CRM Infusion | Salesforce Consulting & Managed Services

Great Experience

CRM Infusion helped us with a CRM migration from one crm platform to another. They asked great questions to understand our situation and goals. They were very responsive and went above and beyond to help us feel taken care of during the transition. Many thanks to Kerry, Patrick and CRM Infusion

Scheduling Efficiency Masterclass

We had the opportunity to work with CRM Infusion on development for our Salesforce Field Service application, and the results made a meaningful impact on our operations. Their team built several custom tools that significantly reduced the manual work required by our scheduling agents. These efficiencies allowed us to continue growing our operation without needing to hire additional staff, which created immediate operational value. One of the most impressive solutions they delivered addressed a complex challenge for our business: ensuring technicians could consistently take lunch breaks. Because we operate across multiple markets and time zones, creating a scheduling solution that respected technician availability while maintaining appointment coverage was not easy. CRM Infusion designed an automated system that successfully balanced these competing needs. They also automated many of our daily customer communications. Appointment reminders and other notifications now go out automatically, saving our team time while improving our appointment success rate by ensuring customers are reminded ahead of their scheduled service. Throughout the project, their team made collaboration a priority. They welcomed our hands-on input during development to ensure the final product matched our operational needs and vision, while also keeping us well informed about timelines and progress. Overall, working with CRM Infusion was a very positive experience. Their technical expertise and collaborative approach helped us build a much more efficient scheduling system.

Exceptional Salesforce Expertise and a Great Partner to Work With

I had a great experience working with CRM Infusion on several questions and improvement projects in Salesforce. They consistently approached every request, big or small, with a positive, willing attitude and was always ready to help, no matter how complex the task. Their knowledge of Salesforce is impressive, and what I appreciated most was that they didn’t just complete the work, they took the time to explain how things worked. That extra effort helped me better understand the system and allowed me to provide more effective training to my team. I’m especially grateful for the time they put into building complex flows that allowed our processes to function how we needed them to. Whether it was a small tweak or a larger implementation, they were always responsive, thoughtful, and focused on delivering the best solution. Overall, CRM Infusion was a pleasure to work with, and I would highly recommend them to anyone needing Salesforce support or improvements!

Reliable, Knowledgeable, and Great to Work With

CRM Infusion has been great to work with. They’ve completed several admin and development projects for us and have consistently been prompt, knowledgeable, and efficient. They also provide helpful insight and alternative solutions when needed. Highly recommend them to anyone looking for a reliable Salesforce partner.

Creative and Scalable Solution for a Complex Requirement

I worked with Kerry on improving our field service implementation. There was a specific project addressing a legal compliance requirement our scheduling team was facing related to automatically scheduling lunch breaks for our field team. The challenge was extremely complex, involving multiple time zones, varying scheduling expectations, and several operational constraints that needed to be carefully balanced. Kerry approached the problem with a thoughtful and open-minded mindset, taking the time to understand both the technical and operational requirements before designing a solution. He ultimately delivered a very elegant architecture that leveraged Salesforce Flows, Platform Events, and other advanced capabilities to orchestrate the scheduling logic in a scalable and maintainable way. What impressed me most was Kerry’s ability to break down a complicated problem and translate it into a clean technical solution while still keeping the end-user experience and operational realities in mind. He was collaborative throughout the process and consistently focused on finding the best possible outcome for the business. We loved the end results of the project.

Kerry and team are experts

Kerry is an exceptional Salesforce consultant who consistently demonstrates the ability to translate complex customer needs and requests into practical technical solutions that truly move the needle. He has a rare talent for bridging the gap between business objectives and technical execution, ensuring that every solution not only works from a systems perspective but also delivers measurable value to the organization. Kerry led two cross-functional process improvement initiatives focused on enhancing the customer onboarding experience. He brought together stakeholders from multiple departments, quickly assessed the root challenges within the existing processes, and developed thoughtful, scalable solutions. What stood out most was his ability to accurately diagnose the situation and then successfully implement improvements that produced meaningful results for the company. Kerry maintains the perfect balance between deep technical Salesforce expertise and a strong business mindset. He understands that technology is most valuable when it supports real operational outcomes, and he consistently designs solutions with that perspective in mind. Any organization looking for a Salesforce consultant who can combine technical excellence with practical business impact would greatly benefit from working with Kerry. I'll use him again!