What We Do
-
Implementation Services
Salesforce implementation is rarely plug-and-play—especially for startups and growth-stage companies. These organizations often operate with lean teams, limited internal CRM expertise, and high expectations for quick impact. What they need isn’t just a vendor—they need a strategic partner who understands the pressure to show value fast while building a system that can evolve with the business.
At Walden Edge, we specialize in helping high-growth companies launch Salesforce the right way. With over a decade of experience, our implementation team delivers rapid, right-sized deployments that balance speed with scalability. We focus on usability from day one—so your team can hit the ground running and your platform is built to grow alongside your business.
-
Audit + Optimization Services
Reset and restore confidence in your CRM.
As your business evolves, your Salesforce instance may no longer reflect how your team works—or where you're headed. In many cases, CRM ownership sits with someone already balancing multiple responsibilities, leaving little time for structured maintenance. This leads to familiar pain points:
“We can’t rely on the data.”
“Updating a spreadsheet is easier.”That’s when it's time for more than a patch—it’s time for a reset.
Our Salesforce Reset & Restore offering is a structured audit and optimization engagement designed to bring clarity, confidence, and control back to your CRM. Over the course of 6–8 weeks, we assess your data and platform health, remove clutter and stale records, implement strategic segmentation, and establish the governance your team needs to move forward. You'll receive clear findings, a restore-ready backup, and a prioritized 30/60/90-day roadmap to fully optimize your Salesforce instance.
This isn’t just cleanup—it’s a fresh foundation for smarter growth.
-
Managed Services
Your Salesforce needs don’t end at go-live—and neither should your support. For startups and growth-stage companies, managing Salesforce internally often means juggling competing priorities with limited capacity. Admin responsibilities land on someone’s already full plate, leading to delays, workarounds, and missed opportunities.
Walden Edge offers flexible managed services designed to keep your Salesforce org running smoothly and strategically aligned as you grow. Whether you need 5 hours a month or 80, our certified experts become an extension of your team—handling admin tasks, implementing enhancements, resolving issues, and proactively optimizing your CRM.
We bring structure, continuity, and strategic insight to your Salesforce instance, so you can focus on growing your business—not managing your CRM.
-
Training & Adoption Services
Implementing Salesforce is only half the equation—lasting success depends on whether your team adopts it with clarity and confidence. At Walden Edge, we deliver training and change management services that are tailored, sustainable, and built for scale.
We start with a persona-based approach, aligning training to how different roles actually use Salesforce in their day-to-day work. From executives to frontline users, each audience gets relevant, actionable guidance designed to support their specific workflows.
Our enablement programs don’t end with go-live. We build evergreen resources—quick reference guides, short videos, in-app walkthroughs, and searchable knowledge bases—that your team can rely on long after training sessions are complete. And when paired with change management strategies like stakeholder alignment and readiness assessments, your organization is equipped to manage growth and system evolution with ease.
Adoption is a journey, not a checkbox—and we’re here to support every step of it.
Client Testimonials
“If you want a standard SFDC hired gun, you have a lot of choices. If you want someone to listen, confirm goals, and rapidly diagnose best way to get there, as well as help you execute, you need Lizz.”
— Doug K.
“Grateful for everything Walden Edge did to help us and our engagement went beyond our expectations.”
— Eric L.
“I have been in the CRM space for 24 years. I can assure that the value she added for that investment was greater than one could find for same investment anywhere else.”
— Scott S.