Services

Get even more from your Salesforce investment

At Lumez Consulting, we offer end-to-end Salesforce services designed specifically for small businesses that want to work smarter, move faster, and scale with confidence. Whether you’re starting from scratch, fixing a system that isn’t working, or looking to unlock more value from your current setup. We’re here to help.

If you’re a small business owner or team lead, chances are Salesforce isn’t working the way you hoped it would. Maybe it feels overly complex, your data is disorganized, and your team avoids using it altogether. You’re wasting time on manual tasks, struggling to get accurate reports, or relying on expensive consultants who don’t understand your business. Worst of all, you’re not seeing the ROI you expected. The truth is, Salesforce isn’t the problem, it just hasn’t been set up to work for you. That’s where we come in.

Our comprehensive services cover everything from automation to cleanup, training, and ongoing support.

We take the complexity out of Salesforce so your team can focus on what matters most: driving results. With Lumez, you get a trusted partner who listens first, solves fast, and always builds with your business goals in mind.

Automate the Repetitive. So Your Team Can Focus on Results

Custom Development & Automation.

We help you streamline your workflows, eliminate manual tasks, and connect Salesforce to the tools you already use. So your team spends less time clicking and more time closing.

Outcomes we deliver:

Clean Up the Chaos and Make Salesforce Work for You

Optimization & Cleanup

If Salesforce feels bloated, slow, or frustrating. We can help. We declutter your setup, improve performance, and make the system easier for your team to use every day.

Outcomes we deliver:

Empower Your Team to Use Salesforce Like Pros

Training & Enablement

We turn everyday users into confident operators with targeted training and practical documentation that fits your processes. Not just the Salesforce textbook.

Outcomes we deliver:

Keep Salesforce Running Smoothly Without Hiring In-House

Ongoing Support & Maintenance

Get expert help when you need it. Without the cost of a full-time admin. We offer flexible support that scales with you and keeps your system sharp, secure, and up to date.

Outcomes we deliver:

At Lumez Consulting, we bring more than just Salesforce expertise

We bring clarity, strategy, and results to every project. With years of hands-on experience helping small businesses, we’ve built a reputation for making Salesforce simple, effective, and aligned with real business goals.

What sets us apart? We don’t offer cookie-cutter solutions. We take the time to understand your unique processes, team structure, and growth targets. Then we design a system that fits. Our size is our strength: we’re agile, responsive, and committed to your success from day one.

Our clients have seen dramatic improvements in team productivity, sales visibility, lead response times, and customer satisfaction. All without adding technical overhead or hiring full-time admins. Whether it’s launching a brand-new Salesforce instance or rescuing a system that’s gone off the rails. We’ve helped many small businesses turn confusion into clarity and complexity into confidence.

When you work with Lumez, you get a partner who shows up, follows through, and makes Salesforce work for you.

Not Sure Where To Start? Let’s Talk.

We’ll help you identify where Salesforce can deliver the most value. And build a plan that meets your goals, your team, and your budget.

FAQs

You’ve Got Questions. We’ve Got Answers

Do you only work with small businesses?

Yes, we specialize in helping small businesses get the most value out of Salesforce. That’s our niche, and we know it well.

How much do your services cost?

We offer flexible, project-based pricing and ongoing support packages based on your needs. Once we understand your goals, we’ll provide a clear, custom quote.

Do you offer fractional Salesforce services?

Yes, we do. We offer fractional Salesforce services for small businesses that need expert support without the cost of a full-time hire. Whether you need a part-time admin or a project-based consultant, we provide flexible, scalable support tailored to your business needs and budget.

Can you integrate Salesforce with other tools we use?

Yes! We can connect Salesforce to your marketing platforms, accounting tools, customer service apps, and more. With custom or off-the-shelf integrations.

Do you offer post-launch support?

Yes, we offer ongoing support plans to ensure your Salesforce environment stays optimized as your business evolves.

Can you train our team to use Salesforce effectively?

Absolutely. We offer both live training and easy-to-follow documentation to make sure your team feels confident using the system day-to-day.