimization Services
Clarity. Control. ROI. From your CRM.
You didn’t invest in Salesforce to fight with dashboards, chase down reports, or work around clunky workflows. You chose it to help your business grow, serve customers better, and make smarter decisions.
But somewhere along the way, your CRM became more of a burden than a boost.
At Innolance, we help you turn Salesforce into the high-performing platform you always wanted it to be. With our Salesforce Optimization Services, you’ll eliminate inefficiencies, align your teams, and finally see the return on investment you expected.
When Salesforce Feels Like a Maze
It’s a familiar story: an over-customized org, underused features, outdated automations, and a team that avoids logging in unless they have to. You’re not alone. Many small and mid-sized businesses struggle with adoption, performance issues, and scattered data—despite having a world-class platform.
That’s where we come in.
We help organizations like yours simplify and streamline Salesforce so it supports your team—not the other way around. Our job is to cut through the complexity and make Salesforce a tool your sales, service, and operations leaders actually want to use.
What We Deliver
Our Salesforce Optimization Services are designed to meet you where you are—whether that’s cleaning up a legacy org, connecting Salesforce to your other systems, or launching a new product like CPQ, Health Cloud, or Experience Cloud.
Salesforce Health Check
Start with a clear view of what’s working—and what’s not.
- Deep audit of your org’s configuration, data quality, and user adoption
- Security and performance assessments
- Clear, prioritized recommendations for optimization
Implementation & Customization
We build a Salesforce that fits your business—not a generic setup.
- Tailored configuration of Sales Cloud, Service Cloud, Health Cloud, Marketing Cloud, and Experience Cloud
- Smart workflows, custom objects, automation, and permissions
- A user experience that makes sense for real teams doing real work
Health Cloud for Healthcare
Designed specifically for care teams and healthcare organizations.
- Patient management workflows and care coordination
- HIPAA-compliant security configuration
- Integration with EHR and practice management systems
CPQ & Revenue Cloud
Speed up your sales cycle with precision and automation.
- Implement CPQ to configure complex pricing, bundling, and quoting
- Automate contract creation, renewals, and revenue recognition
- Create a seamless flow from opportunity to cash
AgentForce & Field Service Support
Empower service teams and field staff with tools designed for fast, efficient resolutions.
- Customized Service Console and agent workflows
- Field Service Lightning setup for scheduling, mobile access, and real-time updates
- Role-based interfaces for dispatchers, technicians, and customer service
Integration & Automation
Salesforce should talk to your other systems—without manual re-entry.
- Integrate with Microsoft 365, HubSpot, QuickBooks, EHRs, or ERP tools
- Automate lead routing, document generation, alerts, and cross-system sync
- Ensure clean, reliable data across departments
Managed Services
Your business will change. Your CRM should keep up.
- Ongoing admin support and configuration updates
- Dashboard and report development
- Monthly reviews to track adoption and optimize performance
Why Customers Choose Innolance
At Innolance, we’re passionate about solving the business problems that stand in our customers’ way—so they can focus on what truly inspires them. That mission drives how we approach every Salesforce engagement.
We don’t just configure features—we deliver strategic, outcome-focused solutions that help our customers work smarter, scale faster, and achieve meaningful ROI. Whether you’re optimizing for growth, untangling legacy processes, or expanding platform capabilities, we bring clarity, expertise, and agility to the table.
- Salesforce-certified consultants with real-world business and technical insight
- Deep experience with small and mid-sized organizations navigating growth and transformation
- A practical, transparent approach that focuses on results, not just configuration
- A commitment to adoption, scalability, and measurable success
We work as an extension of your team—clearing obstacles, aligning systems, and helping you get the most from your Salesforce investment.
Industries We Serve
Our Salesforce Optimization Services are tailored to meet the unique needs of the industries we know best:
- Healthcare & HealthTech – care coordination, Health Cloud, HIPAA compliance
- Insurance & InsurTech – policy workflows, claims automation, CPQ
- Financial Services & FinTech – secure data handling, pipeline tracking, compliance
- Non-profits & Mission-Driven Organizations – donor management, program impact tracking
- SaaS & Professional Services – lead-to-cash automation, onboarding workflows
- Manufacturing & Field Services – quoting, dispatch, mobile service, inventory sync
We understand the nuances, regulations, and workflows that matter most in your world—and we design Salesforce environments that support them seamlessly.
Don’t Let Complexity Get in the Way
Every day you wrestle with underperforming systems is a day of lost opportunity. The right optimization can bring clarity to your data, confidence to your team, and momentum to your business.
Let’s simplify what’s complicated, clean up what’s messy, and make Salesforce something your team relies on—not works around.
Ready to See What’s Possible?
Start with a free Health Check and walk away with a roadmap to a better Salesforce. No pressure. Just clarity.
Schedule your Salesforce Health Check today.
Let’s turn your CRM into your competitive advantage.
