Salesforce Development, Integration,
& Consulting Services

Deliver exceptional customer experiences by unlocking the full potential of your CRM and data. Our experts enable
you to make the most out of your Salesforce platform with custom development, implementations, and integrations.

Our Custom Salesforce Services

As a certified Salesforce Partner, we are focused on helping you make the most out of your Salesforce experience.

  • Service
    Custom Salesforce Development
    Custom Salesforce Development

    Imagine a Salesforce experience that perfectly aligns with your business needs. We leverage powerful technologies like Apex, Lightning Web Components, and Visualforce to automate complex tasks, design, intuitive interfaces to boost adoption and productivity, and create custom data visualizations for smarter decision-making.

  • Service
    Single & Multi-Cloud Implementations
    Single & Multi-Cloud Implementations

    KMS experts will guide you through a smooth and successful implementation and help you choose the right cloud solutions to fit your specific needs. We handle everything from data migration, automation, integrations, and user training. Our teams can also implement multiple clouds, connecting your data for a unified customer view.

  • Service
    Consulting and Managed Services
    Consulting and Managed Services

    We offer comprehensive support plans that go beyond basic administration, from security and customization to proactive risk identification to keep your Salesforce CRM running smoothly. Our battle-tested consultants tackle even the most challenging Salesforce situations to deliver success, even in complex project rescue scenarios.

  • Service
    Low-Code/No-Code Solutions
    Low-Code/No-Code Solutions

    Our team prioritizes a low-code/no-code approach for faster implementation and easier maintenance. Our highly skilled consultants leverage powerful tools like Flows & Journey Builder to build custom business logic, enhance the user interface, and create impactful customer journeys.

  • Service
    AppExchange (PDO) Development
    AppExchange (PDO) Development

    Turn Your Salesforce app idea into a marketplace leader! We help you build and launch high-impact AppExchange solutions that resonate with the Salesforce community. Our comprehensive suite of services include optimization, modernization, custom development, QA, and maintenance to result in a polished user experience.

  • Service
    Salesforce Integrations
    Salesforce Integrations

    Connect your CRM to the tools you rely on. We build robust and reliable integrations using industry-leading ETL tools like Mulesoft, Informatica, Jitterbit, and Talend. Leverage APIs from top providers—and when prebuilt APIs aren't available, our team builds custom bridges to seamlessly connect Salesforce with any external system.

Where Our Salesforce Experts Meet You

Whether you’re looking to adopt Salesforce, improve your existing implementation, or enhance the platform with customization, we’re here to help.

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Case #1

Move from a legacy system to Salesforce

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Case #2

Need low-code solutions for business users

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Case #3

Looking to customize our CRM based on business needs

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Case #4

Want a single source of truth for my data

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Case #5

Need to build a Salesforce app

Enhance Your CRM With AI + Data

Unlock the True Potential of
Your CRM with AI-Powered Insights.

Salesforce Expertise at a Global Scale

With our purpose-built Salesforce teams across North America, KMS Technology can support your business and CRM goals across a variety of specialized areas.

Project Managers

Developers & QA Analysts

Solution & Technical Architects

Data Migration Specialists

Salesforce Admins & Support Specialists

Einstein AI Experts

Business Analysts & Consultants

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Avg Client Savings with Salesforce Customizations

0M+

Customer Connections via Sales Cloud

0+

Successful Salesforce Implementations

0+

Years of Salesforce Client Innovation

Salesforce Success Stories

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is a premier turnkey exhibit solutions provider that offers the most comprehensive breadth of tradeshow exhibits and exhibit-related services on the internet today.

Challenge

The team needed to create a Salesforce-centric platform that leveraged modern technologies and a great user experience to increase website engagement. The platform required a scalable, robust framework to support exhibit inventory and increased web traffic.

Solution

KMS created a new website that tightly integrated with Salesforce. Every inventory listing and all user activity was synced with their CRM, allowing marketing and sales teams to engage with real-time data and respond to users in a timely manner.

30%
Increase in Sales Productivity
20%
Increase in Marketing Effectiveness
8
Technologies Integrated
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creates leaders in the accounting industry by providing high quality continuing education for Certified Public Accounts that is easy to access.

Challenge

CPAAcademy needed to scale their platform and ensure it was robust enough to support thousands of CPAs. Additionally, the organization lacked a marketing platform but wanted to readily access user data.

Solution

KMS integrated Salesforce with CPAAcademy's existing platform to support marketing efforts and support third-party tools. Our experts also refactored code and created new solutions to optimize the Heroku application.

35K+
CPAs Supported
800%
Increase in Sales
5+
Years of Partnership
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ADS brokers are firms that specialize in dental practice appraisals, brokerage and sales services to dental practitioners at every stage of their professional careers.

Challenge

ADS needed to centralize data and automate business processes effectively. The organization needed to integrate their platform with websites, email accounts, and other systems to improve data and reduce manual entry.

Solution

KMS created a private AppExchange solution for ADS to modernize their systems. We built custom integrations to keep listing data synced between Salesforce and external systems, resulting in increased data quality. Our teams created automatations for leads and accounts to help boost user productivity.

35%
Boost in Productivity
50%
Increase in Revenue Forecasting Accuracy
25%
Boost in Sales Revenue
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is a top U.S. accounting firm that was founded in 1941. Located in Los Angeles, Miller Kaplan provides audit, accounting, business management, and information security services, among others, to high-net-worth individuals,startups, and Fortune 500 companies.

Challenge

Miller Kaplan was on a legacy platform that was failing, resulting in poor data quality and integrity. They also needed a partner who would come rescue their current implementation project quickly. The firm needed to integrate Salesforce with a new ERP system to be rolled out in between tax seasons.

Solution

KMS was able to quickly provide an implementation team that could help with data migrations and modernizing their legacy systems. KMS helped implement Sales Cloud to enhance functionality and boost data visibility.

20%
Improvement on Data Integrity
25%
Increase in Sales
35%
Boost in Productivity
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KMS as Your Trusted Salesforce Development Partner

Our CRM Standards Are High. Yours Should Be Too.

Discover what sets KMS apart as your trusted Salesforce development & consulting partner.

Low-Code, No-Code Approach

KMS experts can build low-code / no-code automation within your Salesforce platform that businesses can replicate and modify with ease—without the use of a developer.

It’s Not One-Size-Fits-All

We understand every business use case is unique and want your Salesforce platform to scale as you grow. Our experts customize your CRM to align with your overall goals and needs.

The AI-Powered Mindset

Our teams carry deep-rooted knowledge on data management and AI to help optimize your CRM. We’ll take an AI-powered approach to help you unlock data-driven insights and automate repetitive tasks.

Collaborative, Scalable Teams

With US timezone alignment and continuous communication, your project will stay on track. Our teams can scale quickly to meet your timelines and deliver premium business results.

Client Enablement is Key

We’re obsessed with client success. We offer comprehensive end-user and admin training to enable our customers to effectively utilize their CRM properly and achieve the highest ROI possible.

Our Strategic Partners & Technologies

Salesforce Tools

KMS Blogs and Resources

Colt Steingraber • 4 Jun 2024

GTM Faster with Fintech Software...

In FinTech, the ability to swiftly develop and deploy software solutions is not just...

Colt Steingraber • 4 Jun 2024

Automotive Software Engineering: In-House vs....

Software engineering has become a cornerstone of innovation and competitive advantage in the automotive...

Colt Steingraber • 4 Jun 2024

Data Integrity Best Practices &...

Data integrity is essential for ensuring data accuracy, consistency, and reliability throughout its lifecycle....

Anh Minh • 29 May 2024

Salesforce Connections 2024 Recap

Salesforce Connections 2024 (#CNX24) has come and gone, but the energy and excitement it...

Anh Minh • 20 May 2024

Software company spearheads industry trends,...

KMS Technology, a leading software services provider in healthcare, digital finance, and enterprise software,...

Addie Lawrence • 8 May 2024

Impacting EBITDA: Testing is a...

The KMS team was excited to join the Software Development Times podcast, What the...

Rev Partners • 24 Apr 2024

What’s Trending in Automotive Software...

The automotive industry is at a pivotal crossroads, driven by rapid advancements in software...

Rev Partners • 24 Apr 2024

5 Emerging Technology Trends in...

FinTech, or financial technology, is reshaping everything from banking and investments to insurance and...

Anh Minh • 1 Apr 2024

Recap of KMS Technology's Salesforce...

At KMS Technology’s recent webinar on unleashing data harmony and integrity innovations with Salesforce,...

KMS Goes Beyond Salesforce Services

  • Service
    AI / ML
    AI / ML

    KMS’s engineers can identify gaps and advise potential opportunities to implement artificial intelligence. We can work with your existing datasets or develop new, synthetic data to create powerful machine learning models.

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    Data Analytics
    Data Analytics

    Existing data is not always in the format you need it or want it to be in. Your data management team will learn from your existing data and then identify ways to optimize your data sets to meet your business needs.

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    Platform Modernization
    Platform Modernization

    By modernizing your legacy systems, you can improve platform efficiency and meet consumer needs with functioning software.

  • Service
    Mobile Application Development
    Mobile Application Development

    Our mobile engineers are ready to build your cross-platform solution. We focus on quality and test on real devices to deliver custom mobile apps.

Experience a 360 View
of Your Customer Data.

KMS helps you have a comprehensive view across all stages in the customer journey.

Custom Salesforce Development FAQs

Whether your business requirements include complex automation, a custom user interface, or enhanced reports, we can build it for you.

Our team can:

    • Automate complex business processes such as lead management, opportunity management, and customer service
    • Build customized user interfaces that are tailored to your business’s specific needs
    • Create advanced reporting and analytics
    • Manage and analyze large amounts of data
    • Improve the quality, reliability, and maintainability of your Salesforce instance

Our team can:

-Guide your custom Salesforce implementation to meet your business goals with a proven project management strategy
-Engage and train end-users to ensure adoption
-Migrate accurate and complete data from legacy systems like Microsoft, Zoho, ACT! and more. We welcome large and complex data migrations, leveraging existing tools and custom solutions to get the job done!
-Integrate with other systems, aligning with and improving upon your organization’s business processes
-Manage and support your implementation

Our Salesforce integration consultants and developers have years of experience building reliable, robust integrations with various APIs and ETL Tools, including Mulesoft, Informatica, Jitterbit, Apex Data Loader, Skyvia, Talend Studio and more.

Yes, we can help build and iterate on a roadmap for longterm success for your AppExchange software. We can also guide you through the ins-and-outs of the Salesforce ecosystem, AppExchange, and Salesforce partners. Our teams can perform testing, quality assurance, and ongoing maintenance
and help you modernize your software platform or integrate new Salesforce technologies.

We leverage Heroku Enterprise, Heroku Connect, Ruby on Rails, and more to help build web and mobile apps that are highly integrated with Salesforce data. KMS can help your business create a seamless customer experience with personalized, engaging apps and allow you to interact with customers in real time based on their in-app actions.

A few APIs we’ve worked with include: QuickBooks, Google APIs, Social Media APIs (ex. Facebook), Amazon S3, and more. We can build custom APIs for custom applications and help support/create custom two-way synchronizations.