CRM Unity - CRM Unity LLC - AppExchange
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CRM Unity
  • Average rating of the solution or service based on AppExchange customer reviews Rating
  • Number of Salesforce-verified projects completed by the consultant Projects Completed 7
  • Number of people employed by the consultant who hold qualifying Salesforce certifications. To learn more about qualifying certifications, check the latest Salesforce Consulting Partner Program Policy. Certified Experts 1
CRM Unity
One of our open source solutions, the Enhanced Path LWCbuilt to create an excellent user experiences
Your CRM, actually working for your business.

CRM Unity delivers expert Salesforce implementations, integrations, and fractional support, built by architects who've automated millions in processes and shipped production solutions across the full Salesforce platform.

Highlights

  • Enterprise Depth, Boutique Attention
  • Architect-Led From Day One
  • Fixed Pricing, No Hourly Surprises


Description

CRM Unity is a boutique Salesforce consultancy led by a certified Application Architect with 10+ years of hands-on experience across Sales Cloud, Service Cloud, Financial Services Cloud, Experience Cloud, Field Service Lightning, Salesforce Scheduler, and Einstein Analytics.####We work with small and mid-sized businesses that need enterprise-quality Salesforce outcomes, but without the overhead of a large SI firm. Every engagement is led directly by a senior architect who scopes, builds, and delivers your solution from discovery through go-live. No account managers, no offshore handoffs, no surprises.####We offer two ways to engage:####For businesses with a defined project: a new implementation, a complex integration, a system overhaul, we deliver fixed-price, fixed-scope project work with a clear outcome and timeline. ####For businesses that need ongoing Salesforce expertise without the cost of a full-time hire, our fractional retainer model gives you a dedicated senior team every month at a fraction of what an in-house architect costs.

Geographic Focus

United States
Florida

Languages

English

About CRM Unity LLC CRM Unity delivers expert Salesforce implementations, integrations, and fractional support, built by architects who've automated millions in processes and shipped production solutions across the full Salesforce platform.####Tyler is a Salesforce Application Architect with 10+ years of hands-on enterprise experience across the financial services, home remodeling, and real estate investment industries. He currently leads Salesforce strategy for a real estate investment firm, bringing enterprise-grade architecture and automation to an organization that demands the sophistication of a large-scale operation without the overhead of one.####His background spans owning and evolving complex multi-cloud orgs from the ground up: designing solutions, writing the Apex, building the LWCs, managing the integrations, and running the project, often all at once. He's built self-scheduling experiences, automated invoicing pipelines, connected Salesforce to third-party platforms via APIs, and driven org-wide performance improvements across thousands of users. He brings the same level of care and technical rigor to every client engagement, regardless of size.