SALESFORCE CONSULTING SERVICES

Salesforce help for every stage of the work.

Redpath helps higher education and mission-driven organizations plan, build, migrate, and improve Salesforce — with less confusion, stronger adoption, and a clearer path from strategy to sustained value.

Summit

Salesforce Partner

17+

Years in Salesforce

450+

Organizations served

3,000+

Projects delivered

THE REDPATH DIFFERENCE

The build is only one part of the work.

Salesforce projects do not succeed because the platform has enough features. They succeed when the plan is clear, the data is trusted, the workflows match how teams actually operate, and the system keeps improving after launch.

That is where Redpath fits.

Advise

We advise when the path is unclear.

Build

We build when the work is ready.

Migrate

We migrate when the data has to move cleanly.

Stay

We stay when the platform needs to keep getting better.

WHAT WE DO

Choose the kind of Salesforce help you need now.

Strategic Advising

When the path is unclear, Redpath helps you make the right Salesforce decisions — including where AI and Agentforce fit — before scope, budget, or internal politics harden around the wrong plan.

Best for

  • Salesforce roadmaps
  • Architecture planning
  • Readiness assessments
  • AI and Agentforce readiness
  • Governance and operating model design
  • Executive alignment
  • Messy org evaluation
Explore Strategic Advising

Salesforce Implementations

Salesforce implementation, configuration, integration, automation, reporting, and delivery — including Agentforce, Einstein, and Data Cloud — for organizations that need a strong build and a partner who understands the work behind it.

Best for

  • New Salesforce implementations
  • Education Cloud or Nonprofit Cloud builds
  • Experience Cloud portals
  • Agentforce, Einstein & Data Cloud
  • Workflow and automation
  • Reporting and dashboards
  • Cross-system integrations
Explore Salesforce Implementations

Salesforce Migrations

Move critical data into Salesforce with the planning, cleanup, mapping, validation, and change management needed to avoid a messy launch.

Best for

  • Raiser's Edge to Salesforce migrations
  • Legacy CRM migrations
  • Data cleanup and deduplication
  • Historical gift, donor, account, and relationship data
  • AI- and Data Cloud-ready data
  • Migration readiness
  • Post-migration validation
Explore Salesforce Migrations

Managed Services

Ongoing Salesforce support for teams that need a trusted partner to improve, maintain, troubleshoot, and evolve the platform — including Agentforce and Einstein — after launch.

Best for

  • Admin support
  • Enhancements and releases
  • Reporting improvements
  • Adoption support
  • Agentforce and Einstein tuning
  • Backlog management
  • Platform optimization
Explore Managed Services
HOW TO THINK ABOUT THE WORK

Start where the risk is highest.

Some organizations need a roadmap before they need a build. Some need a clean implementation. Some need to migrate from a legacy system. Some already have Salesforce and need a smarter way to manage it. Redpath helps you start in the right place.

01Advise
02Build
03Migrate
04Improve

You do not have to start at step one. We meet you where the work actually is.

OUR POINT OF VIEW

Good Salesforce work should make the next decision easier.

A Salesforce partner should do more than complete tickets. The work should make your team clearer, your data stronger, your workflows easier to sustain, and your leaders more confident in what comes next. Redpath brings senior judgment, practical delivery, and a partner-like way of working to each stage of the Salesforce lifecycle.

We challenge before we build.

If the plan is too complicated, the data is not ready, or the rollout will overwhelm your team, we will say so.

We build for the people who use it.

Salesforce only works when staff trust it, understand it, and can keep using it after launch.

We stay useful after go-live.

A good launch is not the finish line. Your platform should keep improving as your organization changes.

WHERE WE WORK

Built for complex, mission-driven organizations.

Redpath works with higher education, nonprofits, and public sector agencies that need Salesforce to support real operational complexity — not just cleaner records.

Higher Education

Corporate engagement, research administration, technology transfer, advancement, continuing education, recruiting, admissions, and student services.

Explore Higher Education

Nonprofit

Fundraising, donor engagement, grants, program delivery, volunteers, foundations, and impact reporting.

Explore Nonprofit

Public Sector

Grants management, licensing and permits, case and justice management, workforce services, social program coordination, and inspections.

Explore Public Sector
WHY REDPATH

A senior Salesforce partner without the Big 4 stiffness.

Redpath brings the scale and maturity complex work requires, with the honesty, care, and accessibility mission-driven teams need from a long-term partner.

Summit

Salesforce Partner

2008

Founded

450+

Organizations served

3,000+

Projects delivered

4.95 / 5

Average CSAT

200+

Salesforce certifications

150+

Years combined experience

NEXT STEPS

Find the clearest path for your Salesforce work.

Whether you need strategy, implementation, migration, or ongoing support, Redpath can help you understand the next right move.