About Solvit

Salesforce CRM and Professional Services Automation (PSA) Experts

Let’s talk

What Have Your CRM and PSA Tools Done for You Lately?

At Solvit we believe you should love the tools you use to run your business — and we know that’s only possible when they’re implemented, configured, and managed with your ideal outcomes in mind.

That’s why we take the time to understand your unique business needs and challenges first. Then we architect, design, and implement solutions that unlock new possibilities for efficiency, growth, and business intelligence, so you can achieve more than you ever thought possible — with fewer clicks and less complexity than you would believe.

How do we do it? With a leadership and senior architect teams that bring a deep, firsthand understanding of business operations, along with the most talented and experienced solutions developers in the business.

What Solvit brings to the table

25+ years
of Salesforce experience
150+
clients served
10+ years
of PSA implementation experience
Our platform partners
Salesforce partnerKantataCertiniaCloud Coach

Leadership Team

Peter Rozek

Peter Rozek

CEO, Analytics Solution Architect

As our founder and CEO, he leads by example with an open door policy, that extends to clients. With over 25 years as a Salesforce consultant, Peter with his avid curiosity about new features and tools leads Solvit’s Salesforce Practice. Peter has a wealth of experience with analytics and he is who you want slicing and dicing your data to serve it up in a manner that helps your business understand what is happening and how to pivot and grow. Peter also streamlines efficiency via Salesforce operations both core to SF or with CloudCoach or Kantata SX.

Ingo Roemer

Ingo Roemer

COO, PSA Solution Architect

Ingo oversees Solvit’s operations. He has first hand knowledge of which tools to use, and how to take advantage of PSA features that will enable your business to get to the next stage and beyond. With 10+ years direct experience with PSA tools, Ingo will architect your PSA solution, collaborate with your team on how to take advantage of best practices to optimize your operations..

Kathy Hanson

Kathy Hanson

Sr. Business Analyst | VP, Operations

Kathy specializes in business process improvement, operations, and finance. She has many years of Salesforce admin and PSA consulting experience. Kathy manages many of the day-to-day operations activities at Solvit and has detailed knowledge of each client’s culture and needs.

Tom Merrow

Tom Merrow

VP of Sales & Channel Development

Tom brings 14 years at Salesforce leading F100 Enterprise Account teams across the full Sales-to-Success lifecycle, closing out his Salesforce career as Industry Program Leader for Global Enterprise Professional Services.

As our VP of Sales & Channel Development, Tom leads Channel & Partner Development — Deepening Solvit’s ecosystem relationships with Salesforce and our engaged PSA partners, building co-sell and referral programs that create real GTM traction.

Explore Our Services

Implementation

PSA implementation

Run project management, resource planning, and billing in one platform, connected to your customer data in Salesforce.

Implementation

Salesforce implementation

Delivered by certified Salesforce architects and administrators, so your team gets a CRM they’ll use and that pays its way from day one.

After go-live

Amplify: Salesforce and PSA managed services

A Solvit team alongside yours after go-live, so the rest of your Salesforce and PSA platform gets used and keeps improving as your business changes.

Reporting & analytics

Reporting and analytics across Salesforce and your PSA

We get the data right underneath, then build the reports and dashboards leaders use to run the business, from utilization and capacity to project health and margin.

Org merge & migration

Salesforce org merge and migration

Bringing Salesforce orgs together after an acquisition, a reorganization, or years of teams building on their own, starting with how your company will operate.

AI Services

Ready to put AI to work?

Wherever your firm is with AI, we’ll meet you there, from a Readiness Screen that shows what to fix first to scaling what works.

It All Starts With a Conversation

If you’re looking to partner with a team of PSA and Salesforce experts that puts your business’s operational needs first, look no further. Solvit designs and delivers implementation, integration, and custom solutions that will free you from frustrating work-arounds — so you can get back to working on your business.