SP Tech | Salesforce Consulting, Development, Integration & Support Services

SP Tech has been the right choice for our Salesforce Health Cloud implementation. Their team brought deep healthcare expertise and delivered a solution that streamlined patient intake, scheduling, and care coordination workflows. They are consultative, responsive, and focused on driving real outcomes. We highly recommend them to any provider looking to implement or optimize Health Cloud.

We have partnered with SP Tech for over 2.5 years, and they have consistently proven to be a reliable and knowledgeable Salesforce partner. Their expertise across Sales Cloud, Service Cloud, and Marketing Cloud Account Engagement has helped us improve our sales, service, and marketing operations within the unique Oil and Gas industry. The team is responsive, collaborative, and easy to work with. We highly recommend SP Tech to organizations looking for experienced Salesforce experts.

SP Tech delivered an exceptional Salesforce implementation for our Retail Banking division using Financial Services Cloud, along with seamless MuleSoft integrations across our core banking and third-party systems. Their deep understanding of retail banking operations—customer onboarding, loan lifecycle management, compliance workflows, and 360° customer visibility—was evident throughout the engagement. The team designed a scalable, secure architecture that not only streamlined advisor workflows but also significantly improved data transparency and cross-channel customer engagement. Their MuleSoft expertise ensured reliable, real-time integrations with our core systems, eliminating manual touchpoints and enhancing operational efficiency. SP Tech’s domain expertise in retail banking combined with strong Salesforce and integration capabilities makes them a trusted transformation partner for financial institutions looking to modernize their technology landscape.

We had a great experience working with the SP Tech team on our Revenue Cloud implementation. Their deep understanding of Salesforce CPQ, billing, and revenue processes helped us streamline our entire quote-to-cash journey. The team was highly professional, responsive, and proactive throughout the project. They took time to understand our business needs and delivered a scalable, well-structured solution that has significantly improved our sales and revenue operations. Highly recommend SP Tech to any organization looking for a reliable and experienced Salesforce Revenue Cloud partner.

SP Tech Team has been an invaluable partner in designing and developing our new healthcare product. Their deep understanding of Salesforce Health Cloud was evident from day one. They didn't just build features, they architected a scalable, secure system tailored specifically to our clinical workflows. Their ability to translate complex practice requirements into a seamless user experience was impressive. If you need a team that truly understands the intersection of healthcare and Salesforce, look no further.

Exceptional Salesforce Support and Clear Communication

We have contracted SP Tech to do Salesforce upgrades on several occasions. Their advisors never fail to learn what we are trying to achieve and express themselves effectively. The team further offers knowledge transfer upon delivery hence our admins can easily sustain the changes. Superb experience in general

Seamless Implementation of a Custom Approval Process

We required a trusted partner in order to deploy a bespoke approval procedure. The solution provided by SP Tech was well organized and it fitted perfectly in our workflow. They described each process and even showed brief training videos to our employees. Their process was very clear and thus transitioning was easy.

Reliable Salesforce Customization for Sales and Support Teams.

SP Tech created a clean and efficient Salesforce experience in the case of our sales team and support team. They made their customizations without complicating it and provided us with documentation afterward. The Start-up schedule was one week behind schedule because of testing and the additional time was worth the reliability.

Automating Lead Assignment and Scoring for Efficient Sales Operations

We used SP Tech to automate the process of assigning leads and scoring in Salesforce. Their reasoning made us work on the best opportunities and saved hours per week. One refinement was necessary to ease our rules, and our automation is running flawlessly.

Transforming Decision-Making with Real-Time, Strategic Dashboards from SP Tech

Our company had the problem of disjointed information and low-level dashboards. SP Tech created specific reports and dashboards that provided our senior management with real-time data. The layout and accuracy of such dashboards has transformed our decision making process. I do like their strategic thinking.