Salesforce is a customer relationship platform that brings sales, service, and account activity into one shared system. For mid-size companies, it becomes the record for pipelines, customer conversations, service cases, renewals, and the reporting leaders rely on to see what is happening across the business.
Most mid-size teams do not struggle because Salesforce is the wrong tool. They struggle because it grows faster than the process around it. Fields multiply, duplicate records accumulate, reports stop matching, automations overlap, and the people who built the first version move on. Admins juggle competing requests, sales leaders build side spreadsheets, and service teams lose confidence in what the system shows.
HarjTech supports, administers, integrates, and advises on Salesforce for mid-size Canadian companies that need the platform to stay clean, connected, and useful. We help you stabilize day-to-day administration, tighten data and security, simplify what users see, and connect Salesforce to the Microsoft stack your team already uses every day.
That includes practical integration with Microsoft 365, SharePoint, Teams, Outlook, and Azure, so documents, email, meetings, and reporting work together instead of living in separate silos. We coordinate with your existing Salesforce vendor or partner when needed, document decisions, and leave you with a system your team can actually run.
The goal is not a larger Salesforce footprint. The goal is a trustworthy system that supports selling, service, and leadership decisions without adding headcount or creating dependence on one administrator. We keep the work practical, documented, and sized for a mid-size team, so progress is visible without disrupting daily operations.
The scoping call is a focused working session, usually about 20 minutes, with a senior consultant. We review how Salesforce is used today, what is breaking or slowing your team down, which Microsoft tools and integrations are in play, and what a good outcome looks like for sales, service, and leadership. You do not need to prepare a formal brief — a candid description of pain points is enough.
By the end of the call, you have a clear recommendation: whether a fixed-scope assessment or improvement batch, ongoing support and advisory, or a combination fits best, plus next steps and timing. Investment is confirmed on the call once scope is understood. There is no obligation to proceed, and you keep the assessment of priorities even if you decide to wait.
Big Four firms and vendor services are built for large, program-scale work. Mid-size Salesforce needs are different: a stable admin queue, clean data, working Microsoft integrations, and reporting leaders can trust. HarjTech is sized for that reality. You get senior consultants, a named delivery lead, and a support rhythm that fits a 100 to 1,000 person company, without layered teams or long engagements.
Our Microsoft depth is a practical advantage. Salesforce rarely lives alone — it sits beside Outlook, Teams, SharePoint, and Power BI. We make that whole workflow coherent, and we coordinate with your Salesforce vendor where needed rather than replacing them. If your need is genuinely enterprise-scale, we will say so. For most mid-size teams, HarjTech is the faster, clearer, and more accountable option.
Yes. Takeovers are a common starting point. We begin with a structured handover review covering users and permissions, automations, integrations, data quality, reporting, and open requests. We document what exists, flag risks and unused configuration, and confirm who owns what going forward, including any vendor or AppExchange relationships that stay in place.
Transition is planned so daily work does not stop. We secure admin access, confirm change and release practices, and set up a clear request and approval flow with your internal owner. Within the first weeks, you have a prioritized improvement list, a clean admin queue, and a support rhythm your team can rely on. The scoping call is the right place to describe your current setup and handover timing. If you want a clear starting point, bring this question to the scoping call and we will outline the next steps for your environment.
We apply a least-privilege approach that matches how your teams actually work. That includes reviewing profiles, permission sets, role hierarchy, sharing rules, and field-level access, removing dormant users and excessive rights, and documenting who can see, edit, export, and delete sensitive records. Audit trails, change documentation, and approval flows are part of the routine.
Governance is kept practical for mid-size teams. We set clear rules for who can request changes, how automations and integrations are approved, and how often access is reviewed. We also help you prepare for internal audits and align Salesforce access with your Microsoft identity and onboarding and offboarding processes, so access stays accurate when people join, move, or leave. If you want a clear starting point, bring this question to the scoping call and we will outline the next steps for your environment.
Timing depends on the size of your org, the number of integrations, and how much data cleanup is needed. A focused health review and quick-win batch can usually be completed in weeks, while deeper data, automation, and reporting work is sequenced in small batches so your team sees progress without a long freeze on changes.
We agree on priorities early: access and admin stability first, then data and reporting fixes that leaders rely on, then longer-term simplification. You get a sequenced plan with milestones, so you can see what will improve and when. The scoping call is where we review your current state and outline a realistic timeline for your environment. If you want a clear starting point, bring this question to the scoping call and we will outline the next steps for your environment.
Yes. HarjTech provides independent advisory on how Salesforce options fit your process, team size, and Microsoft environment. We map your sales, service, and account workflows first, then assess which Salesforce capabilities support them, which add complexity you do not need, and where a Microsoft tool or a simpler configuration would serve you better.
That advice covers scope, sequencing, licensing considerations, and integration impact, without pushing a larger footprint. If a new Salesforce product is warranted, we help you define requirements, prepare a vendor brief, and evaluate the proposal. If it is not, we show you how to get the outcome from what you already own. Bring your current setup and goals to the scoping call and we will outline a practical path. If you want a clear starting point, bring this question to the scoping call and we will outline the next steps for your environment.
HarjTech supports migrations in an advisory and coordination role, working alongside your Salesforce vendor or implementation provider. We help you define scope, map data from spreadsheets or your current CRM, clean and prepare records before migration, and plan cutover, testing, and adoption so the new system starts clean.
Our value is in the preparation and governance that migrations often skip: data standards, duplicate handling, field mapping, reporting requirements, and integration with Microsoft 365 and SharePoint. We stay through testing and early support, document decisions, and help your team run the system after go-live. HarjTech does not claim to be a certified Salesforce implementer, and we are clear about where vendor delivery ends and ongoing support begins. If you want a clear starting point, bring this question to the scoping call and we will outline the next steps for your environment.
We start by finding why the data is diverging. That usually means duplicate accounts and contacts, inconsistent field use, overlapping automations, or imports that bypassed validation. We review data standards, sampling, and reporting logic, then agree on a cleanup plan that fixes the root cause, not only the visible symptom.
Cleanup work includes duplicate review and merging, field and picklist standardization, validation and flow fixes, import guidance, and rebuilding the dashboards leaders actually use. We document the standards and hand your team a simple maintenance routine so quality does not decay again. The result is reporting your sales and service leaders can trust when they review pipeline, activity, and case performance. If you want a clear starting point, bring this question to the scoping call and we will outline the next steps for your environment.