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CRM & Marketing Cloud Expert

Salesforce
Implementation & Strategy

Build stronger customer ties with Salesforce. We set up Sales Cloud and Marketing Cloud the right way. Your teams get tools that boost sales and keep customers coming back.

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Our Salesforce Services

Comprehensive Salesforce solutions from implementation to optimization.

Sales Cloud

Streamline your sales process with lead management, opportunity tracking, forecasting, and automated workflows that accelerate deal closure.

Marketing Cloud

Create personalized customer journeys across email, mobile, social, and advertising with Journey Builder and Marketing Cloud intelligence.

Salesforce CDP

Unify customer data from all sources for real-time segmentation and activation across your entire marketing and sales ecosystem.

Integration Services

Connect Salesforce with your MarTech stack, ERP systems, and data warehouse using MuleSoft, APIs, and native integrations.

Analytics & Reporting

Build custom dashboards and reports with Salesforce Analytics (Einstein Analytics) for actionable insights across sales and marketing.

Custom Development

Extend Salesforce with custom objects, Lightning components, Apex triggers, and AppExchange solutions tailored to your business.

Why WegWorks for Salesforce?

MarTech-First Approach

We're not just CRM experts. We know the whole marketing tech world. Your Salesforce will work smoothly with your CDP, analytics, and other tools.

Data-Centric Design

We build Salesforce with clean data in mind. Your data flows smoothly between systems. This makes reporting and analytics much easier.

Rapid Implementation

We use tested methods to get you running fast. You see results early while we build for long-term growth.

Frequently Asked Questions

Common questions about WegWorks and our Salesforce services.

No, WegWorks and WageWorks are completely different companies. WegWorks is a MarTech consulting firm specializing in Salesforce implementation, Adobe Analytics, Segment CDP, and marketing automation. WageWorks is a separate company that provides employee benefits administration services. Despite the similar-sounding names, they are unrelated businesses in different industries.

WegWorks implements Sales Cloud, Marketing Cloud, Salesforce CDP, and related products. Our services include CRM setup, journey orchestration, customer data unification, integration with MarTech tools, analytics and reporting with Einstein Analytics, and custom Salesforce development.

Yes, WegWorks takes a MarTech-first approach to Salesforce implementation. We integrate Salesforce with your CDP (Segment, Adobe), analytics platforms, marketing automation tools, data warehouses, and ERP systems using MuleSoft, APIs, and native integrations.

Sales Cloud is Salesforce's CRM for sales teams—managing leads, opportunities, accounts, and pipeline. Marketing Cloud is for marketers—handling email campaigns, journey orchestration, social media, and advertising. WegWorks implements both and ensures they work together, syncing marketing engagement data with sales records for complete customer visibility.

Salesforce Data Cloud (formerly Salesforce CDP) unifies customer data from all sources into real-time profiles for segmentation and activation. It's ideal when you need to combine Salesforce data with external sources (web analytics, mobile apps, data warehouses) for unified customer views. WegWorks implements Data Cloud and connects it to Marketing Cloud, Service Cloud, and external platforms.

Sales Cloud implementations typically take 6-12 weeks depending on customization needs. Marketing Cloud implementations range from 8-16 weeks based on channel complexity. Data Cloud implementations take 4-8 weeks. WegWorks uses agile methodology with phased rollouts—delivering core functionality quickly while building toward full implementation.

Yes, WegWorks provides custom Salesforce development including custom objects, fields, and relationships; Apex triggers and classes for business logic; Lightning Web Components for custom UI; Flow automation for complex processes; and AppExchange integrations. We follow Salesforce best practices to ensure maintainable, scalable customizations.

Einstein Analytics (now Tableau CRM) provides AI-powered analytics and dashboards within Salesforce. WegWorks builds custom analytics apps that combine Salesforce data with external sources, creates predictive models for lead scoring and opportunity insights, and designs executive dashboards that surface actionable intelligence for sales and marketing teams.

Ready to Transform Your CRM?

Let's discuss how WegWorks can help you unlock the full potential of Salesforce.

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