Salesforce Consulting, Support & Integration Services

Salesforce and HubSpot are powerful CRM platforms, but even strong systems can become messy over time. Automation breaks, data becomes unreliable, reporting becomes inconsistent, and integrations stop syncing as expected.

Dynamic Specialties Group (DSG) is a lean, senior-led team delivering Salesforce consulting, Salesforce support, Salesforce integration, and Salesforce managed services for organizations that need their CRM to scale cleanly.

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Salesforce Managed Services

DSG’s Salesforce managed services provide ongoing CRM administration, enhancements, and strategic guidance on a consistent monthly cadence. Instead of waiting for break-fix emergencies, we proactively maintain and optimize your Salesforce and HubSpot environments so they stay stable, secure, and aligned with your organization's operations.

Salesforce managed services may include:

Salesforce and HubSpot Administration

Ongoing platform management to keep your CRM clean, optimized, and running smoothly.

Workflow and Automation Improvements

Streamlining processes to reduce manual work and improve efficiency across teams.

Data Hygiene and Cleanup

Identifying, correcting, and preventing inaccurate or duplicate CRM data.

Reporting and Dashboard Enhancements

Building clearer, more actionable reports to help you track performance and make decisions faster.

Security and Access Management

Ensuring the right users have the right access while protecting sensitive data.

Salesforce Release Management

(And Sandbox Testing)

Your team never has to go it alone. We provide hands-on training, platform guidance, and ongoing support to help you get the most out of your CRM.

Salesforce Projects

For larger initiatives or fixed-scope outcomes, DSG delivers structured Salesforce project engagements led by senior architects and developers. These projects are separate from ongoing managed services, allowing us to dedicate the planning and execution needed to meet your timeline and goals.

Common Salesforce project work includes:

  • New CRM implementations (Salesforce or HubSpot)

  • Salesforce rescue and org revitalization

  • Data migration and cleanup projects

  • Reporting rebuilds and KPI dashboard development

  • HubSpot marketing automation builds

  • Experience Cloud portals and custom development

Each project includes discovery, solution design, iterative development, quality assurance, and user enablement to ensure adoption after launch.

 

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Salesforce Consulting

DSG provides strategic Salesforce consulting for organizations that need CRM guidance, architecture planning, and expert decision-making. We support clients who want to get more value out of Salesforce but need a clear roadmap, cleaner processes, and better governance.

Our consulting approach focuses on practical outcomes like reducing manual work, improving forecasting accuracy, strengthening reporting, and aligning CRM workflows across teams.

Whether you need help scoping a new implementation or fixing an existing environment, DSG provides the insight and technical leadership to move your CRM forward with confidence.

Salesforce Integration and CRM Integration

Disconnected systems create reporting gaps, duplicate work, and inconsistent customer data. DSG builds reliable Salesforce integration and CRM integration solutions that ensure Salesforce, HubSpot, and third-party systems share accurate information.

CRM integration work may include:

Salesforce–HubSpot Integration

Seamless data flow between platforms to align marketing and sales activity.

ERP and Finance System Integration

Connecting CRM data with financial systems for accurate forecasting and reporting.

API and Middleware Integration Development

Custom integrations that securely connect your tools and automate data exchange.

Data Mapping and Sync Governance

Clear data rules and field mapping to ensure consistency across systems.

Error Handling and Monitoring Improvements

Error handling and monitoring improvements

Integration Documentation and Process Support

Clear documentation and standardized processes to keep integrations maintainable and scalable.

Salesforce Automation

DSG builds and improves Salesforce automation to streamline workflows, reduce manual effort, and prevent process breakdowns. We refine Salesforce Flows, routing rules, approval logic, and automation structures so your CRM supports your team instead of slowing them down.

We also support HubSpot workflow automation to strengthen alignment between marketing and sales processes.

The goal is simple: automation that improves efficiency today and stays maintainable as your organization grows.

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Salesforce DevOps

Reliable CRM environments require controlled change management. DSG provides Salesforce DevOps support to help organizations improve deployment discipline, reduce risk, and ensure changes are tested before production.

Salesforce DevOps support may include:

  • Sandbox testing and release planning
  • Version control and deployment governance
  • CI/CD setup and improvement
  • Org monitoring and technical health checks

This is especially valuable for teams managing frequent enhancements, multiple admins, or complex automation.

Salesforce Optimization

When Salesforce becomes bloated, unreliable, or difficult to maintain, organizations lose trust in reporting and struggle with adoption. DSG provides Salesforce optimization services to clean up technical debt and restore stability.

Optimization efforts often include automation refactoring, field cleanup, reporting rebuilds, security improvements, and system performance tuning.

The result is a CRM environment that is easier to manage and use, and positioned for long-term scalability.

 

Salesforce Training & Salesforce Onboarding

A Salesforce implementation is only successful if teams actually adopt it. DSG provides structured Salesforce training and Salesforce onboarding so users understand how to work inside the system confidently.

Enablement may include live workshops, onboarding documentation, admin training, and post-launch support to reduce friction and accelerate adoption.

If your CRM is technically functional but adoption is low, training and onboarding are often the missing piece.

Project Success with Our Managed CRM Services

If your CRM feels messy, underused, or overcomplicated, we’ll help you clean it up, power it up, and keep it running smoothly.

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Salesforce & HubSpot Services FAQs

Getting Started & How It All Works

Easy! Schedule a consultation call with us. We'll use that time to learn more about your project and specific needs.

On-boarding with us is like moving into a new house, but with less dust and fewer lost socks.

Here’s what goes down:

  1. Introductions—you’ll meet your project manager
  2. Kickoff call—meet the team, set expectations, and share goals
  3. Access setup & discovery—you hand us the keys (securely), review the project scope, and complete a “prep-checklist.”
  4. Quick-win identification—we find the easy wins and fast fixes
  5. On-boarding and backlog creation—everything you want, everything you need, everything your last admin didn’t get to
  6. 30-day plan—so you know exactly what to expect

By week four, you’ll wonder how you ever survived without us.

We run a monthly Release Update & Health Check to ensure your org stays secure, stable, and fast. Salesforce updates can be helpful, or quietly catastrophic. We make sure they behave.

We monitor:

  • Breaking changes
  • Security vulnerabilities
  • Performance slowdowns
  • New features you might be missing

And we’re proactive, meaning we’ll fix things before they become problems. Your team keeps working without surprise downtime.

What's Included (and What Isn't)

Think of it as your all-in-one, “we’ve-got-you” support system:

  • Weekly sync meetings
  • Bug fixes
  • Routine maintenance
  • Feature updates (within your plan’s scope)
  • Help desk options via portal, email, or weekly meeting

If something big pops up—like a complete new product implementation or a custom-coded masterpiece—we’ll scope it as a separate project so your monthly rate stays predictable.

A few things live outside the monthly scope, such as:

  • Large-scale implementations (CPQ, FSC, Marketing Cloud, etc.)
  • Complex custom Apex development
  • Major data migrations
  • Net-new third-party integrations
  • Multi-month strategic overhauls

If one of these shows up, we’ll give you a heads-up and propose a project before lifting a single finger.

If it’s everyday maintenance, enhancements, support, or config, it’s part of your monthly plan.

If it’s multi-week or requires advanced specialization, it becomes a project—no surprises.

Examples of “project territory”:

  • Implementing a whole new Salesforce module
  • Migrating tens of thousands of records
  • Custom development requiring testing cycles
  • Integrating with external systems

We’ll always clarify which bucket your request falls into.

DevOps, Tools, and How We Work Behind the Scenes

DevOps is what keeps your Salesforce changes safe, fast, and drama-free. We use Copado Essentials Plus to handle deployments, backups, version control, and testing—so updates don’t break your org or your team’s spirit.

Without DevOps:

  • Data gets overwritten
  • Features break
  • Risks multiply
  • Your admin spends hours fixing things that should've just worked

With DSG’s DevOps:

  • Deployments are safer
  • Releases are faster
  • Mistakes get caught early
  • Your org stays healthy

It’s basically insurance for your Salesforce, except fun.

We use:

  • Copado + GitHub for DevOps
  • Visual Studio Code for development
  • Secure cloud storage for backups (when needed)
  • Asana for project management
  • Figma for process documentation & mockups

Tools we’re proud of—processes we trust.

If it’s everyday maintenance, enhancements, support, or config, it’s part of your monthly plan.

If it’s multi-week or requires advanced specialization, it becomes a project—no surprises.

Examples of “project territory”:

  • Implementing a whole new Salesforce module
  • Migrating tens of thousands of records
  • Custom development requiring testing cycles
  • Integrating with external systems

We’ll always clarify which bucket your request falls into.