- SALESFORCE
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Salesforce only knows what you tell it.
Most CRMs become islands the day they're deployed. Lead enrichment data lives in one tool. Billing in another. Operational metrics nowhere. Your team copies, pastes, and reconciles — and your forecast pays for it.
Three things, done well.
A connector library
we keep growing.
This works in your industry.
Reporting cycles compressed from days to minutes. Portfolio data, fund admin, and CRM unified.
- 01Fund admin → Salesforce daily reconciliation
- 02Portfolio company KPIs as native objects
- 03LP-facing reports generated from a single source
Five phases. No surprises.
Discover, Architect, Build, Validate, Operate. The fixed-fee number lands at the end of week one.
- —Architecture review
- —Data audit
- —Integration goals
- —Integration spec
- —Sequence diagrams
- —Data contracts
- —Runbook
- —Sandbox delivery
- —Weekly demos
- —Source repo handoff
- —UAT
- —Load testing
- —Observability dashboards
- —Security review
- —Optional managed support
- —SLAs
- —On-call
Senior engineers only.
One point of contact.
Every engagement is led by an engineer who has built this exact integration before. There is no bench and no junior team learning on your data. You'll have a single point of contact from kickoff through go-live, and you'll know everyone working on your project by name within a week. Our senior engineers are distributed globally — that's how we keep the bench focused and the price fixed — but project ownership and communication never get handed off.
Senior-only team
Every project lead has shipped this exact integration before. No bench, no juniors learning on your stack.
Fixed fee, no surprises
One number after Discovery. No hourly billing. No timesheet anxiety. No mid-project surprises.
One point of contact
Same engineer, kickoff to go-live. You'll know everyone working on your project by name within a week.
Questions a senior buyer asks.
Specific answers. No marketing hedging. If something isn't covered, the architecture call is the place to ask.
Yes. SynTech Consulting has been engineering on the Salesforce platform for six years across our parent firm's portfolio companies. Every integration project is led by a senior engineer with direct, hands-on Salesforce platform experience.