Salesforce Consulting
Salesforce Consulting Services for Small Businesses
At Atlas Consulting, we help small businesses get more value out of Salesforce. Whether you’re just getting started or need help refining existing processes, we offer hands-on admin support, custom automation, and strategic guidance to simplify your workflows and reduce the need for extra software.
Admin Support
Ongoing user and data management, permission settings, and org cleanup to keep your system running smoothly.
Process Automation
We streamline repetitive tasks with Flows, approval processes, and automations that save your team time and reduce errors.
Object & Field Setup
Design and implement custom objects, fields, and page layouts tailored to your specific business needs.
System Optimization
We evaluate and fine-tune your Salesforce org to improve usability, performance, and user adoption.
Cleanup & Data
We declutter and optimize your org’s data by removing unused fields, fixing duplicates, and streamlining layouts.
Salesforce Training
Clear, customized documentation and user training to ensure your team knows how to use Salesforce with confidence.
Salesforce Support Designed for Real-World Teams
At Atlas Consulting, we take a practical approach to Salesforce. We don’t sell prepackaged solutions—we build tools that work for your team. Whether you need short-term admin help, custom automations, or long-term guidance, our focus is on making Salesforce simpler, more useful, and more connected to how your business actually operates.
No Monthly Minimums Required
Unlike most consultants, we don’t require a 20+ hour per month commitment. Whether you need help for an hour or ongoing support, we meet you where you are—with flexible pricing and no pressure.
Custom-Built for Your Business
We don’t believe in one-size-fits-all. Every automation, field, or report is tailored to how your business actually works. Salesforce can—and should—function like a system built just for you.
Empowering Your Team, Not Creating Dependency
We train your employees to confidently use and manage your Salesforce instance, so you’re not stuck relying on outside help. Our goal is to make you self-sufficient while still being available when needed.
Simple Guidance, No Jargon
We make Salesforce easier to understand by explaining what we’re doing, why it matters, and how your team can take it from there. You’ll always know what’s being built—and how it helps your bottom line.
One Platform, Not Ten Tools
Salesforce is a major investment—and we help you get the most out of it. We build tools inside Salesforce first, reducing the need for extra apps and bringing your team together on a single, unified system.
Certified. Experienced. Here When You Need Us.
Led by a Salesforce-certified professional with 6 credentials and a passion for empowering small teams.
Let’s simplify your system, empower your team, and maximize the value of your Salesforce investment. Reach out today to get started—on your terms.