Salesforce Implementation & Consulting Services for Growing Businesses
Avion Technology is a Salesforce partner helping small and mid-sized businesses across
the United States plan, implement, customize, integrate, and support Salesforce — from
Sales Cloud and Marketing Cloud to Revenue Cloud, Agentforce, MuleSoft, and Tableau.
Trusted by growing businesses across manufacturing, distribution, healthcare, nonprofits, and professional services. As a Salesforce partner focused on SMBs, we help you get full value from the platform without enterprise-level cost or complexity.
Avion Technology delivers end-to-end Salesforce services
Beyond individual clouds, Avion Technology delivers end-to-end Salesforce services that take you from the first strategy session through go-live and into long-term support.
As your Salesforce partner, we help you implement Salesforce the right way — and stay with you at every stage.
Salesforce Consulting
Strategic guidance to evaluate which Salesforce clouds fit, and how to design the platform around your processes.
- Benefits: Avoid costly missteps, align Salesforce with real
- workflows, and reduce implementation risk.
- Ideal for: Businesses evaluating Salesforce or planning a future rollout.
- Expected outcome: A clear roadmap and solution design before any build begins.
Salesforce Implementation
Full setup and configuration of your chosen Salesforce clouds, matched to your
business processes.
- Benefits: Faster go-live, fewer disruptions, and a platform built around how you actually operate.
- Ideal for: Businesses adopting Salesforce for the first time or
- replacing an older CRM.
- Expected outcome: A fully configured, production-ready
- Salesforce org.
Salesforce Customization & Development
Custom objects, flows, Lightning components, and Apex development on top of standard Salesforce.
- Benefits: A platform tailored to your industry and processes, not a
- generic template.
- Ideal for: Businesses with unique workflows, approval processes, or
- specialized requirements.
- Expected outcome: Software that matches your business, not
- the other way around
Salesforce Integration
Configure, Price, Quote functionality that automates product configuration,pricing rules, discounting, and approvals.
- Benefits: Accurate, on-brand quotes generated in minutes, with guardrails that protect margins.
- Ideal for: Sales teams manually building quotes or wrestling with complex product and pricing rules. Expected outcome: Automated, approval-controlled quoting that shortens sales cycles.
Salesforce Migration
A purpose-built CRM for healthcare and life sciences, centered on patient/member relationships, care coordination, and compliance.
- Benefits: A unified view of the patient or member, coordinated care journeys, and stronger compliance controls.
- Ideal for: Providers, payers, and life sciences organizations managing patient or member engagement.
- Expected outcome: A compliant, patient-centered platform that connects care teams and back-office data.
Salesforce Managed Support
The Nonprofit Success Pack (NPSP) Salesforce’s foundation for donor
management, fundraising, and grants.
- Benefits: Unified donor and constituent records, streamlined fundraising, and stronger financial accountability.
- Ideal for: Nonprofits managing donors, grants, programs, and volunteers across disconnected tools.
- Expected outcome: A single platform for fundraising, donor
- engagement, and mission-focused reporting.
.
Salesforce Training & Adoption
Role-based training for your sales, marketing, service, and operations teams.
- Benefits: Faster adoption and fewer errors from underused or misunderstood features.
- Ideal for: Teams new to Salesforce or expanding to new clouds. Expected outcome:
- Confident users who work in the system correctly from day one.
Salesforce Licensing Assistance
Guidance on choosing the right editions, clouds, and license types for your size
and budget.
- Benefits: Avoid overpaying for unused licenses or under-licensing critical users.
- Ideal for: Businesses evaluating cost or planning to scale users and clouds.
- Expected outcome: A licensing structure that matches actual usage and budget.
Salesforce Optimization & Health Check
A structured review of an existing Salesforce org for data quality, automation, security, and adoption.
- Benefits: A cleaner, faster, more secure org and a prioritized list of
- improvements.
- Ideal for: Businesses with an existing org that has grown messy or underused.
- Expected outcome: A tuned org and a clear roadmap of high-impact fixes.
Salesforce AI & Agentforce Enablement
Configuring Salesforce AI features including Agentforce agents and Einstein capabilities grounded in your CRM and Data 360 data
- Benefits: Faster service and sales,
- reduced manual work, and smarter, data-grounded automation.
- Ideal for: Businesses ready
- to put trusted AI to work on real workflows.
- Expected outcome: Deployed AI features and agents that save time on repetitive tasks.
Our Salesforce Implementation Process
We follow a structured, transparent process so you always know what’s happening and
what’s next.
Phases
What it is
Discovery
We learn your current processes, pain points, and goals through stakeholder interviews and process review.
Solution Design
We map your requirements to the right Salesforce clouds and define scope, architecture, and roadmap.
Configuration
We configure objects, page layouts, automation, and core functionality to match your workflows.
Custom Development
We build any custom components, flows, or Apex
your business requires.
Integration
We connect Salesforce to your other systems via MuleSoft, APIs, and connectors.
Data Migration
We migrate and validate historical data from your legacy system or spreadsheets.
Testing & UAT
We test workflows with your team to confirm accuracy before go-live.
Training & Go-Live
We train your teams by role and support the cut over with hands-on monitoring.
Support & Optimization
We provide ongoing support and continuous
improvement as your business evolves.
Salesforce Products & Modules We Implement
Avion Technology implements, configures, and builds across the ServiceNow product suite. We adopt each module around your processes — and extend it with custom development where standard functionality falls short.
Agentforce
- What it is: Salesforce’s platform for building autonomous AI agents that handle service,sales, and internal tasks directly within your CRM data.
- Benefits: 24/7 automated support and sales assistance, faster resolutions, and reduced manual workload for your team.
- Ideal for: Businesses ready to deploy trusted AI agents grounded in their own customer data.
- Expected outcome: Working AI agents that resolve routine requests and hand off cleanly to humans when needed.
- Benefits: A reliable pipeline, accurate forecasting, and automated sales processes that keep reps selling instead of doing admin work.
MuleSoft
- What it is: Salesforce’s integration platform for connecting Salesforce to ERPs, databases,e-commerce, and other systems through reusable APIs.
- Benefits:Real-time data flowbetween systems, no duplicate entry, and a reusable integration foundation.
- Ideal for: Businesses with multiple systems that need to stay in sync with Salesforce.
- Expected outcome: Reliable, reusable integrations that keep every connected system accurate.
Tableau
- What it is: Salesforce’s analytics and business intelligence platform for interactive dashboards and data visualization.
- Benefits: Self-service, visual analytics across Salesforceand external data — no manual spreadsheet building.
- Ideal for: Leadership and operations teams that need deep, visual insight beyond standard reports.
- Expected outcome: Live, interactive dashboards that turn your data into decisions.
Salesforce Sales Cloud
- What it is: The core CRM for managing leads, accounts, contacts, opportunities, pipeline, and forecasting.
- Benefits: A reliable pipeline, accurate forecasting, and automated sales processes that keep reps selling instead of doing admin work.
- Ideal for: Any sales team without a single source of truth or a trustworthy forecast.
- Expected outcome: A configured Sales Cloud that reflects your sales process, with clean pipeline and forecast visibility.
Salesforce Marketing Cloud
- What it is: An enterprise marketing platform for email, mobile, social, advertising, and cross-channel customer journeys.
- Benefits: Personalized, automated campaigns at scale, with journeys triggered by real customer behavior.
- Ideal for: B2C and high-volume marketing teams running multi-channel campaigns.
- Expected outcome: Automated customer journeys connected to your CRM data and measurable against pipeline.
Salesforce Revenue Cloud
- What it is: A connected revenue lifecycle platform covering quoting, pricing, contracts, billing, and subscription management. (Now positioned as Revenue Cloud, incorporating and succeeding standalone CPQ.)
- Benefits: Faster, more accurate quote-to-cash, fewer pricing errors, and clean recurring revenue management.
- Ideal for: Businesses with complex pricing, subscriptions, renewals, or usage-based billing.
- Expected outcome: A streamlined quote-to-cash process from configuration through billing.
Salesforce CPQ Cloud
- What it is: Configure, Price, Quote functionality that automates product configuration, pricing rules, discounting, and approvals. (Salesforce CPQ is now delivered within Revenue Cloud; we support both existing CPQ orgs and Revenue Cloud transitions.)
- Benefits: Accurate, on-brand quotes generated in minutes, with guardrails that protect margins.
- Ideal for: Sales teams manually building quotes or wrestling with complex product and pricing rules.
- Expected outcome: Automated, approval-controlled quoting that shortens sales cycles.
Salesforce Health Cloud
- What it is: A purpose-built CRM for healthcare and life sciences, centered on patient/member relationships, care coordination, and compliance.
- Benefits: A unified view of the patient or member, coordinated care journeys, and stronger compliance controls.
- Ideal for: Providers, payers, and life sciences organizations managing patient or member engagement.
- Expected outcome: A compliant, patient-centered platform that connects care teams and back-office data.
Salesforce NPSP Cloud (Nonprofit)
- What it is: The Nonprofit Success Pack (NPSP) — Salesforce’s foundation for donor management, fundraising, and grants. (Now succeeded by Salesforce Nonprofit Cloudimplementations.) Benefits: Unified donor and constituent records, streamlined fundraising, and stronger financial accountability.
- Ideal for: Nonprofits managing donors, grants, programs, and volunteers across disconnected tools.
- Expected outcome: A single platform for fundraising, donor
- engagement, and mission-focused reporting.nd mission-focused reporting.
Pardot (Marketing Cloud Account Engagement)
- What it is: B2B marketing automation for lead generation, nurturing, scoring, and marketing-to-sales alignment. (Officially renamed Marketing Cloud Account Engagement; still widely known as Pardot.)
- Benefits: Automated lead nurturing, better-qualified leads for sales, and clear campaign ROI.
- Ideal for: B2B marketing teams focused on lead generation and pipeline contribution.
- Expected outcome: Automated nurture programs and scoring that hand sales-ready leads to your team.
Data 360 (Salesforce Data Cloud)
- What it is: Salesforce’s data platform that unifies customer data from every source into a single real-time profile powering CRM, marketing, and AI. (Current branding for what was Salesforace Data Cloud / Customer Data Platform.)
- Benefits: One unified customer profile, real-time segmentation, and a trusted data foundation for AI and Agentforce.
- Ideal for: Businesses with customer data scattered across many systems that want a single, activatable profile. Expected outcome: Unified, real-time customer data that powers personalization, analytics, and AI.
Why Avion Technology
19+
Years of Experience
1.9k+
Projects Completed
500+
Clients Satisfied
40+
Technology Experts
Beyond the individual clouds, Avion Technology delivers end-to-end Salesforce services that take you from first strategy session through go-live and long-term support.
Salesforce is flexible enough to support almost any industry, but it delivers the most value when configured around industry-specific workflows. Here’s how we typically apply it.
~ Salesforce
FAQs
Direct answer first, context after. Written for buyers in a hurry — which happens to be exactly what featured snippets and AI answers reward.
Salesforce is a cloud-based customer relationship management (CRM) platform that connects sales, marketing, service, commerce, analytics, and AI into one system, giving every team a shared view of the customer.
Yes. Avion Technology is a Salesforce partner that plans, implements, customizes, integrates, and supports Salesforce for small and mid-sized businesses.
We work across Sales Cloud, Marketing Cloud, Revenue Cloud, CPQ, Health Cloud, Nonprofit (NPSP/Nonprofit Cloud), Agentforce, MuleSoft, Tableau, Pardot, and Data 360.
Most SMB implementations take roughly 6 to 16 weeks, depending on the clouds involved, customization, integrations, and data migration scope.
Cost depends on the clouds, editions, and number of users you choose. Salesforce is priced per user, per month by edition, plus implementation and any add-on products.
Sales Cloud manages leads, opportunities, pipeline, and forecasting. Marketing Cloud runs email, mobile, and cross-channel marketing campaigns and customer journeys.
Pardot (now Marketing Cloud Account Engagement) is built for B2B lead nurturing and scoring, while Marketing Cloud is oriented toward high-volume B2C, multi-channel campaigns.
CPQ automates product configuration, pricing, and quoting. Revenue Cloud extends this into the full quote-to-cash lifecycle, and CPQ is now delivered as part of Revenue Cloud.
Agentforce is Salesforce’s platform for building autonomous AI agents that handle service, sales, and internal tasks using your CRM data, with human handoff when needed.
Data 360 unifies customer data from many sources into a single real-time profile that powers CRM, marketing, analytics, and AI features like Agentforce.
Phone
+1 (242) 299-8860Address
1600 McConnor Parkway,
Suite 125, Schaumburg, IL 60173
