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Your trusted salesforce partners

Repeatable, scalable processes.
Data-driven decision making.
Better ROI.
Business Meeting

Salesforce Consulting

Professional Meeting

Sales & Marketing Optimization

Business Meeting

Sales Automation Consulting

Automate repetitive tasks, Get the insight you need to confidently make data-driven decisions.

Modernize and align your sales and marketing teams through automation, process optimization, and implementation & integration of technology. 

Add data-driven strategy behind your cadences and email templates. Everything from setup to copywriting and process optimization. SalesLoft, Outreach, Hubspot, and more.

Our Services

We help sales and marketing teams realize their full potential by leveraging the full power of Salesforce CRM and other systems, oftentimes in conjunction with SalesLoft, a powerful sales automation tool.

We provide our customers with the insight they need to make data-driven decisions. Whether it be an accurate sales forecast or campaign ROI reports, we have the expertise to provide your executives, directors, managers with the analytics they need represented on an easy-to-read dashboard. Making decisions will never get easier.

Sales reps ONLY spend about 33% of their time actively selling. This is mainly due to inefficient systems/processes, or lack thereof. Most companies we work with don't realize their teams have this challenge until we put 50% more time in the sales teams' days for selling hours. Imagine the additional results! I'm getting excited just writing this About section now. Through a combination of sales automation, system integrations, back-end automation, and process optimization, we can help you see a better ROI on your sales team and tools. 

Carlson Solutions Salesforce Consulting

Salesforce Consulting

Whether it is a custom solution or Salesforce configuration, Carlson Solutions provides Salesforce Consulting to help companies leverage the power of Salesforce. Salesforce can be overwhelming and challenging resulting in disappointing results. The Carlson Solutions team of certified Salesforce consultants works with you to set you up for success.

Carlson Solutions Sales & Marketing Optimization

Sales & Marketing Optimization

Marketing wants to know what Sales is up to, and Sales wants to know what Marketing is doing, and everyone needs to know about the Customer. Carlson Solutions will create the strategy and processes necessary to foster real sales and marketing alignment with a modernized approach. We cover everything from marketing automation, lead scoring and campaign strategy and execution to lead routing and SDR-AE playbooks. We'll also help you evaluate, implement, and integrate new and existing technologies. 

Carlson Solutions SalesLoft Consulting

SalesLoft Consulting

​Add data-driven strategy behind your cadences and email templates. We help with any of your SalesLoft needs. Everything from setup, implementation, and administration to copywriting and process automation & optimization.​ 

  • Implementation & set up

  • Cadences and email templates

  • Salesforce and SalesLoft integration

  • Reporting and analytics

  • Optimization

  • Strategic coaching

Collaborate with Carlson Solutions to unlock the full potential of your Salesforce CRM and other sales and marketing tech.

Carlson Solutions Sales Automation & Marketing Automation

Sales Automation & Marketing Automation

Carlson Solutions Performance Management

Performance Management

Carlson Solutions Lead Management

Lead Management

Carlson Solutions Team Collaboration

Sales & Marketing Alignment

Carlson Solutions Sales Forecasting
Carlson Solutions Sales Forecasting

Sales Forecasting

Carlson Solutions Reporting & Dashboards

Reporting & Dashboards

how iT works


We audit your current processes, setup, technology, etc. to understand where you are today. 


Next, we put together a strategy with a clear pathway to your success.


We implement the tactical elements of the strategy such as processes, technologies, etc.


We monitor the results of the new strategies and tactics and optimize them as necessary. Follow our ABC motto, Always Be Challenging yourselves. 


Contact us

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