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SALESFORCE AGENCY FOR B2B

Salesforce Consulting Built for the Full Revenue Journey

Directive designs and optimizes Salesforce around how your team markets, sells, and grows. From CRM architecture and integrations to automation and reporting, we help you get more value from the platform.
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Build Salesforce Around How Your Business Works

OUR SALESFORCE AGENCY METHODOLOGY

Salesforce is one of the most powerful platforms in a B2B company’s tech stack, but it only creates value when it is designed around the business. Too often, teams inherit systems that are overbuilt, underused, disconnected from their go-to-market motion, or no longer aligned to how the company operates.

Directive helps B2B companies modernize their Salesforce environment with a practical blend of strategy, technical execution, and revenue operations expertise. We work across CRM architecture, marketing automation, integrations, reporting, process design, and governance to help your teams operate from a cleaner, more connected foundation.

Salesforce Value Starts With Better Data

46%
of sales professionals using AI say data quality issues hurt sales
Salesforce cannot deliver reliable reporting, automation, or AI when its data is incomplete, inconsistent, or disconnected across systems. Poor data quality limits what sellers can accomplish in the platform and prevents leaders from trusting the forecasts and pipeline insights it produces. As Salesforce expands its AI capabilities, companies that delay fixing their architecture, integrations, and governance risk automating the same problems already slowing revenue teams down. A stronger Salesforce foundation allows the platform to become more valuable as the business grows.
Salesforce, State of Sales, 7th Edition

Directive's Approach to Salesforce

HOW IT WORKS
We start with your business process, then design the technology around it. Every Salesforce engagement is built to improve how your teams work, how your data moves, and how your business makes decisions.
Explore our Revenue Operations services
Strategy & Roadmapping

We assess your current Salesforce environment, business process, team needs, and growth priorities to create a practical roadmap for what should be built, fixed, integrated, or optimized.

Architecture & Implementation

We design and configure Salesforce around your sales motion, marketing operations, customer lifecycle, reporting needs, and connected systems.

Integration & Automation

We connect Salesforce with the tools your teams rely on, including HubSpot, Marketing Cloud, advertising platforms, analytics tools, and other business systems.

Data, Reporting & Governance

We improve the structure, quality, and usability of your Salesforce data so teams can trust the system and leadership can make better decisions.

Managed Services & Optimization

We support your Salesforce environment beyond launch with ongoing improvements, system administration, roadmap execution, and strategic guidance as your business evolves.

Our Comprehensive Salesforce Services

Salesforce Strategy & Roadmapping

Create a clear plan for how Salesforce should support your business process, team structure, growth goals, and long-term technology roadmap.

Salesforce Implementation

Design and launch Salesforce in a way that reflects how your company markets, sells, services, and scales.

Salesforce Optimization

Clean up complex or underperforming Salesforce instances so your teams can work faster and trust the system again.

Salesforce Rescue

Assess and repair failed or incomplete implementations, including broken automations, poor adoption, unreliable data, and disconnected processes.

Salesforce & HubSpot Integration

Connect Salesforce and HubSpot so marketing, sales, and revenue data move cleanly across both platforms.

Salesforce Marketing Cloud

Support Marketing Cloud strategy, implementation, journey design, segmentation, reporting, and alignment with Salesforce CRM.

Marketing Operations

Strengthen campaign tracking, lifecycle management, lead routing, form strategy, UTM governance, and automation across your marketing systems.

AI & Automation Readiness

Prepare your Salesforce environment for AI, Agentforce, and automation by improving data quality, process logic, governance, and integration foundations.

Managed Services

Provide ongoing Salesforce administration, optimization, roadmap execution, and strategic support as your business evolves.

Our Process & Impact

HOW IT WORKS
We deliver Salesforce programs through a structured process tied to a clear revenue outcome at each stage.
Audit & Architecture Design

We audit your Salesforce architecture, processes, integrations, reporting, and governance to build a clear roadmap for improving performance.

See how we model the opportunity
Configure & Integrate

We configure your Salesforce environment, automate critical workflows, and connect the systems your teams rely on to create a cleaner, more unified revenue operation.

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Govern & Scale

We establish the ownership, documentation, reporting, and governance needed to keep Salesforce accurate and effective as your business evolves.

See how we connect the data

The Salesforce Problems We Solve.

THE STRUGGLE
Salesforce becomes a barrier to growth when its architecture, integrations, workflows, and reporting no longer reflect how the business operates. Directive turns disconnected, overly complex CRM environments into unified revenue systems that improve adoption, accelerate execution, and deliver reliable pipeline insights.
Misaligned Salesforce Architecture

Misaligned Salesforce Architecture

Inherited or default configurations often fail to reflect current processes, ownership models, and customer journeys. Directive redesigns Salesforce around how the business actually markets, sells, and grows.

Disconnected Revenue Systems

Disconnected Revenue Systems

When Salesforce and the rest of the technology stack do not share data correctly, handoffs break and teams create manual workarounds. We connect the systems and workflows needed to create a unified revenue operation.

Complexity Slows Teams

Complexity Slows Teams

Overbuilt objects, unnecessary fields, and broken automations make Salesforce harder to use and limit adoption. Directive simplifies the environment so teams can move faster without sacrificing control.

Poor Reporting

Poor Reporting

Incomplete data, inconsistent definitions, and unclear attribution prevent leadership from seeing what is driving pipeline. We strengthen governance and reporting so Salesforce delivers reliable insights for better decisions.

Inherited or default configurations often fail to reflect current processes, ownership models, and customer journeys. Directive redesigns Salesforce around how the business actually markets, sells, and grows.

When Salesforce and the rest of the technology stack do not share data correctly, handoffs break and teams create manual workarounds. We connect the systems and workflows needed to create a unified revenue operation.

Overbuilt objects, unnecessary fields, and broken automations make Salesforce harder to use and limit adoption. Directive simplifies the environment so teams can move faster without sacrificing control.

Incomplete data, inconsistent definitions, and unclear attribution prevent leadership from seeing what is driving pipeline. We strengthen governance and reporting so Salesforce delivers reliable insights for better decisions.

Directive optimized our automation processes, directly contributing to substantial improvements in our sales pipeline.
Lawrence GrossDirector of Digital Marketing at Eden Health
Lawrence Gross

Frequently Asked Questions About Salesforce Agencies

SALESFORCE AGENCY FAQ
A Salesforce agency configures and optimizes your CRM so it supports your actual sales motion and marketing attribution, not just activity logging. Directive’s Salesforce work sits inside our Revenue Operations capability: we build the CRM architecture, attribution model, and data governance processes that give leadership reliable pipeline visibility.
Implementation partners get you live on Salesforce. A Salesforce consulting agency, like Directive, focuses on making sure Salesforce is configured around your revenue goals, integrated with the rest of your stack, and managed so the data stays clean and attributable over time. The goal is measurable pipeline impact, not a successful go-live.
Most Salesforce implementations are configured around the platform’s default features, not the specific buyer journey and attribution model of the company deploying it. When the architecture doesn’t reflect how deals actually close, data degrades, attribution breaks, and leadership loses trust in the CRM. Directive designs the configuration around the revenue outcome first.
Revenue Operations aligns marketing, sales, and customer success around shared data, shared pipeline definitions, and shared goals. Salesforce is the system of record at the center of that alignment. Directive’s Salesforce work is a focused expression of our full Revenue Operations capability, which connects CRM configuration to attribution modeling, tech stack integration, and pipeline reporting.
We start with an audit of your current configuration to identify every gap between the data you have and the pipeline visibility you need. From there we rebuild or refine the CRM architecture, configure attribution, integrate connected systems, and establish the data governance processes that keep the instance accurate as your team and tech stack grow.

Make Salesforce a Revenue Advantage

Salesforce should help teams work efficiently and give leadership a reliable view of performance. Partner with Directive to connect your architecture, data, automation, and reporting around how your business operates.

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Content
Marketing
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Paid
Media
Learn More
Performance
Creative
Learn More
Programmatic
Learn More
Revenue
Operations
Learn More
Startups
Learn More