CRM Projects

Our Salesforce Projects service offers expert assistance for scoped projects tailored to your needs. Whether you're starting fresh with Salesforce, integrating a new product, or revitalizing your current instance, we are here to guide you every step of the way.

Book Now

Project Types

Product Implementation

Ready to launch a new product, feature, or team? We specialize in smooth and efficient product implementation with a seamless transition. Our approach includes thorough planning, training, and support to integrate the new elements into your existing systems,

System Improvements

We assess and enhance your systems to ensure they’re aligned with your current needs. We identify areas for improvement, optimize workflows, and implement the necessary changes to keep your operations efficient and scalable.

Integrations & Apps

Looking to add an app or connect your systems? We’ve got you covered. At Refresh Agency, we help integrate new apps and connect your existing systems, ensuring smooth data flow and improved functionality.

Process Improvement

Streamline your business processes for greater efficiency. We identify bottlenecks and inefficiencies, then implement tailored solutions to simplify workflows, reduce costs, and save time. Let us help you optimize your operations and boost performance.

Benefits of Working With Us

When it comes to CRM projects, success depends on more than just technical expertise—it’s about aligning technology with your business strategy. At Refresh Agency, we deliver Salesforce projects that solve real challenges, improve efficiency, and drive measurable results.

Strategic Alignment – Every project is designed to support your business goals, not just system requirements
Process-Driven Approach – We map and improve workflows before building solutions
Data Integrity Focus – Clean, reliable data is prioritized in every project
User-Centered Design – Systems built for usability, adoption, and team performance
Measurable Outcomes – Projects delivered with clear KPIs and ROI in mind

Book Now