Salesforce
Salesforce implemented and then wired into your ERP, so reps see live inventory and pricing and finance sees the order the moment a deal closes.
Salesforce That Reaches Past the Sales Team
A Salesforce org working well for sales and failing everywhere else is the common outcome, and the cause is almost always the boundary with the back office. We implement and tune Salesforce for the whole quote-to-cash path: opportunity and pipeline structure, product and price book design, quoting against live ERP data, and the automated handoff that turns a closed-won deal into a real sales order. Salesforce fits operations that need deep customization and reporting, and it integrates cleanly with SAP and S/4HANA through SAP-native tooling. We build that path and keep it running.
Pipeline Built for Your Sales Motion
Objects, fields, stages, and forecasting configured around how your team actually sells, not a template that forces them to change how they work.
Quoting Against Live ERP Data
Product catalog, pricing, and available-to-promise inventory pulled from ERP so a rep quotes what you can actually ship, at the right price.
A Closed Deal That Becomes an Order
Closed-won automation creates the ERP sales order, and delivery, shipment, and AR balance flow back to the opportunity with alerting when a sync fails.
Everything in Your Salesforce Engagement
Implementation, customization, and ERP integration delivered by one team, so the CRM and the data flow behind it are designed together.
- Requirements workshops and org assessment
- Object, field, and page layout configuration
- Opportunity stages, forecasting, and sales process setup
- Product, price book, and quote configuration
- Custom Apex, Lightning components, and Flow automation where needed
- Data migration from your existing CRM with deduplication
- Profiles, permission sets, and role hierarchy design
- Live pricing and available-to-promise inventory from ERP
- Bidirectional sync of accounts, contacts, and business partners
- Closed-won automation that creates the ERP sales order
- Delivery, shipment, and AR balance status returned to Salesforce
- Error alerting, retry logic, and monitoring dashboards
What Clients Say on Google
Published reviews from our Google Business Profile, quoted as written.
When our system went down late on a Friday, James Darroch and his team at SorceTek Technology Group stepped up in a way you don't see often. I reached out expecting to hear back the following week. Instead, James called from the golf course (literally) and had his team with Tyler and Christian Laney working on the issue straight away... If you're looking for an IT partner who takes ownership and actually shows up when it matters, I highly recommend SorceTek Technology Group.
The SorceTek Group provides exceptional service. Tyler and his team go above and beyond, with such personable, yet professional service, quick response times and positive attitudes. He is able to resolve issues timely...
Tyler and his team at SorceTek have been fantastic. I have known Tyler through previous business acquaintances for several years. Myself and my team wish that we would have chosen SorceTek several years ago. With their knowledge and...
He has patiently and diligently worked with all of our staff to ensure their upgrades and security is up to date and continues that way.
How We Deliver Salesforce
Discovery
Map your sales process, the objects and data that matter, and the boundary with ERP. The output is a written design, not a configuration started on a hunch.
Configuration
Objects, pipeline, products, and permissions built against that design, with Flow automation handling the routine steps your team should not be doing by hand.
Customization
Apex and Lightning components used only where standard Salesforce falls short, kept lean so future releases and updates do not break them.
ERP Integration
Salesforce connected to SAP, NetSuite, or Odoo through the right middleware, with master-data ownership, conflict rules, and monitoring in place.
Testing & Migration
Your existing CRM data migrated with deduplication, then unit, integration, and user acceptance testing before anyone relies on the new org.
Managed Support
After go-live we handle configuration changes, user issues, and integration monitoring, so the org keeps pace with the business.
Want this scoped against your environment?
A free assessment maps what you already run, flags the gaps, and comes back with a written plan and a fixed monthly figure where the work is managed.
Common Questions About Salesforce
Can you integrate Salesforce with SAP?
Should we use a native connector or middleware?
Can you fix our existing Salesforce org?
How long does a Salesforce implementation take?
Do you support Salesforce after go-live?
Related Services
CRM Services
The full CRM practice: Salesforce, HubSpot, Dynamics, and GoHighLevel.
Learn more → Professional ServicesHubSpot
HubSpot implementation and ERP integration for pipeline and order data.
Learn more → Professional ServicesERP Services
The ERP side of the integration: SAP, NetSuite, and Odoo.
Learn more →Let's Connect Salesforce to Your Back Office
Start with a free assessment of your Salesforce org and ERP systems. We come back with an integration blueprint and a fixed-price roadmap before any development begins.
No obligation. Response within 4 business hours.
Salesforce Across Texas
We deliver salesforce across Texas from our Frisco office. Pick your city for the local detail: districts covered, county, and how on-site support works there.