Our Services

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From Agentforce AI agents that work 24/7 to Data Cloud implementations that unify petabytes without moving a byte, we're at the forefront of Salesforce innovation. Every solution is backed by our industry-exclusive Lifetime Guarantee—because great technology should last forever.

Salesforce Implementation Services | Expert CRM Deployment

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Transform your business with expert Salesforce implementation backed by lifetime guarantee. Strategic planning, data migration, custom development, and training for lasting success.

Agentforce Implementation | AI Agents for 24/7 Support

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Deploy AI agents that work 24/7 with Salesforce Agentforce. Expert implementation of Agent Builder Studio, Atlas reasoning, and multi-agent orchestration—guaranteed for life.

Financial Services Cloud for Wealth Management & Banking

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Transform wealth management and banking with purpose-built Salesforce CRM. Expert Financial Services Cloud implementation for advisors, banks, and insurance—guaranteed for life.

Data Cloud Solutions | Zero-Copy Architecture & Integration

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Unify data with Salesforce Data Cloud's zero-copy architecture. Vector databases for AI, real-time streaming, and seamless integration—all backed by lifetime guarantee.

Custom Salesforce Development | Apex, Lightning & AppExchange

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Enterprise-grade custom Salesforce development for financial institutions. Expert Apex coding, Lightning components, and AppExchange apps—all guaranteed for life.

Revenue Cloud Advanced | CPQ to RCA Migration Expert

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Master quote-to-cash with Salesforce Revenue Cloud Advanced. Expert CPQ migration, intelligent pricing, contract automation—backed by lifetime guarantee.

Salesforce Integration Services | MuleSoft & API Expert

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Connect Salesforce to any system with expert integration services. MuleSoft implementation, real-time sync, legacy system integration—guaranteed forever.

Salesforce Managed Services | 24/7 Support & Optimization

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Proactive Salesforce managed services for financial sector. 24/7 monitoring, continuous optimization, and strategic advisory—all protected by lifetime guarantee.

Strategic Salesforce Consulting | Digital Transformation

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Strategic consulting for Salesforce transformation. Digital strategy, process optimization, change management—guaranteed to work forever.

Health Cloud Implementation | Patient 360 & Care Plans

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Transform healthcare delivery with Salesforce Health Cloud. Patient 360 views, care plan automation, population health analytics—guaranteed for life.

AI & Einstein Solutions | Predictive Analytics for Salesforce

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Turn AI into business advantage with Einstein solutions. Prediction builder, conversational AI, computer vision—all backed by lifetime guarantee.

Nonprofit Cloud Solutions | Donor & Program Management

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Amplify your mission with Salesforce Nonprofit Cloud. Donor management, fundraising intelligence, program tracking—protected by lifetime guarantee.

Marketing Cloud Solutions

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Transform marketing from art to science. Create customer journeys that convert millions and relationships that last lifetimes—guaranteed.

Commerce Cloud

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Build digital storefronts that print money. From B2C to B2B, we create commerce experiences that convert browsers into buyers—guaranteed for life.

Hyperforce Migration

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Elevate your Salesforce to the cloud's cloud. Hyperforce migration that unlocks global scale, bulletproof security, and performance that defies physics—guaranteed.

DevOps & CI/CD Solutions

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Deploy with confidence, develop at light speed. DevOps excellence that turns your Salesforce into a continuous innovation machine—guaranteed forever.

Slack Integration Services

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Unite your digital workforce. Transform Slack from chat app to command center with deep Salesforce integration—guaranteed to evolve forever.

Net Zero Cloud

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Turn sustainability from cost center to competitive advantage. Track, reduce, and report your environmental impact with precision—guaranteed for the planet's lifetime.

Manufacturing Cloud

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Transform your factory floor to boardroom with end-to-end manufacturing intelligence. Every production line, supply chain, and customer relationship unified—guaranteed for life.

Education Cloud

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Empower every learner's journey from prospect to alumni. The only Education Cloud implementation that guarantees student success technology for life.

Government Cloud Plus

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Modernize citizen services with FedRAMP-authorized solutions. Transform government operations with the security, compliance, and lifetime guarantee your constituents deserve.

Questions

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What exactly does your Lifetime Guarantee cover?

Our Lifetime Guarantee covers all defects in our original workmanship for as long as you remain a Madrigal Partners client and maintain your Salesforce licenses. This includes:

Programming errors in the custom Apex code we develop
Configuration issues in our initial setup
Integration failures as originally designed and implemented
Workflow and automation defects in our solutions

The guarantee ensures that if any of these issues arise from our original work, we fix them at no additional cost. It's important to note that this covers defects in our work, not new requirements, platform updates, or modifications made by others.

How is this different from typical Salesforce support contracts?

Most Salesforce partners offer 30-90 day warranties, after which you're on your own or need to purchase expensive support contracts. Our Lifetime Guarantee is fundamentally different:

No time limits: While others' warranties expire, our guarantee lasts for the lifetime of your engagement with us
No additional costs: Fixes for defects in our original work are always free
Proactive monitoring: We use AI-powered tools to identify and fix issues before they impact your business
True partnership: This isn't just a warranty—it's our commitment to your long-term success

For ongoing enhancements, new features, and platform updates, we offer comprehensive Managed Services that complement the guarantee.

What happens when Salesforce releases updates that affect our customizations?

Salesforce releases three major updates annually, which can impact custom development and integrations. Here's how we handle this:

Proactive testing: We test all updates in sandbox environments before they go live
Lifetime Guarantee coverage: If an update breaks our original code due to a defect on our part, we fix it for free
Managed Services option: For ongoing compatibility management and feature adoption, our Managed Services ensure your system evolves smoothly with each release

This dual approach—guarantee plus optional managed services—ensures both protection and continuous improvement.

Why should we choose Madrigal Partners for Financial Services Cloud implementation?

Financial Services Cloud requires deep industry knowledge beyond typical Salesforce expertise. Here's why we excel in FSC:

Industry-specific experience: We understand the unique challenges of wealth management, banking, and insurance
Compliance expertise: Our implementations include KYC/AML automation and audit-ready workflows
Proven results: Our FSC clients typically see 3.2x improvement in advisor productivity and significant AUM growth
AI-powered solutions: We leverage Einstein AI for personalized client engagement and predictive analytics
Integration mastery: Seamless connections with core banking systems and portfolio management platforms

Plus, our Lifetime Guarantee applies to all FSC implementations, giving you unmatched peace of mind in a highly regulated industry.

How long does a typical Salesforce implementation take?

Implementation timelines vary based on complexity, but here are typical ranges:

Basic Sales/Service Cloud: 8-12 weeks
Financial Services Cloud: 12-16 weeks
Multi-cloud with integrations: 16-24 weeks
Enterprise transformation: 6-12 months

We use an agile methodology that delivers value incrementally, so you'll see benefits even before full completion. Our lifetime guarantee means we're invested in getting it right the first time, not rushing to meet arbitrary deadlines.

What kind of ROI can we expect from your Salesforce implementation?

While every organization is unique, our clients consistently report significant returns:

Productivity gains: 40-60% improvement in sales team efficiency
Revenue growth: Average 23% increase in sales within the first year
Cost reduction: 30-50% decrease in operational costs through automation
Customer satisfaction: 45% improvement in NPS scores
Data accuracy: 90%+ reduction in data errors

For Financial Services Cloud specifically, we've seen advisors increase AUM by an average of $4.3M per year. Our ROI analysis service can provide projections specific to your organization.

Do you work with companies that already have Salesforce but need help optimizing it?

While every organization is unique, our clients consistently report significant returns:

Productivity gains: 40-60% improvement in sales team efficiency
Revenue growth: Average 23% increase in sales within the first year
Cost reduction: 30-50% decrease in operational costs through automation
Customer satisfaction: 45% improvement in NPS scores
Data accuracy: 90%+ reduction in data errors

For Financial Services Cloud specifically, we've seen advisors increase AUM by an average of $4.3M per year. Our ROI analysis service can provide projections specific to your organization.

What industries do you specialize in?

While we serve clients across industries, we have particularly deep expertise in:

Financial Services: Wealth management, banking, insurance (our Financial Services Cloud specialty)
Healthcare & Life Sciences: Providers, payers, medical device companies
Professional Services: Consulting firms, law firms, accounting practices
Technology: SaaS companies, software vendors, IT services
Manufacturing: Discrete and process manufacturers

Our industry expertise means we understand your specific challenges, compliance requirements, and best practices. We don't just implement Salesforce—we configure it to match your industry's unique needs.

How do you handle data security and compliance requirements?

Security and compliance are fundamental to everything we do, especially for our financial services and healthcare clients:

Certified professionals: Our team includes Salesforce Certified Technical Architects with security specializations
Compliance frameworks: We implement solutions compliant with HIPAA, SOC 2, GDPR, and financial regulations
Security best practices: Including encryption, field-level security, IP restrictions, and SSO implementation
Audit trails: Complete documentation and change tracking for regulatory requirements
Data residency: Ensuring data stays in required geographic locations

We also conduct security reviews throughout the implementation and provide documentation for your compliance audits.

What makes your team different from other Salesforce consultants?

Our team combines technical excellence with business acumen:

100% Salesforce certified: Every consultant holds relevant certifications
Industry veterans: Average 10+ years of experience, many from the industries we serve
Continuous learning: We invest 20% of our time in training and certification
Solution architects: Not just developers, but strategic thinkers who understand business impact
Lifetime commitment: Our team members know their work is guaranteed for life, driving exceptional quality

Unlike firms that offshore critical work, our core team handles all architecture, development, and strategy. This ensures consistent quality and clear communication throughout your project.

Can you integrate Salesforce with our existing systems?

Integration is one of our core strengths. We've successfully connected Salesforce with virtually every type of enterprise system:

ERP systems: SAP, Oracle, Microsoft Dynamics, NetSuite
Marketing platforms: HubSpot, Marketo, Pardot, Mailchimp
Financial systems: QuickBooks, Sage, custom banking platforms
Communication tools: Microsoft 365, Google Workspace, Slack, Zoom
Industry-specific: EMRs for healthcare, core banking systems, portfolio management tools

We use enterprise-grade tools like MuleSoft for complex integrations and native Salesforce tools for simpler connections. Every integration is designed for reliability, scalability, and real-time data flow where needed.

What if we need changes or new features after implementation?

Business needs evolve, and your Salesforce platform should evolve with them. Here's how we handle post-implementation changes:

Lifetime Guarantee: Covers fixes for any defects in our original work—forever
Managed Services: For new features, enhancements, and ongoing optimization
Change request process: Clear procedures for scoping and implementing new requirements
Agile approach: Quick iterations for continuous improvement
Knowledge transfer: We can train your team to handle minor changes independently

Many clients start with implementation and transition to our managed services for ongoing support. This ensures your Salesforce investment continues delivering value as your business grows and changes.

Do you provide training for our team?

Comprehensive training is critical for success, so we've developed a multi-faceted approach:

Role-based training: Customized sessions for different user groups (sales, service, management)
Hands-on workshops: Learn by doing in a safe sandbox environment
Documentation: Custom guides specific to your processes and configurations
Train-the-trainer: Empower your super users to support others
Ongoing support: Quick reference materials and video tutorials

We measure training success through adoption metrics and adjust our approach as needed. Many clients see 90%+ adoption rates within 60 days of go-live thanks to our comprehensive training approach.

What is your implementation methodology?

We use a proven agile methodology that delivers value incrementally while reducing risk:

Phase 1: Discovery & Design (2-4 weeks)
Deep dive into your processes, pain points, and goals. Output: detailed implementation roadmap.
Phase 2: Core Configuration (4-8 weeks)
Build foundation elements: data model, security, core objects, and workflows.
Phase 3: Advanced Features (4-8 weeks)
Custom development, integrations, automation, and specialized functionality.
Phase 4: Testing & Training (2-4 weeks)
User acceptance testing, performance optimization, and comprehensive training.
Phase 5: Go-Live & Hypercare (2-4 weeks)
Phased rollout with intensive support to ensure smooth adoption.

Throughout, we maintain constant communication with regular demos and feedback cycles.

How do we get started with Madrigal Partners?

Starting your Salesforce transformation with Madrigal Partners is straightforward:

Initial Consultation (Free): 30-60 minute call to understand your challenges and goals
Discovery Workshop: Half-day session to dive deep into your requirements
Solution Proposal: Detailed roadmap with timeline, investment, and expected ROI
Contract & Kickoff: Simple agreement that includes our Lifetime Guarantee terms
Project Launch: Your dedicated team begins the transformation

Most clients move from initial consultation to project kickoff within 2-3 weeks. We can also start with a smaller pilot project if you prefer to experience our approach before committing to a full implementation.

Ready to transform your business? Contact us today for your free consultation.