Salesforce Consulting · ERP Integration · Custom Development

We connect your Salesforce to the systems that run your business

A boutique consulting firm specializing in Salesforce implementations, ERP integration, and custom development for mid-market companies.

Our Approach
We've seen too many projects fail because nobody talked to the people doing the work.
We start there — with your team, your processes, your reality — before we touch any technology.
How We Deliver
We listen first,
then we build
The same team that sits with your people and understands the problem is the team that designs and delivers the solution. No handoffs. No lost-in-translation.

Understand Your Business

Before we touch any technology, we talk to the people who actually do the work. The warehouse team, the sales reps, the office manager — the people who know the real processes, not the ones on paper.

Discovery Process Mapping Stakeholder Alignment

Salesforce & CRM

Implementation, custom development, and integrations built around how your team actually works — not a generic template that forces them to change.

Customer 360 Sales Cloud Service Cloud Custom Apps Apex / LWC

ERP & System Integration

Your sales team shouldn't have to call the warehouse to check stock. We connect Sage 300, SYSPRO, abas, and Salesforce so everyone sees the same reality.

Sage 300 SYSPRO abas ERP

Technology Guidance

For companies that don't have a senior IT person — we help you make the right technology decisions, manage vendors, and build a plan that your team can actually execute.

IT Strategy Vendor Management ERP Selection Roadmaps
The Tools We Use
The technology behind
the solutions we build

Salesforce Clouds

Customer 360
Sales Cloud
Service Cloud
Marketing Cloud
Experience Cloud
Health Cloud
Commerce Cloud

AI & Automation

Einstein AI
Agentforce
Salesforce CPQ
Flow Automation
Process Automation

Development

Apex & Visualforce
Lightning Web Components
Custom Applications
API & Integration
AppExchange Development

Services

Implementation
Data Migration
Managed Services
Training & Adoption
Reporting & Dashboards
The IQ Suite
Salesforce solutions built from
real problems we've solved

Commission IQ

A flexible commission management solution built inside Salesforce. Product or service-based calculations, multi-level splits, multi-currency support, credit and debit note handling, and real-time dashboards — configured to your rules, not ours.

Invoice IQ

Branded invoice generation, automated delivery, payment reminders, and AR case management — all inside Salesforce. Real-time dashboards for your finance team so nothing slips through the cracks.

Product IQ

End-to-end product development tracking inside Salesforce. Iteration management for ingredients, raw materials, or components — approval workflows, sample tracking, recipe or formula versioning, and full sales team visibility from concept to launch.

We Also Deliver

ERP ↔ CRM Integration

Connecting your ERP to Salesforce so inventory, customers, invoices, and credit notes flow between systems automatically — no more manual data entry or reconciliation spreadsheets.

Sales Analytics & Reporting

Custom Lightning Web Components for sales comparison dashboards, period-over-period analysis, and management reporting with real-time data from across your systems.

Access & Security Architecture

Role-based permission models, row-level sharing on sensitive objects, and multi-tier visibility rules to keep the right data in the right hands.

Let's Talk
Tell us what's not working.
We'll listen.
No pitch deck, no pressure. Just a conversation about your business, your people, and what technology should be doing for them.

hello@purivo.ca · Toronto / GTA