New
Business
Technology
Salesforce Consulting, Development and Support
- Independent Salesforce consultant
- CRM consultant since 2002
- 12 years of Salesforce consulting and development experience
We focus on helping small and medium-sized businesses across various industries.
Making Salesforce Make Sense
An overcomplicated CRM system can bog you down.
Here are some principles for keeping Salesforce streamlined.
Architect for Clarity Over Complexity
Principle: The simplest path that achieves the outcome is the right one — even if it’s not the most “powerful.”
Why it matters:
Every new field, automation, or package adds cognitive load. Over time, that complexity results in a productivity cost.
Design for Process
Principle: Build around consistent business processes, not individual user preferences.
Why it matters:
Salesforce orgs get bloated when every request becomes a one-off field, flow, or object for one team or user. Instead, define clear, organization-wide processes (for leads, opportunities, approvals, etc.) and automate those.
Automate with One Source of Truth
Principle: Centralize logic in the most stable, visible place — once.
Why it matters:
Duplication is the biggest source of confusion in Salesforce. Having the same formula or automation in three places creates maintenance headaches
Our Process
New Business Technology implements targeted Salesforce solutions to enhance and streamline your business operations.
1
Step One: Assess Your Needs
We begin by understanding your business challenges and goals.
2
Step Two: Implement Solutions
NBT designs and implements the most straightforward and effective Salesforce systems. No bloat or over-architecting.
3
Step Three: Optimize & Support
We provide ongoing optimization and support to maximize your ROI on your Salesforce system.
Salesforce Services
Services designed to boost your business.
Salesforce Consulting
Take advantage of our 20+ years of experience in CRM consulting to optimize your system.
Salesforce Development
Optimize your system with targeted, well-thought-out customization that meet your business needs.
Salesforce Implementation
NBT can implement a new Salesforce org, and get your data and key processes moved over from your old system.
Salesforce Support
Salesforce systems require maintenance. Users require support. We can help with both.