Salesforce Optimization Service

Learn more about how SolomonEdwards can transform your organization through the use of the Salesforce platform

Salesforce Optimization Service

Are you struggling with your Salesforce architecture?

We engage with business executives (CXOs) to transform their organizations digitally with the platform. We focus on delivering scalable and outcome-oriented solutions for business.


Our People

Our dedicated, onshore team is a mix of management consultants, architects, developers and analysts. We bring decades of Big 6, industry and technology experience to solve our clients’ challenges and take advantage of their market opportunities.


Are SolomonEdwards’ Salesforce Optimization Services the right fit for you?

Whether you’re brand new to Salesforce or need assistance enhancing and expanding your current Salesforce processes, we can help.

Here are common challenges our clients face:

  • Significant manual processes
  • Use of multiple systems
  • Aren’t sure whether Salesforce is being used optimally
  • Have Salesforce but aren’t clear on how it can help
  • Poor Salesforce adoption
  • Inconsistent Salesforce usage across multiple business units
  • Data quality issues
  • Integration issues or lack thereof

Depending on the current or chosen Core Cloud, we offer functionally specific capabilities, add-on products, and relevant analytics:

Our Core Salesforce Clouds

App Cloud

Community Cloud

Financial Services Cloud

Health Cloud

Marketing Cloud

Marketing Cloud Migration


Sales Cloud

We provide two offerings for organizations to work with us:


Option 1 | Our Project Approach

Key Components

  1. Identify a new feature/process to implement (e.g., case management).
  2. Kickoff design phase to determine scope and define business requirements.
  3. Finalize needed resources.
  4. Implement and deliver on a set timeline.

Key Principles

Transparency | Direct Communication | Collaboration | Responsiveness | Empowerment

Option 2 | Our Managed Service Process

Key Components

  1. Assess the platform, understand business goals and competing efforts, establish priorities
  2. Leverage initial enhancements and Sprint schedule set in the platform assessment phase.
  3. Follow the managed service process flow for ongoing requests, solutions, execution, etc.
  4. Mix of resources depending on requests.
  5. Access to solution architect (as needed).

What Our Clients Say

They are fully vested in the client’s success. It’s tremendous valuable to be able to lean on someone externally to meet your goals.

- SVP Portfolio Management, Healthcare Company

They treat you as though you are the only client. They provide a personal, high touch, VIP white glove experience.

- COO, Healthcare Company

SolomonEdwards epitomizes the true meaning of partnership–getting to know your business at a level like no other. With their expertise, we successfully completed a massive and business critical project. If you are considering a Salesforce partner, look no further than SolomonEdwards!

- Director of IT, Financial Services Company

They are an extension of us, not a 3rd party…they are truly part of the team and understand the dynamics within the organization.

- CIO, Healthcare Company

Single best outsourcing experience I’ve ever enjoyed.

- General Manager, Americas Financial Services

SolomonEdwards is a great firm. They were a key partner for us at a critical time. Highest quality!

- Chairman & Co-founder, Healthcare Industry

We get more value than usual–they care about their work and the client–they go the extra mile.

- SVP Strategic Programs, Financial Services

Meet Our Experts

Contact our service leaders for more information.

Grant Moyer

Practice Director, SOS

Joel Liller

Senior Manager

How we've helped others

Healthcare Company

4x topline growth/25x bottom-line growth

In order to accomplish medical claims repricing for self-insured companies, SolomonEdwards helped a healthcare company build a fully automated system to manage the processing of facility and physician claims for Third Party Administrators' servicing of self-insured companies. SolomonEdwards accomplished a full business process design and prototyping of the system by utilizing a phased approach to building initial platform in five months followed by iterative projects after in 2-3-month deployment windows. While the firm built their team, SolomonEdwards provided full support of their Salesforce function and helped hire their entire IT team. This resulted in an increase from 25k claims per year to 25k claims per month without any additional processing headcount.

Global Financial Services Firm

Aligned the 80% of standard processes into common SFDC configuration

A global financial services organization with multiple regions and business units had three separate instances of SFDC with similar but unique data and processes. These separate platforms had no vision for Customer 360 view or automated processes. SolomonEdwards conducted a platform assessment and created a roadmap for success by consolidating three instances to one global instance of Salesforce, aligning 80% of standard processes into one common SFDC configuration. This allowed for region/BU specific requirements driven by regulation and compliance. After implementation, SolomonEdwards engaged in managed service process to improve intake and ongoing design.

Commercial Finance Company

Portal to Support Small Business Loans

This company needed an easy way for customers to apply for loans online and capture COIs, all with a commercial grade UI. It also need to be multi-lingual and multi-currency all while providing a single, holistic view of the opportunity pipeline. SolomonEdwards employed our phased approach building specific loan product solutions based on priority, 2-3-week sprints with playbacks/tweaking, UAT/training and deployment. Our solution involved process engineering and gap analysis and technical architecture assessment, which resulted in a migration from Navatar to Salesforce Sales Cloud.