Salesforce consulting that tackles anything. Meet us at the cove.

Who We Are

Pond Cove CRM is Salesforce consulting that brings the power of real on-the-ground experience. Since 2012, Pond Cove CRM, has helped companies get value from their Salesforce orgs. Most recently building AI Agents and Integration workflows utilizing n8n.

From small shops with a few users to multibillion dollar thousand-user firms, even some history-making and ground-breaking development projects, Pond Cove CRM has been the leader in Salesforce excellence.

What sets us apart is the work our security-cleared professionals have done for the military and federal agencies.

Experience in a vast array of industries and approaches makes any challenge possible. You're unique, your challenges are unique and ever changing. Whether you need a complete overhaul or simply an added arm that plugs into your existing Salesforce team, we're here to serve you.

Common Challenges: Do you experience any?

  • User Adoption & Change Management – Struggling to get employees to fully adopt Salesforce, often due to poor training, resistance to change, or a lack of understanding of its benefits.

  • Migrating to Flows & Automation Challenges – With Salesforce pushing for a shift from Workflow Rules and Process Builder to Flow, lacking the expertise or resources to execute these migrations efficiently.

  • Data Quality & Management – Poor data hygiene, duplicate records, and incomplete information can make reporting and automation ineffective.

  • Customization vs. Out-of-the-Box Features – Struggling with knowing when to use standard Salesforce functionality versus custom development, which can lead to over-engineered solutions or technical debt.

  • Technical Expertise & Resource Constraints – Lacking in-house expertise to optimize Salesforce, leading to inefficient implementations.

  • Integration with Other Systems – Connecting Salesforce with ERP or legacy systems can be complex and time-consuming.

  • Scalability & Performance Issues – As your business grows, you may encounter limits on data storage, API calls, and system performance.

  • Security & Compliance Requirements – Managing user permissions, data security, and industry compliance (e.g., GDPR, HIPAA) can be challenging.

  • Keeping Up with Salesforce Releases – Salesforce rolls out three major updates per year, and struggling to keep up with new features, deprecations, and necessary adjustments.

  • ROI & Measuring Success – You may find it difficult to measure the impact of Salesforce on revenue, productivity, and customer satisfaction without proper tracking and KPIs.

What We Do

  • Advisory and architecture modeling

  • n8n AI Agents & Integrations

  • Low code / no code solutions

  • Implementation

  • Enhancement to existing environment

  • Maintain and cleanup

  • Migration from Classic to Lightning

  • Migrate to Flows

  • AppExchange install

  • AppExchange removal

  • Org migration and Lift 'n Shift

  • Plug into your existing Salesforce team

Products

  • Sales Cloud

  • n8n

  • Service Cloud

  • Experience Cloud

  • Non-Profit Service Pack (NPSP)

  • Education Data Architecture (EDA/HEDA)

  • Telephony

  • AppExchange products:

    • Certinia PSA

    • DocuSign

    • Conga Composer

Industries

  • Environmental Health and Safety

  • Satellite Telecommunications

  • Professional Services Automation

  • Real Estate

  • Banking

  • Military/Federal Government

  • Higher Education

  • Pharmaceutical/Healthcare

  • Media

  • Food Products

  • Investment

  • Litigation

  • Transportation

  • Energy

A message from our founder:

The Salesforce expertise you need. How and when you need it. Customized to suit your convenience and your budget. Many organizational needs can be met only by hiring in-house expertise or by retaining a large consulting firm.

But Pond Cove CRM understands how flexible the savvy use of Salesforce can be, and therein lies its beauty.

At Pond Cove CRM, Salesforce is our world.

We live it. We breathe it. We know it.

We can make it work optimally for you.

Smoothly. Effectively. On tap.

We’ve proven again and again that it’s possible to maximize Salesforce empowerment more affordably than is commonly imagined. Our outsourced model works and not only for budgetary reasons. As we see it, the advantages we offer you include the fact that our smallness – or as we like to call it, our leanness – gives us a motivational edge.

After all, big consultancies can arguably afford to weather the loss of a client with a shrug. A small outsource operation, however, has a powerful incentive to go further to make a relationship work.

We’re eager to learn your business, your style, and your preferences. Our goal is to earn your trust. We know that if we don’t well, it’s often easier to end an outsource relationship than it is to fire a member of staff!

Bottom line: it’s our business to make you happy with our service and to keep you happy.

Behzad Habibzai,

Senior Consultant & Founder,

Pond Cove CRM