Built for Your Business. Backed by Experience. At Solvit, we help professional services teams get more from Salesforce – by making it work the way your business runs.
Since 2001, we’ve partnered with clients to streamline operations, reduce manual work, and improve visibility across delivery, sales, and finance.
We bring more than 24 years of business operations experience and 10+ years of PSA expertise to every engagement. Our certified team starts by understanding how your business works—your goals, your challenges, your processes—before we ever touch your Salesforce setup.
That means fewer workarounds. Less technical debt. And a system your teams will actually use.
We don’t just configure Salesforce. We help you unlock measurable results—like faster project delivery, improved resource planning, and accurate, real-time reporting.
When Salesforce is built to fit your business, success follows. That’s what we deliver.
Whether you're setting up Salesforce for the first time or refining a mature environment, Solvit helps you align the platform with your sales process, team workflows, and business goals—so you can lead with clarity and confidence. Just Getting Started -We’ll design a Salesforce foundation that fits how your team works—so managing the day-to-day is smooth from the start, with no growing pains. Already Using Salesforce? We’ll fine-tune your setup to streamline workflows, eliminate inefficiencies, and deliver the data and reporting you need to make informed decisions.
Maximize your return on investment in Salesforce with implementation services that support your teams’ workflows, driving greater adoption of the tool and streamlining your processes.
Gain a more refined understanding of how your business runs, get the data and insights you need quickly, and forecast future challenges and opportunities with our best-in-class reporting and analytics services.
When your business depends on Salesforce, we’ll keep you tuned-up and future-proof with managed services that focus on continuous improvement and expanding your teams’ skill sets.
Merging and/or migrating data from multiple Salesforce environments without causing major performance issues is no simple task. At Solvit, we invest in the tools and expertise to make the process easier and more effective.
Salesforce hasn’t announced an official end-of-life date for Classic, but all new development is centered around Lightning. Lightning offers a more modern & intuitive user interface, includes enhanced productivity features, has a more customizable component-based page layout structure, & is optimized for mobile. Getting your org transitioned to Lightning future-proofs it and makes powerful new features available for you to use.
Almost anything. Salesforce’s automation options are what makes it the best CRM of all time. Anything from email alerts, to auto submitting service requests to the right queue, to complex approval process, to updates & auto-creation of records. You could have a scheduled automation that creates and sends reports to sales managers or decision-makers. You could sync data to external systems. You could automatically generate & send invoices. Almost any mundane busy work, and even some more advanced stuff can be automated, saving your business time and money, and creating more consistent positive outcomes for your customers.
Implementations kick off with a discovery & planning call where we learn every relevant part of your process and find the pain points therewithin. Then we design solutions to bring your world into Salesforce and alleviate the pain points in the process. After that we get to work on the configuration and development, collaborating with you throughout the process. Finally, after user testing, we perform the data migration and perform any necessary training sessions so that once it’s time for go-live, your users will be equipped to thrive in their new digital work environment.
We’ve worked with dozens of industries in companies all over the US. Everything from energy, to healthcare, to manufacturing, to technology companies. We’ll put ourselves in your shoes and seek to understand what you do and how you do it to deliver a highly bespoke solution.
With Salesforce, we can surface key performance indicators to the people that need to see them to make smart decisions about the company. We can build reports and dashboards that give you unprecedented visibility into your sales or service pipeline, project health, and resource performance. With Salesforce’s suite of automation tools, we can automate busy work to free up your hands for the tasks that require more focus.
No. Just like office space, implementations are not one-size-fits-all. Our approach to implementation is successful because we take the time to consider the characteristics that are unique to your business.
Solvit partners with companies of all sizes, from large enterprise organizations to startups, corporations as well as small boutique businesses. Our Solutions are highly scalable, adapting to the unique needs of each client. The main difference between the small & large clients typically lies in the volume of data migration required, & the number of stakeholders involve for decision making. Regardless of size, we ensure a tailored approach to meet your specific business goals.
Implementing Salesforce CPQ can be complex, and working with a certified partner can help ensure a smoother process. We recommend investing in the right partner upfront to set your project up for long-term success and potential savings.
Yes — and that’s a challenge we’d love to help you tackle. If you’re a B2B company, chances are many of your customers use Salesforce internally and would appreciate the ability to run your product offerings natively in their CRMs. We can put together a team to make that vision a reality.
Constituent-focused design is predicated on having a powerful platform to build on. Part of that platform might require building custom solutions to meet your business’ most unique data visualization and process requirements.
If you’ve experienced any of the following, it might be time to consider a restoration:
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.