certified salesforce consulting partner · syracuse & raleigh-durham

Architect-led Salesforce consulting, from first setup to AI-ready.

We set up Salesforce from scratch or fix orgs that grew without a plan, connect it to your ERP and other systems, and get your data ready for Agentforce and Claude. Every project is designed by a certified Salesforce architect, then built by our delivery team to that design.

Book a free 30-minute consultation

A no-obligation call about what you're trying to do with Salesforce, and whether we're the right fit.

5-star rated on Google and the Salesforce AppExchange

Clients include T&S Brass, GBI, ScentAir, Curie Co and voco

What we can help with

Starting fresh or fixing what you have, every project is designed by a certified Salesforce architect and scoped before any work starts.

01

New setups

Starting fresh is the best chance you'll get to build Salesforce right. We design your first setup around how your team actually sells and serves, connect it to the systems you already run, and plan the migration so your data arrives clean.

More on our services →
02

Fix and optimize

Unused fields, broken automations and overlapping workflows slow your team down. We strip away the complexity, automate the bottlenecks and realign Salesforce with the goals you have today.

More on our services →
03

ERP and system integration

Salesforce connected to NetSuite, SAP or SyteLine, plus billing systems and data warehouses. One source of truth, no CSV exports, built with native connectors, MuleSoft or custom APIs, whichever fits.

More on integration →
04

AI readiness and Agentforce

A fixed-fee audit of your data quality, permissions and integrations in two to three weeks, with a prioritized fix list before you spend on Agentforce or Claude.

About the AI Readiness Audit →

Why teams hire us

  • Architect-designed

    Every solution is designed by a certified Salesforce architect, then built by our delivery team. Certifications include Salesforce Integration Architect and Agentforce.

  • A written scope and price first

    Fixed-scope pricing for builds and integrations, a fixed fee for the AI Readiness Audit, or a monthly retainer. You see the scope and price before any work starts.

  • Built to be maintained

    You get documentation of what we built and why, plus a walkthrough with your team, so your admins or another partner can maintain it.

“It was great working with Belkbot Solutions to get our Salesforce org set up. They are highly organized, detail oriented, friendly, and very good listeners.”
Sarvin Patel
Co-Founder, Sun Horse Capital
Google review
“Belkbot has been a great partner for our organization, always delivering high-quality solutions in a timely manner and within budget.”
Adam Feiszli
Director of Technology and Operations, GBI
Google review
“The team took the time to fully understand my business process. They were great at asking the right questions I hadn't even thought of.”
Theresa Joyce
Director of Nursing, Piedmont Health Services
Google review

How it works

Usually within three to six weeks of an agreed scope.

  1. 130 min

    Free consultation

    We learn what you're trying to accomplish and how your setup looks today, at a high level.

  2. 2before any work

    Written scope and price

    You get a fixed scope and price, and we sign your NDA before we look at your org or data.

  3. 3the project

    Build, document, hand over

    We build it, document what we built and why, and walk your team through it.

Questions buyers ask

Who will we work with?

A certified Salesforce architect runs your free consultation and designs the solution. Our delivery team builds it to that design, and you get documentation and a walkthrough at the end.

Can Belkbot set up Salesforce from scratch or fix an existing org?

Both. If you're new to Salesforce, we design it around how your team actually sells and serves, then build it, connect it to your other systems and train your team. If you already have an org that's grown messy, we audit what's there, remove redundant automation, clean up legacy data and move outdated code to Flows where it makes sense, so it's easier to maintain and people actually use it.

How are engagements priced?

Three ways: a fixed fee for the AI Readiness Audit, a fixed-scope price for builds and integrations, or a monthly retainer for ongoing support. You get a written scope and price before any work starts.

How quickly can you start?

Usually within three to six weeks of an agreed scope. Every engagement starts with a free 30-minute call to understand your goals.

Can we start small?

Yes. Many clients start with a fixed-fee AI Readiness Audit or a single integration, then decide what comes next. There's no long-term commitment required to get started.

Why hire a small firm instead of a large Salesforce consultancy?

A certified Salesforce architect designs your system, and a dedicated delivery team builds it. AI-assisted delivery lets a focused team ship what used to take a large one. Small partners are also the fastest-growing part of the Salesforce ecosystem: firms with one to five certified experts grew 32% in 2026, while the largest firms shrank.

Will you sign our NDA?

Yes. We're happy to sign your NDA before we look at your org or your data.

Starting fresh or fixing what you have? Let's talk it through.

Book a free 30-minute consultation

If it's a fit, we'll cover scope and pricing on the call.