You bought Salesforce, or you are about to. We set up everything your team needs to sell: leads and opportunities that match how you sell, the automations that save your team time, the tools you already use connected, and reports you can trust. Built clean, so it grows with you instead of being rebuilt later.
900+ integrations completed · Salesforce partner · We sign BAAs
How a startup setup runs
How leads come in, who works them, and what counts as a sale
Leads, opportunities, automations, integrations and reports, tested before your team sees them
Your team trained, then more added as the business needs it
A new Salesforce org can do a lot, and a startup should get everything it needs to sell from day one. What it does not need is clutter: fields nobody fills in and settings nobody uses, which leave the data messy and the reports meaningless.
So we build it on a solid core: every lead lands in Salesforce as a Lead, a qualified lead converts to an Opportunity and an Account, and the fields your team collected carry over. Add the automations your process needs, the tools you already use and a set of reports, and you have consistent data to grow on.
When you are ready for more, such as custom objects, new teams or more integrations, it builds on the same setup instead of starting over.
What's included
Sample data, default reports and test records cleared out, so your org starts with only your data.
Not everyone needs a full seat. People who only need the numbers can get reports by email or as a data export, and referral partners can send in referrals without a license.
Lead statuses and opportunity stages that match your process, with fields mapped from Lead to Opportunity and Account on conversion.
Duplicate rules on phone or email, and validation rules so the details you report on get filled in.
Lead source filled in, leads assigned to the right owner, follow-up tasks, email alerts, status and stage updates, and reminders when a lead goes quiet. Built with flows, and with Apex when flows are not enough.
Custom objects, Lightning components and integrations built through the APIs, when the standard setup does not fit.
Web forms, calls, chats and ads sending leads into Salesforce with their source, and email from Outlook logged on the record.
Dashboards for each rep and manager, and list views your team works from.
Users added with the access they need, MFA turned on, and training written down so every new hire can follow it.
Every system we connect to Salesforce, in one list
CallRail and CallTrackingMetrics native integrations, with recordings and AI call summaries on the lead
Gravity Forms, Jotform and Typeform fills create leads with tracking attached
LiveChat, SnapEngage, Tawk.to and Avochato conversations saved to the lead
Kipu and Sunwave: admissions in Salesforce, clinical in the EMR, kept in step
CollaborateMD, AdvancedMD and HiLite, with insurance payments on the patient
Stripe, PayTrace and PayPal payments recorded on the opportunity
Google Ads, Microsoft Ads, Meta and TikTok leads in, offline conversions out
ActiveCampaign lists and automations that follow Salesforce
Open other systems from the Salesforce record with SSO
Salesforce data in Google Sheets, BigQuery and Looker Studio
No app for it? We build the connection with Apex and the APIs
Book a free call. We look at how you sell today, the tools you use and where your leads live now, and give you honest advice on what to set up first. No obligation.
The JTS team are extremely knowledgeable when it comes to advertising attribution and maximizing the potential of customer and leads. They know software extremely well, and how all the pieces fit together perfectly. I highly recommend his services to anyone looking to streamline their technology and maximize their sales potential.
I have been thoroughly impressed with the results. JTS team expertise in systems and software integration has given me clear and concise reports, they help me also with generating qualified leads, has been instrumental in driving my business forward. Thank you for everything you have done for my business.
For the past five years, Journeys Through Search has been an incredible marketing company to assist in our PPC, web development and support. Quick responses, vast knowledge and marketing creativity made them such a value add to our organization.
How it works
We look at your sales process, your spreadsheets or old tools, and what your team needs from Salesforce first.
Priced by project, not by the hour. You approve before we start.
The core setup built and tested, in a sandbox where your edition includes one.
Your data moved in, your team trained, and written steps left for new hires.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
It depends on what you need it to do. Some features, such as a sandbox for testing, come with some editions and not others. We go through it with you on the free call.
No. People who only need the numbers can get reports by email or as a data export, and referral partners can send in referrals without a license. Licenses go to the people who work in Salesforce every day.
Yes. We clean up the data, map it to the right fields and import it, so your history is there from the start.
Yes. The first setup is built so you can add objects, automations, teams and integrations later without starting over.
Yes. We can send Salesforce data to Google Sheets, or connect it to a dashboard tool such as Looker Studio.
Yes. Journeys Through Search is a Salesforce partner.
By project, not by the hour. The first call is free, and you get a project quote after it.
