CrestOps works with wholesale, distribution, and manufacturing companies with 20-200 people that run Salesforce alongside NetSuite, QuickBooks, or Acumatica.
20 minutes. We’ll tell you whether the audit makes sense for your org. No deck.
If two or more of those sound like your company, the software usually isn’t the problem. Nobody owns the org. That’s the work, in three steps.
Step 1 · Assess
A fixed-price inspection of your org: automation, data quality, security and permissions, license usage, integrations, and reporting. You get a written report that ranks every finding by business impact, with a cost to fix each one. The report is yours to use whether or not CrestOps does the fixing.
$2,500-5,000 fixed · 2 weeks
Step 2 · Rescue
The audit’s fix list, worked line by line: rebuild the automation that broke, merge or archive the duplicate and dead data, simplify the permissions, and document the org so the next person can find their way around it.
Scoped from the audit
Step 3 · Run
Ongoing administration on a monthly retainer: user requests, report and dashboard changes, release management, and small build work. You get a named admin who already knows your org, instead of a ticket queue.
From $2,500/mo
The retainer runs about a third of the cost of a loaded full-time admin hire.
The center of the target is a product business where Salesforce runs sales and service, an ERP runs finance and operations, and nobody on staff owns the Salesforce side. The org still mostly works, but it has drifted from how the business actually runs, and every change waits on a consultant or a brave volunteer.
The same problem shows up outside product companies. Organizations running platforms built on Salesforce — law firms are a common example — hit the same wall: the vendor supports the product, but nobody administers the org underneath it. CrestOps works with them too.
CrestOps is run by Parth Patel, a Salesforce administrator and developer in New Jersey. Parth has spent four years inside Salesforce orgs as an in-house administrator, most recently running a Salesforce and NetSuite stack integrated over Boomi: untangling automation, fixing data, documenting orgs, and keeping the integration honest. Engagements are scoped and led by Parth; build work beyond one person goes to a small bench of certified Salesforce developers he has worked with before.
Past build work includes a client intake system for a law firm running on Salesforce.
Certified: Salesforce Administrator · Platform App Builder · Platform Developer I
The audit covers automation, data quality, security and permissions, license usage, integrations, and reporting, and ends in a written report that ranks every finding by business impact with a cost to fix each one. It takes two weeks and the price is fixed before it starts. The report is yours either way; there’s no obligation to continue.
A loaded full-time admin costs $100K or more a year, and most 20-200 person companies have 10 to 15 hours a week of real admin work. The Run retainer covers that work at about a third of the cost, done by someone senior enough that you’re not training them on the job.
Most likely, yes. The deepest experience is Salesforce with NetSuite, including Boomi-based integration, and the same approach carries to QuickBooks, Acumatica, and other ERPs. The audit maps exactly what data moves between your systems, in which direction, and where it breaks.
Nothing is locked in. The report prices each fix separately; you can hire CrestOps for the Rescue work, hand the report to your own team, or stop there. Most companies pick a handful of items rather than everything at once.
Parth does. Audits and admin work stay with one person on purpose, so the context lives in one head. Larger build items go to a small bench of certified Salesforce developers, scoped and reviewed by Parth.
Work happens through a dedicated user account that you create and can deactivate at any time; no shared logins. Substantive changes go through a sandbox before production, and access is removed the day an engagement ends. Anything specific to your compliance requirements goes into the statement of work.
The best fit is a 20-200 person product company, wholesale, distribution, or manufacturing, running Salesforce next to an ERP with no admin on staff. The same test applies to law firms and other organizations on Salesforce-based platforms: if nobody owns the org, the work is the same.
20 minutes. We’ll tell you whether the audit makes sense for your org. No deck.