Salesforce Implementation for Businesses

MorganFranklin is a Salesforce Alliance Partner, assisting clients across industries spanning from net new implementations to optimizations and integrations with key operational systems. Given MorganFranklin’s span of service offerings, we quickly partner with our colleagues, experts in an array of other operational systems, offering robust and holistic solutions to our clients.

New Implementations

  • Determine Salesforce’s suitability and effectiveness for companies considering a new customer relationship management (CRM​)
  • Upon selection of Salesforce, we engage our proven methodology, certified Salesforce consultants, and experienced project managers to lead and assist with a new implementation

Healthcheck & Optimizations

  • Assess setup and current use of Salesforce to address pain points due to growth, adoption challenges or a poor implementation​
  • Provide detailed assessment, prioritized recommendations for optimization and increased utilization, and a roadmap to the targeted state (executed by the client or by our consulting team)

Special Projects

  • Onboard our clients’ new acquisitions to their existing instance​
  • Expand functionality and set up new modules to meet the needs of geographic, operational and/or vertical growth


  • ​Support Salesforce integrations leveraging delivered connectors​
  • Design custom integrations from Salesforce to supporting operational systems and enterprise resource management (ERP)
  • Develop master data management (MDM) strategies, governance and controls between Salesforce, ERP and other operational systems leveraging a cloud infrastructure framework and toolsets (eg. AWS, S3, RDS)

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Let’s Work Together

Learn more about how we can help you with finance transformation.

Contact Us

Our Methodology

MorganFranklin applies extensive success in designing, leading and executing transformations with hundreds of organizations to ensure our  established methodology is tailored for the specific needs of each client. We bring a human-touch and EQ to help ensure a positive and sustainable transformationWe will prioritize open, honest communications lines. Progress will be tracked, but not overly dictated by performance measures.​

Provide insights on leading practices​

When designing the future state for your Operations,  Sales and Finance organization, we will provide insights and guidance built on years of transformation experience to ensure the company is set up with leading practices​

Create a solid foundation ​

Whatever form of transformation a company intends to take, it is integral to detail and understand the current state in order to help navigate where the company is going in the future​

Deliver an enduring solution​

Essential to the effective and quickly adopted transformation is to invest appropriately in change management activities, to bring all the stakeholders on the journey and have them invested in its success​

Independent verification​

Empower you with the independent validation of the implementation activity to ensure ​the success of the project.​

MorganFranklin is an official Salesforce partner.


We are experienced, engaged professionals that are highly energetic and motivated to work in challenging, high stakes environments.